Could I get your updated views on GXI? I know the 4th quarter came in weaker than expected, but i'm tying to look past it and see a number of catalysts for 2014. Would you agree? What do you think of the valuation / upside potential in an investmnet in GXI?
I have been watching SUM closely and recall back in mid Feb that the 5i team felt a good entry point for SUM would be around $6.75. Yesterday it closed @ $6.81 after the recent news regarding the CEO selling a chunk of his shares. Today it is almost back up to $7.
Should we consider this as an opportunity to buy?
Or would you recommend sitting tight for a bit to see what happens next?
Q: Hi Peter & Team,
Based on your answer to a question asked by Jonathan on Mar. 24th (RX), would it be a proper timing to purchase CXR (looks like it's in a "hipper" phase) or wait until it will "settle down"?
Thanks,
Morris
Q: peter - A few months ago I took a small position in Neulion(nln) and recently noted that their results for the last quarter were very good. My investment small as it was is up 63% What do you think of this company. Would they be a likely company to partner with Rogers when they make a decison in this area ie enablement of on-line content for internet connected devices? If so, I might consider adding some more shares. thanks for this great service.
Q: Good day 5i.
I am looking to buy some shares in an engineering/environmental/architectural firm. I know that you like STN, but it's a bit pricey for me. I've held SNC in the past, and while I know they are attempting to clean up their act, I'm still nervous about their ethics. Recently I had WSP Global suggested to me. I know nothing about them. Can you provide me with some insight and a buy or not recommendation for WSP.
Could you let me know your top 5 picks with low debt, good growth prospects that have started paying a dividend for the first time within the last 12 to 18 months.
Q: A response to question on Donville and DHX in which you pointed out your disagreement with him.
One specific point is this---5i "We like its timeless content library" Donville sees much less value in the library after it has been shown.
Q: Peter and Co.
I tuned into BNN about 6:30 last night to hear Jason Donville commenting on DHX Media. As I missed some of his commentary, I want to be fair, but I heard him say that he saw nothing worthwhile in DHX. Would you care to comment on that?
A 2nd question, I seem to be seeing more interest in pharma and
health care. Would it be worth adding that sector to the list in the right side bar?
Gary
Q: Dear 5i
I recently got stopped out on ENL.to and since then it has been going up . I m not so sure about using any more stop losses as they often don't work out . Are the fundamentals good enough for this stock to consider buying back in or are there other better options out there ?
Also should I consider buying more of GUD as it is up 12-13 percent since it was issued as part of the Paladin deal ?
Thanks
Bill C.
Q: Hi Peter and 5I team,
Have you changed your opinion of the auto parts sector since the announcement of the South Korea deal? We know you like Linamar's fundamentals, as per your answer to the question on march 4th. Cannacord downgraded to hold and CIBC upgraded to outperform. We hold it in our TFSA with a great 48% gain. Is it time to take half off the table?
We value your opinion.
Q: ATD.B reported today. I would appreciate your comments on the results and if you felt there was good growth potential for the next one to two years. Thank you Ian