Investment Q&A

Q: Hello Peter and All,
What is you "take" on today's development with INP ?
Thanks,
Bill.

Q: Hey Peter & Team,

I took a look at the recent reporting as of Nov 5. From what I can tell, poor crop expectations, resource prices and related uncertainty,regional economic uncertainty surrounding oil prices, which primarily impacted new equipment demand in the Alberta construction market, the increased Canadian dollar cost of new equipment due to appreciation in the US dollar are all creating a significant head winds for CVL.

I am in at $24.20 (4% position)

From what i can see my options are to cut the loses and put this capital to work elsewhere or, hang tough and wait it out.

my questions...

Would you advise I move or hang tough?

ps... dividend is very good... do you think it is safe?

Thanks for all you do

Gord

Q: Appreciate your views on results and the announcement of a stategic review.
Thanks
john

Q: May I have your assessment of Stingray's latest quarterly results. Do you see this company as suitable for a small position in a growth portfolio?
Thanks, Tim.

Q: What is your opinion about Mogo finance? Is it a good price to take a position for a 2 to 3 year hold?

Q: Would you ascribe the significant recent weakness in SCL primarily to company fundamentals or to tax-loss selling? In other words, would this be a good entry point for a speculative position?

Thanks!

Q: I would like to add international stocks to my portfolio for diversity. My current mix is 90% Canadian stocks and 10% US. I know I should not be so heavily weighted towards Canada therefore I am considering 50% Canada, 30% US and 20% International. Many of my Canadian companies have US and global business. My US exposure is through two low cost ETFs with Vanguard, namely VFV and VUN. Although VFV is comprised of US companies, more than half of those companies have international exposure. Although I am hesitant to buy mutual funds because of their high fees, I note that Mawer funds have lower fees than others plus their performance is much better than passive ETFs. I would appreciate your comments on my goals for diversification, and any other mutual fund companies or actively managed ETFs that you would recommend for international exposure.

Q: I would appreciate your comments on their most recent earnings.

Thanks!

Q: Do you think this stock be sold or is it worthwhile holding?

Q: Attended a company presentation the other day and the growth potential of this lithium company in Quebec seems quite amazing. The amount of lithium that will be required verses the available secure supply is quite astonishing. Can you give us your take on the lithium market and the status of this co.?

Q: Peter & Team. Would you take a 40%+ profit on NFI following the jump today on news of the acquisition of MCI? I must say this looks like a stunning deal for NFI. In its own back yard (Winnipeg), MCI is complementary, immediately accretive and at 6X EBITDA, cheap - and a nice dividend increase too!!. But the low ROI in NFI has also been less attractive on what I regards as the Tesla of the commuter bus industry. Would you sell on this good news?

Q: Can you comment on the recent earnings release? Also what do you think of the company going forward?

Q: RBC has a decent rating on this company. What are your thoughts ?

Q: This small cap has dropped to a 12 month low. I thought they had good potential and were flying high some months ago.Any insights here?

Q: They just issued their 3rd q results. I am not very good at determining if this is still undervalued. The results did not blow me away but they did increase the dividend by 10%. They are not in a growth industry however I thought Davis +Henderson was not either yet that stock has done well,long term. Your views of evaluation of SXP would be appreciated.

Q: Hi Peter
Worth taking a gamble on this stock with a 3% weighting.Can you comment on the knew acquisition and if you know management
Thanks Gord

Q: No questions on this one since Feb 2014. I note your concerns expressed at that time. While still not much in the way of financial results, I cannot help but wonder why Clive Beddoe would assume the role of chairman of the board (April 2015). I also note Wilmot Mathews, also on the board of WestJet, is a board member. You wouldn't think that these guys would get involved with a 25m market cap company unless they saw something in it. Your thoughts would be appreciated.

Q: Hi Guys,

I own most of the companies covered in the 5i growth portfolio. Just wanted to know if you still like this and if the story remains intact or has gotten better/worse. The app is fantastic and it seems like they've got a nice brand, plenty of users, and growth ahead. However, I'm concerned about the company's ability to become profitable. Do you think these fears are overblown? I'd appreciate your thoughts on this as I'm debating about adding a half position to this in December when tax loss selling has abated.

Thanks,

Elliott

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: Could you please comment on the q3 results? The stock appears to be trading at a significant discount to fmv.