Investment Q&A

Q: You have recently stated you felt pho is likely to be flat for some time, what do you feel is the problem, is it only due to the sector being week or is this particular company losing its future growth potential and if this is a time to sell and move to other sectors.
Doug

Q: After market close Caldwell Partners released their fiscal 2018 results reporting a record year. They also raised their quarterly dividend rate to $0.0225 and gave a positive outlook for fiscal 2019. What do you think of the results relative to the current stock price? I notice that the stock trades less than 50% of its annual revenue run rate with revenues growing at a double digit rate.

Q: STEP has had a substantial drop after having a very substantial drop. Is there a price at which risk/reward turns in the buyer's favour?

Q: This is both a comment and a question:
I know that 5i doesnt need another "bodyguard" ... or even someone to "beat the drums" for 5i's expertise ...but as you frequently suggest ( and clearly many of your happy customers do the same) namely: we need to do our own homework too.

As part of that process, one of my sources is RBC Direct Investing where I can pull up pretty much everything I could ever want to see on a stock. This includes Morningstar ratings and a rating such as undervalued, overvalued and fair value.

The question: can you tell me how you view the value of this information as part of the investment process? Given that nothing is perfect, is this information highly regarded as useful. I would expect RBC is convinced "yes" since they likely pay hefty fees for the service.
(I could call Direct Investing on this matter, but I believe a 5i answer will be far superior to anything I would get there.)

Finally another comment and specific examples consistent with the 5i point of view:
After reading your comments regarding "throwing in the towel" on TV and RHT .... and having read so many critical comments from your customers, I decided to check Morningstar.

Both RHT and TV have 5 star ratings which is as good as it gets. Similarly the cuurent price and Fair Value for TV are 0.43 and 0.93 cents; RHT 0.32 and 0.68 cents. If I read these numbers correctly, Morningstar still sees an upside of over 100% on each of these stocks..... not unlike 5i's original perspective. Of course I have no idea of the timeframe. Nonetheless I am glad to be out of both and be able to use the money for better opportunities.

Signed: Another grateful customer who REALLY enjoys looking at the over the top performance of (to only name a few) KXS, CSU, SIS, PBH, PKI .... even Amaya/TSGI and more recently PSI (nicely up in a bad market).

Onward and upward....

Q: With the current price of oil, and lower gasoline prices at the my local gas station, how will this effect PKI's profitability?

Q: Regarding Photon, on a quick back of the napkin analysis it looks like the company is being valued at 2 times sales, once you strip out the cash.
Can you tell me what a typical multiple is?
It's astonishing that the company is back to 2016 valuations given all of the positive catalysts.

Q: looking at moving from tog to one of the above, who get brent pricing.
good move? and which would be your preferred replacement?

Q: Good morning: What is your thought on the above companies as a dividend paying Company. Any other you would add to the list with 5% + that we can look into, Thank you again as always.

Q: I am new to this service. Over the summer I averaged in 75K into a TSFA and have been following the 5i balanced portfolio. I am down quite a lot since I bought in at market highs but fortunately have a strong stomach. I held onto 10K in cash in this account. Would you use the recent downturn to deploy any of this cash? If so can you please advise on which stocks you might ‘top up’ or consider here? I have a 15 year time horizon…

Q: I currently hold significant positions and capital losses on both SGY and WCP. I would like to trigger a cap loss while maintaining sector exposure by selling one and buying the other, and then 'reversing' the trade in 30+ days. Which one you recommend selling at this stage?

Q: Going forward after checking on cost issues--transportation and etc. and also the Conference Call and other concerns coming out, what are your opinions and facts? Going backwards I feel sorry for the people who had paid $100.00 or more a share, will they have the time to make a recovery?

Q: I will appreciate your comments on the drop of cgx. Is it a hold going forward or sell? Do you advise averaging down?
Thanks

Q: amazing, but with all the carnage out there a resource company with one product keeps hitting it out of the park.
incredible results, so my question is what is a resonable multiple that largo should sell for — 12 times, if its 12 times largo should be around 6-7 dollars, am i correct?dave

Q: Hi 5i,

Could you please list your 4 or 5 favourite growth stocks with little to no debt. USA/CAN doesn't matter.

Thanks!

Q: Hi,
any word on Electrameccanica Vehicles Corp.? They appear to gearing up for sales and have a number of units on preorder but information lacks transparency.

Q: I have a small position in Heo at a loss and I am thinking of adding to it. Would you please look at their earnings release and give me your detailed prognosis and if you would recommend this strategy? Thanx.

Q: What is your opinion of Interpipeline as a long term hold for an income portfolio?
Thanks
Rick

Q: Comments on recent numbers please.

TIA pat

Q: Hi Folks!
Noticing the sell-off today in Rifco. The last question about Rifco mentions Sym-Tech as having +/- 16% of Rifco. Is Sym-Tech publicly traded please?

Dave (Nicholson)

Q: Hi 5i, What are your top 4 Canadian technology picks for a 5 - 10 year hold. The only criteria would be safety + growth, little or no debt, dividend a plus but necessary.

Thanks,
Chris.