Investment Q&A

Q: Hello. Enbridge Gas represents a 4% in my total investment. Other than that, my portfolio is low in energy stocks. My questions are (1) Should I count ENB as part of an energy investment? (2) What should be the ideal percentage of energy sector in a balanced portfiolio? (3) Could you suggest several energy stocks or related energy stocks that have the most potential? (4) To your opinion, it is now a good timing to enter the market? THANK YOU IN ADVANCE

Q: What is your view of Acadian Timber? They initiated a strategic review in February, and the price has come off a bit. Would you consider it a buy?

Q: I've been reading lately about Canada trying to negotiate a lumber deal before October. Would it be wise to limit forestry company exposure until this gets sorted out? I've been looking at WFT and ADN.
Thanks,
Paul

Q: Hello,

I've been reading a lot about the CXR takeout possibility. There are a lot of opinions out there but inevitably because this was not a rumour, I'm looking at it more closely as a real possibility and that CXR is in play. Regardless of all the moving parts to CXR, the short players, bad press, debt, etc., and that even without a bid to buy, CXR stands to be worth much more in the future if they can start to pay down debt based on their earnings and reporting this Friday. My question is that it looks like CXR isn't getting an offer they would like to accept and the market seems to be reacting as if there is no belief that a buyout is around the corner. Why wouldn't a viable company just make a hostile bid and get the ball rolling anyway? Could you please provide your insight on this CXR situation and on how this buyout could work here considering CXR is looking?

Thanks for your answer.

Q: Will the situation in Ft.Mac have any meaningful impact to Artis?
Your thoughts would be appreciated.
Thanks

Q: Could you comment on Cipher's Q1 results?

Q: Hi there,

I began purchasing some of the names in the Balanced Equity portfolio with a starting of weighting of 5% in my portfolio. Some names have run up to between a 6% to 7% weighting and I was wondering at what point would you recommend trimming back to a 5% weighting?

Thanks!

Q: Peter,You were great on Market Call Tonight on May 6. I was the one who called re Stella Jones,which was endorsed by you.Hope your explaination of what 5I stands for will result in more subscribers. You are one of the best,if not the best. By the way when is BOS reporting,yahoo states May 11 to 16.

Q: Stupid, me, I forgot to put in the company name when I asked a question, lets try it again. I bought this company about 3 weeks ago, and has been on a stswady decline ever since. I don't understand it, they are trading at about cash value and are making money. I didn't know they had done a QT transaction, I typically avoid them like the plague, how do you feel about this one, do you think I should take my lumps or hang on.

Thank you for you time and have a nice day

Auftar

Q: based on the results just reported. Would you continue to hold Dorel, buy more or sell?

Q: JC Penney was at High 11s 2 months ago. Last week some report that Stock should double. Today the Company is cutting hours and Stock is at 8. Earnings next week. Should I panic.

Q: I have TORC (TOG)and Whitecap (WCP) each representing a little over 1% of my portfolio. I am up on TOG and down on WCP.

I was thinking of selling Whitecap to capture the capital loss and to replace that stock with a name of equal (or greater quality) that also pays a monthly dividend. What would your top suggestions be? I was thinking perhaps Cardinal (CJ) or Vermillion (VET) but I'd greatly appreciate your opinion and insight.

Thanks.

John

Q: Could I please have your opinion on Pembina's recently announced earnings. Thanks Brian

Q: Do you think the insurance claims from Fort McMurray fire damage will have an impact on the stock value of insurance companies

Q: Back in March you thought it was early to be buying EMP.A. My screener shows a BV of about $28 vs current price of about $21 and a dividend of 1.9%. It also looks to be forming a bit of a base on the chart. Do you still feel it too early to buy? If so what do you think is a better buy in the consumer space for a value investor? (A 3-5 yr hold is not a problem when there is a reasonable dividend.)

Thanks for your help - my portfolio is a lot more balanced since I started reading to your advice!

Q: For those of us who have ridden BDI down to 75% losses, would you suggest being opportunistic and sell now ? Or, do you feel the price will continue to improve over at least the short term, and if so, (understanding that this falls under a "best guess scenario") ,any general thoughts on where that price might go to ?

Q: Dear Team,

What do you think of CWCs right offering. I still own 10000 shares and naturally I am under water with this. Is it worth the risk to buy and average down?
Also your opinion on KPT ?

Thanks, Frank


Thanks, Frank

Q: Concordia's share price has been sliding steadily recently which I find surprising given that the company is in play ( I assume)based on any public information that we have access to. Also with the earnings report expected in a week I would assume that the company will have paid down some of its debt. Both events I thought would be positive for the shares. So why are the shares dropping as much as they have especially if Concordia has formed a committee to evaluate possible buyers? The market is acting as if that possibility has been ruled out yet there has not been any announcements to that effect. So how does one rationalize current share performance with a possible buyout that typically would stabilize share prices? Or does the market/insiders know something that we do not know? Your thoughts please. Thx.

Q: What's a better bargain right now BOS or ATD.b

Q: Good Morning,

Please comment on the earnings from ACQ.

Thanks,
Dave