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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: What metric would you use to value the company at this early stage? is 3x loan book a fair way to value it(35Mx3=105M)? How does 3x compare to its peers? Thank you.
Read Answer Asked by Michael on July 16, 2015
Q: Since May, Catamaran's stock price has gone up considerably, despite that it has agreed to be acquired (by United Health) at a set USD value. So is its CAD price fluctuation a trivial effect of the USD::CAD exchange rate, or are there still non-currency-arbitrage reasons to invest in CCT?
Read Answer Asked by John on July 15, 2015
Q: Your thoughts re: ARC. Its trading near the 52 week low. Dividend safe? I also own ERF and BNP. Which of these 3 do you like best if I were to consolidate into one name. Thanks
Read Answer Asked by Gary on July 15, 2015
Q: Hi guys, Michael Dalsin just launched (yet again) a new company today on the tsx venture: Inspira which targets small healthcare providers throughout the United States by offering revolving lines of credit (“RLOC”) and loans.

What is your view on it and isn't he getting a bit stretch with all his ventures: PHM, Convalo and now Inspira?

Thanks
Read Answer Asked by Richard on July 15, 2015
Q: Would you please comment on TCM.I was thinking of taking a small speculative position and waiting for a recovery in this sector.
Read Answer Asked by Ron on July 15, 2015
Q: Good morning, Can you please provide an update on this company based on recent activist position, and the companies relative strength in this sector. Would you recommend Extendicare for a Lt hold. Thank you. Linda
Read Answer Asked by Linda on July 15, 2015
Q: The ceo has been talking about a possible complementary acquisition to help fund their growth. What public company do you think could be of interest to them or would they look at a private company? Are cvd and mda and bos in the same space? I own Heroux and was wondering if Airbos of America is in the same space. Thanks.
Read Answer Asked by Helen on July 15, 2015
Q: I want to be in cash and prefer being in USD. I vaguely remember that in one of 5i's portfolios held DLR. DLR has pretty low daily volumes and it also has a high management fee as well (0.45%) for just holding cash. Do you know of any other investment vehicle to park my CDN cash in USD without actually making a FX exchange?
Read Answer Asked by Eugene on July 15, 2015
Q: With an apparent agreement with Iran in place on nuclear weapons and the lifting of trade sanctions, it would seem that Iranian oil will soon be finding its way onto world markets. With a glut of oil already and the world economy seemingly stalling, why is this news being met with an increase in the value of oil stocks on the TSX? Isn't this bad news for oil producers?

Thanks for the insight.

Paul F.
Read Answer Asked by Paul on July 15, 2015
Q: I own and am down about 30% on Cenovus. The yield is creeping up, leading me to believe that the market is pricing in an eventual cut. Am I better off trading out of this name into another oil and gas play? Which would you reccommend? This is a long term investment and about 3% of total portfolio. It is owned in a registered account, so there would be not tax consequences or advantages. Thanks.
Read Answer Asked by Brian on July 15, 2015
Q: This is the old France Telecom. What's you take on this company?
Ken
Read Answer Asked by kenneth on July 15, 2015
Q: Good morning,

On your recommendation I purchased Exco and am enjoying the ride. Thank you. I'm wondering if it makes any sense to either add Martinrea or switch from Exco to Martinrea as it seems cheaper after Exco's rise. MRE seems at a P/E of 13.50 according to google finance so I'm interested in your thoughts.

Thanks!
Read Answer Asked by Tim on July 15, 2015
Q: Is EVEP a stock worth holding in my portfolio. Eddie.
Read Answer Asked by Eddie on July 15, 2015
Q: I would like your opinion on the Dundee Preferred share which is retractable at 17.84 next June 2016. The current yield to maturity with the shares trading at 17.50 is 7% (5% dividend and 2% capital gain).
Are these shares an attractive investment opportunity?
Read Answer Asked by Charles on July 15, 2015
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