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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter
Thanks for your recent newsletter my favorite read of the day. We bought Altus Group (AIF) because of an answer to a question from back in Aug. We did some research and have being holding it since. It had a good jump this week. Would you say it is still a buy or just a hold. It makes up less than 1% of our portfolio. Thanks for groups time and effort.
Read Answer Asked by jeffrey on February 28, 2014
Q: Why CATAMARAN dropped 6% in spite of good report?Thank you.ebrahi
Read Answer Asked by ebrahim on February 28, 2014
Q: hello 5i:
two questions, if I may:
#1: is a report on SJ still "in the works", and if so when do you expect to release. I have a small position and would like to add to it, but am waiting for the report.
#2. its been about 3 months since the last question on Canadian Western Bank. Can you update this, and give me a "back of the napkin" rating on it.
One comment: congrats on the Ryan Modesto acquisition lol. 5i not only picks good management of companies, they obviously try to lure the strongest to their team. PH and N is (or was, before the acquisition by RBC) a tremendously respected company that has delivered very good, stable, results to investors for many years. Ryan's experience and acumen should do nothing but add value to 5i. Good job Peter; in hockey talk, you got a first liner!
Read Answer Asked by Paul on February 28, 2014
Q: Hi Peter and Team, boy-oh-boy, a lot of Q&A's on Surge, SGY, lately and I'll yet add another of my own again, sorry but I have to ask, at current price and yield (5.70/9.5%), and considering what has already been stated by the team, is this a really good (table pounding) buy situation? Good solid volume as well, are we missing something here considering they just raised cash recently at 6.20? Thanks!
Read Answer Asked by Hussein on February 28, 2014
Q: Symbol: CCT

Hi,

Can you please comment on Catamaran's earnings report and guidance and do you think it would be a good time to start a position. I have 2-3 year time horizon.

Thanks
Read Answer Asked by Clinton on February 27, 2014
Q: Hello 5i:
PHX ( PHX Energy Services) just released it's record financial and operating results for 2013. Before I jump into this stock, I would like your opinion on this company and the future risks in this sector.
Read Answer Asked by Brian on February 27, 2014
Q: How would you adjust Cipher's (DND) just reported quarterly EPS for proper comparison with the conscensus adjusted earnings of 0.225 (from your Feb 21st response). Thanks.
Read Answer Asked by John on February 27, 2014
Q: Hi

I own Cipher ( DND) and wonder if you see much upside from here based on recent earnings. Do you think the external challenge to one of their drugs will continue to hold the stock back?

Thanks
Read Answer Asked by Greg on February 27, 2014