Investment Q&A

Q: Why has ahf.to gone up so much, about 30% in the last two weeks? Time to buy some more shares or wait till it settles a little? I have a 2% position right now. Thanks

Q: In regards to Contrans (CSS) at BMO Nesbitt Burns there are two options. Option #1 take cash (sell shares). Option #99 Do Nothing (Default). Get your broker to select option #99 in this case to have your voice heard that you don't support the deal. Even though it's the default option it still makes sense to have your broker input the data, this will send a strong message other than do nothing becasue doing nothing can be interpreted in different ways.

Q: As of now you can see North Dakota from space due to the flaring from the oil and gas drillers. There is pressure to reduce the emissions from this area in particular from Government. Are Questor's incinerators (QST) the best option to reduce this flaring? Or am I wrong with this assumption? With only a 4 month ROE on the incinerator...why do you think the O&G producers are not using them as the go to name? I know that they are small client concentration. But I would have thought since 1995 that they would have been able to distribute their technology more effectively. Thanks for your help. Jeremy

Q: Hello 5i: I am seriously considering a full position in Tricon (TCN). Before doing so, I would like to know if you still maintain Tricon a "B" rating and your outlook for the sector.

Thanks Brian

Q: Hi team:

I have hold CFN for awhile and lost some money
did the last quarter results met expectations ?
is the dividend still safe ?
I wonder if I could sell and put my funds in HCG
which I had a very small position
thanks!
Michael

Q: Hello 5i.
We hold small holdings of TD(325 shs) and BNS(230 shs) We also hold XIU and XIC. These ETFs hold TD and BNS in their top 10 holdings. As part of our financial sector we also hold 575 shs. of Gluskin Sheff(GS) My question then, is there any point in holding BNS and TD?

Q: Tim Horton THI - I have a return of 110% on THI with a 3.13% weighting in my portfolio. I am trying to not be over diversified and target 3 to 5% for each stock in my portfolio. (Currently consolidating positions to hit my target range.) Currently I hold 10% of my portfolio in "Consumer Goods and Services" sector of the market. ( I have 5 sectors with weighting of 10 - 25% for each sector targeted) With recent gains THI is at my minimum threshold for a stock holding however it is very tempting to take profits here. I like the company and believe the synergies with Burger King could continue the good returns. I feel it may be overpriced here however. What advice would you have. Should I hold, trim and buy back on a dip, or sell outright? Thanks

Q: PeterYour thoughts on BNS results
Stan

Q: Good morning. re: CSS Contrans I spoke to the Scotia iTrade agent today and asked about voting on the Transforce takeover. The agent indicated that there are only 2 options. 1, Take no action. 2. Tender my shares. There was no option to vote against the takeover.

Q: Hi team,
With today price of 89.00 on THI, is it still a good buy for investment?
Thanks.
Cynthia

Q: What would cause a 5.3% drop in AVO yesterday? Volume was average.

Q: Your answer to Paul: Re CSS transforce may be playing some brinkmanship games here. What does that mean? I am with TD Waterhouse and have received nothing from my broker. Has other subscribers with TD received information on voting? I will call them today.

Q: CSS Contrans Aug 25/14 question asked by Gerald:

I recently voted a control number from a CIBC proxy package at
proxyvote.com where the choice was clearly For or Against.
Proxyholders can vote again before the deadline with only the last vote counting. 'Take no Action' could result in voting for the management recommendation by default.
Publish at your discretion.

Q: My question is to purchasing CUS stock or the debenture.As a current shareholder I received rights to purchase the debentures but wonder whether this capital should be used to purchase additional equity?
Thanks For your help.

Bob Rose

Q: Hello 5i team,
I bought shares of THI at $59; how long would I have to wait in order to make a 40% capital appreciation.
Do I wait? Do I sell? do I take some profit?
What a quandary!
Tony

Q: CSS Contrans I voted my shares today at CIBC. Actually, it was a choice between a 'take no action' vote or a 'tender your shares' so the call in seems superfluous as I took no action.

Q: With the merger/takeover news about THI (Tim Hortons) and BKW (Burger King) do you expect to keep the newly formed company in the model portfolio? Or would you re-deploy the capital? And if the latter, into what?

Q: I am seeing that AVO is picking up again since last 2 days, I was just wondering since it has started moving upward is it the right time for me to buy or are we expecting more volatility until it comes at a fair value?

Q: Good morning Peter and Team,

This is more of a comment than a question. As per your advice, I'm voting to reject the Transforce offer to purchase Contrans. I recently received the "Director's Circular Recommending Acceptance of the Offer.....". As a Scotia iTrade client, I am being told to contact an agent at iTrade with my voting instructions. Strangely, when I phoned, the agent had no information on his system about the vote, and told me to call them back in a week. I was surprised that the all the info was received in the mail but that they're not yet ready to take my vote! I'm wondering if other brokers aren't yet ready to take the vote.

Q: Peter, I have a half position in ATHN and I am consider replacing it with AYA. Your thoughts?
How is your training going? I have donated once and thought I would donate again once you get on your bike in Vancouver and again when you get off it in Halifax.

Stephen