Investment Q&A

Q: Re: Dan's question (today) about stocks committed to share buybacks you
give "Honourable mention" to CP & Dollarama.

Could you please provide the trailing 12 month change in shares outstanding for CNR ?

Thanks

Q: Hello, I've had the above for over a year and it seems to be going no where, can you suggest few companies with more potential looking out for the next 12 months, or is this worth keeping.

Thank you
Anthony

Q: I recently purchased shares of Magna on the idea that the sector is simply oversold and given a 5 year time horizon is as close to a sure thing as there is in the markets. When I look at the US markets in particular there are a lot of still beaten down sectors. Automotives is one of them. In Canada I am having greater trouble finding these kinds of bargains, while in the US there are chemicals companies, consumer discretionary companies, oil refiners and even banking which are very cheap and all of which could make some very nice moves akin to the one made in the materials sector these last few months. Do you see any of these unloved sectors here in Canada and/or which of them either here or in the U.S. would you currently favour. Thank-you as always for your answer.

Q: Can I get your analysis on CCA? Thanks.

Q: Can you give your opinion on the following micro cap stocks and which ones would you think have the highest potential and which ones should I weed out of my portfolio. Thanks

DBO
TLK (Frankly Inc)
IWG
LTE
SEV
AT
NLN

Q: Could you please provide your top 5 picks from within the 5i watchlist that have committed to share buybacks.

Thanks for your excellent service!

Q: Do you like nyx at these levels? Looking to buy and hold.
Nice call on it.t last week.

Q: I'm looking at my big losers from the growth portfolio: AVO, BOS, CXR, DHX.B, DRT, IT, PEO, & PUR and would like your perspective whether to just take the losses and move on, or why should it still be held.
I'd also like similar comments with EFN and XTC (even though I've already gotten out of them).
Thanks!

Q: I would be thankful for some substantive updated comment on Cummins, CMI.us . Financial sites give mixed opinions, including for example: “no growth; low ROE ; PEG is too high.... &c” . I have CMI , 2% of folio, in non-tax registered accounts Loss in CMI has been reduced. Rsing tide thing. Is CMI now competitive in its industry? Is it a technology leader (if you know)? Is CMI at least keeping up with new tech. and developments in its core products?

CMI pays an attractive dividend, which is hot button now that the resident 2 year old has lungs that allow her to scream loud enough to wake neighborhood. CMI is part of the group meant to pay much of her future education. CMI’s trailing dividend is around 3.4 % . Notwithstanding that good dividend, my ‘Lessons Learned’ file reminds me that being enamored with high dividends can be unwise. I am the idiot who hung on to tons and tons Nortel, AGF, and Och-Ziff (OZM.us). My stupidity prompts me therefore to seek your objective opinion.

Q: Good morning.
In my non registered account I am down 19% on CPG and 48% on SU. I have been thinking of selling CPG and buying more SU with the proceeds. The dividend is higher and SU is larger.
What do you think?
Thanks

Q: Ant idea what's causing the run up on Metrum Health Corp right now?

Q: I owned EIL prior to the spin out of Tornado Global Hydrovac. In my online account, the cost of EIL has not changed and the cost of TGH is showing as n/a. Is there a prescribed manner to determine the cost basis in this type of situation?

Q: Does the current stock price make this a compelling buy fur a growth investor? Or is this stock heading down the toilet? Is the alternative fuel space a compelling play when focused on natural gas engines?

Q: I realize that Oi (the Brasilian telecom) is far outside your area of specialisation, but wonder if you can explain how a company that has commenced bankruptcy proceedings can show an aggressively-rising stock price. Is it even conceivable that, post-proceedings, shareholders could come out ahead? If so, in what sense could this be true of bankruptcies in general?

Q: I have small positions in cpg and wcp and looking to consolidate my holdings. Which would you sell and add to and why for a 1 to 2 year hold? Thanx.

Q: Hey guys,

I know US markets are not your specialty, but what do you think about buying Rite Aid as a play on the Walgreens possible take over at 9.00 a share?

Thanks

Q: I have owned both companies for a couple of years and am down about 50% on SGY and 80% BTE. Combined, they are less than 5% of my portfolio. My question is whether I should just ride these out and wait (hope) for higher oil prices with these names or is it wiser to sell and replace them with a "better" name. I am thinking of VET, partially because of the dividend. I can't decide if the better strategy is to stay with my current holdings as I think they could provide more potential growth or if the risk is too high for their continued existence and a switch to a more stable company is warranted. I would like to keep whatever money this represents in energy.

Appreciate your insight.

Paul F.

Q: Hi team, The latest report on FCR was Jan 2015. What is your opinion today? Do you think is already fairly valued @ $22.55 or you think there's more upside.
Thanx!

Q: Considering a sell on both DH & MIC. DH for the obvious reasons that you have previously commented on as well as I've owned it for several years & enjoy a reasonable gain. RBC Research however as of July 12/16 rates it Outperform with a target of $48?? As to MIC, I am at a break even & have some concerns re: the uncertainty of their US parent as well as the Real Estate market in Canada. These are both in a reasonably diversified RIF. Looking at AD, ECI & FSZ & would appreciate your opinion on these as well as suggestions on others. Thank you.

Q: Can you please advise when FB shares will be split. I currently have option Jan 2018 call option for 150 and sold covered call for 170. What would happen to option.