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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: Could I get your take on recent earnings and is it a good opportunity to start a position, thanks

Read Answer Asked on December 02, 2015
Q: please give a performance estimate for the next 2 years
Read Answer Asked by Donald on December 02, 2015
Q: Picked up a half position (300 shares) once the dividend hit 4%. I plan to hold for a few years. Hopefully I made a good decision. Would you put DH in with the financial or technology category? Also, knowing how they have re-invented themselves from a sleepy cheque printing company, how would you categorize the risk from apple pay type competition to DH corp? Or would DH corp be a beneficiary of this movement?
Read Answer Asked by Richard on December 02, 2015
Q: Hi Peter In watching dh selloff with the record volumes what is 5I missing in their analyses. This stock is in a nose dive over a million dumped today and there are few comments from 5I
Stan Zuke
Read Answer Asked by Stan on December 01, 2015
Q: I just sold a US stock from my TFSA and I want to redeploy the US cash in either US or Cdn funds. I'm thinking Amaya or Concordia in US dollar's. I have a half position in AYA in Cdn funds in my RRSP, I'm underweight health care and I'm looking for long term growth. Thoughts on these 2 options or would you have a 3rd option that you like better. I'm diversified and won't need access to cash for 20+ yrs
Read Answer Asked by Rob on December 01, 2015
Q: Any thing to be concerned with about todays numbers? I am looking to add to my position.

Thx
Read Answer Asked by blake on December 01, 2015
Q: What is you take on InterRent REIT? Do you see much upside or should this be held for dividend only?

Ray
Read Answer Asked by Raymond on December 01, 2015
Q: Hi, shouldn't all of the insider buying be a very positive sign for sylogist? The stock has been struck in a narrow trading range for a while now, and close to a fifty-two week low, iam confused, thanks
Read Answer Asked by Pat on December 01, 2015
Q: What is the difference between stock symbols CXI-T and CXI.S-T? Which one is best to own.

Thanks.

Paul F.
Read Answer Asked by Paul on November 30, 2015
Q: I have had my eye on this comp. for a while: never bought because I felt the PE was not justified; now, PE coming down, but, I still have concerns: poor ROE, high Pay-out Ratio, missed last 3 out of 4 Q results - USD strength should be helping bottom line with major acq. this year and debt. higher - probably no dividend increases for quite a while, as well.
Comments please - thank you .... JP
Read Answer Asked by James on November 30, 2015
Q: Hi team:

What do you make of the continuous share price massacre of DH?

You have stated in previous responses, based on facts and figures, the company is doing fine and yet the "manipulators" manage to keep selling the stock down with no resistance. That short report, which as expectedly was rebuked by management, seems to be ancient history now, so what gives?
Read Answer Asked by Victor on November 30, 2015
Q: Hi Peter and Gang,

I currently have positions in CSU and GIB.A and they represents 2.5% and 3.5% of my portfolio respectively. My gains on CSU are approximately 220% and I am thinking of liquidating my entire CSU position and put the proceeds on DH (I'll stay put on GIB.A). Just wondering what your thoughts are on this move.

On November 17, in your response to a question raised by a 5i member on DH, you commented that the stock was 14x earning, is this ratio still accurate?

Regards,
Harry
Read Answer Asked by Harry on November 30, 2015
Q: If most of the present value of Trimac is in the current 5% dividend as stated in your report and it's over 3 years since a raise, what are the prospects for an increase with any upturn in the economy? To me buybacks, even initial ones, don't line my pocket like a dividend bump. For dividend payers such as this one would be possible to have the 5 year dividend growth rate shown in the report card as this info is not always easy to find on a company's website.

Also I wonder what is the probability of TMA going private since the management owns such a big chunk and the US operation is already private, presumably owned by this management. My charts on this co. only go back to 2005, if that's when it went public as an Income Trust, it must have been about $12, so I guess it would be a take-under around half that. Or could the much larger TFI be interested at this level?

Not sure how your report arrives at a revenue increase 1 year out as revenue has been declining in 2015. How about the age of their fleet and what is the replacement rate/timetable? I see they already have high debt.

Willing to hold on for a few years if need be but willing to take my lumps too if surgery needs to be done here.
Thanks, J.
Read Answer Asked by Jeff on November 30, 2015
Q: Hi
Do you think Exco stock will suffer any based on the recent Magna 50/50 venture with China on providinf seating to China companies?
Thanks
Kathy
Read Answer Asked by Kathy on November 30, 2015