Investment Q&A

Q: What is the dividend payout ratio currently?
Also, what is the book value per share and how does this compare to US business development companies?
Thanks!

Q: With the current market conditions in energy, is CFL positioned for growth in 2016? At their current price the dividend is ~10%, but they have lost over 50% on their price in a very short time. Are they a prospective long term growth, or likely to fail if the energy sector continues to hurt.

Q: Good morning Peter and Team,

Is the thesis for PUR still there? How much of their revenue come from oil and gas compared to municipal? It has been beaten down to 1% of my portfolio so do you recommend I top up to a reasonable weighting or let it go? Thanks,

Wes

Q: I originally posted this in the markets forum but did not get any response. Perhaps it was inappropriate for that forum? Anyway I thought I would pose it as an official question.
I am trying to set up a little environmentally friendly “GREEN” investment portfolio. I would like to have ten Canadian (or traded on the Canadian markets) publicly traded stocks, I would like to avoid the power generators wind, solar and hydro and focus more on cleaning up the environment.
For example something like water purification or a bicycle manufacture would qualify.
I am having trouble identifying qualified companies. Either they are not available or my research methods are not effective.
So far I have identified the following four companies. And even then two are closely linked to oil production and are pretty shaky right now.
1. Questor (QST)
2. Newalta (NAL)
3. Lumenpulse(LMP)
4. Vitreous Glass (VCI)
I wonder if you can suggest additional companies or might have some tips to improve my research.

Q: Hello 5i!
Down 80% on LSI, should I hold or trade for better stock in the same sector? Please suggest 2 or 3 more stocks as required. I already have BAD. I am a long term investor, well diversified portfolio, and can handle risk.
Thanks!

Q: Could you please comment on $CRH for a medium term hold, thanks Valter

Q: Can not find much info about them, please update on the overall picture of 2015 and direction, thanks.

Q: Has SIO gone bankrupt? If so, is there any hope of recovering any money. Thanks.

Grant

Q: Recent news has caused this stock to increase substantially in the past few days. Good and compelling story. That said I have been trying to determine the manufacturing capability of the company. The software should be simple enough but the manufacturing and installation is another kettle of fish. In other words how many seats can this company manufacture in a year and at maximum output what does this represent in terms of growth? Nice to get huge orders but can you deliver. I can't get a reading on this. Perhaps you have insight.

Rgards

Q: stock is halted pending news of agreement with Netflix.


this can only be good I think. Thoughts ???

Q: Please give me your updated opinion on Nuvo Research after there discontinuation of their allergy trials?

Thanks

Merry Christmas

Q: Hi Peter, Ryan and Team;
My attention was brought to PTM by a video on BNN. Production is anticipated to commence in Q1 2016. I am thinking it might be an opportunity to buy now. I note there are 768.9M shares outstanding. It would be great to hear the current opinion of this company.

Q: Could you comment on $PFB as a short or medium term investment. does the recent transaction, acquiring Poly Foam Inc add value to the company.

Q: Do you think the latest news in their drug approval is any reason to start a small speculative position.
Thanks

Q: The stock has dropped steadily,would you comment is the dividend at risk and where you see it forward ?

Q: Please provide your general insights about this company, the insider ownership levels and the quality of the stewardship, thank you.

Q: What do you guys think of this company?

Q: What do you make of the QuickDraft app that the score has come up with. What is their business plan regarding the new App.

Thank you
Clarence

Q: Hello Peter,
I have a very small position in QHR within my registered account and some available cash. I could either buy some more and have a small position or sell and use the proceeds and cash to take a small position in Tio Networks (TNC) instead. Or I could just have very small positions in both. With your past experience in portfolio management what would you suggest?
Regards.

Q: Hi Folks: I notice that GLH president, Andy Hartogh, has sold 45,500 shares so far this month. I wonder if that means he needs some cash for Christmas shopping or is the stock in trouble?
Merry Christmas to all and to all a good 2016.