Investment Q&A

Q: I have a profit in SYZ and am entertaining using that profit to buy sis- would you endorse a move from syz to sis? If not where would you put it ?

Q: I understand that there is a large short interest in Enbridge and some analysts are quite negative on the company. It was mentioned on CNBC yesterday with comparisons made to Kinder Morgan.

Q: Hi team, Just a comment. It is so frustrating....what is wrong with MDA? Nothing! But people seem to like to trade for a maximum of a week! which of course causes my gains to come at a much distant future!
Patience is good, but sometimes one doesn't have the time (read AGE) for it.
Have a nice day!

Q: What is the consensus for Q4 revenue and adjusted EBITDA?

thx

Q: Doing my research on sys. and noticed that according to Canadian Insider stock based compensation went from $59k to $3.6 million last year this seems excessive to me considering the earnings/loss. Wondering what you think?

Q: Would you replace AYA with AVO or do you have a better suggestion

Q: Hi guys,

According to a Halifax newspaper article, DHX will co-produce 130+ episodes of original animation + acquire rights to 1,000 half hours of Dreamworks kids shows. I don't know much about the deal; but that seems like a lot of content with a major animation studio! Are you worried about the debt levels though? I noticed debt moved from 'Low' to 'High' from the last 2 reports, yet their content library keeps growing. Just wondering if you like what's been happening lately.

Thanks again!

Elliott

Q: At today's prices, if AYA has dropped to 3% of a well diversified portfolio, would you top it back up to 5%? If not, any reasons why you wouldn't? It looks cheap to me. Thanks, Neil

Q: Hello team, Could I get your comments on yesterday's HCG's revised ROE target. Your latest report is from Feb 2015, would you still rate it A- today?
Thank you!

Q: Any thoughts on ESL's recent purchase of CTI Group?

Q: Would like your insight on enb. Has a good qr., increased 14 percent dividend. The outlook for 2016 is decent but the stock is in free fall mode. It's not even a pure energy company. Should I sell while I'm much ahead.

Thanks for expert advice as always. Rossana.

Q: Hello -

Is there any issue in investing in this (type of) company within an RESP?

Thanks.
Jim

Q: I get a bit confused with the effect of the Canadian currency on AVO. In general will a falling Canadian dollar be positive or negative on their earnings.

Q: Enbridge took a nasty hit today,down 7%. Any reason for the fall outside general meltdown on price of oil? Good opportunity to pick up some share on the cheap here?

Q: I own DR, NWH.UN, CSH.UN, SIA, and a small bit of EXE. I hold them for income. What other names in this sector can you suggest as reasonable additions to the stable. Income is my primary focus, but I am not averse to capital gain as any addition will be in my margin account.

TIA for any suggestions

Q: Hi team, Any reason you know for the sharp drop!
Thank you!

Q: At 3:08 this afternoon, trading was halted for this stock. The only reason stated was: Pending News. Do you have any information as to what is happening or about t happen?
http://www.newswire.ca/news-releases/iiroc-trading-halt---hcg-560834301.html

Q: Hi, after watching for nearly 2 years, I bought a small position on DEC/4 @26.27. The stock continues to steadily rise over past few years delivering in almost every quarter. I like the Global Logistics network business and huge opportunity in the future. DSG operates in small and medium scale business segments. What competition DSG has in this field? Also, it appears that co. has generated most of its growth thro' acquisitions. Is slowing organic growth an issue? Also from valuation perspective, how does it compare with CSU and KXS? Should I wait for adding to my position? I also noted that Descartes has a very large Institutional ownership, 88% per nasdaq.com, with some well know names like T. Rowe Price (13%, started and added this year July, 2015)and Mawer, BMO, Neuberger, CC&L etc. It could reduce liquidity, but is it a strong signal in favour of thsis company ? Thanks for your help, as always.

Q: Hi, Stella-Jones stock has been quite strong for past 2 weeks with all time intra day high of $52. I also noticed some fairly large block trades starting at $49.75 and recently at $51.50. Do you think there is some new institutional interest in the company? Ram Forest Group is engaged in supplying timber to US residential homes market. Is this a positive ? How is the valuation of stock, versus, growth prospects of various segments of its business, railway ties, poles, residential lumber etc? I have a 3% position and considering to build up to 5%. Should I wait for the stock to settle ? Thank You

Q: Have watched this stock for quite awhile. Would you call this a good entry point and how does the backlog look for this company for the next few years? When will the report be updated on MDA? Thank You Ron