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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: Hi 5i team,

Do you see the recent pullback in DHX Media as a buying opportunity? I can't seem to find any news on the recent price decline. I assume profit taking from its run up over the past year. Any thoughts would be much appreciated.
Read Answer Asked by Jonathan on August 07, 2013
Q: Not a question, but a comment: regarding YAK, it is a company run by Harris Kupperman and Jordan Calonego, who have experience running a hedge fund (Praetorian) and several small businesses (self storage, construction, etc.), respectively. As far as I know, they take no salary, have no stock options, and instead simply hold ownership of the shares to align their interests with shareholders. There was a strange lockup period with the shares for quite some time, and selling was extremely restricted.

The Mongolia Growth Group website has all their monthly reports and updates, and Harris runs a website adventuresincapitalism.com, which has some pretty interesting commentary from time to time. I believe there was a presentation on YAK at the Las Vegas Value Investors Conference.

I don't own any shares, but have been keeping an eye on the company for a while. I like the Mongolia thesis, but view an investment as being at the top end of the risk spectrum since frontier market governments can nationalize assets at any time.
Feel free to post this if you feel it adds value to other subscribers.
Read Answer Asked by Alexander on August 07, 2013
Q: Hello all ... Interest rates are such a big factor in my retirement forecast. With the lowering of interest rates in Australia and comments by Mark Carney from the UK of rates not to go up till '15, are these countries indicators of when interest rates may increase here in Canada.

Thanks for your comments.
Read Answer Asked by Alan on August 07, 2013
Q: I have a question about your rating system and apologize if the same question has been asked and answered recently (I'm a new member). If a company is rated A for example and has gone up substantially since you gave it this rating will the rating be downgraded eventually reflecting the higher valuation or does the rating only reflect your views on the quality of the company, it's management etc? Does the "A" rating mean that you feel it's not only a good company but is also trading at a good price? Thanks.
Read Answer Asked by Mario on August 07, 2013
Q: Preferred share etf's such as CPD are dropping rapidly over the last few days. Are they more likely than not to continue to fall? Is it time to bail, take a loss, and invest in dividend paying common stocks instead? I have about 10% of my non-registered portfolio in Prefs. Thanks for any thoughts you may have.
Read Answer Asked by David on August 07, 2013
Q: Hi 5i, my question is regarding Terago (TGO). TD has a one year target of $14.but i was thinking of selling and getting in technology. i have ESL already , any other suggestions.do you think TD's target is reasonable ?
if possible can you comment on zinc sector.for the past year or so i have read various sources that stated a shortage will very likely occur in about a year or two.thanx
Read Answer Asked by NORM on August 07, 2013
Q: Solium Capital (SUM) released quarterly results today. They look strong but I would appreciate your comments? Thanks!
Read Answer Asked by Paul W on August 07, 2013
Q: what are your thoughts on AlarmForce(AF) it appears that Mr Matlin has been given the boot,is it time to exit this company?
Read Answer Asked by Joseph on August 07, 2013
Q: I have read your previous comments on SUM. What is your opinion on Solium's latest quarter? Are you planning on covering this company? At current prices would you prefer this or Sylogist?
Read Answer Asked by Marty on August 07, 2013
Q: HLF

What is the consensus estimate for Q2 revenue and eps?
Read Answer Asked by sandy on August 07, 2013
Q: How do you feel about Difference Capital (dcf). They seem to seed small tech stocks prior to them going public for big gains. Thanks again for the great service.
Read Answer Asked by Michael on August 06, 2013
Q: iShares ETF CUD-T is comprised of the "highest dividend-yielding securities of the S&P Composite 1500 Index that have increased dividends every year for at least 20 consecutive years". It is CA$ hedged. Is there a US$ ETF covering the same on the NY market?
Thanks
Read Answer Asked by Terrance on August 06, 2013
Q: Hello Gentlemen, please tell me what "5i Alpha" represents on your model portfolio summary.
Thanks
Dave
Read Answer Asked by Dave on August 06, 2013
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