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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: Aug 13 quarter report was anything but positive. After the big drop in share price today do you think its akin to catching a falling knight or worth a small nibble for the risk capital portion of my portfolio? CEO says " We are generating the cash flow that enables the payment of a dividend at the bottom of the cycle. He does not say if that div will be at the current level going forward. Do you see this div as sustainable, because a cut probably would see a further drop in share value. Thank you for you thoughts
Read Answer Asked by James on August 19, 2015
Q: Just off the conference call and I have to say, this one is a real head scratcher. Everyone begins by congratulating the team on a great quarter and the stock does a serious nose-dive. I couldn't see anything but positives in either the numbers or the answers. Am I missing something? Or is this just sell the news. Thank-you.
Read Answer Asked by Alex on August 19, 2015
Q: I have a large position in Crescent Point that I wanted to sell everyday for a month but countless analysis kept saying this is a good company and the rebound is near. Yeah, just like the dividend is safe - right. I know you guys have not been high on the company and I wish I would have listened more.

My dilemma now is that I am down about 60% but I feel like this one could go to zero. Do you see any bottom in the carnage that's going on in the oil industry.

Thanks,
Charlie
Read Answer Asked by Charlie on August 19, 2015
Q: Hello: I follow everything on this site about HCG because I'm down 46.27% on this stock. As an investment, I'm wondering if and when I'll b able to recover what I've lost. I'd like to hold the stock for a long term hold, but I am not married to it, and if it will take several years, that's several years of my capital tied up with a stock "waiting" just to break even. It's held in a RIF account. What is your advice? Wait? Sell?
Read Answer Asked by Helen on August 19, 2015
Q: Can you give me your opinion on this stock? Many thanks
Read Answer Asked by Rose on August 19, 2015
Q: The world seems to be shorting Canada. Is it too late to increase US weighting in our portfolios? I currently have 20% in US stocks and 25% in Canadian stocks that get most of their revenue from outside of Canada (ATD.b, MDA, OTC, BAM.a). The remaining 55% is pure Canadian. I would appreciate your comments.
Read Answer Asked by Hans on August 19, 2015
Q: Hi gang...lots of nail biting going on right now..yikes! Anyway last week just after China's announcement, a speaker on BNN mentioned that Dollarama would be a good place to invest at this "junction" due to their connection/buying with/0f Asian products! Do you agree? thanks for your advice as always..cheers for now
Read Answer Asked by El-ann on August 19, 2015
Q: On Jan 1,2015 TD Research indicates a seller sold 3 million shares, 500 times the normal volume. This seems to have started a almost 20% correction in the stock. Is this an institution selling? For a low beta stock this seems very overdone. The price is at my 20% stop loss but I purchased this stock for stability in a paranoid market. Your comments please?
Read Answer Asked by Ronald on August 19, 2015
Q: correct me if i am wrong. has the monthly dividend been reduced. if so are you still holding for income. would this be a good entry point or will it go lower when tax loss selling takes hold. stephen
Read Answer Asked by Stephen on August 19, 2015
Q: Peter and Team,

My bond portfolio is currently made up of HFR, CBO, and CLF. I was curious if you know if there are ETF's that are similar to these but holding US bonds that you would feel comfortable with? Basically I am looking for 1 - 5 year laddered Government, 1 - 5 year laddered Corporate, and Floating Rate US Bonds.

I was thinking hedged ones might be best given CAD is down so much but I would consider un-hedged as well.

Thanks!
Read Answer Asked by Marc on August 19, 2015
Q: I know why people short stock.They just raised the dividend by 10 % and someone came out and states they will run out of cash by year end thus they are shorting it.What am I missing.
Read Answer Asked by andrew on August 19, 2015
Q: I was reading over the report on ACQ and noted the statement "that they are no longer the only publicly traded option out there", but observe that you don't name the others (and I am not familiar with them). Would you consider adding a section to your reports to show other publicly traded companies that might be compared and contrasted before deciding to buy a specific stock? Even a partial listing of alternates would be interesting.
Read Answer Asked by Dave on August 19, 2015
Q: I haven't been able to find any previous comments on Horizons Global Fixed Income ETF (HAF). It is an actively managed fund and I would appreciate your insight. I am basically looking for exposure to global bonds for my wife's bond portfolio and any thoughts on other Canada-based ETF's to achieve this purpose would be appreciated. She already holds XBB, VBU, ZEF (very small position), and ZHY (also small). Thanks!
Read Answer Asked by Paul W on August 19, 2015
Q: Hi Peter and Ryan,

What are your thoughts on the company and their latest quarterly results.

Thank You !

Dave
Read Answer Asked by David on August 19, 2015
Q: found a note on my desk to buy bhp at 60 and now its just about cut in half. Its a large cap that is in an out of favour sector with a pe of 10 but has raised its dividend for the last five years.Its dividend now stands at 6.6 .My question is at what rate would the dividend support the price?
Read Answer Asked by lynn on August 19, 2015
Q: Hi Peter and Staff
Got in cheap watched it go up so bought more- gain now gone -still solid hold? How does P/E look now?
Thanks for all u do
Dennis
Read Answer Asked by Dennis on August 19, 2015
Q: What are your thoughts on Black Diamond as a dividend/long term investment. They are down a great deal due to oil. Also ROE and ROIC has gone down the last few years (usually not a good sign).

Would it be a good time to buy? Is the dividend sustainable?
Read Answer Asked by Andrew on August 19, 2015