Investment Q&A

Q: Why would the company change it's name from Amaya gaming to Amaya Inc?
Do they not want people to know they are in the gaming industry? To me the name change does not reflect what the company does. Or maybe that is the point:after all with 80 million users maybe they will start selling advertising . That would be a huge revenue gain.Just curious in trying to figure out the logic.

Q: HCG is down more than 13% the last 5 days. The current price is well below the 200 day moving average. Over the last 5 days it is my biggest loser. Can you provide any insight for the decline and would you suggest adding to my position at these levels. Thank you

Q: Two bad days in a row should we be concerned

Q: Hi, PKI down ~7%.....no news I can find. Do you know why?

Thx

Q: 10:16 AM 12/10/2014
Hello Peter
I am looking for safety of dividends and dividend growth, with some share price growth too, and can add about 1% to an existing position.
I am considering adding to one of :

Chartwell CSH.UN - I have a 0.1% starter position..... yield 4.6%.
Emera EMA - I have a 2.0% position........ yield 4.04%.
Enbridge ENB - I have a 2.4% position............yield about 3.07 after latest increase.
Enbridge Income Fund ENF - I have a 5% position............... yield 4.48%.

Which has the least liklihood of a dividend cut, and which would you pick, and why would you choose the one you do.
Thank You ....... Paul K

Q: I note that AHF have $7.1B in AUM while Gluskin Sheff have $8.1B (only $1B more) but GS trades at ~$28 while AHF is only ~$0.88. It seems to me that some wealth management firm could pick up an easy $7B in AUM for a cheap price buy buying AHF.
(1) Why the discrepancy ?
(2)Is there a metric such as AUM per share that applies to Wealth Management companies to determine their value?

Q: Hello,
I have some Northland Power NPI which you had been positive on, though a few days ago you suggested a switch to AQN. Has your positive feeling changed? Should I consider buying more since it is down now? Why the drop when other utilities seem okay?
Thanks very much

Q: I'm seriously considering building a position in this name for the longer term, what kind of annual earnings growth are you expecting over the next five years?
thank-you.

Q: is there some reason hcg has dropped? and is this a good time to buy some shares?

Q: Hi Peter and Team,

Is there any negative news today? The stock is down 3.6%.
Thanks as always for your valuable insight.

Q: H&R creates a strategic alliance with PSP Investments and Crestpoint through the sale of an interest in over $1.4 billion of industrial properties to launch a new industrial platform
8:00AM ET on Wednesday Dec 03, 2014 by CNW Group
H&R Real Estate Investment Trust ("H&R") (TSX: HR.UN; HR.DB.D; HR.DB.E and HR.DB.H) announced today that it has entered into agreements to sell to an affiliate of the Public Sector Pension Investment Board ("PSP Investments") and affiliates of Crestpoint Real Estate Investments Ltd. ("Crestpoint") a 50% interest in a portfolio of Canadian industrial properties and a 49.5% interest in a portfolio of U.S. industrial properties (collectively the "Portfolio") for a total purchase price of approximately C$731 million. H&R will remain the property manager and collect industry standard fees. The Portfolio consists of a total of 101 properties comprising approximately 19.5 million sq. ft. of industrial space located in Canada and in the United States. The sale transactions are expected to close in two tranches, in December 2014 and in February 2015, subject to customary closing conditions.

This was the announcement that sent HR on a new plunge the other day. I found it extremely odd ball that the news did not come from HR rather then the secondary party. However be that as it may, what exactly in fundamental terms does there mean for HR investors? In technical terms it means sell calls, buy puts and watch out for a dividend cut. What actually is taking place here?

Q: Can you provide a few non-energy, non-energy related, and non-Alberta names that have been hit unfairly over the past couple months? I'm looking for some potential bargains, but not sure if the oil decline is really over. Thanks!

Q: Hello: I am seeing the stock price go down a bit, and have been hoping to buy ESL in the near future: do you see any specific problems for why the stock price declined yesterday? Thanks so much,
Marilyn

Q: How significantly do you rate any concerns about a US bill getting passed regulating or banning internet gambling? Thanks.

Q: Hi Peter
Any bad news today?
Thanks
Dennis

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?

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!

Q: Peter What is your current take on this stock I held it for a few years dead money /
Stan

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.

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?