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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: Recent strategic review. At a major turning point. The product appears to have potential. Speculative . For a speculative play at what point do you enter. Before or after results of current review.
Read Answer Asked by Doug on November 26, 2015
Q: Hi Peter,

What are your thoughts on input capital is it a buy sell or a hold and the recent cancellation of three contracts

Paul
Read Answer Asked by PAUL on November 26, 2015
Q: Hi 5i team
Have owned this company in my tufa account I'm a little confused with this one.
They seem to be growing there business but the stock price is not reflecting
That , do you have any insight for me
Thanks
Read Answer Asked by Sam on November 26, 2015
Q: Hello Peter & Team, in your response to a recent question about Merck versus BMY, you refer to the Valuation of Merck. What does Valuation mean? How do you define Valuation? You say that MRK valuation is about half the valuation of BMY, and has much more debt than BMY. Still, you prefer Merck. Thanks, Gervais
Read Answer Asked by Gervais on November 26, 2015
Q: Do you have any updated comments on this company ? For the past year, it seems to have held steady in the $1.00 range. If it can survive the low price environment it should do well. Do you agree ?
Read Answer Asked by Don on November 26, 2015
Q: In the November 24th report of The Gaming Industry Daily Report the following paragraph was stated re AYA:
"S&P revised their outlook on Amaya Inc to negative from stable as they expect lower year end earnings and a higher value of debt to cause credit metrics to weaken. The negative outlook reflects their view of the strengthening US dollar’s negative effects on 2015 earnings and the carrying value of AYA’s debt, which is not denominated in the company’s reporting currency."
Perhaps some of the members would appreciate adding this information together with your recent AYA report. In addition the following comment also appeared on NYX:
NYX Gaming Group Ltd. announced it signed a partnership agreement with 888 Holdings Public Limited Company. NYX will supply a variety of its online and mobile casino content, as well as a wide range of games supplied by 3rd parties aggregated on NYX’s OGS & CGS platforms, to 888’s global bingo and casino verticals. That is great news since as good as 888’s poker platform is, it’s casino games are still the worst selection of all the games in NJ.
Chris

Read Answer Asked by Chris on November 26, 2015
Q: In my well-diversified portfolio, in your opinion, which of the following should be sold for better returns at this time? AWF-N Alliance Bernstein Glbl Fd; AV.UN-T Aston Hill Advantaged T/U; EMP.A-T Empire Company; FCAU-N Fiat Chrysler Automobiles; HLF-T High Liner Foods; RUS-T Russell Metals; STB-T Student Transportation. Thank you
Thank you
Read Answer Asked by Harold on November 26, 2015
Q: I have had a 1/2 position in SCB for over a year now and am down 33%. That is fine if there is a good chance of a recovery, but your note to Darren a couple weeks back did not inspire confidence for 2016. Is it time to take the loss, or to bail.
Read Answer Asked by Jim on November 26, 2015
Q: If Capstone gets bought out, will the preferred shares be bought out at $25? They are trading at $12.70 now, and yielding 9.8%. Am I missing something?
Read Answer Asked by Donald on November 26, 2015
Q: Your comments on the distribution deal announced today please. How strong of an endorsement and/or predictor of the product and future sales potential is this, if any? Time to buy or wait for actual results?
Thanks once again. Peter.
Read Answer Asked by Peter on November 25, 2015
Q: Hello 5i,
I am planning to strengthen the structure of my portfolio through buying four ETFs, they are iShares Asia 50 ( AIA), iShares MSCI South Africa (EZA), SPDR® EURO STOXX 50 ( FEZ), iShares Latin America 40 (ILF). Each of these ETF will have a 2.5% weighting. Can you recommend a cheaper or better way to get this diversification.
Many thanks,
Read Answer Asked by Mark on November 25, 2015
Q: I would appreciate your view on the results announced yesterday. On the surface, everything seems positive. Is there anything I should be worried about?
Thanks,
Read Answer Asked by Hans on November 25, 2015
Q: Good day 5i,
How much does the news improve the outlook? With a 1% position
would adding to it over the next few weeks make sense for a spec in this sector?
Read Answer Asked by gordon on November 25, 2015
Q: Good Afternoon Peter, Ryan, and Team,
My question is with regard to insider ownership at Savaria. According to the recent Ink Insider Report on SIS the CEO and CFO own approximately 30 million out of a total of 32.55 million shares outstanding. This means that the total public float is about 2.55 million shares or less. Could you verify if this actually true ??
Thank you. DL
Read Answer Asked by Dennis on November 25, 2015
Q: Hello- is DBC one of those ETFS based on commodity futures which will erode in value even given steady commodity prices, if held for more than a month or two?
Is there another Commodity ETF which you can suggest which can be held for a year or more without this erosion? Does one need to buy a commodity stock based ETF? Any recommendations in Canada and the US?
Thanks
Read Answer Asked by Pat on November 25, 2015
Q: Can you tell me what the short interest is, in this stock. thanks
Read Answer Asked by wendy on November 25, 2015