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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: I bought MartinRea (MRE) about 1-1/2 years ago at a depressed price due to board issues. The price has since rebounded so that I am up 49.5% as of today. I notice that you believe that XTC has a better future than MRE. Since I wish to take advantage of your knowledge, guidance and experience, I am wondering if you would recommend selling MRE and buying XTC with the proceeds. The negative (but acceptable) for me is that MRE is in a taxable portfolio. I would plan to keep XTC for at least 5 years and it would constitute about 1.5% of all of my family's liquid investments. Perhaps a silly concern is I notice when I buy a stock it frequently goes down over the next month or so and when I sell the price then goes up. For example I just sold Home Capital Group (HCG) to buy Progressive Waste Solutions (BIN) in keeping to your guidance. In this short term this trade was definitely a negative. Is there any reason other than trading costs that what I have noticed should occur? I would think not but wanted some confirmation. Thank you very much. As always I value your expert opinion.
Read Answer Asked by ED on April 21, 2015
Q: Mr. Hodson, Amaya is in the news this morning, but apparently not rightly so. David Baazov is adamant there is nothing wrong with the matter, and yet Amaya suffers from this bad publicity. Must Amaya and its shareholders just await the outcome. This starts to be a farce.


http://affaires.lapresse.ca/economie/quebec/201504/21/01-4862879-un-hells-investisseur-le-pdg-damaya-se-dit-stupefait.php?utm_categorieinterne=trafficdrivers&utm_contenuinterne=lapresseaffaires_LA5_nouvelles_98718_accueil_POS5

http://affaires.lapresse.ca/economie/quebec/201504/20/01-4862864-la-police-intriguee-par-des-actionnaires-damaya.php
Read Answer Asked by Serge on April 21, 2015
Q: Here is the English translation of the newspaper article about Amaya in La Presse

Amaya (Tor., AYA), which became a global giant of online gaming last summer. La Presse revealed that the police questioned the presence of people associated with crime organized among investors who purchased shares of Amaya Exchange before the latter acquires the internet giant PokerStars last June. These investors include Salvatore Cazzetta, one of the leaders of the Hells Angels in Quebec, Police sources say four. And several other members of organized crime, of various origins, also held shares of Amaya at the time of the transaction 4.9 billion US, according to our sources. The Sûreté du Québec is well aware of the situation, but the case is in the hands of the Royal Canadian Mounted Police (RCMP). A squad of the RCMP's mandate is to prevent "serious fraud in the financial markets that threaten investor confidence and economic stability of the country."

Read Answer Asked by Anna on April 21, 2015
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
Read Answer Asked by Ron and Irena on April 21, 2015
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.
Read Answer Asked by Charles on April 20, 2015
Q: This stock has had a great run-up recently do you think there
is more growth available?
Thxs
Wayne
Read Answer Asked by wayne on April 20, 2015
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
Read Answer Asked by Jason on April 20, 2015
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.
Read Answer Asked by Steve on April 20, 2015
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.
Read Answer Asked by Harry on April 20, 2015
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!
Read Answer Asked by Hussein on April 19, 2015
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