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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: Of ESL and GIB.A, which would you add to today? Long-term hold.

In the technology sector I already have CSU (6.9%), AVO (2.5%), OTC (2.1%), ESL (1.4%), and GIB.A (1.4%)

Thanks,
Paul

Read Answer Asked by Paul on June 18, 2015
Q: Hi !, I owned alot of RLC for income the stock is getting taking out at 12$, should I move to CSH.UN and ACC.TO , ACC.TO could be the next target it seem.

thanks.
Read Answer Asked by samuel on June 18, 2015
Q: Hi Peter & Team,

Can you explain what this means. I have HNL stocks that I have held for a few years?

There is a $50MM equity offering for Horizon North Logistics this morning priced at $3.75/sh. Proceeds to reduce indebtedness leading into an increased capital expenditure program of $30MM that the company announced today. Based on the price of the offering, this represents a 9% dividend yield.

Thank you for your great service.
Colette
Read Answer Asked by Colette on June 18, 2015
Q: Any thoughts on this sleepy company, they are as exciting as watching paint dry...
Read Answer Asked by david on June 18, 2015
Q: Hello Peter, overall what is your opinion of this stock as a long term hold (5years)? Has there been any news today to cause the stock to decline 6%? Thank you, Jen
Read Answer Asked by Jen on June 18, 2015
Q: Hello,

What do you think about HMY at the current levels? It's hovering at 52 weeks lows. Is the dividend safe (at over 7% at current stock price) ?
I have Goldcorp and I'm under water.

Thanks
M
Read Answer Asked by Marios on June 18, 2015
Q: Hi Peter and Ryan, any thoughts on the battle Red Oak Partners and the Board and Management of Dynacor ?

Thanks

Dave
Read Answer Asked by David on June 18, 2015
Q: Greetings,

I bought a half position in this US Online bank about 6 months ago and it continues to chug ahead. Understanding that you don't foucs on US stocks, would you comment on the company and given the track record, is this a good time to fill out my position. I frequently travel to the San Francisco Bay area and hear many people speaking about the company as their bank of choice.

Thanks
Read Answer Asked by kelly on June 18, 2015
Q: Can I get your updated views on Lumenpulse? The stock has been acting a lot better on higher volume lately. I take it that this is a good sign and that you would still be ok with initiating a position. Any significant news that your team is aware of?
Read Answer Asked by Mike on June 18, 2015
Q: 35% of mortgage loans in Alberta and all in Sask. are non-recourse where you can walk away from the mortgage if you're under water. I see HCG has a Home Trust office in Alberta; would you know how much of this type of lending HCG does in these 2 provinces or is this info even available? Can one know which are the biggest lenders in these areas - the big 5 banks, perhaps? We do know the Bank of Canada is concerned about some housing prices being up to 30% overvalued and FP did a piece on this recently:
http://business.financialpost.com/personal-finance/mortgages-real-estate/you-can-walk-away-from-your-mortgage-if-you-live-in-alberta-but-should-you
Read Answer Asked by Jeff on June 18, 2015
Q: Are there any plans to initiate coverage on Concordia? In the meantime thoughts on adding as larger cap more stable compliment to PHM assuming it is the only other healthcare stock in a portfolio? Unless you think one of the two smaller health care stocks covered, pli and gud would be appropriate? Cheers
Read Answer Asked by Josh on June 18, 2015
Q: Hi, I am considering selling an ETF (cdz) and replacing with JNJ for my RSP. Is this a good move?. This is about 3% of my overall portfolio. I also own GSK for about 2% of my portfolio.Thanks.
Read Answer Asked by Shyam on June 18, 2015
Q: Today I read the following report on Stockhouse.....

"Retrocom Real Estate Investment Trust (the "REIT") (TSX:RMM.UN) announced today that it intends to reduce the REIT's annualized distribution from $0.45 per unit to $0.30 per unit. The new distribution would represent a Funds From Operations ("FFO") payout ratio of 70.8%, compared to 106.1% as reflected in the REIT's first quarter reporting, and would represent a yield of 8.3% based on the June 16, 2015 closing price of the REIT's units on the TSX. The REIT also announced that it will be changing its name to OneREIT in the coming months."
What are your thoughts on growth with this considerably reduced payout ratio ? And what is your opinion on the quality of their existing property portfolio regarding safety of the new reduced yield ? And your thoughts on the company in general relative to reits with similar yields ? So far I'm inclined to take a position in D.UN or CUF.UN based on questions I asked recently but the reduced payout ratio for RMM.UN interests me from a growth perspective.
Read Answer Asked by Garth on June 18, 2015
Q: How do you think the market will react to RMM.un`s distribution cut announced today at the AGM.
http://www.bnn.ca/Shows/The-Close.aspx?spMailingID=11985283&spUserID=NDMyNDYzOTYzMDgS1&spJobID=523590000&spReportId=NTIzNTkwMDAwS0
thanks
Read Answer Asked by Tom on June 18, 2015