Investment Q&A

Q: Can you please comment on earnings. Is it a good name to have in a portfolio?

Q: AW.un just issued at private placement with the stock price being $39.25. Currently the stock is trading at about just less than $41.00. Should I expect the current price to decrease to be closer to the private placement price, today or over the next few days?

Q: Could you comment on the private placement, is this why the shares are down ~$1 this morning? will this put a ceiling on the share price until the placement closes?

'VANCOUVER, Feb. 17, 2017 /CNW/ - A&W Food Services of Canada Inc. ("Food Services") announced today that it has entered into an agreement with Laurentian Bank Securities Inc. ("LBS") to complete a secondary offering of 373,300 units of A&W Revenue Royalties Income Fund (the "Fund") (TSX: AW.UN) in a private placement on a bought deal basis. Under the agreement, LBS has agreed to purchase 373,300 units of the Fund (the "Units") from Food Services at a price of $39.25 per Unit, for gross proceeds of $14,652,025. The transaction is expected to close on or about February 28, 2017, but not later than March 8, 2017.'

Q: Never see a lot of interest from member questions on this Canadian Institution, which has a lot of fingers into Canadian wallet's, with MARK'S, SPORTCHEK and gasoline. The latest quarter looks outstanding. Give your thoughts and where the stock is heading and it's value today.
THANKS

Q: Are both of these stocks worth owning or are they too much the same?

Thanks for all you do!

Q: Dear 5i,
I reviewed the Intrinsyc technology website to gain a better understanding of their products. ITC has a lot of innovative products/ideas with many future applications. I don't have a lot of knowedge in this area. What is there competitive advantage? Who are their main competitors? I assume there are many major tech companies developing similar products. ITC has a tiny market cap creating more risk/growth. What makes them a better company?
Thank you,
Kerri

Q: I have a position in Canam Group, the value of which has dropped significantly over the past few months. With today's ~16% drop following earnings, the stock has hit a new low. Given where it is now, should I hold or abandon ship?

Thanks!

Q: It looks, to my untrained eye, that the earnings of TFII got out to certain individuals/brokers at 3:45 ET. Do you think that TFII is worth holding, please?

Q: I know this is a bit of a crytal ball question. But do you expect the Bayer deal to go through? Any idea how long it would take?

I have held this for a couple of years and am wondering if the funds could be put to better use with a company like NVDA, ULTA or FB .... even though they are all in different industries?

Thanks for any guidance you can provide.

Q: Do you see more upside potential before the deal with BAT winds up?

I have an 80% plus gain on the stock and wonder about taking the money and move on to something else with more upside potential?

Q: What do think of CGI group as a long term investment?
Would you buy today?

Q: Do you see Enghouse or Open Text as having more potential?
Thank you

Q: Hi, I own the Sentry NCE 1032 fund in my rrif for many years ,what is your opinion about this fund ? ,Im thinking about switching to another one maybe in the Mawerfamily.or do you have some other suggestion?
thanks for your advice.

Q: Could you please comment on their earnings? Looks like they unwound their short position at great cost.

Q: A nice run in the stock the last 2 days. Comments please.

Q: The fundamentals I get from CIBC on the company look awful: FPE 26x, ROE is terrible, debt is high at 1.5x Equity or so, P.R. is 4 digits - how can they sustain the very nice dividend and grow it over time? They must have a heck of a lot of non-cash write offs like depreciation, maybe goodwill etc.. Comments please. I'd like a company like this for diversification; but, this one looks like it is way ahead of itself based on positive sentiment NOT fundamentals.

Q: Prometic: you are probably up to speed on this one by now but do not see anything on the Q&A section. But California Capital Equity picked up 44M shares ... warrants at 0.47 cents. Dumb questions looking at the drop in price today (-7%). I am assuming this is not looked upon favourably?

Q: Regarding PLI's drop, if there is no apparent reason, does it indicate that the stock is being manipulated in some way? Does a halt like this with no apparent reason for the drop concern 5i as it is one of your "holdings"?

Q: I am helping my sister with her work RRSP in which she has to choose which funds to invest in and just want to know if you were to increase a fund from 2.5% to 5% (Real Estate) and sell some units in another fund that is 24% (Income Growth)of her total holding would you sell 2.5% all at once or best to sell over a period of time? She has 10 years before retiring.

Thanks
Dolores

Q: Peter; If the Liberals raise the capital gains tax rate to 75 % what would you expect the market reaction to be and would it weaken the CAD? Thanks. Rod