Investment Q&A

Q: HI Team,
Just wanted to put ESP on the radar once again.. on Feb 7 they announced a deal with a television provider that has a million+ subscribers. This new contract along with EastLink and the other smaller contract wins, have not yet been adequately reflected in the share price. Penderfund owns 15% of the company. Year end numbers could still be weak, but I think the Outlook is fairly positive given the recent wins. Your updated comments are appreciated.
Cheers,

Q: Espial is actually up in this market. Winning new contracts. Have been researching it for awhile but now I am thinking it is time to buy. Your views please. Thanks.

Q: Good morning
May I have your view on the latest earnings reports.
Please dock me for 3 queries. Thank you

Q: With the present downturn in the market, would you have two or three companies that have been beaten up but will do well coming out of this down market.
Thank you

Q: I have a question about bond yields and interest rates. I just read an article on marketwatch saying that the 10 year bond yield "has an effect on all parts of the economy, as it influences everything from borrowing costs for the smallest and biggest companies, to rates for fixed and adjustable mortgages, car loans and credit cards".

I think i understand how it impacts borrowing costs (firms that need to issue new debt have to pay more?) but I thought the fed rate is what influences the prime rate which effects adjustable mortgages and other loans.

I understand that a higher yield on bonds makes some stocks less attractive in comparison (like dividend stocks) but i don't get how the 10 year bond yield is so important/scary for the market.

Could you please explain?

Q: I'm interested in GSY and I notice you've been giving it some more praise lately as a good option of a beaten up stock. When doing my own DD I find it looks very good on many metrics but it always has negative cash flow and many years has negative ROIC, both of which at first glance would deter me from this stock. I'm sure this is due to the fact they are loaning out money or something along those lines but can you help me understand this? Thanks

Q: Would Amazon's announcement of doing their own shipping affect CJT here in Canada, or would our market be too small for them to enter?

Q: Good afternoon. Could you give me your opinion on CWX . I bought some just over a year ago and done well and would like to buy more. It has pull down under 6.50.. Is this a good entry price again after growing there business with purchasing a company in Hawaii
Thanks Hubert

Q: I would like to replace TOU with another energy stock.
We already own Wcp and Pki. Could you help with suggestions in Can and/or US

Thank you

Q: Good day,
Grateful for your views on Nuance Communications (nuan-q). I understand they have a promising technology of artificial intelligence to allow you to talk to your car, with an advance on Amazon, Google and Apple. BMW would apparently be about to use this technology. And it seems undervalued presently.
Have a good day,
J.D.

Q: I'm wondering if you like the idea of investing in Cdn forest companies in view of tariffs and NAFTA negotiations. Are there any which have become attractive with the recent pullbacks?

Q: Hi, could you please comment on the earning release, this morning. Thanks

Q: I own both of the above and am still above water, but they are not holding up well in this current environment, so should I hold or move out.. If so do you think intc is worth pursuing or some other stock perhaps would be better going forward.
Another question HD is another stock similar position, what do you think buy,sell or hold. If buy what would you replace it with. Thanks.

Q: Can you help me clarify my thinking about CDZ? I own it as part of a global portfolio of four ETFs in a growth-oriented long-term horizon RRSP. It's the Canadian piece. But looking back at the 5 and 10 year total returns is a bit depressing given that we are/were in a bull run.

Would you recommend a switch to something else to serve this purpose? Whether or not you recommend a switch, could you provide your next best suggestion for a growth-focused long-term RRSP. I have heard that there is some evidence that companies that raise dividends have tended to outperform, but I'm nonetheless suspicious. Perhaps this ETF's strategy is not effectively set up to capture those gains.

Thanks as always.

Q: What do you think of the above two rate re-set preferreds - good dividend yields currently of 6.863% and 6.796% respectively - have been pretty stable and though not that liquid - seem like a pretty good place to put some money for income?? would appreciate your opinion - regards - Karen

Q: Most oil&gas yeildcos were losing value before the correction, but now even VET is testing 6-month lows. Are there any that stand out as so grossly depressed that the reward outweighs the risk? (Please add to the supplied list as you see fit.)

Q: What do you see as the best strategy to benefit from downturns like what we’ve seen lately. Is it just make sure you always have cash to deploy when one happens or is there some stock/fund that is average most of the time but really benefits from the pull backs somehow?

Q: I want to add some silver to my basket of PM. Do you still prefer FR, considering the recent drop in share price, for the next 12-18 months or another? Would you chose it over FVI or maybe half position in each?

Q: Dividend payments from US stocks like T generate a withholding tax which is not insignificant. Is there a process for getting a refund of this tax under dual taxation with the US?

Q: Whit REITs under pressure as of late, how do you view this DRG.UN with all it's investments in European office properties. It has renegotiated it's debt quite well and exited from it's over reliance on Deutsch Telekom in the last 2 years.
Compared to RioCan, H&R and Canadian REIT for example.