skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have held CAE for a couple of years and while is has gone up, it is does not appear to be set for any kind of dynamic growth. It has been particularly frustrating because it appears that it should - well capitalized, good backlog, growing area, unique technology among other advantages.

Would you consider switching this for MDA? I don't want to give up on CAE too early and there is nothing wrong with 10%+ growth annually but I am wondering if MDA could offer the same but within a "growthier" storyline.

Appreciate the insight.

Paul F.
Read Answer Asked by Paul on June 22, 2015
Q: HI,

I bought a small stakee in ACQ(1 %) (after having sold it ata good profit) just in time for it to decline 42 %.I would almost need ACQ to double from here to break even. I am think that either of XTC or GC is more likely to double sooner.
Would selling ACQ and buying XTC with the proceeds be a good idea? I own Amaya (5%) and Magna (1.5%). Or should I just top up ACQ ?

Thanks in advance


Read Answer Asked by Leonard on June 22, 2015
Q: Mr. Hodson, any obvious reason for Constellation Software weakness ? Just preparing itself for better jumping, or general weakness for bigger caps companies ?
Read Answer Asked by Serge on June 22, 2015
Q: JUST A COMMENT, from Stockhouse
http://www.stockhouse.com/companies/bullboard/t.aya/amaya-gaming-group-inc?postid=23851570
think about your strategies
This stock has been range bound for a year. When it gains traction, the incessant attack from the Globe pulls it down again. When do you think the inevitable break out occurs? With Bwin, US entry and sportbetting all around the corner and the Casino roll out. With delivery over and over again by Baasov and a hedge fund in at 30 to 34. Do you want to miss the rocket launch? You won't ever get in at the price you sell. Period.

Mr. Hodson, would you care to comment on the above ?

Read Answer Asked by Serge on June 22, 2015
Q: On Friday Enbridge said it has reached a long anticipated deal to transfer some of its Canadian pipeline and renewable energy assets to Enbridge Income Fund. This move is to allow ENB to boost its dividend and accelerate growth.

While ENB common was up significantly its preferred shares (including ENB.PR.A (B, H, N, etc.) where all down.

Are the preferred shares riskier now than they were before the announcement? Do the preferred represent good value? If so, is there any series that you would favour?
Read Answer Asked by Douglas on June 22, 2015
Q: With the announced transfer of some assets to Enbridge Income Fund, what affect will this have on Enbridge and its share price in the future, and what do you recommend for holders of Enbridge shares?
Read Answer Asked by Alexandra on June 19, 2015
Q: Hi Peter and team, I've held Trimac since October with flat or declining growth. It has an OK dividend however I would like a current opinion on it and suggestions for a possible replacement in my well diversified portfolio.
Thank you!
Read Answer Asked by Martin on June 19, 2015
Q: I'd love to sell this dog; but, it is in my TFSA.
Read Answer Asked by James on June 18, 2015
Q: Would you consider Fattouche's insider selling a negative or would you not read too much into it?
Read Answer Asked by Alain on June 18, 2015
Q: Hi Peter & Team,

Can you explain what this means. I have HNL stocks that I have held for a few years?

There is a $50MM equity offering for Horizon North Logistics this morning priced at $3.75/sh. Proceeds to reduce indebtedness leading into an increased capital expenditure program of $30MM that the company announced today. Based on the price of the offering, this represents a 9% dividend yield.

Thank you for your great service.
Colette
Read Answer Asked by Colette on June 18, 2015
Q: Any thoughts on this sleepy company, they are as exciting as watching paint dry...
Read Answer Asked by david on June 18, 2015
Q: 35% of mortgage loans in Alberta and all in Sask. are non-recourse where you can walk away from the mortgage if you're under water. I see HCG has a Home Trust office in Alberta; would you know how much of this type of lending HCG does in these 2 provinces or is this info even available? Can one know which are the biggest lenders in these areas - the big 5 banks, perhaps? We do know the Bank of Canada is concerned about some housing prices being up to 30% overvalued and FP did a piece on this recently:
http://business.financialpost.com/personal-finance/mortgages-real-estate/you-can-walk-away-from-your-mortgage-if-you-live-in-alberta-but-should-you
Read Answer Asked by Jeff on June 18, 2015
Q: Stock hitting new highs. Have been watching it but have not bought. Too late to initiate a position? What is the insider ownership? Thanks.
Read Answer Asked by Helen on June 17, 2015
Q: bnn reports today that dsg is one of the most shorted stocks in Canada (8%, 38 days) is this a transportation sector bet or do you see something I do not...thanks for the service
Read Answer Asked by gene on June 17, 2015
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!