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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: Good morning, could you comment on dhx purchases of disney channels from bell media?
Read Answer Asked by Debbie on November 28, 2013
Q: Hi Peter and Team, Is Painted Pony, PPY at current prices a good long term buy? Looking at their NAV with respect to their market cap, along with the potential growth and IRR i see it as a good buy at current levels.
Read Answer Asked by Graham on November 28, 2013
Q: Sorry team, my previous question was about WAN (Wanted technologies), not Wi-lan.
Read Answer Asked by Michael on November 28, 2013
Q: hi, would you guys have any opinion on lumina - lcc thanks
Read Answer Asked by jim on November 28, 2013
Q: Do you follow Bio-Reference Labs (BRLI)? It's been a good grower for many years, but is taking a big hit today. What do you think of the company going forward?
Read Answer Asked by Ian on November 28, 2013
Q: Peter, some of the equities rated highly by you have very high price/earnings ratios. Is this not an indication that a stock may be overpriced?
Read Answer Asked by Lloyd on November 28, 2013
Q: Hi Peter!
What is your opinion on Questor Tech (QST.V) Q3 results published today? My opinion they are very strong, to put it mildly. Its growth just keeps accelerating (internally) from Q to Q, profit is up 150% (9 months) with no debt, $7m in cash, and great product. Interestingly, that EPS growth is higher than revenue growth which is unusual for a fast growing small cap company. Record backlog again left for Q4. I have a feeling that this Co is in its early upside stage with its incinerators finding increased demand across the globe. What is your feel? Do you plan to cover QST down the road? Hope you will add the stock to our Watch list.
Thank you for your great service.
Read Answer Asked by Michael on November 28, 2013
Q: Could I get an update on Rubicon RMX. Seems it should be good for a trade on a either a move up in gold or some news. Do you think Gold corp will take them out.
Thanks
Read Answer Asked by Doug on November 28, 2013
Q: I was thinking of purchasing EFH, and i was wanting to get your
opinion.
thanks Elgin
Read Answer Asked by elgin on November 28, 2013
Q: Hi Peter
Just a follow up on Crescent point energy if you don't mind. Looking at Q-3 cash flow of 543 million, less capital expenditures of 456 million gives them 87 million of free cash flow. My question is why wouldn't they take off the 115 million used for dividends and financing activities as well before arriving at free cash flow?

Thanks Gord
Read Answer Asked by Gordon on November 28, 2013
Q: Hi guys,
Any ideas as to why Fiera is getting hammered lately, and with huge volume today?
Thanks, Ian
Read Answer Asked by Ian on November 27, 2013
Q: Carlin Gold went up 100% today. Would you folks have any insight as to what might have prompted this? I've been holding on to this company and increasing position at the low.
Read Answer Asked by Tony on November 27, 2013
Q: Peter and team, I own some Orca Exploration V.ORC.B although volume has disappeared. I'd appreciate some insight and opinion. Thanks you.
Read Answer Asked by Paul on November 27, 2013
Q: An article on this morning's (27 Nov) Globe & Mail website suggested investors be wary of restaurant stocks in general and A&W in particular (due to the latter's PO ratio >100%). Would you comment, pse. Thx.
Read Answer Asked by Art N. on November 27, 2013
Q: I see that you’re interested in receiving comments, tips and suggestions regarding your Q&A section. I’m wondering if it might be easier for your subscribers (and staff) to divide up the questions into sections. One section for questions pertaining to 5i Report Companies, another section for General Questions and one for answers to BUY/SELL/HOLD (Fear/Greed) Questions. Or whatever works. These sections would make it easier to browse any answers related to the area of interest. I note that the View By Category section is good, however it does not include all 5i Report questions (those that you have issued reports on). Excellent service.
Read Answer Asked by Dean on November 27, 2013
Q: Hi ,I'm looking at the new Vanguard ETF Vun to get some US diversification in my portfolio,just wondering what you and the team think of it or is there a better etf to go with?

Thx Stuart
Read Answer Asked by Stuart on November 27, 2013