Investment Q&A

Q: Hi, is the following news item material and cause for the further drop in the stock the past few days? Thanks.

TransAlta Renewables Inc. (RNW-T) and TransAlta Corp. (TA-T; TAC-N) issued a release responding to Fortescue Metals Group Limited's "view" that the South Hedland Power Station in Western Australia has not yet achieved commercial operation.

The view was outlined in media reports in Australia.

"All the conditions to establishing that commercial operations have been achieved under the terms of the power purchase agreement with FMG have been satisfied in full," the companies stated in a release. "These conditions include receiving a commercial operation certificate, successfully completing and passing certain test requirements, and obtaining all permits and approvals required from the North West Interconnected System and government agencies. The South Hedland Power Station is fully operational and able to meet all of FMG's requirements under the terms of the PPA."

Q: Can you give me the low down on what just happened to this co. Picked it up on recommendation from another analyst.based on what you see can you give me your opinion.

Q: Hello, whats going on with GSY. I thought the quarter looked good but the shares are down. I have a small profit from holing this for a while, thinking about selling cause i dont understand the behaviour of the stock relative to the financial performance of the company. Why does GSY get no respect

Q: Your opinion on earnings please

Q: i am surprised you never put pih in one of your portfolios, your comments were always positive and at one point i was sure you were going to add it so i bought a small amount 4000 shares -- it was frustrating and very thinly traded and then today boom, takeover at over 18 a share. anyways i still bought it because you. thanks .dave

Q: What do you think about the buying offer, any use of waiting to sell my share

Q: Hi 5i Team,

PIH is up 75% this morning, have you heard of anything notable?.

Cheers,
Mike

Q: Hi 5i team,

Cgx is currently down 13% is this a buying opportunity. My cost is $39.60. Or should I sell and wait for the changes being implemented by management.

Cheers,
Mike

Q: Could I get you opinion of VIP.UN, can't seem to find much about them?

Q: What is your latest opinion on this one for 1 to 2 yr hold?

Q: Hello 5I, I sold my BCE with a tiny gain (I wish I didn't), have T and would like to add SJR.b and re buy BCE. Would like your suggestion. Also looking at MBT Mobile Tele Systems PJSC, has 6% div and a good chart but has
"Report of foreign issuer rules" note. Please explain what it means and is safe to buy? Many thanks J.A.P. Burlington

Q: Thank you team for all the great insight into companies I have invested well since joining 5i Research. Would appreciate your thoughts on cargo jet CJT and if it would be suitable for a long time hold.

Q: This company price is heading lower yet their earnings are almost $10.00 for the year .they do not seem to have the same problems as Home capital.What is your opinion on this stock.

Q: Your thoughts on Cineplex earnings. Is it a hold for long term.

Q: HiPeter, what is your opinion of Brookfield Global Listed Infrastructure Income Fund Inc., (INF)for retirees? There is not much information on this fund on the financial websites. Is this a new fund or has it existed for some time?

Q: Do you have a view on Metro's acquisition of a prepared food delivery company today?

Q: Would you revise your opinion of this etf? On October 3, 2016, 5i wrote, "We note that 15 years ago the share price was more than $26, and capital distributions will continually lower NAV over time."

While share price is still only $17, it is paying nearly 10% dividend consistently since 1999 and the share price has increased 40% since the advice was given. I like that it holds mainly U.S. banks. Thank you for your opinion.

Q: I bought some JTR (<1% position) due to its sector and the profit margin looked interesting. I am now down 16% on this..is there any merit in holding on...better prospects in horizon? Also this is in a margin account...therefore I am paying interest..Thanks for your guidance. Shyam

Q: wc

Could you please comment on the recent downturn on PYR. Also the short numbers. Thanks

Q: HI 5iResearch, Kinaxis postponed their Investor Conference call to August 8, 2017 to report 2nd quarter earnings to June 30, 2017. Do you know what the 2nd quarter earnings were, and would the valuation today provide a good opportunity to purchase this stock for 3-5 year hold? What do you think of long term prospects vs competitors and ease of access into supply chain management?