Investment Q&A

Q: Hi guys,

I'm planning to finally dip my toes in the mining sector after the tax sell-off in December that I'm going to hold for 3+ years. Can you suggest a favorite gold miner company please with a good current evaluation, strong balance sheet and if it pays a dividend that's definitely a plus!

Thanks,

Richard

Q: Peter I wish I had bought this at $5 or $6 when all the BNN guys and bank "experts" were saying fully valued . You are still very high on it so you.feel there is still good growth there aside from take out potential?

Q: Hello 5i team

Have recently read an article outlining price objectives as stated by a number of brokerage houses (Scotia, PI & Laurentian to name a few) and it appears they have all downgraded their expectations for CVL with 6 research analysts rating it a hold and 4 others a buy.

I have held shares for some time with a small position and am under water a tad. Can you please comment on recent results and what you see moving forward? (as best as possible) And would you take a small loss here or hang tight while looking forward to the next agricultural cycle?

Thanks for all you do

Gord

Q: Your thoughts on senior unsecured notes being issued by dhx media. Thanks

Q: Hi Peter,
Down about 20%+ on BTE,thinking of selling and replace it with WCP(better growth and safer dividend) or ARX.What do u think?
Also,is HNL at these level a buy?
Many Thanks

Q: HLP is about to be delisted and I still own shares. Will it still pay a month end dividend? Should I hang on for further dividends? I am not anxious for the cash.

TIA

Q: Hello Peter et al:
My question is about senior unsecured notes that Parkland has recently announced. What are the big risks/benefits with this type of product and where do they stand in the pecking order if things go south for any company?
Thank you
Jerry

Q: I purchased this stock on the recommendation made by Peter on BNN. The stock has performed well and is rated as a buy, but what puzzles me is the considerable insider selling of the stock. Your comments would be appreciated. Thanks, Bill

Q: Your previous report and company comment sited higher cotton prices as a potential concern-since then I believe spot cotton prices have dropped about 1/3 What affect should this have on their margins. I would like to add to my position but P/E is a little high?? would you buy now or wait until their quarterly report in Dec. thanks Paul F.

Q: Question to you and your group. May I have your thoughts on the transports going into the year end and mid 2015. I am looking at TMA-T. The wood and cement segments look strong and stronger going forward. Or do you see a less riskier trade in the IT space.Also looking at Svc-T SANDVINE. The ROE, ROI, ROA looks good.
Thanks Jason

Q: Hello Peter
Tim Hortons currently has a direct share purchase and dividend reinvestment plan which is administered through Computershare. My grandchildren hold shares of THI through this plan. If the THI merger with Burger King is approved my grandchildren will have to elect whether to receive cash for their shares or exchange them for shares in the new company, or a combination of both. It is not currently known whether the new company will continue the dividend reinvestment plan. If they elect to receive cash are you aware of any other Canadian company that allows direct purchase of shares and dividend reinvestment for investors who are not already shareholders? The grandchildren's accounts are not large enough to warrant opening brokerage accounts.
Thank you
David

Q: Currently hold the above security and hope to transfer it to my TFSA in January. Will this be permitted or must I convert it to the Canadian equivalent? BEP.UN. Thanks for all you do

Q: I understand the Q3 report showed a dip in new car sales which spooked the market a bit. With the sharp decrease in the oil and gas market, I wonder if the Prairies will experience a downturn (or sideways) movement in the economy, or at least give the perception of tougher times. New car sales might be the first to suffer. This could cause some negative news for the next few quarters. On the other hand ACQ might pick up some cheap acquisitions. I love the company but I wonder if it might be best to get out until the dust settles. I would appreciation your advice.

Q: Hello Peter,
Is the stock price ahead of itself for Amaya? Would you consider it as a hold, add or trim to one's holding. I have about a 3 percent weighting. thanks very much

Q: With DH sitting at or near their 52 week high, do you you still consider them to be a good buy, or would you wait for a pullback?
Thanks

Q: Hi Peter
Took your advice early in the week and was very happy with purchase. Did they really need to dilute things today with the new issue or are you happy with it?
Thanks for all the effort
Dennis

Q: Is AHF a buy,sell or hold after it's recent slide?
Thanks
Garry

Q: I hold Sylogist as 5.6% of my portfolio, with a nice healthy gain (yesterday's price) of 47.7%. (Thank you!) Having hit its all time high in the early fall at $12, it can never seem to push beyond that. Is it time to claim profits and re-assign the very healthy profits to another more growth-oriented stock, or do you foresee impending catalyst to take this stock higher?

In another semi-related matter, I find it difficult to wrap my mind around what is termed "Book Value". I assumed that Book Value meant the price you paid for the stock, factoring in the trading fees, for a net purchase value. I notice, however, that Book Value fluctuates, from week to week. Am I going cross-eyed, or is there a logical explanation for the floating values? Excuse my naivety on this one, but I'm honestly perplexed. Thanks, as always, for your valuable comments.

Q: I have a question about Mediagrif Interactive. Seems to have flattened out what do you think of latest quarter . Thx

Q: Upon analysis of my portfolio I found I need to increase my industrial holdings. 4% of my portfolio (my only holding is WSP).Since it might follow that lower energy prices should favour this sector, I would appreciate it if you could suggest a few companies. (both/either Canadian or American). Reasonable risk is acceptable and a decent dividend would be appreciated. As always, thanks in advance for your guidance.