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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: Hi Peter & Team,
The current ongoing acquisition that Concordia is doing is suppose to be 35% accretive to earnings in the first year. I assume that number is being calculated after the new debt and dilution of shares (with the equity raise), cash payouts and senergies are all factured in?
What is CXR's adjusted EPS range, total revenue, total debt, cash position before and after the acquisition?
Do you have an idea historically how much lower an equity raise price for a stock like this would be compared to current price (percentage wise)? I assume this will be done fairly quickly in the next few weeks?

Thank you, Shane
Read Answer Asked by SHANE on September 18, 2015
Q: I noticed the company subsidiary closed 2 deals with Nikon and Xerox, but the stock price has been steady. What is your take on the 2 agreements?
Thank you
Steve
Read Answer Asked by Steve on September 18, 2015
Q: I purchased this stock in June of 1913 at $23.11 - it is now $16.82 - do I hold or sell as it seems to be declining. I am a senior and am looking for income.
Thanks for your advise
HA

Read Answer Asked by Hanna on September 17, 2015
Q: Please comment on the CEO retirement. Given time, do you think our investment thesis is still valid.

Thank you!
Read Answer Asked by Dong Sheng on September 17, 2015
Q: Is the sudden departure of the CEO a negative or no big deal?
Read Answer Asked by Ian on September 17, 2015
Q: I have a "tax" question for you.

I'm thinking of selling BTE with a $10,000 loss. I don't have any realized capital gains to offset the loss, and don't want to dispose of any of my gainers, but I don't want to carry the loss forward either.
So I'm wondering: Could I crystallize the equivalent in gains by selling BCE shares, for instance, and then buying them back immediately?

I'm aware that the superficial loss rules would come into play by not waiting 30 days, but that shouldn't be a concern with a stock like BCE.
I also realize that there may be a small cost involved with commissions and price spreads, but at the same time my ACB would be reset at the new BCE purchase price and may well save me some cap. gains taxes down the road.

What do you think?
Read Answer Asked by chris on September 17, 2015
Q: recently purchased this stock and now I notice 5i prefers AGU. should I switch or establsh a new position in AGu

thx
Read Answer Asked by blake on September 17, 2015
Q: Would you please compare the two companies going forward. I hold DR but am under water and notice that Nobilis is progressing better. I have also noted your previous opinion that Nobilis has to prove itself.
Thank you.
Read Answer Asked by Maria on September 17, 2015
Q: Hi guys,

I'm a Dow shareholder, and while I know your focus is not US, I was wondering if you could offer some clarity on the upcoming merger/sale of Dow's chlorine division with/to Olin Corp. The prospectus talks of exchanging Dow shares for "Splitco" shares, into Olin shares ...
Any clarity and advise you can offer is much appreciated.
Read Answer Asked by Rod on September 17, 2015
Q: Do you think that Strad can maintain their current dividend for the upcoming 12 months?
Read Answer Asked by Robert on September 17, 2015
Q: I originally bought these preferred shares for income. I knew that there was a risk if interest rates moved up, but I never envisioned the volatility that this stock would have this past year. If I am still investing for income, do you see the current stock price and high yield as an opportunity to buy more shares to improve my yield in my portfolio?
Read Answer Asked by Robert on September 17, 2015
Q: Hi Peter & Team,
I plan on taking a sabbatical for a year after working overseas for 10 years. I have 1 mill. approx CAD to invest and want to live off dividends, travel and not worry about my portfolio. Therefore I want a SWAN portfolio and am thinking the following:
Financials 20% (BNS, TD, RY, BMO) - Avg Yield- 4.4%
Pipeline/Utilities 20% (ALA, AQN, ENF, IPL) - Avg Yield- 5.52%
Telecoms 20% (BCE, T) 4.4%
REITS 20% (CSH.UN, AX.UN, HR.UN, CAR.UN) - Avg yield - 6%
Energy 20% (WCP, CPG, HSE, TOG) - Avg Yield - 7%

Average Yield - 5.46%
As an non-resident I simply pay 25% tax and therefore would have a budget of $41,000/yr or $3,400/month.

What risks am I not considering with the above?

Are my stocks and sector weightings reasonable?


Read Answer Asked by Curtis on September 16, 2015
Q: I'm a long-time holder of FRU having weathered its stock price plunge from the 20s to 9-ish as well as suffering at least two dividend cuts. Notwithstanding today's relief, I believe it's time to move on. I am trying to avoid vehicles such as FRU that spring these surprise cuts on investors who rely on dividend income. Would you agree with my move and where would you suggest I go to replace income from FRU?
Thank you.
Read Answer Asked by Geoffrey on September 16, 2015
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