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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: Hi, Nice to see Constellation software as your Top Pick on BNN !! Just a clarification about Mark Leonard's shareholding: Mark owned 1,436,136 CSU shares as per March 27, 2015 management information circular. Is there a change? You mentioned that he owns $500 mln worth of stock. Also, 17x earnings is current earnings for 2015 or forward earnings? Thanks
Read Answer Asked by rajeev on January 18, 2016
Q: Good morning

Can you please provide an update on WB including payout ratio (safety of dividend) and balance sheet. It seems all the stars are aligning for this company this winter.
It has had a nice pull back with the market and would like to know if you think is a good entry point for income and some capital appreciation?
Thanks
Read Answer Asked by Thomas on January 18, 2016
Q: What companies on the TSX will benefit most from government infrastructure spending.
Read Answer Asked by James on January 18, 2016
Q: Do you think that this becomes a better investment the lower the dollar goes? Or will the deterioration of purchasing power make even staycations out of reach for too many households?
Read Answer Asked by Wayne on January 17, 2016
Q: Peter, there appears to be no let up in car buying, Exco I believe, brings in mostly US income and have expenses mostly in CAD, and its P/E seems very reasonable. Yet the stock is down. Other than this brutal market, any reasons? Subject to over concentration...buy more?
Read Answer Asked by Barry on January 17, 2016
Q: Hello.
Been watching and looking for an entry point for GUD. In a recent answer you indicated this would be a good time to buy. I don't understand how an investor would choose this as an entry point. The stock price seems to be diving through support values.......would you please comment on what makes this a good time to enter and take up a new position?
Thanks
Dave
Read Answer Asked by Dave on January 15, 2016
Q: BDI reduced their dividend from 8 cents to 5 cents a few months ago. Do you believe the 5 cents dividend is safe. I don't mind holding the stock for the long term if its dividend is safe.
Read Answer Asked by George on January 15, 2016
Q: Psychologically, I am not usually too bothered by volatility (I rode through the Financial Crisis without selling any stocks). However, I am now close to retirement, so my risk tolerance is declining. I own HCG and believe that it is hugely under valued at 5X earnings. The constant declines in HCG, even on good days in the market, are starting to give me doubts that perhaps I am missing a major negative factor in my valuation. Is this just negative sentiment? I would appreciate your view. Great service.
Thanks
Read Answer Asked by Hans on January 15, 2016
Q: I bought some Aecon in November, hoping the election would provide a boost, but it hasn't. In terms of infrastructure, I note that WSP is in your income portfolio. If I only held one infrastructure stock, would you recommend WSP?
Read Answer Asked by Stephen on January 14, 2016
Q: Hi 5i GUD-T has been in a down turn. Why? Is it still a buy?
Read Answer Asked by Gordon on January 14, 2016
Q: BPF.UN is down ~ 10% over the past 3 days; considerably more than the TSX.

Any idea why?
Read Answer Asked by Douglas on January 14, 2016
Q: I hold Chartwell REIT and Chemtrade Logistics, 3% and 2.7% respectively. Am looking to add to either (or both?) in this market downturn, for income. What is a good weighting for these companies, and which is the most likely to withstand another barrage of sell-offs? (That is, which sector, which company, is likelier to do well in such an environment.) Thanks!
Read Answer Asked by Sylvia on January 14, 2016
Q: I see that AVO is setting up an Investor Rights provision in case of unsolicited takeovers. Maybe I'm a cynic, but I find a concern about shareholders from this company out of character, to say the least. I would love to see an unsolicited bid or an activist investor get involved right now. Is this for real, or are they just increasing the chocolate ration? I'd appreciate your opinion.
Read Answer Asked by Roland on January 14, 2016
Q: I own Bam.a Is it worthwhile to add bep for income or is one Brookfield company enough? I have a portfolio of 15 stocks and 5 ETFs,20% in US plus 15% GICs. I'm about to retire later this year.

I really appreciate your service.
Thanks
Read Answer Asked by Hans on January 14, 2016
Q: Sorry if this question comes in twice as I'm not sure it went through the first time.

In the past, your team has indicated that BNS was your favourite bank. Is this still the case, even though it has underperformed? I am considering taking a position in a bank as I have currently have CXI and EFN in my financials, and feel I am missing a bank as part of my portfolio. Am wondering which one I should take a position in (or perhaps ZEB).

Thanks!
Read Answer Asked by Mike on January 13, 2016
Q: I missed the conference call due to snow removal :) Got the last 5 minutes, which seemed positive regarding atms. Can you fill me in please.
thanks
Read Answer Asked by Rick on January 13, 2016
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