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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 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?
Read Answer Asked by Liza on February 08, 2016
Q: Do you think todays drop is a good buying opportunity?

thank you
Read Answer Asked by Charles on February 08, 2016
Q: I keep hearing the phrase "the market sell-off has been orderly". What does that mean?
Read Answer Asked by Ronald on February 08, 2016
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
Read Answer Asked by David on February 08, 2016
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
Read Answer Asked by Michael on February 08, 2016
Q: what do you think of this company for income and growth.
Read Answer Asked by don on February 08, 2016
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?
Read Answer Asked by Marc on February 08, 2016
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??
Read Answer Asked by Ralph on February 08, 2016
Q: ANY THOUGHTS ON THE TAKEOVER OF LAKESHORE GOLD-IS THIS A GOOD THING?
Read Answer Asked by Bradley on February 08, 2016
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
Read Answer Asked by Keith on February 08, 2016
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.
Read Answer Asked by Vincent on February 08, 2016
Q: Peter and His Wonder Team
TA has bounced over 40% off a new low in the past few weeks. Is there any new news to warrant this or is it just a typical bounce off the bottom. Any reason to think it might go higher or would a smart investor sell into the rally and find better odds elsewhere?
Thanks again!
Respectfully...
Dr.Ernest Rivait
Read Answer Asked by Ernest on February 08, 2016
Q: Hi all, what are your latest thoughts on this stock, and its potential over the next year?

Thanks again for your advice
Read Answer Asked by John on February 08, 2016
Q: The Banks exposure to the Oil and Gas debt(losses)and non-payments of loan losses in particular Bank of Nova Scotia. Therefore, how many are not paying, behind in their payments and how many will never pay them back or written off. In addition, how much does BNS have set aside(Reserves) for direct and in direct loan losses(debt), and any other helpful figures and etc.
Read Answer Asked by Herbert on February 08, 2016
Q: Hi Peter and Team,
I recently bought this stock, 1.2% of my portfolio.
What do you think of this company, would you recommend me to pump up to 1.5% in view of the recent strength of the sector, though I understand it will take a long time to get recover for this sector.
Thank you for your help.

Read Answer Asked by Pui on February 08, 2016
Q: Please give me 2 oil and 2 gas producers that have low cost production and strong balance sheets to assure they will be here next year. In addition please name your 2 best picks for service companies with strong balance sheets. I would prefer larger Canadian companies. Thank you.
Read Answer Asked by Richard on February 08, 2016
Q: Is there no future for this co. based on the space in which it operates ? Another Torstar ?
Read Answer Asked by John on February 08, 2016