Investment Q&A

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?

Q: Hi Peter & Team.
I've made a reasonable return on Magna since picking it up on the pull back in October. I've heard a couple of analysts comment that they think the stock is at it's top. I'm ready to hit the sell button but would appreciate your thoughts. Thx Scott

Q: Hi team, without regard to sector, but with the exception of oil and gas, I have some cash and would like to pick up 2 or 3 oversold stocks. Could you suggest 5 good quality good value stocks? Thanks so much.

Q: Hi again team, Would you pls. comment on their financial results....anything to worry about? It's down almost 3%.

Thank you.

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11.30 pm on Dec 4 and was surprised to see that my stop loss and buy orders for Amaya were "pending cancellation" and no longer active.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.

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

Q: Hello, I originally bought ACQ at 81 dollars. It was 2 percent of my portfolio. It fell to 48 dollars today which is about 1 percent of my portfolio so I just bought enough to bring it back up to two percent. Was this a mistake? Why had it fallen do much? I thought low gas prices usually equated to an increase in car sales?

Thanks,

Carla

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?

Q: Do you have any thoughts on the recent acquisition. Thanks.

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/

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

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.

Q: BDI announced a 27 million contract yesterday and today the stock is down 15%. Your thoughts please. Thank you

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.

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.

Q: Good Morning: Would this be a good time to add to Gildan after the big drop on earnings disappointment. Thank you

Q: Hi team, Your thoughts please on GIL Q4 report. Would this be an opportunity to start a position? Thx a lot!

Q: Hello,
I did well with amaya thanks to you. I sold some on the way up and although my position is not that big i am thinkng about selling a bit more. My question is do you feel the stock can go much higher based on valuation and growth outlook in the next 2 years or so ? Thank you.

Q: Hello, I am considering making a purchase of either PWF or SLF. As they both have similar dividends I would like your feedback on which one you see with the most growth in the next 12-18 months? Thanks!

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?