Investment Q&A

Q: Hi Peter and team: what is your latest take on VFX, Virtutone? I know its very small; recently they got some debt financing in place, it seems that this will finally allow them to grow revenue faster. However I'm not sure how it may affect their margins, which they are trying to increase. Do you see their game plan unfolding in a positive way? Or do you think their business plan is flawed?

Q: There is little information I can find on Mainstreet Equity MEQ which has been doing well since you last commented in January. Could you please give us your valuable assessment of the company? Thanks for your advice. I have learned a lot since subscribing to 5iresearch.

Q: Enercare (ECI) Subscription Receipts

As a current shareholder of Enercare (last traded before being halted on TSX @13.91) would you advise placing an 'Expression of Interest' for the "Subscription Receipts" at $13.00? Or is it better to wait until the closing and buy on the open market?

Q: Re: CSS.to

Don't understand why the board approve unanimously on a deal just around average recent price. What's going on?

Q: Just announced that Transforce (TFI) has offered to take over Contrans (CSS). Board of Contrans supports the deal at approximately $15 per share. Seems low as Contrans closed on Thursday at $14.74.

Who wins: Transforce or Contrans shareholders?

Q: Accord financial (ACD) released earnings. Can you comment on its valuation in light of the earnings?
Thanks.

Q: Perhaps you could indulge me with a few suggestions. I have owned TML for ions, but I see insider buying. Should I sell now or perhaps buy more. I have been successful with CWX on buying because of insiders and am up 20% in 2 weeks. Should I sell it now since I see the future 1/4's may be cyclically weaker. I have also owned TMM forever, I am above water but wonder if I should sell and deploy somewhere else. Now that Sentry has put their person on the board do you forsee upside (as in possible merger or takeover)?
I am wondering because CAT remarks have indicated little business in the mining sector, if I should give up on the golds despite the so called good seasonality of the metal at this time. Would you sell the above mentioned positions and deploy elsewhere, and if so what sectors would be appealing. I could add to health, tech,consumer cyclicals, I will await your comments & recommendations. Thank you so much for your objective evaluations, they are very much appreciated.

Q: Hi Peter and Group. On july 18/14 Bioniche Life Sciences (BNC) received written approval from the FDA to allow it to submit a BLA for marketing approval of it's drug MCNA based on it's current clinical trial data set. This would seem to be important news. What is your current opinion on the company. Thanks

Q: Would you consider taking a 3% position in pot at this level for a long term hold?
Stan

Q: I would like your input on PSD Today price at 52 week low. Is this a good entry point? I am longterm investor, don't trade regularly. Thank you

Q: ASG - Aurora

any chance this company goes out of business? My position is small as I realized it was risky being a new company especially in the sector where it resides. Down a ton now and figure I'll just ride it out... thoughts?

Thanks for all you do

Gord

Q: Hi 5i Team
I'm retired and looking to diversify my portfolio. Income and growth have equal weightings and I prefer to hold a quality stock indefinitely. At this time I'm considering Brookfield Infrastructure (BIP.UN)or Stella-Jones (SJ}. I'd appreciate your comments comparing these two companies. Thanks

Q: eci What do you think of enercares latest deal. thanks

Q: Do you still feel confident with management at MCR. There seems to be some changes going on. I'm hoping they will get a big contract to push the stock up but not sure how patient I should be?

Q: I believe you offer limited views on US companies - possibly you follow Encore Capital (ECPG) - I have done very well with this stock but, now, it continues to back up even though fundamentals look very solid.
Thanks,
Murray

Q: Is this a good entry point for Spartan Energy? Tx

Q: In February you were positive about Trevali (TV). It seems to be on the move right now. Do you still think it is a good investment? Thanks for your always good advice.

Q: What is your current opinion on Exco Technologies(XTC), and what did you think of the recent 3rd quarter (i.e. did it meet or exceed your expectations)? It currently is about a 10% wieghting in my portfolio (I like to keep a concentrated portfolio of small to mid cap names 10-12 stocks) and is the only exposure I have to the auto sector. Should I continue to hold? Thanks

Q: Would appreciates your thoughts on Exco Technologies Limited XTC financials just released and prospects going forward.
Thanks
John

Q: Norbord: Bought at $30 and have watched it tank day after day. Where does this stock have support? Is it still worth holding, in your opinion, or better to move on?