Investment Q&A

Q: I am interested in returning to the gold sector but would appreciate some insight as to what you would prefer, I'm agnostic. Would you pick bullion, a producer or two or an etf of producers. Any ideas of where to go, specifically and generally would be wonderful.
Thanks

Q: I am wondering how you are viewing the US economy these days. You had been rather bullish on for several months and other than the latest jobs report, it seems to be doing ok. Is the market not in step with the economy at this time, for whatever reason, or has something fundamentally changed? I hope I am not being naive in thinking that the Fed had not idea what there were doing when they signalled a strengthening economy by raising rates.

Thaks for the insight?

Paul F.

Q: You have often said that you are indifferent to WSP and STN and and that you like them both. However, STN stock seems to be more stable than WSP. What might be the differences between the companies that would account for this?

Appreciate the insight.

Paul F.

Q: What's happening here today?

Q: when can we expect the performance numbers for your portfolio's?
it will be interesting to note how your bullish bias for the last 6 months has fared in the results.

Q: Looks like strong volume today relative to historical daily averages on the tsx. Anything to read from this either positive or negative?

Thanks

Robert

Q: Quick follow up question on PBH you said you show a forward PE of 20.9 I was quoting (I guess) current as shown on Globe Investor and other sites as 257. Forward PE is indeed 20. So which is most useful in the present market. Is the EPS at .17 based on the current or forward PE. Should I be bias to one or the other as a general long term investor using it a tool for entry. Thanks for you service.

Q: I would like to replace the dividend income I have been receiving from CSE. Once the sale goes through, I was thinking about acquiring AltaGas for income. What is your current opinion on ALA. Do you have other suggestions?

Q: Do you think todays drop is a good buying opportunity?

thank you

Q: I keep hearing the phrase "the market sell-off has been orderly". What does that mean?

Q: What's happening with ESL today??

Q: Why the big drop in ESL today?

Q: Hi Peter and Ryan,

Nevsun has a lot of cash in the bank. Seems to be trading close to cash value. Are there any other similar companies, which have high cash levels, which you think may be good buys in this market. I remenber you providing a list several months ago, whicn included Wi-Lan, so I'm asking for an updated list.

Thanks

Dave

Q: Hi Team,
I see the independent review in response to the short report is out. Do you have any concerns especially with the following?

Corporate Processes and Controls

The Committee and its advisors also considered the performance of Intertain's corporate processes and controls and the financial and governance functions and oversight at Intertain. The Committee has made recommendations for changes and improvements in these areas, including to address inadequate documentation, approvals and record keeping in respect of certain payments previously made by Intertain that were recorded and fully expensed by it as transaction expenses in connection with its prior acquisitions.

Thank you, Michael

Q: what do you think of this company for income and growth.

Q: Peter and Team,

I've been a holder of CSU for a number of years, trimming the position as it gets overweight in the portfolio. With the recent down draft, I am at approximately 4% weighting.

Any thoughts on topping up the position and, further, why the big downdraft in the stock now? I have seen these down drafts with CSU leading into earnings announcements in the past only to have them beat and the stock rallies a lot in the following weeks.

Thoughts? Is this a case where we should sell and wait on the sidelines until we see a bottom start to form from a technical perspective and then buy back in?

Q: Further to "February 08, 2016 (asked by patricia)" earlier this morning. I have numerous CAD margin accounts at TD Waterhouse. This is to facilitate selling one stock and then quickly buying another stock without waiting for settlement date. I NEVER have a debit balance in my margin accounts. My understanding is that my stock positions are held in BULK SEG at the brokerage and treated as if the margin account was a Cash account. Can you comment on this. Is there still any danger during a banking crisis??

Q: ANY THOUGHTS ON THE TAKEOVER OF LAKESHORE GOLD-IS THIS A GOOD THING?

Q: 5i Team, other than currency headwinds because results are reported in USD (which should entirely offset when shares are held on TSX) can anyone see what is not to like in the CIG full year results today and explain why the stock did not recover after the recent RBC downgrade to market perform quickly shaved 20% off the stock?
In the result I see: 1. Q4: strong organic local currency revenue growth across the three geographic regions (range 6% - 12%)supplemented by acquisition growth) and strong local currency growth of 8% to 15% across the three business segments. 2. record revenue and net profits (up 16% in Q4 and up 30% full year), the antithesis of an earnings recession plaguing so many companies, 3. an ROE of 58% ($86.1/$149.5), 4. Local currency revenue growth in Q4 of 11% and full year of 18%, 5. Improving margins exceeding double digit goal 6. A P/E multiple of 14x (USD 2.29 eps converted to CDN 3.20 and a CDN 45.00 stock price.
I look forward to your comments and thank you.
Keith

Q: Regarding the just announced merger with Tahoe Resources. I currently own LSG.DB in 2 accounts. One account has to be liquidated as it is a source of retirement income. What would your suggestion be so as to try and maximize the proceeds from the sale? Also, I believe that the Change of Control provisions in the September 7, 2012 Trust Indenture (page 10) are applicable - would you be able to ascertain what the revised conversion price (if any)is or does the conversion price remain at $1.40? Thank you for your help in this matter.