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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: Hi Peter
Any bad news today?
Thanks
Dennis
Read Answer Asked by Dennis on December 09, 2014
Q: I received the following regarding my Tim Horton shares.

Investors can elect to receive one or a combination of the following options:

1. Cash – Canadian Funds (subject to proration) - $88.50 for each common share of TH Inc. tendered.
2. Cash – U.S. Funds (subject to pro ration) - to receive the U.S. dollars equivalent of C$88.50 for each common share of TH Inc. tendered
3. Shares (subject to proration – cash portion will be paid in Canadian funds in the event of proration) - receive 3.0879 common shares of newly issued Holdings for each common share of TH Inc. tendered.
4. Shares (subject to proration – cash portion will be paid in U.S. Funds in the event of proration) - receive 3.0879 common shares of newly issued Holdings for each common share of TH Inc. tendered.
5. Cash and shares – Canadian funds – receive C$65.50 and 0.8025 of a common share of newly issued Holdings for each common share of Tim Hortons Inc. tendered.
6. Cash and shares – U. S. funds – receive the U.S. Dollar equivalent of C$65.50 and 0.8025 of a common share of newly issued Holdings for each common share of Tim Hortons Inc. tendered.

The default is option 5.

What option is recommended?
Read Answer Asked by Kim on December 08, 2014
Q: I acquired half position of Stantec at $34.85 recently, would you recommend to make it a full position to take advantage of the drop in share price? The other choice is initiate a position in WSP.TO.

As always, your advice is greatly appreciated!
Read Answer Asked by Dong Sheng on December 08, 2014
Q: Peter What is your current take on this stock I held it for a few years dead money /
Stan
Read Answer Asked by Stan on December 08, 2014
Q: How will the lower price of oil affect revenues for Badger? How much of their business is energy related? I have held badger since it was an income trust and wondering if I should lighten up.
Read Answer Asked by Mary on December 08, 2014
Q: I noticed that on my TDW brokerage statements, the regular payment is recorded as a "distribution" even though it is summarized in monthly "dividends" total. It's made me question whether Boyd is paying out a dividend or something else.
Can you please shed some light on this before I contact the broker?
Read Answer Asked by Brenda on December 08, 2014
Q: RE: NAL.TO

I think the company may be affected by lower oil prices in two ways: First, it may get let work to do; and second, the recovered oil may get a lower price.

After taking consideration of the new reality, would you recommend it as part of a portfolio? Can we say Newalta is a potential Peter Lynch favorite that is boring and involving dirty, even disgusting, wastes?
Read Answer Asked by Dong Sheng on December 07, 2014
Q: Hi Peter & 5i Research Team,

This might be of interest to other members also. I just happened to log into my TD Waterhouse account at 11.30 pm on Dec 4 and was surprised to see that my stop loss and buy orders for Amaya were "pending cancellation" and no longer active. I immediately telephoned TDW and was initially told that I must have cancelled them myself! When I said I did not, they put me on hold and then came back to inform me that TDW cancelled these orders because Amaya Gaming has changed its name to Amaya Inc. On my request they then reinstated the orders over the telephone. They also said that if I had not called them these cancelled orders would not have automatically been reinstated! Do you know if other brokers do the same? Because if I had not noticed this by chance I could potentially have lost out monetarily when the markets opened tomorrow.
Read Answer Asked by Francis on December 05, 2014
Q: Despite all the negatives about this company and lack of confidence even by the directors (based on their sales of stock), I see the CEO has been continuously purchasing shares from February to the present. He had about 100,000 and now has about 450,000 (direct and indirect). Is he an idiot or should I be following his lead? As always, I very much appreciate your opinion
Read Answer Asked by ED on December 05, 2014
Q: I have been watching two stocks this year that have fallen off a cliff. Canexus (cus) and Horizon North (hnl). Both of these stocks are down more than 60% this year. Are these dead companies or are either of them 2015 comeback candidates?
Read Answer Asked by Kim on December 04, 2014
Q: Do you have any thoughts on the recent acquisition. Thanks.
Read Answer Asked by wendy on December 04, 2014
Q: Canaccord posted this on AYA today: Amaya Gaming Group* (AYA : TSX : $38.03), Net Change: 0.00, % Change: 0.00%, Volume: 525,017
CALIFORNIA'S "BAD ACTOR" PROVISION. California’s first new online poker bill, AB9, has been introduced by
California Assemblyman Mike Gatto. According to Canaccord Genuity Tech Analyst Robert Young, the bill as written (and it
will be contested) is a mild negative for Amaya, as it would exclude PokerStars and Full Tilt from participation in California (a
"bad actor" provision). The bill appears to be much like draft legislation released last year by a coalition of 13 native tribes led
by Pechanga and San Manuel, which have been vocal in opposition to PokerStars. While a negative on the face, it is just an
initial step in the process. As noted recently, this coalition against PokerStars was weakened when San Manuel joined a separate
group aligned with Amaya. A successful passage of this bill will require negotiation for support to get a successful 2/3 vote in
both the California Assembly (which reconvenes January 6) and Senate. Young says we are likely to see competing legislation
introduced given indications from at least one other Assemblyman (Reggie Jones-Sawyer).

And this is an informative article on AYA: http://www.forbes.com/sites/nathanvardi/2014/12/01/the-king-of-online-gambling-is-34/
Read Answer Asked by Kurt W on December 04, 2014
Q: Hi Team

Which Sector would you fit Amaya into? Consumer Discr. or Info Tech?? Also is it not trading today? My TD accounts show it frozen at a certain price ($37.70 and not moving all day). Also I would just like to say, I have done so well (excepting energy 10% down to 6% due to falling prices), having fun and am learning so much, since I joined in March/14. thank you thank you
Read Answer Asked by El-ann on December 04, 2014
Q: Would you still consider holding this company(its in my TFSA)? It is about 5% of my portfolio and the recent decline is worrisome.
Read Answer Asked by Rudy on December 04, 2014
Q: BDI announced a 27 million contract yesterday and today the stock is down 15%. Your thoughts please. Thank you
Read Answer Asked by Tova on December 04, 2014
Q: I know you are getting sick of some of these oil related questions.Is the price of this not just getting crazy.What would it be worth if it had no dividend. Any extra news i haven't heard of.
Read Answer Asked by andrew on December 04, 2014