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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: 10:47 AM 1/18/2017
Hello Peter:
My 43 year old son has a very large position in DHX Media DHX.B - it is 18% of combined portfolios and 48% of his Cash portfolio. He currently has a 5% gain at today's price, and obviously should have sold some when it was over $8 but prospects looked very bright then and it seemed that keeping it was the thing to do.

Now there is little news and it seems not much interest in this company, and just a 1% dividend, so it is drifting but looking at the one year graph it seems that it might get over $7.50 in the next few months but maybe this is just wishful thinking.

We want to reduce the position to about 5-6% of the combined portfolios but want your opinion as to whether to wait for a better price in the year ahead or just go ahead now and sell about 2/3 of the position. Or Maybe just sell the whole position as there are better choices available.

The proceeds would be invested in three or four of these for a very long hold : ENB, ALA, RY, SLF, BIP.UN, SIS, PBH, ABT. Could you please rank these in descending order of desirability for growth and growing dividends?

Thank you......... Paul K
Read Answer Asked by Paul on January 19, 2017
Q: I bought AcuityAds not too long ago for about $1.30. It has had a nice run up recently to around $3.40. What is driving the increase? Should I buy more? Or should I take a half position off the table and then repurchase more if it comes back down?
Read Answer Asked by Grant on January 18, 2017
Q: Hey Guys, can you tell me why you recommend PBH over MTY. I know that a few managers have recommended MTY over the last couple years and I'm looking at the fundamentals of both and see positives to both. The stand out positive to MTY being the ROE. I like the better div with PBH and like its growth outlook. So I'd like to understand why you see PBH being better. Trying to expand my analysis abilities. Thanks!
Read Answer Asked by Adam on January 16, 2017
Q: Since your last comment on this company, they have updated their capital deployment and instituted a quarterly dividend. Don't you have a favorable bias to companies which implement a divi? If one looks at the presentation put up on their website - projections for capital, revenues and net profits they are quiet impressive. I have owned this for awhile and am very tempted to buy more. Would you play devils advocate and tell me why this company is not proving they are in-fact scaling their model. They are presenting at an investor conference today and I am expecting the stock to reflect the analysts view.
Read Answer Asked by Harry on January 12, 2017
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