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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: Hi Peter, Ryan and team,

I have a quick regarding Colabor Group. Is it a turn around story worth investing. Will the dividend come back. What is the business model and is the debt manageable. Is the company for a stable and organic growth or high growth potential. Thank you in advance.

Norwood
Read Answer Asked by Norwood on February 10, 2017
Q: Now that Apple has risen to within 1% of its all time high and I am finally at a position slightly higher than when I bought, I am considering selling the shares and would be interested in your latest view on whether this is a good time to sell, or whether there is any advantage to waiting a while.
The shares are held in my wife's RRIF and if sold, I would want to buy something else in the same sector, or move into the health/pharma sector.
I bought the shares a few years ago after asking your advice and you suggested to buy either AAPL or GOOG. I suspect that GOOG has done much better since and I have to say I was never really impressed with the low dividend that AAPL pays, especially considering how much cash it has on hand.

Does the tech sector still have legs? Are there any companies you like in the tech sector in the US that pay a 3%+ dividend and still a chance of growth?

Thanks in advance for your deliberations.
Read Answer Asked by John on February 10, 2017
Q: Hi, I am thinking of buying CARA. In the consumer cyclical sector, BPF.UN, QSR & AW.UN are all trading above their 200 day SMA, while CARA is well below its 200 SMA & is trending down in price. What are your thoughts on why CARA is out of favour with investors while other stock prices of companies in the similar business are increasing in value. Thanks … Cal
Read Answer Asked by cal on February 10, 2017
Q: I think Aquila has been raising money by selling shares which were over-subscribed. It looks like insiders have purchased 24% of the issued shares. Finder's fees (cash and warrants) have been awarded to company insiders I suppose. Certainly there has been share dilution but surely dilution is preferable to borrowing money against non-existant cash flow. I know the stock is high risk but my exposure is very low - less than 0.1%.
2 questions...
Does everything still look OK to 5i?
Does Hudbay own any part of the Back-Fourty target?
Thanks
Jim
Read Answer Asked by James on February 10, 2017
Q: I have only 1.5% of my portfolio in WCP and are looking at equal weightings of RRX, TOG and HWO so I can have the same weighting in the energy sector or the balanced portfolio which I have replicated and have full weightings on all of the other sector in that portfolio. Does this seem like a good idea as I think that diversification in a sector is good...cheers
Read Answer Asked by gene on February 10, 2017
Q: Hello gentlemen,

My query pertains to CNR. I took in half a position yesterday (2.5%) and was hoping to wait for a pullback within the next few weeks to buy the remaining half. Do you think the rails are too richly valued at the moment ? Given CNR north south trajectory thorough the continent, do you think it's shipments, and in turn it's stock price may be negatively impacted by potential border taxes ?

Please enlighten me as to whether you are of the opinion that a full poisiton can be purchased, and how you would approach. Do you view this as a solid buy? I'm 31, so my horizon is very long.

Thx

KR
Read Answer Asked by Karim on February 10, 2017
Q: CN Rail announced their capital spending for next year and it seems that they will continue to spend on infrastructure improvements. I assume that SJ would get some of that business. My question is when SJ announced previously that revenue would be soft in 2017 would that have been based on CN decreasing their spending or is there really no way of assessing that? The stock currently has reacted much so I am thinking CN's announcement wasn't material (please excuse the pun) to SJ.

Paul F.
Read Answer Asked by Paul on February 10, 2017
Q: Hi Peter and Team,
What is your thought on Sierra Wireless quarter earning?
Would you see better future ahead?
I own this stock for almost two years, slightly below my cost.
Should I continue to hold ,or Would you think it is time to add some more, which is 1.75% weighting of my p/f.

Thank you for your good advice as always. Pui



Read Answer Asked by Pui on February 10, 2017
Q: Good morning, my energy exposure CPG,SU,WCP,IPL.Thinking of selling CPG and buying PEY giving my portfolio gas exposure and almost double the dividend.TD,Royal and Scotia have a target of around 45$ for PEY which is a very nice upside.Still like it ?Or would VET be better/safer ?
I started looking in deeper at the metrics, so many ! Which ones do you consider most to base your preference on a stock. Noticed that RRX has a very high netback, low debt.
Read Answer Asked by Denis on February 10, 2017