Investment Q&A

Q: ho folks:

in feb 2011 i purchased this at $30.30 (in rrsp)

-- the income rec'd is very close to the drop in capital value

-- ie, i have rec'd about 2k in income and the shares are down about 2k - so i am about breakeven (ish)

question: understanding the oil/alta problems; am i better to sell and buy say a SIA/EXE or ZRE/XRE or ??, OR is D.UN a blue chip that is suffering unduly?

sell, or hold and wait for eventual recovery?

this is my only real estate holding

thanks

Q: Hey Peter & Team,

I took a look at the recent reporting as of Nov 5. From what I can tell, poor crop expectations, resource prices and related uncertainty,regional economic uncertainty surrounding oil prices, which primarily impacted new equipment demand in the Alberta construction market, the increased Canadian dollar cost of new equipment due to appreciation in the US dollar are all creating a significant head winds for CVL.

I am in at $24.20 (4% position)

From what i can see my options are to cut the loses and put this capital to work elsewhere or, hang tough and wait it out.

my questions...

Would you advise I move or hang tough?

ps... dividend is very good... do you think it is safe?

Thanks for all you do

Gord

Q: Could I have your thoughts on KBRO's third quarter earnings and are you optimistic about this company's future? Thanks

Q: Hi Peter and Team!!!! I have made a good profit with CCL so far. Do you anticipate the stock doing even better in 2016? It represents about 8.9% of my holdings and I was wondering if I should take a profit. I do not need the money at this time. I am sitting on the fence and getting splinters. Your opinion would be greatly appreciated. Cheers, Tamara

Q: I need your interpretation of the results and the stock action.

Earnings met, revenue missed and talk of weaker retail sales by pres.

Yet the stock is up $2.50.

What am I missing?

Thanks

Q: Hi,
At the current stock price, can I have your opinion on the new valuation of Amaya as it relates to earnings?

Q: First, in your response to the question about pipeline holdings, you mentioned Pembina raised their dividend this year. Did you mean Interpipeline, which just raised theirs recently?
What is the future of Brookfield Renewables and how will solar impact it's use over the next decade? I want to put this into a RRSP and just keep it - nice dividend - but I don't want a dated product.
Thanks.

Q: Your current thoughts on Extendicare give their recent earnings release which appear rather positive. Thanks

Q: Did anyone at 5i catch Amaya's conference call and has this provided, in your expert opinion, any better resolution on the future for this company?

Q: Could I please have your view on Knights last quarterly results. It is only 1% of my portfolio and debating on adding to my position. Thank you.

Q: I thought your readers might be interested in this great article by the Financial Post re Amaya and its CEO, David Baazov:

http://www.financialpost.com/m/wp/blog.html?b=business.financialpost.com//financial-post-magazine/high-school-dropout-has-turned-amaya-into-a-gaming-and-publicly-traded-powerhouse

I believe the market and investors are over-reacting a bit to near-term guidance and need to take a longer term view.

Q: Can you comment on the ER to be released tomorrow Thursday before open? Thanks.

Q: It had a nice pop today ...your thoughts on the earnings report ?

Q: Do you think that DH stands to benefit from the Fintech threat to the big banks? Or is DH vulnerable due to its close connections with the banks?
Thank you, Peter

Q: James Teifser (Aventine Management) on BNN says Amaya is a Sell. Is Amaya a Sell now?

Q: Any effect on the Notice of Intention to Make a Normal Course Issuer Bid.

Thanks,

Bob

Q: Good morning guys,I see Badger is at 52 week low,do you know of problems with the company or their any catalysts for the stock in the short term and would you be a buyer here at this price,thanks

Q: Is this a Canadian registered company or does it require filling out T1135(CRA)?

Thanks for your help.

Q: I would appreciate your comments on Boyd's earnings release issued this morning. Thank you, Peter

Q: Hi, could you please comment on Boyd Group earnings released this morning. Also, with respect to co's recent decision to redeem all debentures maturing next year, assuming all holders decide to exercise conversion options to units of common shares, what will be total dilution ? Is it material, based on expected growth in earnings? Thanks