Investment Q&A

Q: Hey guys, any insight in the 3% drop this morning for Canadian tire? Of course, I topped up my half position last week at 115!!!

Planning to hold for 5+ years, what's your take on it?

Thanks,

Richard

Q: Could you comment on IPL latest earnings?

Q: Please comment on the quarterly results.
Thanks

Q: They just issued their 3rd q results. I am not very good at determining if this is still undervalued. The results did not blow me away but they did increase the dividend by 10%. They are not in a growth industry however I thought Davis +Henderson was not either yet that stock has done well,long term. Your views of evaluation of SXP would be appreciated.

Q: My BMO Investorline displays Hydro One as dropping $19.445 to $2.175 per share from $21.75 per share. This change occurred about 14 minutes after 4:00pm Friday. Is this just a computer error?

Q: I currently hold ENB IPL and PPL for a total weighting of 8.4% each having a capital loss. I am considering selling IPL outright and reinvesting an other sectors. Am also considering selling either ENB of PPL replacing with TRP. Is this a reasonable strategy and witch of ENB or IPL would you sell. Thanks!!!

Q: I have been holding this since 4$ a share. I am now feeling like there is an opportunity cost of holding this any longer.

"With our third quarter and year-to-date operating and financial results as the back-drop, we are looking forward to a strong finish to 2015 and towards ensuring AutoCanada being well prepared to face continued challenges in Alberta in fiscal 2016," stated Thomas Orysiuk, President & Chief Executive Officer. "In order to provide us with flexibility to execute on our continuing acquisition strategy and to fund our capital expenditure requirements, while maintaining appropriate operating liquidity, we are in advanced stages of negotiations towards expanding our revolving credit facility. As part of this process, we have amended our banking covenants to align with current industry lending practices. Together with our free cash flow from operations, the expanded revolving credit facility will provide us with the necessary flexibility to meet our capital requirements."

I did not like this and the 10% drop today is saying something although the volume isn't massive. I'm interpreting it as 'sell now and buy it back in 12 months' What do you guys suggest here?

On another note, this cold temperature is getting me and my wife exited about our upcoming CMS/5i cruise!

Thanks and have a great weekend.

Q: Is 5 percent sell off in trip an overreaction to likely keystone rejection, is it a buy opportunity? Thanks.

Q: Peter; Can you update your Oct comment on QSR since their earnings report? It seems to be heading down each day on high volume - would you add to a position at these levels? Thanks.Rod

Q: what is the future for the next 2 years

Q: This stock keeps on dropping. What is your outlook for the
valuation?

Larry

Q: I have held BCE for about 10 years and it currently represents about 6% of my portfolio. It is my only telecom holding and I am wondering weather it may be prudent to take advantage of todays pullback in Telus and sell some BCE in favour of Telus (or other suggestion?) to be more diversified in the sector. Is 6% reasonable for the sector? These would continue to be long term holdings assuming the status quo in the industry.

Q: Just wondering what your choice would be for income.Would it be Gibsons or Prairie Sky or some of each.

Brian

Q: Telus today reported a 10% increase in its dividend, but I think it meant 10% for all 2015 including the previously announced 5% dividend increase from Spring 2015 of 2 cents from 40 to 42 cents. If my understanding is correct, then the Telus dividend increase is overstated and Telus is guilty of taking credit twice for the same positive news. Full disclosure - I have a full position in Telus and am well satisfied. Can you provide a general comment on companies taking credit for the same news more than once. If so, the politicians have competition.

Thanks as always to the work of the team.

Q: Inter Pipeline increased their dividend along with Q3 results. What is your take on their results? Thank you.

Q: Your comment about above stock is appreciated.Since it was issued the price has fallen.Is it worth holding?Thank you.Ebrahim

Q: Do you feel that we can extrapolate results from air canada and westjet and be optimistic that EIF should deliver very good results?

Q: Hello Peter ! I,am thinking of buying Hydro One stock and have question to you: to which type of portfolio ( balanced, growth, income) would you qualify Hydro One and which one existing Canadian stock is comparable with
Hydro One.
Thanks Andrew B.

Q: Please provide us with an update on your thoughts of DR. Thank you.

Q: Can I get your opinion on Gibsons latest quarter results. Thanks.