Investment Q&A

Q: I have held TOY for a number of years. It has been a frustrating ride. They have lots of cash, a great balance sheet and a seeminly strong presence in the toy industry ..... but it never seems to get the same multiples as its peers. Every once in a while it reports a decent quarter or offers encouraging guidance and a twinkle of its potential is shown, but it just never seems to build on the momentum. I hate to be selling TOY "at the bottom" if the pendulum is about to swing back hard, but I am considering selling TOY and increasing my small holding in ECN. ECN seems to be a much more shareholder friendly company with strong management who are seeing their sp under pressure as well. Which do you think has more potential for relatively safe, oversized returns over the next 5 years ? If you have concerns about both, and think there are better alternatives, where would you put your money instead?
Many Thanks

Scott

Q: A very credible management plans to have a loan book of $4B at the end of fiscal 2025. When they reach that goal, can you make a conservative range guess of EPS?
Do you think their FCF will be enough to reach their goal without doing an equity financing?
Thank you.

Q: Read article this morning that they will split US and Can. Business, but Canadian to carry debt. What is 5i views.Should I hold the stock and is the Dividend safe for the time being

Q: FORTESCUE METALS GROUP LTD (FSUMF:QXI, US)

What is QXI?

Is it safe to buy on this exchange?

Does the company look okay to you to buy?

Thank you.

Q: Further to your response to an inquiry about Knight Therapeutic results, could you comment in any detail on management performance. They have been in charge for at least five years, the cash position is down from $800M to $145M {after buying GBT and company shares, etc.) and the stock price is down half from the $10 plus when Goodman brought them in and then disappeared.
I know he had an accident, but I saw him on BNN a couple of years ago and he looked fine, just made too much money on Paladin.
There just doesn't seem to be any drive to improve the company and increase shareholder value. Management seems unmotivated. Should Goodman replace them or sell the company to someone who can realize it's potential before I turn 100?
Thank youl.

Q: I WAS TOLD THIS WAS A EXCELLENT CHOICE FOR RETIREMENT 2 YEARS AGO. IHAVE BEEN HOLDING AND ADDING TO THE FUND FOR 2 YEARS @ AVERAGE OF $25.50. WILL THIS FUND EVER RECOVER. THANKS

Q: ECN.PR.C is currently at a 52 week low of $23.75 with a yield of 8.34%. Would you consider the dividend income to be relatively stable over the next 5 year period?

Q: If I was to request to have SHOP moved from a US account to a Cdn account - how does it work? If say i had 100 shares in a US account - would they simply add 100 shares to the Canadian account and equivalent cash for exchange or would they add the equivalent shares - say 135 to account for the foreign exchange difference?

Q: HDI P/E is so low. Why?

Q: After the latest quarterly results, I am thinking of selling what's left of my AT and ECN and buying WELL. Thoughts?

Q: Hi 5i Team - In the oil and gas part of my portfolio the only two companies that I'm not too sure about are Rubellite Energy and Gear Energy. Could you provide an opinion of their prospects and balance sheets. Thanks.

Q: Which etfs/mutual funds do you suggest to get exposure to the Cdn banks/financials?

Q: Would you have any further comments following the conference call? The market seems to be giving the results nothing more than a yawn.

chris m.

Q: Do you think there is a realistic chance of a dividend cut at this point? If so, where would you place the odds?

Q: Hi Peter,

I will soon be receiving my pension funds from my ex-employer to put in my LIRA.
Can you suggest a few stocks with a decent upside....time frame 10-15 years.

Q: Please provide your comment on BHC's recent earnings report ?
Considering EPS of $ 1.10 the stock price seems cheap. I will appreciate your input on the valuation and high debt level.

Q: What are your thoughts on BYL going forward. Would you be a buyer at this point?

Q: Could you please comment on FRU's Third Quarter results and your expectations for the stock over the next 12 months considering these results, the company's guidance, production growth and your assessment of oil and gas prices over this period. I currently own shares in the company. Would you continue to hold the shares or perhaps, add to the position?

Q: More of a general question/comment. I wonder if you've ever experienced this or have suggestions?

I tried to make a purchase today of CASH.TO, the Horizon High Interest Savings Account ETF with my BMO Investorline account and the trade was not allowed, with the notification that only sell transactions are allowed for that security.

When I called the help desk, I was told that their internal policy does not allow investors to purchase any high interest savings account ETFs. Of course, they would be more than happy to open a BMO savings account for me!!

I was able to purchase this security just fine via Scotia iTrade. I am completely at a loss to understand the rationale here, but thought I'd post the question here as to whether this is standard practice in the industry or is there some inherent risk to this security that I'm completely missing that would cause them to blacklist it?

Thanks,

Ryan

Q: I want to add to one of these stocks. Which one would be the safest to add to today? Thank you in advance for your expert opinion.