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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: Peter; Re James on DHX - National Bank downgraded it this AM. Rod
Read Answer Asked by Rodney on November 03, 2014
Q: What is your current opinion of MTY Good Group considering lower oil prices should benefit the consumer. What other consumer type companies will benefit from lower oil prices?
Read Answer Asked by Rob on November 03, 2014
Q: A Scotiabank analyst said today on BNN that "the replacement cycle will be so strong that it will last several years". Video here: http://www.bnn.ca/Video/player.aspx?vid=481891. If that's the case, would you say that AutoCanada is the canadian company that should profit the most from this trend? Financials and auto-parts makers possibly would also profiting I speculate.
Read Answer Asked by Matt on November 03, 2014
Q: stock seems to have a difficult time breaking through
the 16,00 level--any thoughts as we approach Q3 on the 4th
Read Answer Asked by donald on November 02, 2014
Q: What is market expected for ER result on Nov. 4th. Thanks.
Read Answer Asked by Randy on November 02, 2014
Q: What is the ER expectation for Amaya since addition of PokerStars? Date of when it reports in November? Thanks.
Read Answer Asked by Randy on November 02, 2014
Q: Hi thank you for all your help this is probably the best service I have ever had. Just wonder what has been pushing dhx lately, I can't find any real news could this be another aya? I sold out to early on that one. Thanks and happy Halloween
Read Answer Asked by Kolbi on November 01, 2014
Q: Your equity portfolio has a heavy weighting to Tech stocks (CSU,MDA,ESL,DSG,SYA,AYA). Some of these have had big moves this year - I am looking to add some exposure for a long term hold - which of these offers best value now. Many thanks
Read Answer Asked by Gary on November 01, 2014
Q: With BEP.UN today closes at $35.67 near its all time high of $35.84, do you still advise an investor to take an initial position at this level?

Also, how safe is the dividends and can the 28%+ gain YTD be continued into 2015?

Thanks.
Read Answer Asked by Victor on November 01, 2014
Q: From your previous answer, if MDA did meet expectation why the sell-off?
Read Answer Asked by Paul on October 31, 2014
Q: I was watching QST at 2.70 a few weeks ago but was waiting for the market to turn around before buying. Well it jumped up to 3.80 already. Is it to late to buy? should i wait for a December pullback?
Read Answer Asked by Carla on October 31, 2014
Q: Peter and Team,

I've owned Constellation Software since the model portfolio was created and have done well with it... very happy, great pick!

Reading their quarterly results, it seems like they are firing on all cylinders still - cash is up, debt was reduced, they grew both by acquisition and organically, earnings per share are up - things look good and the company still seems like 'A' quality.

Am I missing anything?
Read Answer Asked by Marc on October 31, 2014
Q: In a taxable account with significant gains for the year, I am sitting on a 13% loss with WSP and 10% loss with ET. I could buy RRSP's to negate some of the tax issues on my gains, or sell one or both of my stocks underwater - with intentions of buying them back after 30 days. I'd appreciate 5i's thoughts?

John
Read Answer Asked by Charles on October 31, 2014