Investment Q&A

Q: Hello,

The newly issued Inspira is trading at 0.5X loan book. I was wondering what you thought of the company, if 0.5X is cheap, and where you see the stock price going. If the management can get the company to a 500 million loan book, what prediction would you have for the stock price. Also, any update on what the loan book is at now? There seems to be little communication from the management team. Thanks

Q: Please give me your opinion on the above co. Thanks

Q: is gxe worth holding, i'm buried on this one. looks like their debt is high with no money. i need a black or white answer.sell or hold. i paid 5.50 for this one. tkx pat

Q: What are the payout ratios, which do you prefer for growth and sustainability/increasing dividends? Thanks for your service.

Q: With respect to your recent research report on ESL, it appears as if at least 96% of ESL's revenue comes from outside Canada. It seems strange to me that one of our top IT companies does practically no business in Canada. Are your revenue mix figures correct? Thanks

Q: Mr. Smedley had T.TOY as a top pick last night. If one were to buy a hundred shares to a growth portfolio would this be a wise move. (I already own all stocks in all 3 of your portfolios). You have never had a question on this stock.

Thanks for the great service.

Mike

Q: Peter

You once indicated that you had Priceline as a company with a superior business model long before its stellar gains. The results are borne out in the linked article. Wouldn't it be FUN to find the next 4,000% gainer?

http://www.marketwatch.com/story/10-stocks-you-should-have-bought-the-last-time-the-fed-raised-interest-rates-2015-09-16?link=sfmw_fb

Q: Hello,

- Is it a good time to add to VLN ? Any reason outside the weak market for the stock to be down ?

- PHK is going down a lot these days ... Can you explain why ?

Thank you

Q: My 20 year old son has a question for you as follows:
Hi peter,
I have a tfsa which i am looking to add to. My holdings are the following:
AVO- 10.8%
BNK- 10.1%
ENB- 15.6%
XTC- 15.6%
OTC- 15.4%
PHM- 5.4%
RMP- 7.7%
WIN- 18.8%

I was considering adding BNS & SLF.
OR
I was considering adding a large position in a mutual fund.
Would you please recommend what to add & potentially what i should sell.

Thank you!
Chad

Q: Geo is seeing extremely large volume today. Do you see an explanation for the activity? Is something up?

Q: Hello,

I am thinking of starting a position in Pizza Pizza. Your thoughts? It seems to be paying an attractive dividend being well supported. Also there seems to be a good amount of insider ownership. Would like to hear your comments.

Thanks.

Q: Just wondering your opinion of CN amending it's Normal Course Issuer Bid to allow it to buy from a "Third Party" from Sept 16th - Oct 23rd its own shares for cancellation....

MONTREAL, Sept. 11, 2015 /CNW/ - CN (TSX: CNR) (NYSE: CNI) announced today that the Toronto Stock Exchange (TSX) has accepted CN's amended notice of intention to make a Normal Course Issuer Bid (the Bid). The notice has been amended to permit the repurchase by CN of its common shares under a specific share repurchase program (the Program) during the term of the Bid. The purchases will form part of CN's Bid for up to 28 million shares announced on Oct. 21, 2014.

CN will enter into an agreement (Agreement) with a third party to repurchase its common shares through daily purchases that will take place from Sept. 16 to Oct. 23, 2015. Pursuant to the terms of the Agreement, and subject to the terms of an issuer bid exemption order issued by the Ontario Securities Commission (Order), the third party will purchase CN's common shares on the open market in accordance with the rules applicable to the Bid. The price that CN will pay for any common shares purchased by it from the third party under the Agreement will be negotiated by CN and the third party and will be at a discount to the prevailing market price of CN's common shares on the TSX at the time of the purchase. Information regarding the number of common shares purchased and aggregate purchase price will be available on the System for Electronic Document Analysis and Retrieval (SEDAR) at www.sedar.com following the completion of the Program.

Is this just a way for CNR to repurchase more shares in a shorter period than it would be allowed to do on it's own?
Also I see the results of the "Program" will/does not get reported to SEDAR until it is over, just prior to CN reporting its 3rd Quarter results. Do you have any idea who this Third Party might be?

Thanks in advance,
Scot

Q: Any thoughts on this new ETF? I have seen numerous efts for covered calls but don't think any for puts.

Thanks,
Tamara

Q: Could I have your opinion on todays news on tio,
Express in Sight utility app and what it may mean for the stock?
Thank you.

Q: Could I please have your opinion on this Company as an income generating security?
In a slowly rising interest environment, how might the share price and dividend be impacted?

Q: About a year ago many were touting it as a great stock to buy, and I did buy around 10 cents. It languished at 5 cents for the longest time, but is now active between 7 & 8 cents. Should I sell?

Thanks Kindly!

Q: I received several calls from a company that sounds like a pump and dump organization that encouraging me to buy Aqua Power. They are relentless in their message promising a large return. The news from APSI looks good but I am suspicious of the approach they are using. I appreciate sharing your knowledge of APSI and the Company that is promoting it "Investors Edge located in Costa Rica"

Thanks

Q: I own this stock and it really shot up today, but I can't find any news on it. Can you enlighten me please?

Q: Hi, Thanks for your comments on Sylogist. Just to add, Comapany has also been buying back its stock, recently. Last purchase for 200000 shares on Sep/11.

Q: I would appreciate your comments on the following analysis that may explain recent weakness in the price of it shares.

The majority of investment analysts following Enbridge Inc. rate its stock a buy. But short sellers have a large position in the Calgary-based pipeline operator and natural-gas distributor. Why the divergence?

Enbridge has been on the Toronto Stock Exchange’s “Top 20 Largest Short Positions” table for more than a year. And during the two weeks ended Aug. 31, its short position recorded the largest increase of all the companies on the table, jumping 25 per cent.

Enbridge’s shares also trade on the New York Stock Exchange. There is a short position there, as well (that has increased). Adding the level for Aug. 31 to the Canadian position brings the total to 30.2 million, or 3.5 per cent of shares outstanding.

One of the few analysts to advise selling Enbridge shares is Darryl McCoubrey of Veritas Investment Research Corp. Why the sell advisory? “Specifically, the marked decline in crude oil prices … could undermine Enbridge’s growth profile and investment appeal,” he notes.

Enbridge’s revenue doesn’t depend directly on commodity prices but it does depend on volumes – similar to road toll booths. Mr. McCoubrey thinks the volumes could drop as oil producers shut down wells in response to low prices.