Investment Q&A

Q: I have been rebalancing my portfolio over the past six months, reducing financials and energy and increasing utilities, telecoms, and US technologies ( all in companies you have been positive towards). I remain overweight financials, with Canadian Banks and insurers. I do have a very long term horizon, say 25 years, so if history and my nerve holds, my wife and I should have the desired dividend stream and a decent shot a capital gains over time. However, after reading yet another “we’re all gonna die” column from Dave Rosenberg, it made me wonder if I shouldn’t continue my shift and sell down more financials and increase in sectors with strong dividends that might better weather the storms that may or may not be imminent. What are your thoughts?
As always, I value your opinions. Thank. You.

Q: Today's news: TSO3 being acquired at $0.43 a share. My average price is $0.38. What should I do? Sell limit order at $0.43, or...? Not sure how to get the full value out of my shares.
Thank you.

Q: Could you please provide me your top three REIT picks for growth and income? Also, if HR.un is not a top pick, please provide your view.

Q: In regard to high interest saving guarantee(previous question ) ,how much one could have to secure comparing with premium money marked fund and the difference on return?
Thank you.
Ebrahim

Q: What are your thoughts regarding Park Lawn's earnings, growth profile and debt levels?

Thanks again.

John

Q: Is this stock now trading below book value? Is this usual for this type of stock?
Is it worth picking at?

If they are successfully reducing debt, will one "good quarter / earning surprise" finally turn this thing around?

Q: Good morning, thought on LABS recent earnings release?

Q: Hello, Any idea, when would they announce pricing for the secondary ? Thanks

Q: What are the short term prospects for this stock(next 12 months)?

Q: Hi,
Can you please comment on the Q2 results of KXS? How they compared to street consensus estimates? How to explain the market reaction today: down 3% on a volume only slightly above average? thanks.

Martin

Q: VET's yield indicates the market clearly thinks a dividend cut is coming.
IF they did cut the dividend, how do you think the market would react?

Also, how low can it go? At what price(or PE) does it "look cheap"?

Thanks

Q: Please comment on recent Q & going forward.Rev. increased to $200.3m & SSSG of 8.2%.Is it time to add to my 2% pos.(p/p $6.61)? Thanks for u usual great services & views

Q: I was about to ask about HSE but saw Joseph had asked the exact same question I had... Husky is down over 3x more then other energy names in the last month... I work in the oil patch and while I’ve generally steered clear of the sector, HSE looks like a nice rebound trade to me. I was also thinking of pairing it with short on a name that has maybe outperformed. This would just be a small speculative trade. What are your thoughts? Thanks

Q: Do you have any idea why there’s been so much insider buying?

Q: What do you make of lightspeeds latest news.

Q: How low could it go??

Q: GUD is having a good day after Medison came out swinging on Friday. Can you explain why GUD is up today? Is there other news I'm missing?

Q: With the revised $18 per share offer is there any reason to sell now at $16.50 . Is there any reason why the current price is not closer to $18. Should I sell now

Q: Your opinion on the earnings release and other announcements today. Does it justify the move in the stock?

Q: Hello
Could you give your thoughts on ACQ and KPT following recent earnings.

Thank you
Stephane