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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: 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
Q: I currently hold ZWE, ZWU, and ZWH in my RRSP for a total weight of 4.8% .
Is this unnecessary duplication and / or is the weighting too high given
the nature of these products ? Joe
Read Answer Asked by Joseph on February 10, 2017
Q: Hi,
I am down 60% on this this one. Very small portion of my portfolio (less than 1%. Just wondering if I should average down or let it be for now. Stock looks pretty cheap on P/E, P/B and P/S. RFC went down with the oil and gas sector because of its large exposure to Alberta. RFC seems to be doing ok. Do you think this is dead money or does it have some potential in the medium term.
Read Answer Asked by Guy on February 10, 2017
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