Investment Q&A

Q: You've mentioned in the past that CGX has the characteristic of being "recession-proof".

As we move into anemic growth in the economy, what other companies would you say fit this category?

Q: anything behind this morning sell-off and would you recommend buying at this point or wait for more news / resolution of investigation..thx

Q: I see that you have included DHX in your growth portfolio. I bought at $2.25 and sold around $8.60. What is your view of DHX now that they have lost the Disney contract? Is it a good time to get back in and what are DHX's growth prospects? A couple of years back, there was speculation DHX may be a takeover candidate by, eg. Netflix. What is your view on possible takeovers? Thanks

Q: Hi folks: can't seem to get this Growth thing right. For example; according to Yahoo finance,the growth rate for XTC for this year will be 34.7%. The growth est. for next year is only 18.4% so is this is a "growth" stock for only the rest of this year? Several of the other stocks in the Growth Portfolio seem to have the same problem.

Q: Can you please explain the recently announced "Rights Dividend"

Thanks
Craig

Q: This stock has had a great run-up recently do you think there
is more growth available?
Thxs
Wayne

Q: Hello Peter & team, Any reason you know why BIN has been dropping for over a week? Thank you!

Q: Can you comment on the downgrade from RBC? I'm looking at building a position if the is more negative sentiment and if oil keeps rising since I think it will be temporary.

Also, looking to gain exposure to healthcare in Canada or the U.S. What would you recommend? Any value plays left with the hot run in the sector?

Thanks,
Jason

Q: Good time to step into bin?

Q: Hi,

Care to comment on RBC's downgrade of BIN? One of their main key points was BIN's significant footprint in energy producing locales and they feel that BIN could experience pricing and volume pressures as crude prices impact regional GDP. In your last response to a question on BIN you said,"We added it to the portfolios largely because of its leverage to lower oil prices, its US revenue (60%) and its largely recession-proof business." Do you think RBC's concerns about lower crude affecting pricing trump the benefits of cheaper transport costs? It would appear the market does, BIN down 5% today after not much volatility lately.

thanks.

Q: Should we read anything into the 4.5% drop this morning?

Q: I hold 4000 sh. of enb and am thinking of selling 1000 and buying 2000 ipl with the proceeds. is that a good move? Harry.

Q: I consider this stock as a consumer good and only have it as 1% holding. Should I increase my holding? Also are there other names in this group that you would recommend?

Thanks
Dolores

Q: Amber Kanwar of BNN reports on DHX. Discusses TD's call of a buying opportunity amid the sell-off.
http://www.bnn.ca/Video/player.aspx?vid=594521

Q: Hi Peter and Team, regarding Wilan, you stated in a response that 'A US listing is expensive', just curious as to what this annual cost is in dollar terms for WIN?
Thanks!

Q: I bought in last week and broke a trading rule I have, which is to always check insider activity. Now I see that there was some material selling in the $34 range. Did I pay too much at $39.75?

Q: Hi Gang,

It looks like Aston Hill (AHF) is looking to sell itself according to information from PREFBLOG on April 16 as follows:

“Aston Hill is looking for a buyer:

Executives at Aston Hill Financial Inc. have been shopping their firm to other asset managers, hoping to find a buyer.
Over the past two months, senior employees at Aston Hill have reached out to several Canadian firms and expressed interest in selling their company, according to multiple people familiar with the discussions.

The overtures have been made at a volatile time for the company, which recently lost a high profile mandate to manage $2.2-billion ‎worth of funds for IA Clarington Investments Inc. which prompted Aston Hill to slash its dividend.”

What would happen to the share price (currently 81 cents) if a sale occurred?

Any thoughts on when or if this may happen?

Thanks
John

Q: Hi 5i team,

What are your thoughts on continuing to hold badger? It has had a bit of stock momentum over the past month, but has still been affected by the gloom in the energy sector. Would you recommend continuing to hold badger for the long term or do you think it would be better to switch to a company exposed to an industry more in favour from your growth portfolio? I already own a good portion of your balanced and growth portfolio so I would likely top up my positions or purchase kinaxis as it currently has stock momentum. My position in badger is around 3 percent.

Thanks as always,
Jon

Q: Do you feel that CSU is overvalued at these levels? If not what would be the potential upside or downside risks going forward for the next 12-18 months?
Thanks for your opinion.
Frank

Q: The current share price is being dragged down because of the Nasdaq listing and the Canada-US dollar exchange rate. Aren't the profits made in this company in american dollars and shouldn't that be supporting the stock? Do you think Wi-lan management should drop US listing?