Investment Q&A

Q: Despite your recent comment that Knight is likely in no hurry to invest it's $600M plus
cash, the share price is on a roll and hitting 52 week highs. Is this excitement over the former Paladin executive joining the team, mitigating any health risk that Mr. Goodman may encounter or just enthusiasm for their big bank account pre-election anticipating the possible emergence of bargains depending on who wins? Thanks.

Q: Would you please give your analysis of Clearwater and High Liner regarding growth,debt level,dividend growth,etc.and which you would recommend for a 1 to 2 year hold and why. Thanx.

Q: exe an ok play on aging demographics would svi storage vaults canada be ok also thanks

Q: In late July 2015 CSU peaked intraday just below $600. I sold at $574 reaping a lovely almost 500% gain. The stock bottomed just below $450 in Feb 16 and has been lurching higher since, then going on a $45 tear in the last two weeks.

Two questions:

1. Any reason you can see for the recent tear?

2. As the stock again re-approaches its all time high, and knowing you have been a longtime supporter, what are your views on the company and the stock at these levels?

Thanks

Kim

Q: Peter and Team:
Do you feel a Democratic Presidential win would have short or long term affects on GUD's business model and share price?.
What is their overall exposure to US markets.

Thanks as always

Phil

Q: Hello Gentleman

I presently hold a half position in MG in my cash account. While recognizing it is a good holding, it seems to be rather flat of late. I am considering selling MG and replacing it with BYD.UN.

I am a conservative investor with a well-balanced portfolio. Your thoughts please.

Thanks.

Q: They report next week, how good are they at beating expectations ?
When stocks miss they go down sometimes 15-20%. When they beat, they go up only 3-5 %, so I am tempting to sell before results going forward, and buy back according to results, good or bad idea ?
thanks

Q: Hi, Could you please comment on the follwoing news item. Is there more to read in this appointment ? Thanks

Stella-Jones Announces Appointment to Board of Directors
07:00 EDT Thursday, September 01, 2016
MONTREAL, QUEBEC--(Marketwired - Sept. 1, 2016) - Stella-Jones Inc. (TSX:SJ) ("Stella-Jones" or the "Company") is pleased to announce the appointment of Ms. Katherine A. Lehman to its Board of Directors.

Ms. Lehman is Managing Partner of the private equity firm of Hilltop Private Capital LLC, based in New York, NY. Before joining Hilltop Private Capital, she spent 15 years at the private equity firm of Lincolnshire Management, where she served in various roles, including Managing Director and Deal Team Leader, as well as Investment Committee Observer.

Q: I don't follow the balanced portfolio but rather use your coverage to buy B+ and up companies ensuring that I am diversified as well. But does your latest move with this stock out of the balanced portfolio mean I should sell MDA out of my portfolio even though it is A- rated? Are you changing the rating?

Q: In your recent report on DH, you make the statement "investors seem worried that DH will suffer in the financial industry shift to Fintec solutions, but we are less concerned". However, you don't appear to explain why you are "less concerned"other than they have a strong and diverse client base. Is there anything else that supports your opinion?

What is the thesis being advanced by the short-sellers?

Incidentally, I have owned this company for a number of years and I agree with your B+ rating

Q: Hi folks,please get some clarity of Amaya's holding/ownership of NYX Gaming (who seems to be everyone's darling right now). N/R 01 June,Aya says increased holding in NYX to 26.84%, then 20 July,N/R where Aya says it now owns 15.71% of NYX. Amaya had good Q results & with Q results of NYX, Amaya has sold off 10+% from sp after Q results released. Little confused why Aya so weak,especially with such a large holding in upstart NYX. Thanks for explaining to this confused investor hehe, jb

Q: I have a question about Enercare Inc. I am looking at it for portfolio diversification. I am curious about your high rating of B+. I have looked at it briefly and see high P/E, high debt/equity, negative dividend growth, high distributions (looking at EPS and FFO less capex). I could be misreading information.

Q: Hi Peter Comments on bns
regards Stan

Q: Can you tell me does Canada have any listed companies that make components , modules or parts for hybrid / electric vehicles? Are any of them invest-able yet in your opinion? Thanks!

Q: How would you ranks these engineering companies based on current levels and why?

Q: Would the possible strike by Unifor workers in Canada affect the stock price?

Q: How do you decide whether to use a DRIP or not for companies in your portfolio? Do you base it on whether you need dividend income or not or is it more company specific? We can use SIS as an example since I own some shares and wondering if I should drip the 2% dividends or take the cash.
Thanks

Q: would you move from Canadian Western to Home Capital?? Thanks Jim

Q: Of course, nobody knows the future, but anyway what is the future in the next year or longer for DH Corp. good or bad? Are the short sellers going to keep the stock price down for the next or longer? In addition, is there too much competition to help their margins grow in the future?

Q: Hi, with sis at an all time high, do you still see it as being a strong buy for the long term (multiple years)? I feel like with baby boomers getting older their products may become more sought after.

Thanks