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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: Your research report on Gildan states

"Gildan has significant exposure to cotton prices, which can have a big
impact on the bottom line. The company says fluctuations and volatility
in the price of cotton and polyester fibres is a big risk."

Is there any reason the company would not hedge these risks through cotton futures or even oil futures (for the polyester price risk)? It seems to me that this is exactly why these futures exist, to serve the producers and smooth their earnings cycles. Thanks, J.
Read Answer Asked by Jeff on October 26, 2015
Q: I'm holding DH. It is selling off heading into this week's earnings. Should I read anything into that? When a stock is dropping going into earnings, is that a predictive pattern? What are consensus numbers for DH for these earnings? Finally, does DH have internally generated earnings growth or will they need to continue to grow by acquisition in order to justify their PE multiple?
Read Answer Asked by Noel on October 26, 2015
Q: Hate to sound like a nervous nelly, but why is DH being sold down so aggressively of late - such as today? As well of late the volumes are large and the drops are big.

I know you assure me earlier there is nothing of note from its operations. I know earnings release is tomorrow, is someone trying to create a panic before then?

I bought more today anyway, just to go against the grain (or take a deeper plunge and catch the falling knife - whatever).

What's your take?
Read Answer Asked by Victor on October 26, 2015
Q: What is your opinion on cpd?
is it a buy now and what is your future outlook?
Would cpd rise with a rise in interest rates and with interest rates at the bottom this would be a good entry here?
Read Answer Asked by Josh on October 26, 2015
Q: I have a new baby (less than two months old) and have just set up an RESP. We plan to contribute $2500 each year to get the government grants and grow a portfolio. Because $2500 is fairly low, what would you recommend as a starting equity position for this? Would something like GUD or DHX.B be a good start, or wouldis there an ETF be recommended first?

Thanks!
Read Answer Asked by Mike on October 26, 2015
Q: Any news regarding takeover.Will the sale go ahead,I have voted for acceptance from broker,Any idea about disposition
Read Answer Asked by Guy on October 26, 2015
Q: What do you think of starbuck at this price. Is it a buy?

thx
Read Answer Asked by Paul on October 26, 2015
Q: I want to raise some cash from my unregistered account. I have narrowed it down to one or the other or some combination of both of VNR and GH. I w3ould appreciate your opinions.
Thanks
Read Answer Asked by Ray on October 26, 2015
Q: When comparing a bond ETF to a ladder of individual corporate bonds is the MER, in this case .46%, greater or less than the bid-ask spread of the individual bonds? or asked a different way - is it cheaper to own XCB or a ladder of individual corporates? Thank You
Read Answer Asked by Ronald on October 26, 2015
Q: I have had a small position in Temple for a very long time. Although I missed opportunities to sell at a nice profit I have actually received more in income to date than my original cost.

I think that Morguards involvement is positive. If anybody can turn Temple around it would be them. Based on that I have advised my broker to exercise my Rights. It will still be a small position.

I do realize that the Hotel Industry is challenging at the best of times and it’s currently not the best of times.

One thing that I have noticed is that Morguard owns 6 Hotels in Ontario that could potentially be combined with the Temple holdings at some point.

Morguard has been very aggressive acquiring Rights and may not be done yet. They issued an “Early Warning” on Oct 21. I know that your opinion re Temple has not been positive. Does Morguards increased interest change your opinion?

At what point would Morguard be required to make an offer for the company? They are approaching the 20% threshold but it is not clear to me how that applies to an Institutional Investor,

Richard
Read Answer Asked by Richard on October 26, 2015
Q: Could I please have your opinion on what to expect from this ETF over next six months to two years?
Thanks again
Larry
Read Answer Asked by Larry on October 26, 2015
Q: Hi, could you please post the consensus estimates for EPS, EBITDA and Revenue for Q3 for Kinaxis and CCL Industries. Thanks
Read Answer Asked by rajeev on October 26, 2015
Q: Good morning!! I am using a margin account offshore to borrow CDN dollars and paying in $US...currency upside..I am looking for dividend stock as part of the portfolio to pay the interest charges...I am ideally looking at yield over 5.5%...I currently have many of the favored (WSP,BEP.UN,CSH.un,SIA,REITS, AD, ENB,SLF, TD)..i was thinking of adding VNR,IGM,WIN...or would you suggest adding to existing portfolio of "higher" yielding stocks...no tax issues...
Read Answer Asked by Matthew on October 26, 2015
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