Investment Q&A

Q: Hello team, Any news on BOS that would explain the downturn?
Thank you!

Q: Is it just me or is Amaya looking very cheap right now? I don't see any specific catalyst that would cause the recent sell off.

Q: Hi Peter, I finally said uncle on AVO and sold. I know it may go back up (even though the chart is horrible) and I hope it does for those still holding it, but selling it felt Soooo Good :) Its nice not to see it next to the strong stocks I have left and If it turns around and you become more positive on it again I will consider. Thanks for your great service and have a great weekend.

Q: Hi Peter I hold a large position in dh I did almost a double on it .My thinking is to sell half of dh and buy a position in pot to capitalize on the uS div.which I need .
Can I have your thoughts on this.
Regards Stan

Q: Your thoughts on the news today and their plans.

Q: ccl.b is getting whipped today. Only news I see on it is expansion plans for Mexico plant. Can you add insight on ccl.b performance today?

thanks

Q: In a recent report by Veritas they feel LNR has significantly more upside than MG.

I currently own MG do you think it is worth selling and substitute LNR. Here are Veritas's comments:

Linamar (LNR) - $69.41 – Veritas: Buy (PT $97); RBC CM: Sector Perform (PT $91)
Magna International (MG) - $62.34 – Veritas: Buy (PT $62.70); RBC CM: Outperform (PT $68)
The company now warns that the current emission issue could impact roughly 11 million vehicles (some models from 2009- 2015). In prior recall related events (i.e. GM, Hyundai, and Toyota), the ultimate loss of market share was largely short-term in nature. As a result, Vertias suspects that the fallout of VW’s emissions-gate could be short lived, with VW losing less than 25% of its U.S. sales. Between Linamar and Magna, the auto-parts supplier we cover, Linamar has less exposure to VW. In 2014, VW was not among LNR’s top four customers (suggesting VW contributes less than 7% of LNR revenue); in case of Magna, VW contributed roughly 11% of MGA’s 2014 revenues. Between Linamar and Magna, Linamar has less exposure to VW. Thus, for anyone who is looking to invest in a mid-cap autoparts supplier, Veritas recommends buying LNR. That said, given the diversified customer base Magna has, Veritas believe that the impact of VW event will be minimal, as VW lost business will be picked by other OEMs.

Q: I am thinking of switching some funds within my portfolio healthcare allocation by selling PFE to purchase GUD based on the many positive statements that you have made about Knight and the recent 5i report on the company. I find GUD an interesting company but difficult to value relative to PFE. Income is not required from the holding, and invested funds are not required for 5 years plus. Do you believe that there is enough upside to GUD to offset realized capital gain taxes on a PFE sale, loss of the PFE dividend stream, possible additional future currency gains on PFE, and additional capital gains potential on PFE as they improve their operations further? In other words, are you confident enough in Knights upside potential that you would make the switch in your portfolio if you currently held PFE?

Thanks!

Q: I have a small position in ACQ,and it is down considerably, I am thinking of switching out of ACQ and buying BYD.UN for more positive growth. Is this a good idea?

Q: Hi Peter,
Whats up with Tricon. Its held in well til the past 2 days. Is something up or a good price to add more ?
Thank you, Paul

Q: I do not yet own magna.should I wait for the VW dust to settle or is mg on sale now in lieu of the drop in share price

Thx

Q: What, if any, is Exco's exposure to Volkswagen? Thanks.

Q: Volkswagen said that they installed software programmed to switch engines to a cleaner mode during official emissions testing. Since Magna makes parts for them, it probably explains why the stock is down 8%. Do you or a member know if Magna develops anything involved with the engine or software that controls it? If not, how about Linamar or MartinRea?

Q: Unfortunately, I bought HCG at the top and am now dow 41%. Channeling my inner 5I, I'm assuming, given you see nothing fundamentally wrong with the company, that my reduced dollars are as well placed here as anywhere else at the moment. It's in my TFSA, so i can't take a tax loss. i'm a senior, more interested in income and maintaining capital than growth, though of course I'm happy if there IS growth. Does the real 5i share the view of my inner 5i, or should I take my loss and go elsewhere? Many thanks

Q: I am looking at the Boyd Group Income fund chart and in 3 years it has gone from about $15 to about $60 on an almost linear trendi.e., no volatility. I went to the GlobeinvestorGold site and they show a earning before tax of $42M but a profit/loss of $-15M. What is going on? Do you recommend this fund?

Q: CCL.B has a good run since Carla's question on August 23rd. Would you still consider it a buy? Thanks, Bill

Q: Do you see a stock split in the near future

thks
Marcel

Q: I am trying to decide how to complete the financial portion of my portfolio. I generally like a concentrated porfolio of 25 - 30 stocks with equal weightings. I currently hold Sunlife and BNS and can't decide between one of HCG, CXI and Element in Canada and one of JP Morgan and Wells Fargo in the US. (assuming this is not too much for the group)

Would appreciate any comments you may have and thanks for the insight.

Paul F.

Q: Peter; Regarding Gerry's question- am I missing something as my quote shows it's only down .17 cents. - not much of a drop. Rod

Q: Hi Peter and team
This stock was added to the TSX small cap index on Friday but today (Monday) it is trading down substatially on heavy volume. The volume for the first HOUR is more than 6 times the average DAILY volume. What gives?
Gerry