Investment Q&A

Q: Hi
Any idea why BCI took a hit today. I thought their quarterly results were fine. Thankyou

Q: Hello Peter & Team,

Bought it @$14. Sold 25% of my position at $19.11 last May.

Saw your last comment end of Oct re the speculative shorting taking place. I do plan on holding for the long term but, would like your opinion on what effect the Fed raising rates (appears to be inevitable... again) may have on the price.

Thanks for all you do

Gord

Q: It looks as though the purchase price is in USD. If the USD appreciates with an increase in U.S. Interest rates, could this increase in CAD the amount shareholders receive for Com Dev?

Thanks

Q: Hi Team - I have been offline for a while and tried to look through recent answers to avoid posting. What would be your top 10-12 stocks for a diversified portfolio with a 15 year time horizon that are buyable now. I am comfortable with all types of stocks although I generally keep riskier ones to 2-3%. Thanks for the excellent service!

Q: I have been holding this since 4$ a share. I am now feeling like there is an opportunity cost of holding this any longer.

"With our third quarter and year-to-date operating and financial results as the back-drop, we are looking forward to a strong finish to 2015 and towards ensuring AutoCanada being well prepared to face continued challenges in Alberta in fiscal 2016," stated Thomas Orysiuk, President & Chief Executive Officer. "In order to provide us with flexibility to execute on our continuing acquisition strategy and to fund our capital expenditure requirements, while maintaining appropriate operating liquidity, we are in advanced stages of negotiations towards expanding our revolving credit facility. As part of this process, we have amended our banking covenants to align with current industry lending practices. Together with our free cash flow from operations, the expanded revolving credit facility will provide us with the necessary flexibility to meet our capital requirements."

I did not like this and the 10% drop today is saying something although the volume isn't massive. I'm interpreting it as 'sell now and buy it back in 12 months' What do you guys suggest here?

On another note, this cold temperature is getting me and my wife exited about our upcoming CMS/5i cruise!

Thanks and have a great weekend.

Q: I am great fan for both Norm Rothery and Ross Grant whose mentor David Stanley in CMS is my all time favourite writer. They love Dividend paying stocks. How come their selection is not identical? (Recent article in Moneysense and Ross' in CMS) Of course your own Model Income portfolio is very different as well.
Is it due to methodological differences? Would your recommendation to choose one of these portfolios be guided by investor's age, risk tolerance or other factors?
If I am going to pick and choose from all these portfolios what criteria should I employ?
(I know there is some overlap and common denominators in these portfolios)
It will be nice to see an article in CMS comparing VDY/ZDV with say BTSX or Norm's All Star candidates.
Thanks for your great service.

Q: Can you please comment on Savaria's recent quarter? Any concerns?

Thank you for all your continued guidance and most recently your recommendation on CDV

Q: I currently own a 1/2 position in OTC and was thinking of bumping it up to a 3/4 position. Any concerns with this?

Best,
Carla

Q: Can you please comment on TC and SIS results announced today and do you like them. Thanks

Q: with an implied value of 6.54 and a closing predicted for march/ april 2016 and exact earth spinoff where will shares trade tomorrow , i am guessing 6.20-6.30.
by the way great pick everytime it went down and it did jump around a lot i bought more, have a huge position. now my other huge position knight , but this one i am not worried, not with all that cash and expertise. dave

Q: I am still holding PHM . Is there any hope in the near future for this stock or should I sell it?
Margita

Q: What are your recommendations going forward on Com Dev.--Sell or hold

"COM DEV shareholders to receive up to $5.25 in cash plus 0.1977 of a share of exactEarth Ltd., for an aggregate implied transaction value of up to $6.54 for each COM DEV share"

Many Thanks as usual

Q: Good morning! TNC keeps getting away on me, I started my bid at 1.58 a few days ago, and I seem to be chasing it up the mountain without a drop to pick up my increasing daily bid! So you think I should take the plunge and buy at 1.80 (or perhaps 1.85 by the time this goes to press!) or wait for a dip.

Q: I have a sizable amount to invest. I have the balanced portfolio currently as prescribed. I am thinking of adding to all positions in equal amounts.Goldcorp scares me however so I may just leave that one. Any other concerns. Bin had a drop but now has stabilized and looks ok

Thx for your great help.

Q: Pease your opinion on DRT's results today.Conference call tomorrow morning.So please comment after call,if warranted.As usual appreciate your great views & services

Q: Please comment on AVO and DRT results. Thanks

Q: Your response to Grant on the above topic sparked a question in my mind.

When I read your response of IGM vs CIX i believe, if I comprehend your response clearly, you seem to prefer CIX as it has many benefits over IGM.

However IGM is in your income portfolio and CIX is not.

Can you clarify, if I were to buy one or the other would you reccommend CXI over IGM?

Thanks

Q: Hello Peter & 5i team,
Is Savaria Health or Industrial?
Thanks,
Antoine

Q: Hi Team,
I own atd.b and like it. However, I would like the perspective of somebody who might not like it (other side of the trade). Could you please give me possible reasons to not like it. Hopefully this won't be bad timing since it is having a small correction. I think it will be good practice to get an unbiased view.
Thanks, keep up the great work guys.

Q: Yesterday TD was wildly enthusiastic about the proposed merger of SPB and
CUS. The market seems lukewarm about the deal. What is your opinion about SPB's future, and its dividend? Thanks.