Investment Q&A

Q: Listed as AUPH on Nasdaq. On 9/13,it establishes At-the Market Facility to sell shares up to US$40m from time to time through Jefferies.Since then the price(US$6.59) had dropped sharply to US$3.88(close on Oct 14) Results of Phase 3 on its lead drug expected by year end.My Can $8.33 p/p had dropped 34.7% to a 1% position.Please comment on the company.Also should I buy,hold or sell?Txs for u usual great services & views

Q: Hi , what is your opinion of this company as a growth stock please? Thanks Rick

Q: Hope you all had a good Thanksgiving. Since FLCI is a small fund and doesn't have a long history, what % of a fixed income portfolio would you allocate to this fund? Currently my fixed income portfolio holds ZAG, VBU, a little (5%) of ZEF, and 5year laddered GICs.
Thanks

Q: Could you compare WCP and Surge Energy and preference

Q: Hey guys, would appreciate your taughts on EQB.CA at this level, TD just raised the target from 98$ to 125$, 75% up YTD. I have an average cost around 60$ and a 7,7% position in my portfolio. I expect to trim a bit in the next days even if the stock is not very expensive.
thank you !

Q: Greetings 5i,

Is there an equivilant to ICLN listed on the TSX?

Thank you.

Q: Hi, could you please explain the impact of proposed changes to Executive Compensation plan, announced today. How does, the one time cash payment of $12 mln to the two executives, in buying out comapany's contractual obligation under the currnet cash bonus plan, impact company's upcoming earnings, for Q1 of fiscal 2020? What is the purpose of issuing 1.825 mln stock options at current market price ? Does the new compensation structure incentivise Executives for improved stock performance, over time and thus benefit shareholders ? Do you expect a positive market reaction to the NR ? Stock has recently been drifting lower, even when market/technology shares have done well. Thanks so much for your valued insight.

Q: I am way under water on this one by about 80% in my RRIF. I am thinking to average down at the current price. Is it a wise move? What are the outlook on Peyto going forward? Thanks!

Alec

Q: Any idea whey Nutrien went down today Oct 15 2019?

Q: greetings,

i currently own state street and am underwater and have been for some time. Getting impatient with this one and wondering if i should switch to JPM for a bit better growth and a growing Dividend. I already own WFC which i purchased earlier this year!

Thanks

Q: Can I get your opinion on the latest news with Vitalhub entering into the Australia market? Thanks!

Q: Your thoughts on the sale of their Edge technology to Intel and the 3-year agreement. I am holding at a modest gain mostly for the income. This gives some encouragement that there is future potential but I would be prepared to sell and reinvest in something else. Is Pivot's debt load reasonable or a excessive?

Q: Good Evening,

I bought Cameco stocks over 5 years ago. At the time, I thought it was a good 'bet' because historically Cameco had reached a high of around $60 per share. I bought in at $22. Despite the passage of time, this stock has stayed around the $10-$12 range. I will admit, this stock was an impulse buy. It was one of those stories where I heard a friend say something and I went ahead and purchased it without doing the proper research. I have elected to hold it because I figure I'm still getting the dividends and I will only lose money if I sell. I am wondering what 5i thinks about holding this stock. Do I hold, or cut my losses and reinvest this money into something else?

Q: I respect the opinions of Both Eric Nuttal and Joseph Schachter. Eric expresses some optimism that pipeline construction will occur. A Liberal minority is a real possibility. The Greens have said pipeline construction is a no go and Quebec (ie. the Bloc) is antipipeline, as I believe is the NDP. How can any minority government, even one which bought a pipeline ( and who has at best been a soft supporter) get a pipeline built. The positive is that, as you mentioned in a previous answer, some of these stocks are trading at 3-4 times cash flow so their stocks are extremely cheap. With all of that, would it be prudent to wait until late in the year before committing to buying oil stocks and see how things shake out politically? Thanks Bill

Q: Could you please comment on the new highs VMD and why PTQ has stop trading and are the two movements related. Does VMD own part of PTQ? Thank you for your assistance.

Q: I’ve owned WCP for about 4 years now and am down about 65%. It has become such a small position that I am inclined to either cut it loose or top it back up to a full position. My total energy holdings stand at about 5% so there is room to add a bit. What would you suggest?

Q: Hi Everyone at 5i! Happy Thanksgiving! There are two companies developing cannabis detecting breathalyzers( that I know of) One is Canadian..Sanntek and a larger US company Hound lab....Is there any opportunity to invest in either of these companies at the present time? I have a feeling that they are privately owned. Could you give me some insight and your opinion? Cheers, Tamara

Q: What do you think about Tsu. Most Brookfield entities seem to do pretty well .Thank You

Q: I currently hold a full position in NFLX. But competitors, like DIS. with stronger balance sheets are or likely to undercut Netflix’s prices. NFLX shares are down in the past three months after falling short of subscriber growth targets in the second quarter. With this change in business circumstances for NFLX, should I continue to hold NFLZ long term or switch to DIS or take a half position in both..........thanks for your take..........Tom

Q: Hi Guys
What would be your first choice for a purchase in the oil & Gas sector, during tax loss selling season
thanks Gord