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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: Re: Just Energy: JE.TO
Can you please update your expectations for Just Energy. I have held it for some time and am obviously underwater with this one. The just released Q2 earnings sounded positive but a smaller hedge fund has reinforced it's Short stance because of the sale of the most stable part of JE's business. If I keep it, do you feel the dividend is now more secure or is it time to sell and move on?
Thank you.
p.s.- I have SGY so if I were to sell could you recommend a safer higher dividend yielding stock to replace JE.
Read Answer Asked by Alan on August 08, 2014
Q: HNL

Is this a good opportunity for a 2-3 year hold? Is the div safe at 5.7%?
Read Answer Asked by Eric on August 08, 2014
Q: QST
What is the catalyst for growth at Questor?

Reason I ask:
-Waste gas incinerators are not new technology.
-They don't have anything to say about why their incinerators are better than the competition's other than to mention that they have patents.

Where is the competitive advantage? Better sales force? Generator integration?

I accept that demand growth / company quality might be enough for great growth in the stock but it seems like a unique product is being implied here that isn't actually. Perhaps your research or contact with management showed you more.
Read Answer Asked by Andrea on August 08, 2014
Q: Hi 5i: I just heard Jerome Haas on BNN describe EIF as an "absolute short" which was part of his company's hedge against a market correction. He essentially endorsed the Veritas report and the article in today's Globe and mail based on it. Besides Westower, he dismissed EIFs other businesses as problematical, and with respect to Westower he claimed that all its contracts were with STT and worth at most 5%. He did disclose that EIF was his company's largest single short. What are we to make of all this? Re Veritas, my amateur reading of the Avigilon results suggests that much of the Veritas claims against that company were not borne out. Are we seeing a conspiracy of the shorts, or is there truth to their claims?
Read Answer Asked by Roland on August 08, 2014
Q: Hi folks,can please ask Q results for Smart Tech sma/t & smt/q,seem like good beat but stock has been hammered lately and always value your opinion,been in and out few times as hardly any analysts follow this company,thx as always
Read Answer Asked by John on August 08, 2014
Q: I have taken some profits from equities as I am rebalancing my allocation to a 75/25 split. However, now that I have increased cash what are recommendations for fixed income holdings? I am thinking ETF's such as HFR or do see other better options?

Thanks again for your great analysis and work
Read Answer Asked by Kevin on August 08, 2014
Q: Please comment on Senvest's (SEC) latest results. I find it hard to understand the huge differences in earnings from Q to Q.
Thank you.

James
Read Answer Asked by james on August 08, 2014
Q: Hi 5i,

I own Paramount Resources (POU) as part of my portfolio. The Company released results today and sales from their new Musreau facility are said to be imminent. With the capex mostly behind them for this project and production set to double by the end of the year, do you foresee Paramount initiating a dividend or will they continue to focus on growth and save their money for additional capital expenditures.

Thanks,
Jason
Read Answer Asked by Jason on August 08, 2014
Q: Hi - can you please let me know of any website where I can enter a share symbol and the date I purchased it and the overall gain or loss will be calculated? Some of my shares go back 15 years or so and I would like to see the overall return with dividends.
Thanks!
Read Answer Asked by Lois on August 08, 2014
Q: Hi Peter,
Points International (PTS) announced earnings last night and results beat estimates on both eps and revenues. Company had revenue YOY growth of 68% and seem to be executing quite nicely on their strategy in the loyalty market. What are your thoughts on their results? Do you believe this investment would require a longer term horizon (2-4 years)? And do you believe this company has room for further growth in terms of company performance and shareholder value?

Thank you
Read Answer Asked by Jason on August 08, 2014
Q: Could you give me your comments on Titan Medical Inc. TMX-X. Thanks
Read Answer Asked by James Robertson on August 08, 2014