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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: Hello, I have owned Boston Pizza for about 2 years and while I like the dividend the stock is down about 15%. If you were going to stay in the same sector, would you stick with Boston Pizza or switch those funds to A and W? Thanks for continued great service. Bill
Read Answer Asked by Bill on October 14, 2015
Q: Hi 5i,
In the tech portion of my portfolio I have:
Apple 3%, Google 3%, Enghouse 1.5%, Cognizant 1.25%, Open Text 1.25%, and Qualcomm 1%.
Would any of the above be a sell in your opinion?
I am considering adding about a 1.5% position in either Kinaxis (kxs) or Tucowsn(tc). For a 2 to 3 year hold, would you recommend one over the other?
And if neither of these stocks are to your liking could you recommend 1 or 2 others to consider.
Thanks for all that you do.
Read Answer Asked by Brian on October 14, 2015
Q: I was hoping to get your thoughts on Venator's position on CSU:

http://www.venator.ca/uploads/FEB_2015__Final_.pdf

"I just don't like paying for acquisitions that haven't happened yet, and when you pay more than 20x earnings for an otherwise no growth company that is exactly what you are doing. This is why we own Open Text but not Constellation Software. If Open Text doesn't make an acquisition for the next two years it might drop about 10%, putting its valuation on par with Oracle (to name another low growth consolidator); the same scenario played out with the aforementioned Constellation Software would send that stock down over 30%."

CSU's share and earnings growth is largely based on its excellent ability to acquire businesses and less so on on its organic growth. If CSU is unable to acquire companies at the same pace (the larger it gets, the bigger the acquisition required to make an impact), would this not cause a material negative affect on its valuation?
Read Answer Asked by Arneh on October 14, 2015
Q: what do you think of aw.un , q3 just released , increase dividend once again 3.4% SSG of 8%,Great stock, look like they are firing on all cylinder.
Read Answer Asked by samuel on October 13, 2015
Q: Can you please give us an update on this company. Still a long term hold? Thank you
Read Answer Asked by Pierre on October 13, 2015
Q: Hey guys,

I have the following stocks on my watchlist: AGU, ATD.B, BAM, CNR, CU, CCL.B, EMP, PJC, L, MG, MRU, SAP and Tri.

I am looking to buy high quality dividend growing stock at normal valuation. Regardless of sectors allocation, which one would you be comfortable buying at current prices? And any suggestion I might have missed. I am overweight financials, telecom & oil at the moment.

Thanks!
Read Answer Asked by Richard on October 13, 2015
Q: Rajeev asked a question today about CCL.B in which he stated the RSI is now 14. On TD Waterhouse the RSI is currently listed as 55. So the natural question is to ask you what you would use a reliable source for RSI? Thank you.
Read Answer Asked by Dennis on October 13, 2015
Q: I just recommended the following to a niece who currently has ALL mutual funds . She wants some growth and income, but probably never wants to look at her investments . As she is likely to continue owning mutual funds, I suggested that she should start a brokerage account and buy the following bit by bit .

1. FINANCIAL BANKS ... BNS, TD or RY
2. FINANCIAL INSURANCE ... SLF or GWO
3. ETFs… XSP, CDZ in Canada , or VGG

What would you suggest ?
Read Answer Asked by Thomas on October 13, 2015
Q: Any change in outlook on FCR from your last comments back in August?
Read Answer Asked by Jacques on October 13, 2015
Q: Mr. Hodson, in light of your answer today to the question by Arneh and the content of the New Jersey DGE report, will your December 08, 2014 Report be updated shortly ? The share price then was 36.85$. Where do you see the share price in 2016 ? Does 50$ or more make sense ?

Is Amaya still one of the next blue chips, and is your faith in the stock fully intact ? David Baazov seems to be one of a kind, and who knows where he will lead Amaya. The AMF inquiry now seems to be of little consequence.

You may publish your response, if you so wish.
Read Answer Asked by Serge on October 12, 2015
Q: Read the recent questions re: CSU so will reframe mine as follows:

1. Globe investor shows forward PE at a very reasonable 16.3. Do you concur?

2. The stock has been trading in a range between 530 and 600 for the past three months. CSU has been a massive win for me but has shot up to 13% of my portfolio which I know is too high. It's probably time to abandon the "let winers run" approach and take some money off the table but the real question is this: knowing that a share split is not in the cards per the CEO, and with a tiny yield, have we had our fun? i.e. Do you see a scenario where the stock retests 600 let alone surpasses it?

Thanks as always for your insight.
Read Answer Asked by Kim on October 12, 2015
Q: Hello, after several days of decline, stock closed at $169.13 on Oct/9. Technical indicators show stock in OVERSOLD territory with RSI at 14. On July 31, when co. released Q2 results, stock opened at $170.13 and traded as high as $195, just 2 weeks ago. There is a lot to like in this co. due to its consistent performance, solid growth prospects and large insider as well as institutional ownership. I have a decent position in the co. and looking for your advice if it's safe to accumulate more stock at current levels or wait until Nov/5 for Q3 results. In recent past, I have noted that stock has a tendency to shoot up after quarterly releases. Also could you also comment if recent price correction could be as a result of a weak US$ (Higher US$ has provided tailwind to co results) and market concerns about a possible softer Q3 due to lower (?)back to school sales in Avery division and global growth? Thanks for your great work.
Read Answer Asked by rajeev on October 12, 2015
Q: Can you please confirm that Air Boss Of America is a Canadian domiciled company paying eligible dividends? Just want to confirm before initiating a position. Thank-you.
Read Answer Asked by Stephen on October 09, 2015
Q: Could I get some assistance comparing the debt of Clearwater's latest acquisition, MacDuff Shellfish, to High Liner's.

My back of the napkin calculation, currency conversions and all, have:

- HLF's market cap being 2.34x the size of Macduff's
- HLF's sales being nearly 11x Macduff's
- and HLF's ebitda being 5x greater than Macduff's

If I could get some assistance comparing MacDuff's and HLF's debt I would appreciate it. I'm not sure its possible since Macduff was a privately held company but if you have any insights comparing the two debt levels it would help a lot in my research.

Thanks and have a wonderful thanksgiving weekend, everyone.

John
Read Answer Asked by john on October 09, 2015
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