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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi, I like this company for several reasons: Packaging industry, consistent and rising dividends, strong management team and good insider ownership. I thought of starting a position 12-18 months ago when stock was trading around $15, but held back based on your opinion/concerns about company's large debt position.Since then stock price has steadily appreciated to present $28 level and company has increased dividends and continues to pay down debt to 1X as at December 31, 2016, as per quarterly results released on Friday. I have a large holding of CCL Industries and would like to add another packaging co. There does not appear to be much analyst coverage on Richard's Packaging and it would be extremely helpful if you could share your views and is it worthwhile to start accumulating at current level for growth and income ? Thanks
Read Answer Asked by rajeev on May 08, 2017
Q: Hi 5i,
I’ve owned SFL for years, since shortly after I first became aware of it via some early 5i comments. The holding is under water and has been for much of the time I’ve owned it, though the amount it is down has been more than offset by the generous dividend payments received. It has always been priced as though its dividend was in significant jeopardy but the dividend has actually been increased more than once while I have held it. What do you think of its prospects these days? I don’t have any other marine shipping exposure. I can’t help noting that the short interest is listed by my online broker as about 16% of the “float”. Is it time to abandon ship? Thanks!
Read Answer Asked by Lance on May 08, 2017
Q: Good morning.

Your 15% prediction on AGT seems to be holding as accurate.

My question is what should a holder of the stock do with this drop? I own in an RRSP and thus have no tax advantage to sell but if a rebound is unlikely I will suck it up and move on.

Would you
1. Sell
2. Hold
3. Average down

Please explain the fundamental reasons for your recommendation along with best course of action

Thank you in advance
Read Answer Asked by Tim on May 08, 2017
Q: I've been watching this stock for a while (up and up it went). Of course as soon as I jumped onboard a couple of days ago it dropped. I always have trouble with these "shooting star" issues. The question is always did I miss the boat or does it still have legs? What do you think?
Read Answer Asked by DAVE on May 08, 2017
Q: Is there a case to be made for trading HCG with it sitting at current levels? I realize that your service advocates careful and balanced portfolio management but there do seem to be opportunities to harvest $.40/.50 cent swings.

As a second part to the question, do you see the company going to Zero or has it already bottomed out as CXR and VRX did before it with the short attacks. The underlying business seems better than it is getting credit for but perhaps that doesn't matter.
Read Answer Asked by Tim on May 08, 2017
Q: Hi 5i,

What are the forward EPS and revenues for Aphria (APH)? What is there trailing and forward quarterly growth rate for revenues at? Also what is there cash and debt position?
What is the cost of production metric that is used in the industry and how do they compare?

Thank you,

Shane
Read Answer Asked by SHANE on May 08, 2017
Q: I see on Friday a US Law Firm announced its investigating whether the offer for Span-America was "fair" for Span shareholders. I find this confusing. Isn't this usually instigated by an Investment Bank or large shareholder? What can be unfair about an offer to buy shares? If you don't want to sell, then don't tender. Do you see this causing the offer to rise? Could there be anything illegal about this offer?
Read Answer Asked by Barry on May 08, 2017
Q: Just wanted to make a correction to a reply you gave to a previous question on EFN. You mentioned that the small company facing the lawsuit is Clarion. As you can see from the extract below, it's actually Celadon Group Inc.

Keep up the great work.

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NEW YORK, April 24, 2017 (GLOBE NEWSWIRE) -- The Klein Law Firm announces that a class action complaint has been filed on behalf of shareholders of Celadon Group Inc. (NYSE:CGI) who purchased shares between December 30, 2016 and April 18, 2017. The action, which was filed in the U.S. District Court for the Southern District of New York, alleges that the Company violated federal securities laws.

In particular, the complaint alleges that throughout the Class Period, defendants made materially false and/or misleading statements and/or failed to disclose that (i) CGI's equity contribution to its joint venture with Element Financial Corp. was $68.2 million, rather than the $100 million contribution the Company reported in its public filings; (ii) the Company is being actively investigated by the SEC; and (iii) that as a result of the foregoing, CGI's publicly disseminated financial statements were materially false and misleading.

Shareholders have until June 19, 2017 to petition the court for lead plaintiff status. Your ability to share in any recovery does not require that you serve as lead plaintiff. You may choose to be an absent class member.
Read Answer Asked by karl on May 08, 2017
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