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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: Peter and Team,

I currently have the following energy producers in the portfolio:
AEI 3.5%
PPY 3.9%
TOU 3.5%
PEY 4.3%
CPG 3.1%

With a total energy producer weighting of 18.3% I am wondering if I should trade my CPG shares for something like Black Diamond group. The dividend is lower on Black Diamond but I think the quality of company is better and I think they treat shareholders better. What are your thoughts on a best choice for recovery from current prices and good dividends? As a side note, I hold BAD (4.9%) as well in case it matters in terms of sector exposure.

Thanks,

Marc
Read Answer Asked by Marc on November 06, 2014
Q: "Stantec declared a two-for-one share split with payment date of November 14, 2014, to shareholders of record as of the close of business on October 31, 2014." I understand this should not be material in nature, still I am confused. Suppose I buy the shares in between, which I am actually planning to do, I am paying the price before splitting. But since the obtaining of the shares happened after October 31, 2014, my share count would not double according to the statement, which should not be true. Please explain.

Also please comment on the quarterly results. Is it a buy today?

Thank you!
Read Answer Asked by Dong Sheng on November 06, 2014
Q: Good Morning All,
This is not an investment question, but I'm hoping you can shed some light. Huntingdon Capital Corp has been sold to Slate recently & I have been viewing news releases for Slate (on TD Waterhouse site & SEDAR) stating that they have purchased 100% of the outstanding shares of HNT at $13.25 and that the shares are expected to be delisted from the TSX on NOV7, 2014. I have over 1000 shares of HNT in a TD Self Directed RRSP. I have received no notification from either TD or HNT to tender my shares. The HNT website is down, TD can't give me an answer and I can't get in touch with investor relations at Slate. I'm becoming very concerned.
Please comment on what is the protocol in this situation; in the past I have had the brokerage call me for instructions in these situations.
Thanks in Advance,
Tom Brandsma
Read Answer Asked by Tom on November 06, 2014
Q: Hi,

Considering all the legal issues surrounding TRN, I'm getting nervous. As a recent purchase, I'm down 3%. Should I hold or do you have a better industrial alternative?
Read Answer Asked by Graeme on November 06, 2014
Q: A paradox here,they just annouce a divi increase followed by a 6.5 % haircut any idea?
Thank you to the team
Read Answer Asked by DANIEL on November 06, 2014
Q: I was hoping to have your view on some of the smaller names in the energy space. SPE-Spartan, ELK-Elkwater, POE-Pan Orient.. I have read your previous comments on ELK. You are supportive of management however it seems the recent deals are not investor friendly. I noticed that the past announced deal has driven significant decrease in per share value. Could I have your thoughts please for these going forward. Thank you Jason
Read Answer Asked by JASON on November 06, 2014
Q: What is your opinion on the companies latest financial results. Thanks.
Gerry
Read Answer Asked by Gerry on November 06, 2014
Q: Any thoughts on LWP post earnings? They are getting hit hardand I wonder if it is an over reaction in your opinion? Thanks.
Read Answer Asked by Alex on November 06, 2014
Q: Looks like a big miss for eps. Please comment on
the quarter and outlook.
Read Answer Asked by gordon on November 06, 2014
Q: do you have any thoughts on their earnings
Read Answer Asked by andrew on November 06, 2014
Q: What do you think of canexus down at these levels? Thanks.
Read Answer Asked by Kirk on November 06, 2014
Q: Hello
Glentel's results seemed to have improved- you have indicated that the dividend (close to 5% is secure)- any chance of a capital gain as well if we invest here? Thanks
Read Answer Asked by Pat on November 06, 2014
Q: Hi Peter and team,

Genworth Financial just reported Q3 earning, and it's very disappointing. Stock has been down 50% so far today. I would appreciate your opinion on this company. Thanks!
Read Answer Asked by Rebecca on November 06, 2014
Q: Hello Peter and crew,
Any comments on the numbers and forecast from Corby yesterday? For a stock that typically has little volatility, the price has really shot up in the past week or so. Do you think this is a good time to get into the stock or do you think the price may come down to prior levels over the next few weeks?
Thanks in advance,
Rory
Read Answer Asked by Rory on November 06, 2014
Q: Hello 5i Team,
I am thinking of selling NIF.UN and replacing with FRU (for more growth and a good dividend). Your thoughts would be appreciated. Many thanks.
Read Answer Asked by Kathy on November 06, 2014
Q: Could you give me your opinion on MCB's numbers which came out this morning?

TIA
Read Answer Asked by Gerald on November 06, 2014
Q: Hi, what's your take on CCL Industries quarterly results form this morning? Is it a buy at these levels? Thanks
Read Answer Asked by rajeev on November 06, 2014