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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: Article in this weekends Globe suggests defense and aerospace is a good place to put money with countries putting in extra effort to defend against terrorists. Berman mentioned Alliant Techsystems as well as others. Would you recommend following this path and perhaps suggesting a Cdn possibility that could benefit from beefing up defense positions. As always thanks so much. Maureen
Read Answer Asked by Maureen on September 22, 2014
Q: Hi all. I have held AEM (Agnico Eagle) and CS Cap Stone for about 3 months and am down about 25%. They just continue to go in one direction down. If you owned them - what would you do with them? Thanks Dennis
Read Answer Asked by Dennis on September 22, 2014
Q: Hi,

Can you please give me your current opinion on CanElson Drilling (CDI)?

thank you
Read Answer Asked by Janice on September 21, 2014
Q: Hi Peter and gang.

Question: Shawcor (SCL). I already have a 16% position in pipelines (Altagas, Inter Pipeline and Pembina). However, Shawcor (SCL) is looking extremely attractive, in my opinion, with 2015 consensus earnings, according to CIBC, of $4.35 and substantial growth continuing in the years after.

In your opinion, do you think I can hold my 16% position in my pipelines and add a 2.5% position in SCL? My reasoning is, I can buy SCL as well as hold my existing pipelines because SCL has a forward p/e of under 13 and strong earnings per share growth to support its share price. When interest rates rise, my IPL, PPL, and ALA, may experience a decline because of their very high p/e and slower growth rate but SCL could act quite differently because of its attractive valuation and growth profile.

My other option is to trigger large capital gains and sell a portion of my existing pipelines to buy SCL.

I'd appreciate hearing your thoughts. Thanks, as always.
Read Answer Asked by john on September 21, 2014
Q: re: FRC

Last comment was Aug 1. Revenues were up considerably and they had just purchased a fluid logistics company. Your advice was it looked good to hold which I will do until you suggest otherwise.

In the meantime, can you please comment moving forward - FRC is down 8.5% since Aug 1.

Thanks for all you do

Gord
Read Answer Asked by Gord on September 21, 2014
Q: medical facilities "dr" i know you were worried about their margins stock sure has come down alot any comment tks.
Read Answer Asked by andrew on September 19, 2014
Q: Hi 5I Team,

What do you think of DR? I own shares in this company and wondered what your thoughts were. It seems to be sliding down and down.

Thank you for all your hard work.

Best wishes,
Terri
Read Answer Asked by Terri on September 19, 2014
Q: Peter and Team,
Could you please give me your opinion/assessment of AEU.UN. Many thanks,
Nancy
Read Answer Asked by Nancy on September 19, 2014
Q: I own a fairly large position in BIP.UN. It has pulled back a bit recently and I am thinking of adding to the position. What do you think of it at these levels and how will it fare re: higher interest rates. Many thanks
Read Answer Asked by Gary on September 19, 2014
Q: re: Utilities & Interest Rates

I know we all continue to watch for any mention that it is time to raise interest rates. And it appears to me to be inevitable - just a matter of when.

It is obvious which sectors should benefit once this happens - banks, insurance, lenders - also just as obvious we can probably expect REITs to take a hit when they go up.

Can you please comment on what effect rising interest rates will have on Utilities? And which companies in particular we should have our eyes on when rates do go up?

Thanks for all you do

Gord
Read Answer Asked by Gord on September 19, 2014
Q: Hi guys,

Could I have your view on Eagle Energy Trust (EGL.UN) and how safe the insanely high dividend is. Lots of insiders buy in September with a 10 year low stock price so what is your general view on the stock. It would be for a div buy and hold strategy.

Thank you,

Richard
Read Answer Asked by Richard on September 18, 2014
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