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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: i have been noticing a fairly large uptick in volume on knight over the last few days or weeks,normally it trades around 100k a day, but lately much more, maybe your bloomberg terminal give you more info than i can see.
also healthcare stocks across the board are selling off, concordia, knight, phm and even large biotechs in u.s. is this all because of hilary and u.s. election or something else. dave
Read Answer Asked by david on January 29, 2016
Q: Haven't read aything on this company for a while. I am considering taking a position in a food company and am thinking of PBH but wanted to first get your opinion on how it compares to MTY. I like the dividend from PBH but was wondering if the growth profile matches or exceeds MTY.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on January 29, 2016
Q: Hello team. CSU appears to be in a downward trend for the last 5 days. Is this because shareholders want to lock in gains in a down market to balance their losses or is this a rotation out of thecnology stocks and into oil and resources. I note that ESL, DSG are also behaving similarly. I am a long term investor and want to better understand what are the drivers pulling these well performing companies in a downdraft. If there is a particular concern in the technology sector what might this be and what should one expect. Aside from this other recently well performing stocks such as Stella Jones and CCL Industries are on a downtrend and if these are lumped together with the other stocks mentioned above appear to all be selling off. What can you share with us and how would interpret my observations.

Thanks for your detailed insights.

Joseph
Read Answer Asked by Joseph on January 29, 2016
Q: Hello team,

I understand that it is really tough out there and people are just selling everything they can for they may not be able to withstand the losses otherwise. I have been watching AYA going from 6$ to almost 40$ in the good times and now watching it reaching back to 13$. I added more when it came down to $20 and was still okay for it to fall down to $15....but I have to admit that it is testing my patience at $13. I guess I am only asking for some reassuring words that AYA will not go further down from here. Why such a huge drop? Isn't this the same company when it was 3 times higher? I cannot care less for the market swings and I will be hanging there in the mean time. But would I see AYA back to its glory or would it be even lower than what it is now 5 years from now? Is it just the debt or is it the US$? Would you not think that CEO has another major acquisition in mind for he did not say anything about where the expected future guidance was based on? (I don't have any regrets for not selling AYA at its highs for I want to believe that having great companies for a very long time is the only insurance one might have in the stock market....I hope I am not mistaken!) Thank you for holding our hands all along!
Read Answer Asked by Saeed on January 29, 2016
Q: How would my reit valuation's react to a possible negative interest rate in the future?
Read Answer Asked by John on January 29, 2016
Q: CCL industries stock has held up relatively quite well during the recent market decline. company made some tuck-in acquisitions recently and has sufficient dry powder if a nice big acquisition opportunity presents itself. With majority of CCL revenue outside Canada and US$ still expected to remain strong for 2016, is it reasonable to believe that company will continue to deliver strong results in foreseeable future? With recent market downturn, stock has come down and appears to be making a good base around $205-$215. Do you consider it an excellent opportunity to buy/add at current levels? Thanks
Read Answer Asked by rajeev on January 28, 2016
Q: Any news to account for ahf going up in price this week .
Read Answer Asked by tim on January 28, 2016
Q: Good morning - I have Currency Exchange and DHX as part of my Tfsa. Are these still names that you would recommend for Tfsa, or are there others that you think are better. Thanks.
Read Answer Asked by Janet on January 27, 2016
Q: Hello.
Would you please comment on Insider Buying of SYZ.
Reports show CEO buying most of the shares traded on Jan 25 (37K against total 54K) and a standing order at start of the day today indicates either company or potential insiders continuing to buy.
Should an astute investor be buying with SYZ company purchases or let them hold up the market price and see what happens when company buying backs away?
For broader reference, clearly buying is positive but how dependable is this form of activity toward a positive individual investor outcome?
Thanks for your thoughts on this.
Dave
Read Answer Asked by Dave on January 27, 2016
Q: Hi, Just read your review of Rdm very good review of a company with good potential. I am just curious, do you share your reviews with the companies top management? I personally think that would be a good idea and would benefit the company as well as shareholders because this would start a dialogue within the company about shareholder expectations from the perspective of an analyst/advisor to potential shareholders...Just my thoughts. Cheers, Shyam
Read Answer Asked by Shyam on January 27, 2016
Q: I have 3k of CSA.
I am considering selling the stock now, at 4.75 ish and using the funds to buy high quality companies with the following criteria:

reasonable and safeish dividend
Good fundamentalist and management
have been beaten down unreasonably by this "CRAZY" market

I have : AW.UN - full position, BPF.UN full position , CSH.UN half position, DH half position, DRG.UN full, NWH.UN half position, SPB half position
Your recommendations :

wait ( when would you expect the buy out ? )
sell at $4.75ish ?
sell now and buy or increase positions on beaten down down stocks YOU RECOMMEND
PLEASE RECOMMEND A FEW

Thanks
Read Answer Asked by JOSEPH on January 27, 2016
Q: Gillian is at a 52 week low and it's graph appears like the price still has negative momentum. I am not in favour of selling quality companies, but I am not sure that the price of Gildan is going to move north any time soon. So I ask of you the usual, can you identify the reason for the recent price drops, and is this a good time to add to Gildan or do you see more downside? Thank you.
Read Answer Asked by Dennis on January 27, 2016
Q: 1) Why is there so little analyst interest in this stock- it has been around for a long time and has been a stellar performer? Are there any other names out there like SYZ that you have an eye on ? Thanx Robbie
Read Answer Asked by Robert on January 26, 2016
Q: Amaya's recent press release about 2015 full-year financial guidance finally presented some good news for investors for its upcoming results however my concern is regarding future guidance.

The press release announced the guidance for 2015 was based on an FX rate of CAD1.26 = USD1.00. With FX hovering around 1.40 now, would you expect 2016 future guidance to be lowered as a result, and where do you see the future valuation? We all know what happened when AYA announced Q3 earnings (and future guidance) with FX being a drag.
Read Answer Asked by Arneh on January 25, 2016