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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: What are you thoughts on buying uranium participation for a 5 year hold.
Read Answer Asked by Cathleen on February 04, 2016
Q: With the understanding that you do not focus on US stocks what is your opinion of Lowes as an investment in view of the Rona deal? What is the possibility that this may turn into a Target like situation. It has quickly dropped ~7%. Thank you.

Harvey
Read Answer Asked by Harvey on February 04, 2016
Q: I was disappointed to see PMI sell its prize asset before being able to realize its true potential. True, the holes were horribly expensive which meant that gambling on a wildcat in Molisht pretty much did this company in. Would you agree with this assertion? Or would you think it is the oil price crash that has made pure exploration play unpalatable for financings?
Read Answer Asked by Kreshnik on February 04, 2016
Q: Can you comment on the earnings release today and your opinion of the company? Thanks for your service!
Read Answer Asked by Michael on February 04, 2016
Q: I own 300 shares of CSE. I phone BMO and asked to tender my shares at the price of 4.90. They quoted as saying they cannot do this as it is a friendly merger and CSE does not want to pay the brokerage fees for this. How can I get full value for my shares at the earliest time. I want to invest in another dividend growth stock. If I sell on the open market at todays price I will leave $270 on the table. Thanks
Read Answer Asked by Ric on February 04, 2016
Q: Can you speak about this company that's called Paychex? They are like a SaaS business, kind of like what CSU or ESL does. Can you speak the valuation right now?
Read Answer Asked by Eugene on February 04, 2016
Q: I currently hold both LNR and MG in my RRSP.MG has been the worse performer of the two stocks.I realize that MG is probably a screaming buy from a valuation perspective but find it inconceivable that it will hit the $70 mark any time soon.I am contemplating replacing it with Alaris which has also been beaten down but will at least
pay a decent dividend while I wait. Thanks, Joe
Read Answer Asked by Joseph on February 04, 2016
Q: Hi Peter and Team!! Just wondering what your thoughts on Boralex is for a long term buy and hold. Thanks, Tamara
Read Answer Asked by Tamara on February 04, 2016
Q: Hello, I sold RRX today with the intension to replace it with another energy stock with your guidance. I'm aware that RRX is a great company with a good balance sheet and excellent management but have decided to purchase only dividend paying stocks from now on as it has been painful to see RRX and TOU go down with no benifit to it's shareholders. Could you please suggest a dividend paying stock that you believe will survive this cycle.I presently own TOU, WCP and a very small position in TOG. Thank you.
Read Answer Asked by Cheryl on February 04, 2016
Q: personal opinion is the stock gets pumped i buy he sells, would he get wined and dined by management hoping he will pump their stock their is a huge conflict of interest thank you for providing a much needed service
Read Answer Asked by cliff on February 04, 2016
Q: Hi: No one seems to have asked about Microsoft since August. What is your view of it now for a reasonably long hold?
Thanks again.
Read Answer Asked by Roland on February 04, 2016
Q: Hi guys,

I'm looking at adding a technology company in my RRSP. I currently own CGI in Canada and Google and Facebook in the U.S. I previously have owned Open Text and Constellation Software and I'm looking at going back into one of those as my pick. My preference is CSU on its pullback, but the P/E still seems high if the anticipated growth in 2016 doesn't materialize due to economic conditions. What's your preference? Can you provide the forward P/E for both stocks? Morningstar says 14.1 for CSU, but looking at earnings estimates on TD, I get a number in the low 20's.

Thank you,
Jason
Read Answer Asked by Jason on February 04, 2016
Q: What is your take of the BIP.UN results for 2015 and its prospects going forward? Will the increased distribution be sustainable?

Thanks.
Read Answer Asked by Victor on February 04, 2016
Q: I realize you stopped covering WIN, but could we get your take on their just-released Q4 earnings?

thank you
Read Answer Asked on February 04, 2016
Q: Good Morning All, I have a general question regarding banks, cash and the economy. I have noticed a lot of talk about negative interest rates, bank bail ins and a cashless society with limits on withdrawls. Do you see any of this as a realistic threat and if so, how does someone protect themselves?
Read Answer Asked by Kim on February 04, 2016