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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: Just a quick comment regarding AYA and the reaction to them prepositioning to possibly issue equity in the future: remember, the last time they issued equity they did it at a 100% premium to the price the common stock had been trading at the 5 days prior to the Pokerstars deal.

Just some food for thought. If they issue equity, it may be a really good deal and accretive to existing shareholders like last time.
Read Answer Asked by Marc on November 10, 2015
Q: Will you be changing your b+ rating of Amaya.
Read Answer Asked by Brad on November 10, 2015
Q: Hi
I hold AFN, mainly for income, but I'm down 35% on it.
I have a 1.4% position.
What metrics do you consider when you look at a company like this one?

I also own POT (down 30%) and AGU (flat).
Those have a 2% weighting each.

Am I too exposed to this sector? Would you trim or remove anything?

Thanks
Read Answer Asked by Carlo on November 10, 2015
Q: With the steep drop in Amaya today, is it the right time to accumulate more shares?
Read Answer Asked by Vineet on November 10, 2015
Q: Can you give us the top 3 quality REIT names to hold for long-term income?
Read Answer Asked by Eugene on November 10, 2015
Q: With all the market craziness out there and the huge share price drops on missed earnings, regardless if the stock is cheap or not, I was thinking of using some of my CDV (Com Dev) proceeds to buy a name like Andrew Peller (ADW.A). Low beta, 5% - 10% growing eps, decent and growing dividend, reasonable valuation, sounds pretty good to me. Are there any red flags in the story that I am not aware of (regulatory issues, unfavourable debt?).

What are the potential holes in Andrew Peller that can hinder share price growth?

Lastly, any news on when ADW.A will announce earnings? The best I can come up with is before November 30

Thanks again.

John
Read Answer Asked by john on November 10, 2015
Q: The retro fit bonanza is not going to happen after all according to this am. earnings release. Please comment on this as well as the earnings.

Thank you
Read Answer Asked by ron on November 10, 2015
Q: Can you comment on earnings for Diversified Royalty. System-wide same store sales grew, now have three different royalty streams: Mr. Lube, Sutton Realty and Original Joe's Restaurants. These seem quite low risk, stable royalties to me. Maintained the 8% dividend and started a DRIP plan. Any comments appreciated on this company, thanks.
Read Answer Asked by Michael on November 10, 2015
Q: From your response to Jim's question this morning, MAW150 looks quite good. I need some education on tax issues. I could either add to my TFSA in January or a fully taxed self-directed account. Can you advise on the the tax issues for each account?
Read Answer Asked by Danny-boy on November 10, 2015
Q: Could you please recommend the best Canadian, US and international dividend ETF"S.
Read Answer Asked by Mike on November 10, 2015
Q: It looks as though the purchase price is in USD. If the USD appreciates with an increase in U.S. Interest rates, could this increase in CAD the amount shareholders receive for Com Dev?

Thanks
Read Answer Asked by Robert on November 10, 2015