Investment Q&A

Q: Hi Peter and Team,
Mining industries tends to improve recently with the rising commodity price together with today's OPEC deal which also improves energy industries. Do you think it is time to get back to Canaccord Group, or is it still to early?
Thank you for you expert advice. Pui

Q: Thanks for the new report on DSG. What do you think of a switch to DSG from ENGH? I have held ENGH for a while and it can't get any momentum. You speak positively about both these firms. What do you think of each for the next year? Thanks.

Q: Thinking long term on the themes of infrastructure spending, recent pipeline approvals, (with maybe more to come in the US), and projections for crude to stabilize in around ~$60/barrel, do you see any tailwinds for BDI assuming they can keep the balance sheet clean? If not BDI, any other recommendations for companies providing support services to future infrastructure spending?

Q: Hello Peter and Team,
On the strength of your recommendation to consider Absolute Software (see Ryan`s blog of Sept. 06),I took a 4% position on ABT; of course as always seems to be the case when I buy any stock, the SP immediately started a decline and continued to a downslide of almost 15%+. What caught my attention was the reference to growth, coupled with a healthy and sustainable dividend. As well, this was a good fit in that I did not previously own any Tech stocks. Since the blog, I have read your response to other members, that ABT should definitely be considered a good candidate for an Income portfolio. Is there any change to the thesis that, although not a near horizon event, the growth profile is still a consideration?
Thank you,
Rick.

Q: Do you think I would be wise to switch from CPX to RRX?
Jim

Q: Kinaxis Inc.
Chief financial officer Richard Monkman sold 25,000 shares on Nov. 10. CEO John Sicard sold 10,000 shares at a price of just over $67 a share. The chairman Douglas Colbeth sold 37,500 shares on Nov. 8, and trimmed his holdings by 12,500 shares the following day.

Would you have any concerns here?

Q: Looks like they have missed earnings again. This time on record sales they still managed to have a pretty big miss. I have owned for a year and a half and the stock has been pretty disappointing. I know you guys have been very high on this name in the past. Is the investment thesis still intact. Does this just require more time or is it time to look for a substitute?

Q: Please comment on their results.

Q: What is your thoughts on the latest numbers put up by BNS

Q: Great service Is the dividend safe as we wait for the new production plant to open? Would you buy at these level for a 3 year hold?

Q: The general annual meeting for DHX is coming up in Toronto soon. I have never been to a general meeting and since I am particularly interested in this company I was wondering your opinion of these events. Does one learn much or are they rather dry affairs?

Thanks for your insight.

Paul F.

Q: How sensitive is BEP.UN to rising interest rates?

Q: Hello team -

What are your thoughts on DHX Media's aggressive company purchasing plans for the upcoming year?

Is there a concern on how much debt they plan on taking on?

Is this a good opportunity to buy more shares at this level, or should one wait?

Thanks.

Jim

Q: Airboss announced early Nov. 28 an NCIB for up to 10% of the public float, to start Nov. 30, 2016 and run for a year. Do you think this might put a floor under the price, which seems has bounced off the 52-week low in the last couple of days. Would you consider this an opportunity to step into this name in a modest way or do you think there might still be additional tax loss selling over the next couple of week?

Q: KBL dropped to a $37.01 close today. Is this just the tax loss selling you mentioned a month ago? I want to buy into this equity.

Q: This company just listed their downtown Vancouver office building for sale and leaseback. The building purchase for 42 million was viewed poorly by investors at the time, however its listed at 100 million and if sold will net the company a nice profit. Supposedly for shareholder value. Your thoughts?

Q: Any explanation s to why TOY is down so much today? I don't see any news on it.

Q: I currently have a half position. Is this a good time to add or is valuation getting too rich?

Q: Can you estimate the impact of the new U.S.softwood lumber tariff on the earnings of Acadian,please.
Thanks
bob Rose

Q: Is there any more news about Gildan's offer to buy American Apparel which is now in bankruptcy? If they are successful is this likely to affect their short/medium performance? The stock has spiked a bit recently.