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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: Hi Peter & 51 Team,

Thank you for so much for the amazing/unparalleled service you provide to the small individual investor.

You have been recommending PLI as a high risk small cap stock. However, on Oct 9, you mentioned ... "for a high risk stock we think there could be potential but we are not huge fans of the valuation and balance sheet" but on Nov 11, in response to a question on "which stocks remind you of Amaya when it was $2" you mentioned "PLI has good potential".

Can you elaborate on your negative comments on the valuation/balance sheet of PLI and yet comparable to Amaya.

Thanks in advance

Francis
Read Answer Asked by Francis on November 12, 2014
Q: Hi
I've look on the site and I might have missed it, where would one find what that "Ratings" mean. I know its been mentioned that a 'D' is stay away, "A+" means it doesn't exist so far. Apparently a "C" is not a buy. But is it a hold? How about a "C+".

Could you put something on the "Reports Page"?

Thanks for the great service.
Al
Read Answer Asked by Alvyn on November 12, 2014
Q: I have owned Boyd fro a while and am very pleased with your recommendation to purchase it. One thing that has always perplexed me about it though, is its name. For a 'income fund', it pays a rather paltry 1% dividend. Do you continue to recommend it because in the past it has been an income grower and therefore you expect it to eventually pay closer to 3% (which I would expect from an income fund) or is that just by the fact that it grows its dividends, the stock rises and there will are cap gains expectations? Or is it both?

Thanks so much for the education you provide.

Paul F.
Read Answer Asked by Paul on November 12, 2014
Q: Hi I can not seem to find in where it says " View by category" anything on Bio- stocks. Is it under another name??

Thanks..
Read Answer Asked by Mike on November 12, 2014
Q: Hi Team!

Would it be wise to drip whenever possible? Even if one is trying to duplicate your growth or income portfolio.

Thank you
Read Answer Asked by Rino on November 12, 2014
Q: would you buy autocanada at this price. I have trouble understanding why it keeps dropping, read the earnings report 3 times, I want to double down, I have owned it since the 20's, sold in the 80's and bought back at 64.thanks dave
Read Answer Asked by david on November 12, 2014
Q: I have just been advised by my broker (Scotia iTrade) that the special dividend is for shareholders who tendered before Nov 15 and that my only option now is to wait to see what the final offer is. Or sell right now to the market. Which is preferred? You can be assured the final offer won't be $.40.
Read Answer Asked by Fred on November 12, 2014
Q: Thank you for your prompt reply to my inquiry about Elkwater this morning. You certainly know how to run a business and offer great service!
Would you please explain what you mean by "expect the shares to settle down in price a bit" - does that mean at current levels or closer to the financing price?
Thanks again.
Read Answer Asked by Steven on November 12, 2014
Q: Could you recommend a Canadian ETF Hedged that is similar to XLV. This would cover the Health Care component of my portfolio. Thank You.
Read Answer Asked by roland on November 12, 2014
Q: I like CPG for a long term hold but am currently significantly under water due to the falling oil prices. I have Capital gains in other stocks that I would like to offset. I am considering selling CPG for the tax loss and buying it back 31 days later. In the meantime I will buy a energy ETF with the funds to protect me if oil rebounds in the short term. If all stays the same or worse, I will sell the ETF after 31 days and buy back CPG. Your thoughts?
Read Answer Asked by Ken on November 12, 2014
Q: Ag growth's outlook seems extremely positive based on international orders and large crop volumes. The stock seems to be reacting positively. Is it time to book some profits of should I buy more in the context of a dividend growth portfolio.The stock trades thinly and I am worried their international sales to Ukraine and may fall. thanks
Read Answer Asked by George on November 12, 2014
Q: Canadian Banc Corp is an Investment Corporation
that invests in a diversified portfolio consisting of six
Canadian Banks. Two types of shares are available, a
Class A (BK) and a Preferred (BK.PR.A).

I have had class A shares for a few years and am very pleased. It seems to good great dividend and capital gains . I see the very low liquidity as a big problem. I believe you are not supportive of the structure and the fund.
Would you reduce as it is 6% of holding with no other bank exposure? what other red flags would you look out for.
thanks
Yossi
Read Answer Asked by JOSEPH on November 12, 2014
Q: In your opinion, would today's news of the Bank of Nova Scotia's raising of 7B$ of any concern? Thank you
Read Answer Asked by Michael on November 12, 2014
Q: Elkwater was highly recommended by a BNN guest around July 30th, when it was approximately seventy cents. It traded 12 million shares the next day and subsequently doubled due to the rights offering, giving the company a hefty market cap considering it had no deals signed.
Now, it's twenty cents and still trading heavily. Investors who bought in August have taken a big hit and the share price action seems a little unusual, to say the least.
Is it possible the .375 cent private placement will be re-priced or cancelled due to market conditions or is it a bought deal and completed?
Would you buy this company at current levels?
Thank you.
Read Answer Asked by Steven on November 12, 2014
Q: What do you think about Capital Powers current cash flow position, particularly its negative Free Cash Flow and negative Net Free Cash Flow?


Cash Flow From Ops. 426 375 401 415
Capex – Maintenance 943 225 112 112
Free Cash Flow (508) 77 151 157
Capex – Acquisitions (595) (9) 0 0
Cash Flow From Financing (240) (70) (150) 22
Div./Distr. To Common 62 83 138 146
Net Free Cash Flow (153) 17 1 179
Read Answer Asked by Gregory on November 12, 2014
Q: Would you consider both or either of these companies a buy? One is on the TSX, the other in NY and more concentrated in one area (rice). Might you have other preferences?
Your insights are appreciated!
Read Answer Asked by Sigrid on November 12, 2014