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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 hold ALP, NHC and CFL. Would you provide your views on these companies. I bought CFL at 2.65 and it has been falling ever since. Also, your earlier views on NHC were negative due to the management. Have your views changed after the resignation of the chairman. Thanks
Read Answer Asked by Imtiaz on March 17, 2015
Q: This stock has been falling relentlessly for several months, but most dramatically in the past couple of weeks. (It has already lost 2/3 of its value since I purchased it in October.) I understand that there is some oil/gas exposure, but the decline seems overdone. Do you have any explanation as to why this stock keeps tanking?
Thanks!
Read Answer Asked by Gregory on March 17, 2015
Q: They have pulled back quite a bit, with lower fuel prices what do you forecast for them?

thanks, Jean
Read Answer Asked by Jean on March 17, 2015
Q: Could you update your opinion on Dundee Corp. Is there a reason for the sell off or are their investments just out of favor? Are the Goodmans building the underlying value of their company?
Read Answer Asked by Mark on March 17, 2015
Q: Hi guys,

With the decline in energy prices, a number of business analysts and commentators are highlighting an opportunity of a lifetime in purchasing debt of mid cap energy companies in the near future. Can you explain how a retail investors would get exposure to this? Are they referring to new debt issues that will come from these companies given the stress that they may be under or existing debt that needs to be restructured? I assume the difficult part will be determining which companies will survive and which will fail.

Thanks,
Jason
Read Answer Asked by Jason on March 17, 2015
Q: Hello 5 I Team,

Happy St Paddy's day!!
What is you comments on this company.
Insider ownership.

Thank you so much.

Any Idea how to profit on Snow.
We have tons of it on PEI


Read Answer Asked by susan on March 17, 2015
Q: For European diversification, would you agree that the hedged HEDJ is a better alternative to FEZ given the rising US dollar?
Read Answer Asked by Ken on March 17, 2015
Q: Down on results today, is this a buying opportunity? Thanks
Read Answer Asked by richard on March 17, 2015
Q: Is there a concern that Velan might be too dependent on valve sales to the oil industry which is slowing down?
Read Answer Asked by Garnet on March 17, 2015
Q: Hi Peter,

As I mentioned in a prior question I am a significant holder of Convertible Debentures, some in Registered and some in non registered accounts

In the past decade I've only had 1 default (Prizm)

However today I am holding 5 CV's that are substantially below par and I am concerned that they will be able to settle in whole upon maturity.

I will list them as follows:

PLT.DB
WEQ.DB
ZAR.DV
AET.DB
LRE.DB

Question to you is, which of those are so dangerous to hold, given the current state of energy, that you would recommend I sell because taking the current bid is probably better than zero?

Thanks
Read Answer Asked by Sheldon on March 17, 2015
Q: Hi guys,

I'm trying to sort this out in my head in terms of how it is going to play out. Let's assume Greenspan is right and we run out of storage and oil instead heads straight to the market. It feels like what a "run on the bank" would be. We get much lower prices until production (supply) is taken down. This would be in the form of outright bankruptcies. Once that lost supply is gone, we can stabilize oil prices. Is this sort of how you see this crash playing out? Thanks
Read Answer Asked by mark on March 17, 2015
Q: Hi Team,could you please comment on Chartwell's announcement this morning.

Thanks
Read Answer Asked by Christopher on March 17, 2015
Q: I note in your email news report this morning that you are overall positive on prospects for the markets in general. Your report notes that the current P/E for the S&P500 is 19.37, which I understand is elevated but not of great concern. I see elsewhere, however, that the CAPE for the S&P500 is quite elevated at about 28, which some people in the business, notably Prem Watsa of Fairfax Financial, are taking as a glaring warning signal. What is your view on that?
Read Answer Asked by John on March 17, 2015
Q: Can you please comment on negative bond yield we see, i believe, mostly in europe. I think i understand the concept of deflation but why would an investor accept negative ytm ? (Too much risk perceived elsewhere ...) Are those investors mostly gov't entities ? If i am not mistaken i saw the 30 year german bond yield at 1%. I really have hard time to see the appeal. Thank you for your thoughts.
Read Answer Asked by Pierre on March 17, 2015
Q: It looks like mart resources may enter an agreemant to have it's assets taken over by midwestern oil and gas at 80 cents a share. Does this make todays share price for mart a bargain. Is it worth buying some and waiting for deal to happen?
Read Answer Asked by Anthony on March 17, 2015