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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: Just wondering Peter why your appearance on BNN would affect the response to questions. Does Ryan Modesto not also reply to questions? By the way it was a very good Market Call segment on BNN! Are you the only one of the 5iResearch Team that replies to questions?

Thamks for the unique service you provide.
Read Answer Asked by Scot on May 08, 2014
Q: Could you please comment on black diamonds results and if you think conditions look favourable for the company going forward. Is there any other company is a similar space that looks good right now?

Very appreciated, as always
Thanks
Read Answer Asked by Rose on May 08, 2014
Q: CGX
I hold Cineplex in my RRSP. I don't quite understand why the stock is down so much based on its recent quarterly report. Report doesn't look bad to me but perhaps I'm missing something. I like the yield on this stock and don't mind holding it for the long term but don't want to get caught in a long term yield trap. Should I be concerned with its lagtest quarterly report?
Read Answer Asked by George on May 08, 2014
Q: Find below your last take on Yellow Media. Any updated view, or endorsement coming?
Yellow made $1.51 per share in the last quarter, and analysts estiimate more than $4.70 per share in 2014, so it is a very low P/E ratio, but not quite as low as RBC indicates. 2013 estimates for the full year when reported are above $6. We have not liked the company much, but need to give it some credit. Online revenue has grown, and was $101 mm in the last quarter. Total revenue is still falling fast, however, with print essentially set to disappear over time. Y still has $600 million in debt, even after eliminating more than $1 bb in debt in its restructuring. As a highly-leveraged, high-risk recovery play it has some merit for aggressive investors. But we cannot endorse it just yet.
Read Answer Asked by CAMERON on May 08, 2014
Q: Hello Peter & Team, what did you think of the Redknee (RKN) quarter just reported? Can we annualize the 5 cent quarterly eps and deduct 20 cents as the annual eps running rate (implying a 23 x PE ratio? What do you make of valuation? Many thanks, Keith
Read Answer Asked by Keith on May 08, 2014
Q: This is not a question about AVO! (however I did buy some today).

I have some more questions on SWC.U.

May I have your thoughts on the latest quarterly report - any danger signs there? How do you interpret the drop in management expenses? Are the grades and reserves OK?

What does it mean when a stock symbol ends with ".U"? What is a "diluted share"?

Is this stock highly speculative? I would need to reduce an overweigh position in LIF to purchase SWC.U. Does that make sense? (I wouldn't be comfortable with a weighting purchase greater than 2%.)

I know I have asked alot of questions so I don't expect an immediate answer.

I have just made a donation to your charity event and I encourage other members to do so. Bicycling in the mountains eh... One of the few events (stocks) where riding it to the bottom is more fun than the climb to the top - unless you blow a tire - so slow down!

Jim

Read Answer Asked by James on May 08, 2014
Q: PLZ Plazacorp. It has been almost 6 months since you commented on Plazacorp, and given that interest-sensitive stocks/units have come somewhat back into vogue in that time, is Plazacorp a solid, long-term investment today? Thank you as always...
Read Answer Asked by Warren on May 08, 2014
Q: Hi 5i,
Would NCR be a good entry point at this time, in your opinion.
Thanks Ken.
Read Answer Asked by kenneth on May 08, 2014
Q: I understand that one of the tests for the suitability of a dividend stock is the distribution rate. For some industries e.g. REITS one should calculate based on cash flow not earnings. Which industries does this theory apply to and why? Is the theory that, for example, depreciation can be ignored due to value increase in assets? Non comprendo.
Read Answer Asked by Carl on May 08, 2014
Q: Hi,
I know this is a busy time for you. When you have a moment, could you comment on ESN, as it just released its earnings on May 6, which were lower than expected. My view is that ESN is fine in the long term and that the dividend is safe, but I would naturally appreciate your view.
Thank you for your service,
Read Answer Asked by Robert on May 07, 2014
Q: Hi Peter and Team,

What are your thoughts on Crawford & Company, CRD.B. Firstly to me, they seem complicated with having two classes of shares where they distribute different dividends to. Anyhow, i await your thoughts.
Read Answer Asked by Graham on May 07, 2014