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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: Hi Peter & team, In the November 17th edition of Member News you say: "Tim Hortons when its merger with Burger King is approved. The new entity will be classified as a US company". I currently have a position in THI in a non-registered account. Because dividends of US companies are treated as interest, I am thinking of selling THI and replace it by another Canadian company in the same sector. Is it a good idea, may be not? Which same sector Canadian company should I buy to replace THI? Thanks, Gervais
Read Answer Asked by Gervais on November 23, 2014
Q: Boup Group has proven to be a great investment over the last couple of years. I anticipate that this winter's weather, if we enjoy polar vortex activity, should see some bitter weather and a brisk business for the auto repair industry. However, taking a longer term view, I have to wonder how the technological developments in self-parking, danger alarms, back-up obstruction sgnals etc. will impact the accident rate and therefore the auto repair business.
Would you please comment on these issues and provide your two to five year view of BYD.UN?
With appreciation for your significant support for the retail investor.
Ed
Read Answer Asked by Ed on November 23, 2014
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
Read Answer Asked by Richard on November 21, 2014
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
Read Answer Asked by Gord on November 20, 2014
Q: Your thoughts on senior unsecured notes being issued by dhx media. Thanks
Read Answer Asked by David on November 20, 2014
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
Read Answer Asked by Sergio on November 20, 2014
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
Read Answer Asked by Gerald on November 20, 2014
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.
Read Answer Asked by Paul on November 19, 2014
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
Read Answer Asked by JASON on November 19, 2014
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
Read Answer Asked by David on November 19, 2014
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
Read Answer Asked by Bill on November 19, 2014
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.
Read Answer Asked by Jim on November 19, 2014
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
Read Answer Asked by umedali on November 19, 2014
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
Read Answer Asked by steve on November 19, 2014
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
Read Answer Asked by Dennis on November 19, 2014
Q: Is AHF a buy,sell or hold after it's recent slide?
Thanks
Garry
Read Answer Asked by garry on November 18, 2014