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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: This is a comment on your answer to Harold question. I am going to hold on my TWX shares. The stock rose less than 9% on the news. Based on today's prices, if the deal goes thru, it values AT&T at about $ 26. It seems to me that the market is not expecting this deal to materialize. I know two years ago a take over proposal of much less value didn't materialize and since I am not a trader I see the risk reward scenario favors holding on my shares. It looks to me that TWX is in play if not with AT&T it would be with somebody else. I as the other members value your opinion on this.
Read Answer Asked by Saad on October 25, 2016
Q: According to an article in the Globe, HBC has real estate assets estimated at $30/share. Would this satisfy the value investor thought on buying something for $0.50 that is worth $1.00? What are your thoughts currently on HBC and if held for 5+ years, do you think the real estate will be restructured as a REIT?
Read Answer Asked by Rob on October 25, 2016
Q: Hearing much talk about Mar1juana becoming legal shortly in a number of US states as well as here in Canada which could possibly drive up the stock price of some of the small companies now involved, in both countries.
Do you have any suggestions as to what companies are listed on both markets that could benefit greatly.
Many thanks for all your great help. Don't know what I would have done without it last few years.

Hal

Read Answer Asked by Harold on October 25, 2016
Q: Last report cites customer concentration risk & high risk relative to 5i coverage universe. Recent comments suggest customer concentration risk easing. Does that change your view viv a vis risk comparison within 5i coverage universe? Looking @ for non-registetedITF funds for my two kids w/5 yr + outlook. Your thoughts appreciated as is your fantastic service.
Read Answer Asked by Joel on October 25, 2016
Q: Can you comment on earnings.

Can you comment on earnings please.

CPX is about 2% of my portfolio. I have owned it for about three years approx and I am up slightly on my investment plus the dividends of course.

Is there positive consensus that they will get sufficient compensation for closing coal plant early?

What is your current rating on the company? I am a buy and hold guy.

Thank you
Stephane



Read Answer Asked by Stephane on October 24, 2016
Q: HI Peter,
I have small positions in the three companies: ECI, ALA, and ACQ. I would like to reduce my holdings to two. I am looking for income and capital appreciation. I was thinking of selling Enercare and putting the proceeds to Altagas and leaving ACQ the way it is. Please advise. Thank you.
Read Answer Asked by umedali on October 24, 2016
Q: Hello Peter and Team, my question is about AT&T proposal to buy Time Warner. What I do not understand is the reason why this deal has such a negative impact on the price of AT&T shares, could you explain? I hold shares of AT&T, what should I do now? Thank you very much, Gervais
Read Answer Asked by Gervais on October 24, 2016
Q: Hi, I have shares in Peabody energy which filed chapter 11 earlier in the year. Once listed with the "Q" designation, the shares lingered in the $1.50 range for about six months until the past week where they sky rocketed to what it is currently at $13.50.

Do you have an idea what machinations cause a ch11 stock to go this high? Also should I take advantage of this pop and sell my existing shares?

I read that once a ch11 company climbs out of bankruptcy they can issue new shares making existing common shares worthless. Is it possible that peabody may not do this?

Sorry for the barrage of questions, I am very curious how bankruptcies work.

Thank You,
Andrew
Read Answer Asked by Andrew on October 24, 2016