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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 bought LIQ at 11.75. Their dividend has not changed, just like the CEO said after the stock dropped following the news that BC government will allow grocery stores to sell the same products. The dividend is 9%. You recently wrote that this stock is below book value. Do you like it at this level? I'm tempted to double my position, but I would like to know, do we know when BC grocery stores will start selling alcohol? And do we know the impact it would have on the stock? Is it baked in?
Read Answer Asked by Matt on August 24, 2014
Q: AVO.The bloomberg article painted an accurate,but damaging picture.Commenable that Ceo,Alex's primary focus is growth to $550m by end,2016 & maximizing its good product to keep abreast of competition.But acceptable that he is doing it at the expense of PROFIT & ramping up hugh & excessive expenses.M.Lowry,a co's spokesman stated that AVO has no current plans for more acquistion.This is damaging especially after $100m equity financing in last April(diluting shares) Many fund managers recommend AVO,including 2(PI Fin.corp & CIBC) who increased the target price a few days prior to release of results and subsequently reduced. On Aug 11,a sharp fund manager stated a lot of hedge funds who own the stock were disappointed & try to leave at once,This is now a "SHOW ME" story Appreciate good managers like our Peter Hodson & Pat Horan who advised us to stay the course,& Pat recommended it as a "STRONG BUY" In my humble opinion,if a hedge fund,who owns a seizable portion & decides to intervene,AVO will see glory days again very soon.Note that Ceo Alex only owns a small amount(3.2%).For example,CP increased substantially after intervention,& to a much lesser extent,BXE(a few days ago. Thanks
Read Answer Asked by Peter on August 24, 2014
Q: Which of the land tranpotion stocks your preferred choice and why?thanks ebrahim
Read Answer Asked by ebrahim on August 22, 2014
Q: Easy home EH
Wondering why Eh is off so much in the last couple of sessions? Has there been a change in fundamentals
Or an announcement that I missed? Thanks for your help. Your services are much appreciated.

Brad.
Read Answer Asked by Brad on August 22, 2014
Q: I have reduced my holding in EH. Should I reduce more?
Larry
Read Answer Asked by Larry on August 22, 2014
Q: CVL vs RME

Hi- Rocky Mountain has done very badly in the last view years- though you seem to like Cervus better- why? Could you please compare the two businesses and their outlooks?
Thanks very much.
Read Answer Asked by Pat on August 21, 2014
Q: Good Morning Team,

Without knowing all my other holdings, in a well diversified portfolio, growth and income being my objective at this time. Would you incourage a simple switch: Selling Contrans (CSS) with a small profit for Trimac ( TMA)

Thanks for your help

Stephen
Read Answer Asked by Stephen on August 21, 2014
Q: DHX: Good article in Canadian business. Is the next Disney in Halifax? They are working on a new hit comparable to Johnny Test. If they get a new hit and merchandising and licensing agreements on toys, figurines, etc., that could be a big deal? Is the stock up because of this article or getting more attention as a growth oriented company? Looking at the p/e it seems like people are paying for huge growth potential. Is it getting pricey to add to it? Would you add if you owned, weighing factor not an issue. Thanks.
Read Answer Asked by Helen on August 21, 2014
Q: Is CTAS Cintas which also operates in Canada a direct competitor to KBL? Which is a better buy? Thank you.
Read Answer Asked by Francis on August 21, 2014
Q: Good morning fine team
I am revisiting my sector balance and realize that it is difficult to find one source to narrow down what the sectors are; Can you please sort this out
AYA - Consumer Cyclical or Leisure service
BDI - Energy or Diversified Services
BYD.UN - Mutual Fund (Diversified Services)
CGX - Consumer Cycl or Services (Media)
DH - Info Tech or Services (Business)
STN - Industrials (Manuf) or Diversified Services
XTC - Cons Cyclical or Ind/Manuf
Also some REITS are called Financial/Real Estate?
The term "Services" seems to cross many sectors???
Thank you for all you do. The more I learn from you, the more I realize there is to learn - very enjoyable
Read Answer Asked by El-ann on August 21, 2014
Q: Concerning Tricon (TCN). You commented on an earlier question that the housing market in the US was strengthening and that Canadian lumber companies were showing increases from this. I also noticed that a large home builder in the US, Pulte Homes, has shown recent strength as well. My question is why Tricon stock does not seem to be participating in this rebound. Are their projects still too far off or perhaps the rental market not improving. Really appreciate your insights.

Paul F.
Read Answer Asked by Paul on August 20, 2014
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