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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: I am starting an RESP for a 2 year old with $5000 and will add $1000 each yr. Can you advise me what to invest in or what portfolio to follow. Do I buy a little of many companies or just add new ones each year
Thanks
Read Answer Asked by Susan and Philip on July 31, 2015
Q: Just saw the Q2 earnings. Q2 top line looks a little light and adj EPS of $1.20 looks to be a big miss vs estimate $1.57 (I saw your response to a question on July 20 where you mentioned $1.57 estimated EPS). ROE looks to be back in the mid teens after the blip last year due to the lawsuit settlement which seems to be a good sign (if i calculated correctly). Your thoughts on the earnings?
Read Answer Asked by Richard on July 31, 2015
Q: Would you recommend I sell Delta Airlines and buy something like Allegiant Travel instead? Or another recommendation you have in the space.
Read Answer Asked by Andrew on July 31, 2015
Q: Appears to be a considerable amount of back handers are going with this company. You seem to always look at it from the latest financials and make a recommendation from that perspective. I guess my question is: when does one stop going by financials and make a decision on gut feel? Let's not forget guys like Bernie Madoff!! Do you guys always got by reported numbers or do you sometimes read between the lines and go by instinct? Just curious.
Read Answer Asked by roland on July 31, 2015
Q: Hi, Could you please comment on MDA earnings. Thanks
Read Answer Asked by rajeev on July 31, 2015
Q: I have 100 K in Cibc bonds 10.25% expiration June 30 2039
Should I keep them or sell them
Thanks
Ben
Read Answer Asked by Benjamin on July 30, 2015
Q: Big gain today. Please provide your comments on how it's been doing recently and your opinion on future performance.
Thanks!
Read Answer Asked by Brenda on July 30, 2015
Q: I own this and tck.b , for future, I hope, recovery, .. Why the large drop in Hbm today ..thx
Read Answer Asked by Bob on July 30, 2015
Q: Good morning,
I thought I submitted this yesterday, perhaps I didn't.
My question is about Slate Retail REIT, you commented on it last year saying it was early for this one. I'd appreciate your current views on this company? In this environment the USD revenue coming home looks attractive, as well as the dividend. Your thoughts? Thanks so much, Rod
Read Answer Asked by Rod on July 30, 2015
Q: I had it recorded that Surge was to report their results on July 29, now I see where they are expected on July 30 (today) but interestly I can find no announcement from Surge on exactly when they would announce their results. Do you have insight on when their Q2 2015 will be made available to investors.
Read Answer Asked by Phil on July 30, 2015
Q: Hello Peter,
Looking at your reply on July 14 regarding Aliment Couche Tard, the company did miss on revenues and adjusted earnings, yet the stock held up fine. Constellation software has done exceptionally well; however, they had a slight miss on revenues and earnings. Can you shed light as to why investors may forgive one company but yet punish another when both are considered very solid companies (CSU is down 5 percent or so on the earnings release). Thanks
Read Answer Asked by umedali on July 30, 2015
Q: This company: 4x debt to equity, all ratios (financial are aweful) so with all this what value is there in this company (NAV). If it sold to-day, what would be the fair market price?
Read Answer Asked by James on July 30, 2015
Q: For the sake of calming fellows here invested in HomeCapital. Items from the conference call going on right now:
1- Only 45 brokers out of 4000 falsified information
2- Only income was falsified, not the credit or property value
3- Nobody inside the company was involved with the 'trickery'
4- An anonymous letter was sent to the board to warn them. Investigation began as soon as the letter.
5- They don't anticipate higher losses from those mortgages
Read Answer Asked by Matt on July 30, 2015
Q: Hello 5i Team,

Checking in for an update on MDA risks as discussed in your Nov 2014 report on MDA... Is currency a factor in the current slide in MDA? What is the status of the SSL litigation with ViaSat? You note in your report on MDA that there is a large customer based out of Russia - is there an issue there?

At these levels (closed at $82.82 today), it seems like a good buy... I sold my position last year at $94 and have been looking to re-enter since then.

Thanks - so great to have you in my court! Cheers! Heather
Read Answer Asked by Heather on July 30, 2015
Q: Hi guys, after the release of today's financial statement and conference call, could you please advise us if it is still a sell (down over 60%). My energy holdings (TOU, PSK and BTE) equal 5% of my portfolio. If I should sell, would purchasing more of the other 2 make any sense?

thanks,
Jim
Read Answer Asked by jim on July 30, 2015
Q: Hello Peter,
It's been over a year now for Slate, and a while since your last comments on it. Could I please have your current take on this company?
Read Answer Asked by Rod on July 30, 2015