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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,thanks for recommending CSS on 7/29 on BNN.I bought @ $15.18 as it is a great risk/reward ratio(0.18 for potential of $1 to $3).I will reject TFI's offer
Read Answer Asked by Peter on August 13, 2014
Q: Thoughts on the subordinate debt Constellation (CSU) is offering? Joel Greenblatt wrote a good book on making money in odd deals like this. His thoughts are the big holders create initial selling pressure bc they either specifically invest in equities or the position wouldn't be large enough. Then one could pick up the rights at a discount and to purchase the debt at discount. At $95 for $100 debentures with 7.4% yield your essentially getting a yield of 13.1% annualized in the first year.
Read Answer Asked by Michael on August 12, 2014
Q: on july 29 peter was on bnn with contrans as a top pick with an 18. target with no takeover by transforce. also peter felt a higher offer would come.
now you seem to be saying that no higher offer is forthcoming, I own contrans but why should I keep this stock now, when there are so many better opportunities out there. it is obvious now that 15. is all we are going to get. dave
Read Answer Asked by david on August 12, 2014
Q: RE: CSS
So, the takeover of Contrans by Transforce seems to be progressing glitch free. Is there still a reason why I should not sell my shares and access a price, as of now, that is superior to the original Transforce offer?
Thank you and kind regards,
Read Answer Asked by Geoffrey on August 12, 2014
Q: HLF: Hello Peter & team. Would you still rank HLF a B rating following today's dreadful quarterly report? Rising costs which can't be passed on due to contracts and competition. Customer sales are also weak. Not much comfort from commentary on operational outlook. Should I dump it? Thanks, Keith
Read Answer Asked by Keith on August 12, 2014
Q: HLF reported its 2nd quarter earnings today and the stock dropped like a rock, down 11% in minutes. Were the results really that bad? I bought this stock in part because I thought it was a relatively stable one and not likely to take the kind of huge drops momentum tech stocks do at every little glitch. What do you see for the near future of the stock?
Read Answer Asked by John on August 12, 2014
Q: Hello Peter & Co,
I bought AVO on Jan 29, 2014 for $32.85; it is now around $20.
Question 1: If I did not own it, would I buy it now? Probably not, given all the noise.
Question 2: do I buy more and thus reduce my average cost to $26? I think not; I'd rather take a position in DHX Media (on my watch list).
Decision: hang on to it for a while longer unless it drops further to $18-19.
What do you think of this rationale?
Thanks
Tony
Read Answer Asked by Antoine on August 12, 2014
Q: Hello Peter and 5i Team,
I have a question regarding Carfinco Financial. I bought CFN in early Dec (around $11) after you reiterated B+ rating in your Nov report. Then I noticed in Feb that you downgraded it to B from B+. At that time the price was $11.50. Today, it is trading below $8.50 - what are your thoughts on this stock? It had almost 30% drop since your last report... is anything wrong with the company? Do you suggest keeping it in the portfolio or selling at loss? (CFN holding is about 1% of my portfolio). -Thanks
Read Answer Asked by Michael on August 12, 2014
Q: Hi Peter,
I purchased FSZ in November 2013, and am down close to 16%. What is causing this decline and do you expect it to continue? Do you still feel comfortable with your B+ rating? How risky do you consider the stock?
I saw from a recent question you don't consider it a "sell" at this level. Do you consider this a good time to add to a small position?
Thanks for everything. I'd be lost without your guidance!
Read Answer Asked by Brenda on August 12, 2014
Q: What would your preference be Input Capital, Fiera?
Also what are your thoughts on holding AVO thanks as always for your fine service.
Read Answer Asked by Maureen on August 11, 2014
Q: I Purchased Boston Pizza in April 2013 and am down 3.92(this includes the dividend). Should I hold this or find something better. If so What would you recommend.? Looking for dividend and a bit of growth. Ernie
Read Answer Asked by Ernie on August 11, 2014
Q: You iincluded exco along with questor and kelso, sylogist and high arctic as stocks you like for growth.
Between exco and martinrea which would you choose, since exco is somewhat similar to martinrea, qrowth is paramount, martinreas analysts estimates have increased substantially, your choice. Thanks dave
Read Answer Asked by david on August 11, 2014
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