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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: With Progressive in the "Penalty Bin" more of less of late I was looking at buying. I note from a recent response that the cash flow per share is expected to grow at something like 30% over the next two years. What is the source of the improved cash flow - fuel prices have been low for a year, their route network must be somewhat optimized, I can't imagine that there will be that much more garbage and recycling or is it that they will just be spending less on maintenance and growth capital? Thanks for the great insights!
Read Answer Asked by Derek on November 27, 2015
Q: Your only comment on AirIQ was two years ago (Dec/2013), since then the stock has doubled and appears to have turned itself around with a new CEO at the helms. Please comment on their Q2 F2016 financials. Management/directors have incentive with a good chunk of ownership (30%), as well, Mosaic Capital owns over 18% of the company. Do you any insights on Mosaic, would it be an accretive acquisition for Mosaic to take them out? Plunk on your nano “cap” and give me your opinion. ;) Thank you.
Read Answer Asked by Evan on November 27, 2015
Q: I have an 81 year old friend who lives on CPP, OAS & GIS.......but has about $150K in a Bank a/c. Last Dec/31, his Bank convinced him to put $75K into a Laddered GIC @ $25k each for 1, 3 & 5 Year Terms. Prior to this, he simply had it all in a Checking a/c, NOT even a Savings a/c. He is very unsophisticated, with little education. I have arranged a Gift Annuity for him with Catholic Missions in Canada (CMIC) for $25K. In return for his Gift, he gets $1,580 per year Interest for rest of his life + a 1 Time $10K Tax Credit.
What can you recommend as simple investments for him for another $75K?

Thanks Kindly!
Read Answer Asked by Austin on November 27, 2015
Q: Good Ryan and Pete,

Could you give me your thoughts on Tidewater Midstream and Infrastructure? Would you consider the people running the company to be competent managers and good value creators? Thanks!
Read Answer Asked by Aaron on November 27, 2015
Q: Hi Peter
I know you subscribe to not selling on news and holding on for corrections to correct themselves...has been good advice on many and saved some a lot of $9.99 fees by not being trigger happy and seeing recoveries. On other like CJR.B I am glad I did pull the trigger. For small positions in the 3 above that I am under water, I am wrestling with the ,if you wouldnt buy more,its a sell theory. I have some cash to invest and if I am not willing to average down by buying more of these three,are they then a sell or do any of them merit the "HOLD" recommendation?
Thanks for all you do
Dennis
Read Answer Asked by Dennis on November 27, 2015
Q: Hi All. Just renewed for another 2 years.. Thanks for all your info. Anything new here?. Regards Cliff
Read Answer Asked by cliff on November 27, 2015
Q: No questions on this one this year. I am considering re-entry in a small way to the resource sector. Parex has been a steady outperformer (up 40% ytd) so I'm giving it some thought. However, I note that in November there has been some selling from a number of insiders which causes me some concern given that it is not just selling by one (which as you often correctly say could be for any number of reasons).
Your thoughts on this stock would be much appreciated.
Thanks as always
Neil
Read Answer Asked by Neil on November 27, 2015
Q: Hi Peter and Staff
In my pipeline holdings I had IPL and ENB as double what I had ALA,PPL,KEY and TRP. If I read things correctly,they may be more reliant on oil sands projects that the rest. Does it make sense to look at all of them equally going forward or is IPL still better than ALA,PPL,KEY and TRP going forward?
Thanks for all you do
Dennis
Read Answer Asked by Dennis on November 27, 2015
Q: in a recent reply to another member you stated you did not see CXI as a sell at the time. My question; is it a buy, please give some detail

Thank you
Read Answer Asked by carey on November 27, 2015
Q: Good Morning, I'm topping up our TFSA's and am wondering if you could give me your top pick or two for a TFSA in the tech,healthcare, and consumer sectors. I currently own Constellation in my TFSA but don't have any healthcare. I'm looking to replace Dorel with something with better growth in the consumer sector. I'm also light on financials in my TFSA (I hold a bit of home capital) so if you think that's a better place to add new money I'm open to that as well. If this counts as two questions that's fine!
Thanks, for your advice. Rod
Read Answer Asked by Rod on November 27, 2015
Q: Peter and team: Enhouse has moved nicely in the past quarter. In your opinion is it too late to increase my position?
Read Answer Asked by John on November 27, 2015
Q: Seems like this Company is growing Revenue and Income. Analysts have a very large growth in earnings for 2016. Good yield at 6.7% without return of capital I believe. Looks like the latest annual payout is around 70%, and I think quite sustainable. Debt due to acquisition rather than capital and dilution. Would You buy at this price for a long term hold or do you expect more downside in the near future.
Read Answer Asked by Al on November 27, 2015
Q: Hi
I am looking at adding a preferred share but do not know a lot about preferred shares. What are your thoughts on BPO series T.
thanks
Joe
Read Answer Asked by Joe on November 27, 2015
Q: I hold some XHY in my margin and TFSA. The Canadian dollar has come down since I purchased about 2 months ago. The prediction is for a lower dollar. How risky is this downward slide , should I sell now? I just bought for the increased yield.Thank you,Phyl
Read Answer Asked by Phyllis on November 27, 2015
Q: Have a nice div., above the 50DMA, increased div. but the p/b shows as -3.41. How can a stock have negative p/b value? Please explain, would you recommend to buy, perhaps an alternative. Also, how will the stock react to an interest increase? Many thanks, J.P Burlington
Read Answer Asked by Joseph on November 27, 2015
Q: Could you please provide your comments and future prospects of this company.
Thanks
Read Answer Asked by satish on November 27, 2015
Q: Hi 5i,

I have held ZWA in our RRIF,s for income for a couple of years. Recently added some ZWH which has a higher yield. Both are doing fine. What would you think of using just ZWH for the higher yield? These ETF,s do not represent total US exposure. Most US is held in other accounts.
Best regards, and thanks for your service.
Ted
Read Answer Asked by Ted on November 27, 2015
Q: Hi Team,

In my kids RESP (ages 8 and 11) after trimming ESL, ATD, dividends and recent contributions there is enough for another position.
They hold now ATD,ESL,CGX,IPL,MG,BIN,SYZ,DHX,XEG,XFN,XRE,XSU.
Can you suggest another couple of names to consider either for diversification needs or for maybe some US exposure. I was thinking maybe Disney or Apple.
I am guessing we have about 8 more years until the funds are needed.

Thank you,

Brent
Read Answer Asked by Brent on November 27, 2015
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