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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: If the deal to purchase Canexus does not go through, what effect would this have on the current price of Superior? Also would the dividend be sustainable going forward?
Read Answer Asked by Martin on April 11, 2016
Q: I am fascinated by the Empire Co. story. I have read some of your earlier replies and would agree that it is a wait and see stock at this time. But some of your criteria for a good stock seem to be in place, i.e. history of increasing dividends, reasonable P/E, Price to Book. And the company is buying back over 5,000,000 share to retire them.

To me, this seems like a true value investment. The stock broke through its very long trend line in mid November. I would wait until the trend line turns back up and re-evaluate at that time but when (not if)this happens, there is a $10 capital gain available. Am I right on this one?
Read Answer Asked by Fred on April 11, 2016
Q: Your thoughts on Sandvine earnings report. Is it buy/Sell/Hold at today price.
Love the service Thank you If answered & posted already please disregard.
Read Answer Asked by Hector on April 11, 2016
Q: Question: I own too many positions . Some were income plays , many were from my days as a "big shot" oil investor , others were lost causes .. . Ignoring sector balancing ( I have been trying ) , which stocks should I heave ?
Your portfolios have been very helpful in rescuing me from my previous ways ... thank you
Consumer - AW.UN /ADW.A/ATD.B./CCL.B/CGX/MG/ PBH/HLF/KEG.UN/L/MG/PZA/AYA/ECI/DOL/GIL/ACQ
Financial - BNS/RY/CXI/EFN/IGM/HCG/
Healthcare - PHM/
Industrial - AFN/ RUS/WSP/SIS/WEF/CFP/XTC/MDA/BAM.A
Materials - SJ/
Energy - ALA/BEP.UN/CPG/ECA/PPY/TOU/WCP/BDI/SGY/FRU/VET/ IMO/ PSK /FRU
Tech - CSU/GIB.A/DH/ESL/SYZ/DH/DSG /
Telecom - T/BCE
Utility - ENB/
REIT - AX.UN/CSH.UN/CUF.UN/DRG.UN/D.UN/SRU.UN/
Read Answer Asked by Thomas on April 11, 2016
Q: Hi, I have been thinking of adding a restaurant stock to my portfolio after I divested Diversified Royalty and Cara Ops. I reviewed MTY and just came across Imvestor Restaurants Group, when it was discussed on BNN, Friday as a top Pick by Brandon Caldwell. How would you compare the two on various metrics like, financial strength, management, dividend and future growth prospects (by acquisition and organic growth)? In one of your comments, you mentioned that MTY missed on St-Houbert purchase (by Cara). Which one, in your view is more undervalued today and holds lower risk for a long term hold? Thanks
Read Answer Asked by rajeev on April 11, 2016
Q: I retired, hold a diversified portfolio and keep reinvesting the income. I am intending to buy on margin within a reasonable amount to profit from the spread.
What is your advise.
I am looking for three solid Canadian low beta good dividend paying stocks.
Any suggestion
Thank you
Raouf
Read Answer Asked by Raoul on April 11, 2016
Q: Does 5I know much about cgy.I understand it is relatively small with a markrt cap. of only 145m.and technology based.What is your assesessment on management and their growth prospects? surprisingly pays a nice dividend of over 5%. Is this company a possible investment?
Cheers
Cal
Read Answer Asked by cal on April 08, 2016
Q: What are your thoughts about getting into Cameco at this time?

Thanks for your insight!
Read Answer Asked by Mike on April 08, 2016
Q: Hi Peter,

Since lithium stocks are on fire and potash holds 32% of sqm what effect it will have on the bottom line of potash.

Thanks
paul
Read Answer Asked by PAUL on April 08, 2016
Q: I hold the following:
Consumer - ATD.B|CCL.B|CGX|MG|PBH
Financial - BNS|TD
Healthcare - CXR|CRH
Industrial - CNR|WSP
Materials - SJ
Oil&Gas - PEY|VET
Tech - GIB.A|CSU|DH|ESL
Telecom - T|BCE
Utility - IPL|PPL
I really like all of these companies but I would like to add SIS to this mix. I would have to sell one of the above to do so.. Thoughts?
Read Answer Asked by Andrew on April 08, 2016
Q: Hello 5i,
You seem to be just a little more positive on Torstar this time around. Unfortunatly i have been an owner of a small amount for a long time. But, i have been thinking of doing some swing trading on it. It seems to have quite large movements in share price in relatively short periods of time. I dont't think i would buy it as a keeper. But, i thought swing trading may work. I have been afraid of bancrupcy, thought. You don' t seem to be too worried about this, though. I was wondering about your thoughts on this strategy?
Thanks
Read Answer Asked by joseph on April 07, 2016
Q: Assuming a well diversified portfolio could you please give us 5 names that, in your opinion, have strong potential at this point. Thanx Robbie
Read Answer Asked by Robert on April 07, 2016
Q: Your recent answer about this company surprisingly failed to make any reference to the the Site C contract which is expected to generate $45 million of EBITDA in 2016. I would have thought this to be relevant.
Read Answer Asked by Peter on April 07, 2016
Q: The last question in your blogs was dated Nov 19, 2015. I am wondering how things look for this company as we enter Q 2, 2016
Read Answer Asked by darcy on April 07, 2016
Q: I've held POW for some time and it seems to be going sideways.
Could suggest a replacement for this one? Many thanks. Bob
Read Answer Asked by Robert on April 07, 2016
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