Investment Q&A

Q: Please provide your comments on AFN ER. Thanks.

Q: Gooday I have a 3.6% weighting in Gei. I also have a 4% weighting in Altagas. Should I add more Gibson on q1 release?

Regards

Q: Do you see any further uptick here or is it pricey ? Looking to add

Q: Hello

Could you comment on KP Tissue and recent Transalta earnings?

Thank you

Stephane

Q: This company does not seem to be followed by any analysts- it's probably too small. However, its recent earnings seem to be very good and P/E seem to be sound. Stock has moved up considerably. What is your opinion of the recent earnings report? Thank you.

Q: Can you please comment on RRX earnings? Thank you

Q: Today is GUD' s annual meeting and owning some stock means i can attend. But is it worth the traffic and time or just the online documents be just as good ?
There aren't to many in this area that i can attend except WSP tomorrow and SIS next monday.
Would it be a learning experience?

Q: Could you please comment on GEO earnings and prognosis going forward? thanks

Q: Did cargo jet improve cash flow and debt from your 2016 answer and would it be a good long term buy?

Q: You seem lukewarm on STN lately. Synergies from the large MWH acquisition seem to take time to flow to the bottom line...

However, it seems to be that are extracting a lot of value out of the MWH acquisition. STN is not a SW company, so it makes sense that they would divest "Innovyze" as non-core asset. However, I am surprized that they got USD-$270M for it - given the relative sale price versus the entire MWH acquisition price of ~$1B (i.e. 27%).

In their press release, they make no mention of expected revenue from this Innovyze business. I would have thought that if they would be losing ~25% of the revenue gained from the MWH acquisition, they would have had to mention this as 'material change'...

Would $270M US, they can repay the debt quickly and focus on core markets. Do you see the same value in this non-core sale and are you surprized at sales price obtained?

Q: My current portfolio is concentrated on 4 sectors of; Technology,Materials,Consumer/non-cyclical,and Industrial,total of 12 stocks mostly of your Balanced Portfolio.So far they are doing very well.
To balance my portfolio I want to add 7 new sectors : Real Estate,Financial,Healthcare, Energy,Utilities,Consumers Cyclical and Telecommunication,for holding term 2 to 3 years.

Please provide me with your current favorable choice of stocks for each of my 7 new sectors to buy now.
I prefer CAD stocks but I have no problem with some of US choices.

Thanks Andrew

Q: Just wondering what you think of Ford at this point for income? It has an outsized yield approaching 6%. I have done very well with CLCT and while I am optimistic about its foray into China I am thinking I should trim some and Ford seems opportune. Is it?

TIA

Q: Please provide your comments on ITP's Q1 results. Thank you.

Q: Hello 5i:
could you give me your opinion of the CEF RFI (Cohen and Steers Total Return Real Estate Fund) for a conservative investor please?
thanks
Paul L

Q: I am overweight PBH (thanks 5i) and looking to sell half and purchase something else in the consumer sector. GIL looks like an interesting fit, however the risk associated with one customer having 18.2% share and no fixed contract seems a bit daunting. Do we know who this customer is - a retailer like Walmart or a wholesaler? Has thee been a long term association? Given the value of this customer to Gildan would they not put significant pressure on Gildan to reduce margins.
Thanks in advance for your answer and your excellent service

Q: Greetings,

I have held Corby for a long time as part of my income portfolio. Generally this stock has been less volatile than the market in general. However, it seems to be 'soft' lately. Can you comment on the stock. Happy to just keep it for the nice steady dividend.
Thanks

Q: Your opinion on the stock and the activist activity?

Thanks Ian

Q: What are your long term thoughts about this company? 3-5 years

Q: Is there a lithium stock you would recommend now, and why? Thanks!

Q: FCR Q1 results. Any early thoughts? Haven't seen a question since March and am wondering when there will be a report/review.
Enjoying my membership. Worth the price for sure.

Stephen S