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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: Almost three years ago your views on this company were extremely negative. Has anything happened to this company to change your views? Ted
Read Answer Asked by Ted on March 18, 2016
Q: Of these 4, which 2 do you rate highest? Do any other similar
non-mining Au and Ag operators come to mind? I am staying away
from Sprott Physicals because any increase in the metals may be offset by the drop in the US dollar.
Read Answer Asked by Ed on March 18, 2016
Q: I have held this for a while, and regrettably let it slide to the point where I am barely even, including dividends (all ROC). My initial thought was that as rates rise and their loans mature, they will roll over at higher rates, thus protecting or even enhancing the dividend. Now, rates don't appear ready to move by any substantial amount any time soon. Is there a danger that they will issue new loans at lower rates and reduce the dividend? Do you know what their current payout percentage is? This is held solely for income - would you hold for now or sell?
Thank-you
Read Answer Asked by grant on March 18, 2016
Q: ACQ announced results at market close yesterday Same store results were ugly:
Same store revenue decreased by 5.9% in 2015, compared to 2014. Same store gross profit decreased by 11.7% in 2015, compared to 2014.

Free cash flow decreased to $38.7 million in 2015 or $1.57 per share as compared to $63.7 million or $2.70 per share in 2014.

Adjusted free cash flow decreased to $38.8 million in 2015 or $1.59 per share as compared to $62.1 million or $2.67 per share in 2014.

Same store new vehicle retail revenue decreased by 14.2%, or $119.7 million, to $722.0 million in 2015 from $841.7 million in 2014.

Same store used vehicle retail revenue increased by 10.4%, or $27.5 million, to $292.3 million in 2015 from $264.8 million in 2014.

On a more Same store parts, service and collision repair revenue increased by 2.8%, or $4.9 million, to $177.3 million in 2015 from $172.4 million in 2014.

Pre market bid/ask looks weak. Is this a buying opportunity? or a time to run. or hold tight?
Read Answer Asked by Douglas on March 18, 2016
Q: Hi there, I am currently holding about 65% in cash and am looking to add a few names from the BE portfolio. I currently own ATD.B, CXI, ESL and DSG from the BE portfolio and CRH, CXR and FRU. Which names from the BE portfolio would you be adding at this time. Are there any specific names that seem more like screaming buys than others? Thanks!
Read Answer Asked by Michael on March 18, 2016
Q: What do you think of the historical gold silver ratio.
Read Answer Asked by Doug on March 17, 2016
Q: What do you think of the deal of TRP to buy Columbia Pipeline Group?
Read Answer Asked by OSCAR on March 17, 2016
Q: CXR is really testing my patience.
I understand that there's a guilt by association issue concerning what's going on with VRX. Wouldn't the market realize this? CXR is down over 60% from its high's. The way I see this means one of two things. They too have accounting issue's....or...the stock is an incredible buying opportunity. Could you please bring some light to the present situation. Thanks
Nicholas
Read Answer Asked by nicholas on March 17, 2016
Q: With the C$ up I was thinking of buying a U.S. eft or 5-6 stocks (I have none).I was thinking of good solid companies that would likely be buying back shares with the low interest rates available
Read Answer Asked by Roger on March 17, 2016
Q: An RRSP portfolio has been designed with some ETFs and high yield/dvd payers/growers based on some of your recommendations I've picked up over time. The yield is required for withholdings so its a delicate balance between high yield for a safe distribution and increasing yield potential. Holdings listed below.

Do any of these concern you as too high risk? Considering switching the weakest 1-2 to ECI which should have more short term growth potential given the accretive acquisition value that is not being reflected at this time. Many of these are under water but some have had some good short term momentum.

CSU.DB, AI, TMC, AD, ENF, BPF.UN, BIP.UN, BEP.UN, BPY.UN, DIV, DRA.UN, EIF, NVU.UN
Read Answer Asked by Husseinali on March 17, 2016
Q: See that Cervus has rolled back their dividend based on poorer year over year results due to lower western canadian demand. Any thoughts on their YE and worth holding here for a recovery in the western canadian market, or should I dump it and move on?
Read Answer Asked by John on March 17, 2016
Q: B2Gold released Q4 and 2015 YE results. They took some one-time charges/impairments, but also made (I believe) a good deal to advance their Fekola project, which many see as a 'game-changer' for the company. Their 2016 target for AISC is pretty decent around $900. They are also increasing production. What are your thoughts/comments?
Read Answer Asked by jason on March 17, 2016
Q: Hello Pater & Co,
I'd like to have some exposure to Gold with small positions in Agnico Eagle, Detour and Franco Nevada; but the RSI's indicate they are in an overbought position; the purchases would represent a timid 2.5% of my portfolio. Is it OK to buy now or should I wait for a pull back?
Thanks,
Antoine
Read Answer Asked by Antoine on March 17, 2016
Q: Could you please comment on GMP's results.
Thanks.
Read Answer Asked by Anne on March 17, 2016
Q: I have a small amount of cash to add to an existing position. Would you add to WSP or NFI today?
Read Answer Asked by Kim on March 17, 2016
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