Investment Q&A

Q: Hi, could I get your thoughts on the recent activity of AYA. It has dropped recently and today had a big trading range? Is this just some profit taking?
Thanks for the great work, Dave

Q: good morning:
considering all three stocks at todays prices which stock do you like for growth/price appreciation best. MCR,AYA, DMX

Q: What do you think of Amaya's strategy in selling off its WagerLogic subsidiary in order to re-position to focus strictly on B2B?

Also, what do you think of Intertain (T.IT), Amaya's former WagerLogic which has recently started trading on the TSX? If one liked the complete Amaya previously, should one also lean towards picking up some IT?

Thanks!

Q: Hi - Amaya - National Instrument 62-103 Early Warning Report - Unless I'm mistaken this release simply means AYA has taken a position here - What, if any, are the ramifications here?
Thanks

Q: I am setting up an account to invest for my grandkids . I would like your 5 favourite candidates for growth and your 5 favourite dividend picks with growth potential. Thanx Robbie

Q: In light of its recent 5-year contract, how high do you foresee Amaya (AYA) going this year ?

Q: Hi Peter Amaya is on the move today. I know it is one you like a lot
Could you please give alittle update on it please.

Q: Good Morning 5i Crew
Interested in Amaya Gaming AYA. Do you have any information on when it will be reporting earnings and what analysts are expecting? Is there a key date that information will be released from the New Jersey gaming industry generally which could impact Amaya. Any general comments on how you see it progressing with US states supporting online gaming?
Thanks for you always valued advice!

Q: You mentioned previously that AVO would be one of the first growth stocks you would buy if you could, would you mention a couple more for good growth potential. Thanks

Q: Hello and Happy New Year,

I need to reduce my portfolio by one stock, it's between AYA & MCR. Both stocks returns have been equal for me. Could you please advise on which one to drop.

Thanks

Q: Hello Stellar 5i Team, please help me with AYA. It appears frequently as a top pick even though your latest report is out of date and the stock is up 100% from Sept 2012. True revenue growth is off the charts in part from great but not cheap acquisitions. But the company is not profitable, has therefore no ROE, it no longer has a stellar balance sheet; enormous G&A costs at 75% of revenue offset the appealing 97% GP margin. Annualized cash flow of only $12 million as a percent of market cap an is puny at less than 2%. When will growth translate to high returns on equity and how do you make sense of valuations like the 244x cash flow and over 5x revenue? I have locked in my SUM gains and am attracted to the recent 15% decline in the AYA price but am really struggling with the fundamentals here.

Q: AYA- I've tried to mirror your model portfolio in the last few months. My aya purchase is now down 15%. I've been told you should sell any stock that drops over 10%. What would you suggest.
Thanks

Q: I'm looking at purchasing MCR, SYZ or AYA for a RDSP account (earnings are tax free). Can you please rank (low to high) the risk for each company, and also rank (low to high) the growth potential over the medium term. Also, which one would you recommend?
thanks!

Q: Could you recommend 2 stocks from the 5i model portfolio to hold in a TFSA, the other 18 stocks would be in a regular non sheltered trading account.

Q: For a TFSA of $35 000 with Amaya(AYA)representing 75% and CGI (GIB.A) 25%, where would you advise putting an additional contribution of $5 500 ? Both are good companies. Would adding to these companies make any sense, or is there enough there, and some diversification would be advisable ? What about putting this additional contribution in GIB.A ? Thank you kindly for your advice.

Q: I would like to purchase a IT stock from your model portfolio for my son in his RRSP account. Which one would have the most potential at this time. Thank you for your great service.

Q: Is Amaya still a buy at this level and what kind of target are you looking at now. And they have been active do you see more projects in the works. Thanks.

Q: what do you think of aya results thanks

Q: Would appreciate your opinion on the future for AYA and would you consider it to be a buy, sell or hold at the present time. Thanks.

Q: Could I please have the last Q consensus estimates of revenue and EPS for AYA and XTC ?

thanks