Investment Q&A

Q: Hi Peter, bought more GUD today and have a quick curiosity question on what they do with all the cash reserves while they wait. It looks like ~$788M vs 142.8M shares = ~$5.52/share. I'm assuming that with that magnitude of funds they'd get a pretty decent rate/month; but is that what they do ? Also, what size ($) of company would/could they target with the amount of cash they have ? And, is the thought that any purchase would be NA based or does that matter ? Thanks.

Q: One of the BNN guest mentioned that his calculation shows that ENB could drop to 33.84 where it would be a buy. For now he staying away from this stock! Also this morning another advisor strongly suggested to stay away from ENB !
Could I have your opinion please.

Q: Recently i placed a stop loss on one of my holdings. BAD news and the first trade of the morning was 20 per cent below my stop loss Needless to say, I did not get taken out. I was stuck at the current trading price at that time Is there any way to prevent this from happening? Hope Ive explained myself properly Thanks

Q: Please provide reasoning for short trades on SIS? Please also provide some rationale of assets growing faster than revenue. I like the company and have invested behind it however starting to look a little lofty.

Q: Your opinion of this stock. Have held for years , but seems to be going to the dogs. Also do you not list payout ratio & website for stocks

Q: Hi 5i:
Do you think its wise to build a bigger position in Sangoma Technologies now (as part of a growth portfolio) given that the Company has cashed up following the closing of a bought deal financing with institutional investors? The Company has a history of making profitable acquisitions.

Q: Gentlemen,
In the case of a recession or bear market, how covered call or buy-write ETFs will act on capital & income ?
Thanks
Best regards.

Q: Good afternoon,
Earnings are coming up next week on ATD. It hasn't done anything since july 2015 what can we expect. It's everybody's darling but ?
Your view ?
Thanks !

Q: 12-year shareholder of gamehost. Please provide your opinion on 2017 Q4, the current state of M&A in the Canadian gaming sector and your opinion on the likelihood of GC making a run at GH sometime down the road.

Please deduct 3 credits and thank you for your work :D

Q: What are your views on the Toronto housing prices going forward (12-24 months) ? I am more looking for your gut feeling than a detailed analysis. Thank you.

Q: Hi, TOY is a constituent of 5i Portfolios for a long time and it would also be fair to believe that this company is owned by a large number of 5i members. Recent bankruptcy of Toys r' us us cast a gloomy shadow on all toy manufactures and caused a huge uncertainty as to what is the near and long term impact and how each company is handling it. Your recent comments have addressed members' concerns to a good extent. But, is it possible for your team to do an analysis of the situation with specific reference to TOY, covering issues like, non-receipt of receivables, loss of sales, alternate marketing channels and company's relationship and past experience with them, near and long term anticipated impact on profitability. Also how is it likely to influence the growth projections in Canada, US and international markets. If it is possible to seek some clarity from the company, it would be really helpful. Toys r'us Canadian operations, reportedly have been agreed to be bought by a group. How does it impact ( positive or no impact) Spin Master.

Also based on your analysis and T/A, do you see more pressure on stock in near term and at what level you consider it to be a Screaming Buy. Thank you so much !!!

Q: An earlier question on TOY mentioned the downgrade (BMO) as being a possible factor in the decline in stock price. Just to balance the ledger and as can be seen below, while there was one downgrade, there were in fact 6 upgrades. This is why last week's decline seems to be pretty irrational, especially given how quickly TOY recovered following the initial Toys R Us negative news from a couple of months ago.
As always, keep up the great work.

3/9/2018 Raymond James Financial Boost Price Target Outperform C$57.00 -> C$65.00
3/9/2018 CIBC Boost Price Target C$58.00 -> C$63.00
3/9/2018 Royal Bank of Canada Boost Price Target Outperform C$61.00 -> C$66.00
3/9/2018 TD Securities Boost Price Target Buy C$61.00 -> C$69.00
3/9/2018 BMO Capital Markets Downgrade Outperform -> Market Perform
3/8/2018 National Bank Financial Boost Price Target Outperform C$63.00 -> C$65.00
3/6/2018 Canaccord Genuity Boost Price Target C$53.00 -> C$63.00

Q: all momentum companies that are hitting 52 week highs WHAT WOULD BE YOUR PICK

Q: Hi. Wondering about what types of investments to put where. How about this:
Non- Registerred Account: Canadian Dividend payers to maximize the dividend tax credit.
Registerred Account: interest bearing instruments, REIT’s, MLP’s etc
TFSA: growth stocks ( Canada and International)
Appreciate your comments.
Thx Frank

Q: I note a recent article in the Globe to the effect that the OTEX CEO sold nearly 40% f his holdings and 3 other executives also reduced considerably. Any reason for this or cause for concern?? Than ks Jim.

Q: If you had to pick one out of those two stocks for 1 to 2 year outlook, which one would you pick? I realized that ENB is more of a utility and more interest rate sensitive, but still is related to the oil industry. Both stocks have been beaten down, but wandering which one in your opinion would have more upside if oil starts moving up? Thanks for the great service.

Q: Is ENDO close to a deal with GUD before the end of 2018 ? If unclear, what is the possibiliy in percentage at this time ?

Q: Can you provide your analysis of the recent Q4 and yearly earnings and its outlook, please.

Q: May I have your perspective on Hardwood Distribution's (symbol now HDI) results announced yesterday, please.

Q: GUD continues to go nowhere, and mostly down of late. It's been probably over 2 years that the story has been the same. Have patience and wait for Goodman to spend some of his $775m hoard. Recent earnings were underwhelming. Do you still feel the same way about GUD's prospects? Is there any thought of removing it from the portfolio due to it being a non-performer?