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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: Big pop to-day of 12% & I can find no news? Can U shed any light on this hugely mismanage company? I am amazed that their has been no shareholder law suits against this destroyer of wealth.
Read Answer Asked by James on July 16, 2015
Q: Hi Peter, So I have just invested 10% of my portfolio to this fund. I am in this for long term hold(8 to 10 years). My reasoning behind Mr. Watsa's skills and India as a great growth story for long term. Also I am thinking of buying FFH as FFH earn performance fees from FIN. Can you please give me your valued opinion on FIN and FFH for a 10 years hold? I am in search for a 10-12% CAGR growth here(I already have your growth portfolio).

Also I know you guys don't recommend US small cap stocks, in that case can you please recommend a similar portfolio manager(with same mindset as you and whom you admire) in US with a similar service like 5iresearch? I tried Motley's Fool growth portfolio but don't think anyone there has same caliber experience or educational background like you.

Many thanks again and great service!!
Read Answer Asked by Sridip on July 16, 2015
Q: Good morning, Can you please provide an update on this company based on recent activist position, and the companies relative strength in this sector. Would you recommend Extendicare for a Lt hold. Thank you. Linda
Read Answer Asked by Linda on July 15, 2015
Q: Good morning,

On your recommendation I purchased Exco and am enjoying the ride. Thank you. I'm wondering if it makes any sense to either add Martinrea or switch from Exco to Martinrea as it seems cheaper after Exco's rise. MRE seems at a P/E of 13.50 according to google finance so I'm interested in your thoughts.

Thanks!
Read Answer Asked by Tim on July 15, 2015
Q: Hi Folks. This is really not a question but rather an addition to the discussion. On July 11 RBC came out with a report downgrading HCG from market perform to under perform. It seemed quite well reasoned to me and made the point that RBC now sees HCG as a steady growth company rather than a high growth company. They think this problem is specific to HCG and not industry wide. They think HCG can deliver double digit EPS growth long term but in the near term it is likely to be low to mid single digit.

Ross
Read Answer Asked by Ross on July 14, 2015
Q: Amaya is showing a little bit of strength here. Is there any specific news or rumour or just the variability we are used to.
Read Answer Asked by James on July 14, 2015
Q: Apparently Scotiabank issued a new report on Avigilon. Do you know what they had to say and do you agree with their analysis. Thanks.
Read Answer Asked by wendy on July 14, 2015
Q: Hi Peter and Team,

We hold HCG in several accounts.

It's down substantially in our grand children's RESP, so we probably should just hang on as it's only 3.2% of a well diversified portfolio that won't be needed for over four years.

However, in my RRIF that holds many 5i recommendations, I'm still up over 8% as it's been a long-term holding. Should I hang on and "hope for the best", or swap it for another divided paying financial stock that has better prospects going forward? (We hold BNS in a margin account).

As always, your advice is highly valued.
Read Answer Asked by Jerry on July 14, 2015
Q: Which of the following would you select at this time for an income account: AFN, AD, CSH.UN, CHE.UN? Sector concentration is not an issue. Thanks, Barrie
Read Answer Asked by Barrie on July 14, 2015
Q: HCG took a big hit today on downgrades. Yet its ROE is still above 20% and it is a dividend grower. Concerns are over lack of growth of new single family mortgages and conservative policies. I would look at this conservative approach as positive in present housing market. I have a small position in HCG. Should I panic or use this low price as a buying opportunity? Thank you.
Read Answer Asked by Michael on July 14, 2015
Q: I am looking at Gamehost to add for income. Two areas of concern are the current ratio of 0.57 for which you give a rating of C plus, and the possible weakening of the Alberta economy. In the case of the current ratio they have recorded a large amount for current portion of long term debt. Does this mean they will pay out this amount shortly?
Also on the Alberta economy,I am wondering what indicators you are monitoring that would cause you to lower your rating?
Many thanks
Mike
Read Answer Asked by michael on July 13, 2015
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