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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 have about a 6% position in Open Text (OTC) and about a 2.5% position in DH Corp (DH) representing my tech holdings. Do you see anything wrong with slowly adding to DH while valuations remain under 14.5x 2015 earnings (I have 2015 consensus at $2.45 earnings per share)?

Do you see the potential slowing earnings in the banks having a material impact on DH's growth prospects?

Lastly, I'm thinking about slowly building DH to about a 4% position and then adding between a 4% and 5% position in either CSU or MDA to round out my tech holdings over the course of this year. What percentage weighting in tech would you consider too much? Thanks again.
Read Answer Asked by john on January 21, 2015
Q: Hi, as much as I love the place I find it hard to believe that a ski resort can actually make money in the long term. Would you consider WB a buy right now? I'm interested in the long term sustainability of it's dividend. On a side note, I understand they generate a significant portion of their annual electrical requirements from internally owned, water driven facilities.
Read Answer Asked by Robert on January 21, 2015
Q: should I sell and put it into ZGI, or some other etf
Read Answer Asked by Claude on January 21, 2015
Q: Hello fine team. BMO is recommending people to SELL G. It as you know has been climbing and now I am just a couple of hundred in the red. Any ideas?
thank you
Read Answer Asked by El-ann on January 21, 2015
Q: I'm close to breaking even with autocanada and with the uncertainty of the economy out west I am on the fence about hanging on to it. I remember you saying the current valuation already reflects some risks however, I would prefer to diversify into some other companies with a reasonable valuation. I'd like to think autocanada has had most of the damage done already but when sentiment goes bad it usually takes alot to change it. What do you think I should do with acq? I am pretty well diversified other than that. Could you name some stocks with a good valuation. I am currently looking into gud, cxr, cxi,crh and atd.b.
Many thanks and keep up the good work!!!
Read Answer Asked by Marie on January 21, 2015
Q: What do you think of this fund right now? He seems to be making about 10% per year or so only being about 50% long or so and with preference shares and high yield bonds alongside select equity holdings. Do you think this fund will be able to make 9-10% per year for the long term? Thanks for the incredible service!
Read Answer Asked by Michael on January 20, 2015
Q: Good Afternoon!

I have been keeping an eye on this recommendation since your last update, and since bottoming out in the $.25 range, this stock has been moving upwards. It is receiving more coverage including a recommendation from Fabrice Taylor. Can you provide an update on this company, why is it moving up again, and if you now consider its prospects in a better light. I would love if you could include a review of it current financials and fundamentals! Thanks!!

DON
Read Answer Asked by Donald on January 20, 2015
Q: Hi Peter & team, Do you know of any reason for the drop of ~4%? Do you think is a good time to add? What % of portf. would you recommend?

Thank you!
Read Answer Asked by Silvia on January 20, 2015
Q: How can I find how much the insiders own of this stock I have no luck with Sedar
Stan
Read Answer Asked by Stan on January 19, 2015
Q: Good morning team, Would you pls. comment on EH's news of acquiring Cash Store Locations. Overall is it a good/positive move? Thank you!
Read Answer Asked by Silvia on January 19, 2015
Q: For a long-term buy in the agricultural sector, how would you rank AFN, RME, and CVL, and what would be the reasons for your ranking? Thanks.
Read Answer Asked by B on January 19, 2015
Q: Hi Peter and Staff
For long term hold, small weighting, I am looking to add 3 of the ones below
CCT,FSV,SJ,DHX,TNC,NHC,GUD,CRH,RX

Which 3 would you recommend
For those not included in the 3 new ones, would you consider dumping any of the ones below for any of the other 4
SYZ,HWD,ESL,SPY,SIO,IT,IFP,GXI,AVO

Thanks for all you do
Read Answer Asked by Dennis on January 19, 2015
Q: Is there a relationship between the two more recent announcements:
1.share buyback
2. rescinded rake fee hike

and the guidance given awhile back to expect earnings to be at the higher end of expectations?

Further, did the share buyback require special approval from either the board or debt holders? If so, would that too be an indication of how well business is going?
Read Answer Asked by Gerald on January 19, 2015
Q: Hi Peter & team, as of Friday's market close, G and K are up over 30% YTD. Apart from strength in gold price, are there any other reasons for this sudden upward move? Can we expect this trend to continue or will it reverse its course as it did in many occasions in the recent past. Thank you.
Read Answer Asked by RAJITH on January 19, 2015
Q: Could you give an update on your outlook for Aviglon? Is downward movement more likely than upward for the next year?
Thanks for great service BobH
Read Answer Asked by Bob on January 18, 2015
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