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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: WSP by all account is a stock that should be on cusp of a major break through. You have it in your Income Portfolio (your ACB is $35.73, mine is $34.35) - we are both underwater, a number of BNN guests have it as their top picks in recent months as well. In my own analysis I though all the numbers are pointing upwards, hence I made it my largest investment in my portfolio (about 9%).

However, I'm down about 5% from my ACB in this stock. Why are we all wrong about WSP so far? I can't find anything wrong in it publish materials. Perhaps the Q4 results may shed more light.

What is your assessment of WSP?

Thanks.

Read Answer Asked by Victor on January 12, 2015
Q: I have read your recent comments on AHF and would like to know if yesterdays release of Q4 assets under management has you concerned. I understand the decline in AUM is related to them trying to get out of lower margin products. My concern is I am not seeing where the offsetting increase is for higher margin business. I am not a fan of the "liquid alternative" funds they are currently promoting if that is where they think the higher margin business is going to come from. My guts are telling me to take my losses and move on. Am I too negative on this one?
Read Answer Asked by Morgan on January 12, 2015
Q: Does the AYA fiasco do some explaining as to why AHF has been selling off? Diversification bites in the same spot sometimes! Who would of thought?
Read Answer Asked by Gerald on January 11, 2015
Q: For 2014 you had been recommending HCG. Despite the stock and my position losing $10 a share since I bought it on your supportive advice last summer, what is your advice now on your 2014 recommendation. It takes a huge recovery in the stock price to make up for this current losing position from those who bought it last summer, or fall. I know the stocks history but more interested in your call on what to do now on this one.
Read Answer Asked by john on January 11, 2015
Q: Is the issue around John Fielding trading in AYA shares the cause of the securities investigation ? What does your team make of this information.

Thank you for your good work

Clarence
Read Answer Asked by Clarence on January 09, 2015
Q: Hi team, Would you comment pls. on the closing of a US plant. Thank you!
Read Answer Asked by Silvia on January 09, 2015
Q: Hi Peter and the team,

I acquired stn in middle of 2013 which did well in that year, then it stayed flat in 2014. Recently, it goes in opposite way from TSX like today for example. Anything wrong with this name? Should I sell it and move on to other name? Do their projects involve with energy related business? Their debt level is about 22.5% to their capital (based on data posted by TD water house), which is low comparing with their peers such as SNC. What is your view of this company this year?
Read Answer Asked by Lin on January 09, 2015
Q: Hi team, Your latest views on WIN please. What would be the best % allocation? Thank you!
Read Answer Asked by Silvia on January 09, 2015
Q: Thank you for today's updated report; and of course for drawing my attention to BEP in your original model portfolio.

I intend to add more BEP to my holdings now and would like to know if there is any benefit to buying the US version (BEP-N)? And if the dividend in the US would likely be return of capital, as you pointed out that it is here in Canada?

Thank you.
Read Answer Asked by Donald on January 08, 2015
Q: Hi,

Any idea why Trimac does not seem to be benefitting from the price of oil? Do you prefer Transforce over Trimac?

Thanks
Read Answer Asked by Graeme on January 07, 2015
Q: what do you think of this company for income and growth, and why is the stock moving up.
Read Answer Asked by don on January 07, 2015
Q: Follow-up to Matthieu's question:
My layman's understanding of the car dealerships has always been that they make relatively little profit on actual car sales but rather on follow-up service and repairs. If that is the case, it would seem to me that any "temporary" (e.g. < 2 years)reduction in Alberta car sales should not have a drastic effect on dealership profitability. Consequently, I do not understand why ACQ stock is being hammered so severely in the current environment. On the contrary, it now seems to be a good buying opportunity.

I would appreciate your comments. Thanks!
Read Answer Asked by Gregory on January 07, 2015
Q: Congr for great results--29.3%(after 34.1% in 2013),which beat 10.4% for TSX Note you reduced weighting in AYA & used proceeds to add to WCP,BDI & FN.Why not BNS,which together with CM & NA were 3 of the most battered big 6 can.banks the last month.Repotedly,some funds in US was selling can banks today & lately.Thanks for your usual great advices & services.Peter,welcome back from your vacation.
Read Answer Asked by Peter on January 07, 2015
Q: How can I find out how long are those accormodation contracts? Can customers terminate the contracts in 2015? Thx
Read Answer Asked by Shawn on January 07, 2015
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