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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: Two questions related to oil companies cutting back on expenditures and dividends.

Reaction to some oil companies saying they will cut back on cap expenditures has been swift with BDI down a lot today. (I assume that is why they are down). My question is how quickly do oil companies ramp up their expenditures once oil prices start to increase again (hopefully) and should we expect BDI to move up with oil prices or will there likely be a lag?

Secondly, what do you expect the market's response to be to the oil sector in general given Canadian Oil Sands decision to cut their dividend? Would you think all companies will drop or will it be on a case by case basis?

thanks.

Paul F.
Read Answer Asked by Paul on December 04, 2014
Q: Hi,

TD just came out with a report saying that the liquidation value of NIF.UN is much greater than what it is trading at. Also they say that the dividend is safe. What is your view on both these statements. What is their current payout ratio?
Read Answer Asked by Imtiaz on December 04, 2014
Q: As you know, GLN has accepted to be acquired by BCE. My understanding is that GLN may (at their option) receive $26.50 cash for their shares.

Currently, GLN is trading at around $25.20, a 5% discount, which is much lower than I would have expected given the (presumably) low probability of the deal falling through (unless a third party offers even more, which would be even better for GLN shareholders).

Assuming the deal closes in a few months, this respresents a tremendous annualized return rate for a seemingly low-risk investment. What am I missing? Why aren't short-term investors jumping in at this opportunity.
Read Answer Asked by Gregory on December 03, 2014
Q: Hello Peter and team,

In regards to the deal between THI and BKW:

THI shares sit at 95.49 CAD and BKW shares sit at 34.24 USD as of 30 mins ago.

How come you wouldn't take the 3.0879 shares per each THI share under these circumstances? Would that not mean THI shares are equivalent to $105.73 USD?

Thank you,

Wes

Read Answer Asked by Wes on December 03, 2014
Q: Good morning. Do you know of any news on can accord? It is going down heavily over the past week. Is this a hold with present uncertainty?

Thanks
Vinod
Read Answer Asked by Vinod on December 03, 2014
Q: Will DHX be affected by the announcement of "Crave" this morning?
Read Answer Asked by Peter on December 03, 2014
Q: Good Morning 5i team, need your help

My portfolio allocation for AYA has increased from 2% to a little over 9%. I have tried to trim this back but every day i see increasing returns and continue finding positive article after positive article regarding forward looking prospects.

I am going to follow your lead and do as you recommend regarding whether I should sit as is or trim back to a smaller portfolio allocation % for this company.

As always, thanks for everything you do. My prescription will be coming due early next year and you can look forward to me eager renewal.

Gord

Read Answer Asked by Gord on December 03, 2014
Q: Any insight into the correction here? Thanks.
Read Answer Asked by Gregory on December 02, 2014
Q: Do you know when Sylogist will be issuing year end results?
Thanks
John
Read Answer Asked by John on December 02, 2014
Q: C+ rating not reflected on monthend summary.
Read Answer Asked by Greg on December 01, 2014
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