Investment Q&A

Q: Is BDT a good place to put money?
The dividend looks good but is it a true div. or a distribution? (they call it a div)
Thank you
Lillian

Q: Do you have any information on this company, prospects, value, risk, potential. Thanks

Q: What is the reason for this stock to be on a continuous downward spiral. What will make this stock go back to the highs of 24 or higher where I unfortunately bought it. Also can you comment on PNT (CPI Card group) as they have released at least one quarter of their results. Thanks

Q: Your opinion is appreciated, many thanks.

Q: Hello, thank you for great service! I made good money after split and now I am thinking is CIG & FSV are still keeping good potential to grow? I have them in my TFSA portfolio. Is it good time to sell and to invest in some potentially faster growing names?

Q: Hi, I have owned this stock for a long time and I highly respect Marc Leonard's disciplined approach to growing Constellation to a CAD$ 11 billion company over years. However, since late 2015 and more recently in past few weeks, stock appears to show signs of exhaustion. After reaching a high of $595, a few times in 2015, stock price seems to be range bound between $495 and $525, with a day time low of $485 during January 18 market sell off. I do not wish to reduce/sell my position, but trying to figure out why this stock has been a laggard, recently. Even on the days of market rallies, while many good stocks (several from portfolios) have shown strong bounce back, price action of CSU has been only lukewarm, at best. Do you believe market is grossly underestimating its potential and stock is very underpriced at current levels? what is the short interest in the stock ? Any other comments will be most appreciated. Thnaks

Q: Recent downturn the health stocks went down farther than the average other groups. In fact, CXR went from $57 to $38. Now with this rebound, the health stocks seem to be lagging including CXR. On my I-Trade account, the most recent update with CXR in January, they have it listed as a sell. Prior to that, they had it listed as a buy. Do you know why this stock is underperforming considering it's been a pick of BNN several times and is in your model portfolio?

Thank you. Your answer will be well appreciated as I have a fair amount of CXR.

Dennis

Q: My question is about valuation. The stock is down about 40% from its highs adjusted for exchange which seems mostly due to poor results in the last quarter. The company is in multiple real estate type businesses, there's a lot of moving parts and non-producing development properties and, while the story seems attractive, I wonder how, with all the stuff going on with this company, you go about estimating future performance well enough to get to a valuation and rating.

Q: I have a decent holding in this co. and read your recent comments on Stella-Jones. There appears to be no logical explanation to sharp drop in stock price from a high of $54 to a low of $41.50 within a span of 4 weeks. Even on market up days, stock's advance is fairly muted. I feel that 20% decline could not be entirely market related. My suspicion is that market is punishing the stock due its association with railways. What percentage of its business is from railway ties? Utility polls business should be stable ? Is there a large short interest ? How is its valuation on current and forward basis? Do you believe it's an excellent time to add at current levels? Thanks

Q: PAR Value: 5,000
Security Type: Corporate Bonds
Issuer: IPE
Maturity Date: 14 Jul 2028
Coupon: 6.1%
Approximate Annual Yield: 4.679%
Approximate Semi-Annual Yield: 4.626%
Rating*: BBBH/Baa2/BBB+
Amount of Inventory: 291,000
Special Term: CALL D+16
Approximate Price/100 CAD: 113.84 CAD
Hi, I dont have much experience in buying fixed income corporate bonds. What do you think about this one as a part of my fixed income allocation. The bank charges a $50 commission so a $5000 par value comes to about $5,703.85 CAD at todays rates. My other fixed income buys are etfs like VSC, BXF, VAB for about 15% of my portfolio. Thanks very much. Have a great cruise! Cheers, Shyam

Q: Greetings and my best wishes to all. BRB recently set a new high. I am interested on your outlook for the future and your opinion as to whether a takeover is likely. Thank you, and my best wishes to you, your families and friends.

Q: Back in August, you mentioned that there is likely an opportunity cost in owning Badger. Given more recent results, with a greater move to the US and management delivering on everything they said they would, do you still believe this to be the case?

In an otherwise diversified portfolio, I currently have about 8% in industrials (WSP, NFI), and am looking for a third company to boost the allocation, with a mix of some dividend and growth. Do you think BAD would be a reasonable addition? I have also been considering MDA.

Thank you.

Alan

Q: What is your opinion re Algonquin Power (AQN)? It has a good dividend and rising stock price over the last few quarters but the Price to earnings looks high (about 28/1).

Q: Stock was up 25% on Friday. Don't see any news, but volume was double normal. CEO has lots of shares and seems to be a believer. Any ideas on this one?

Q: Encana and Crescent Point are my biggest investments from the old days. I was ridiculously overweight Energy ( and still am ) ... Now that I've absolutely lost my shirt on these , should I sell one , or both , or part of each . or do I stick it out . I can't stand the agony of losing hundreds of dollars a day ... If I dump these, where should I send the remains ?

Q: In your Balanced Portfolio you have a holding in Goldcorp because you want to have a stake in gold for strategic reasons. Recently, in answering questions on investing in gold stocks, you have consistently referred to AEM as a better investment than G. Why are you not swapping G for AEM in your balanced Portfolio?

Q: Hey guys, great service. I've been slowly building the balanced portfolio and have some cash. It seems like a good time to buy. The four stocks I'm missing are MG, DSG, CXI and ESL. Which do you think is the best buy today? Thanks.

Q: General Comment:

For information of other members. Here is an interesting article with a few clues as to what to look for when the market might be at a bottom. Its from a UK investment newsletter but the principles are essentially the same for North American markets.

http://tinyurl.com/ju24sld

Q: Hi Peter,

Thanks for answering my question. If you can kindly check yahoo.com and go to finance type in the symbol et.to and then check insider transactions you will find that sales force dot com purchased on july 12 2013 7,362,248 sharesat 33.75
If it is correct what is the relevance to their business as I see at some time they being bought out

Thanks
Paul

Q: If holding for the long term, does it make more sense (taxes) to have these stocks in a RSP instead of a cash account?