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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: The US dollar has risen substantially lately. The S&P 500 has risen 50% in 3 years. I understand that both of these have climbed due to the foreign influx of capital seeking the haven of the reserve currency of the world. Can the U.S dollar and markets continue in this manner alone while other countries languish? Do you have any concerns regarding the strength of the U.S. dollar or the strength of the S&P 500?
Read Answer Asked by Clarence on November 11, 2014
Q: Blackberry closed above major resistance on decent volume.
I am holding a 2% postion, but am down over 40%. Does the OTPP news change the outlook much? Would averaging down make sense here?
Read Answer Asked by gordon on November 11, 2014
Q: Are there any stocks on your radar that remind you of AYA when it was $2 ?? Thanx Robbie
Read Answer Asked by Robert on November 11, 2014
Q: Hello Peter,
Can you please comment on why AVO is going down despite good results? Is it because it went up alot after the good results and now investors are taking some profits (if they bought in at 15 or so). Also, i cannot seem to find any press releases to suggest why PHM is going up every day. Thanks very much.umed
Read Answer Asked by umedali on November 11, 2014
Q: what are your thoughts on ESN? Thank you for the great service.
Read Answer Asked by kevin on November 11, 2014
Q: EQI is presently plumming for the pits of despair. I can't see it coming back in the remainder of the year. It never was a large position (for me) and I do wish to remain positive and look forward to 2015. Could you give me your outlook on what the future might look like for this stock. I suppose this would have to include the outlook for the industry along with anything else you might think of.

TIA
Read Answer Asked by Gerald on November 10, 2014
Q: Following up on your recent answer re H&R distributions. You note that 58% of the return is "return of capital". I have always considered "return of capital" as giving me my own money back in the sense that it changes my adjusted cost base by the same amount so that I end up paying tax on it when I sell the shares. ie it is giving me my own money back because the company did not earn enough to fully cover the dividend and is therefore not a real earning.
Can you enlighten me on this? ie is "return of capital" really a benefit in the long run?
Thanks
Read Answer Asked by Elliott on November 10, 2014
Q: Good morning,
I read an article which stated the government is dropping SNC Lavalin and going with Brookfield Johnson Controls to maintain their buildings. What effect will this have on Bam.a if any.

Thanks Carl

Read Answer Asked by Carl on November 10, 2014
Q: Could I have your thoughts on last weeks earnings for Altus Group - AIF.
Thank-you
Read Answer Asked by William on November 10, 2014
Q: Hi Peter and team:
Since you've made the announcement that you are moving into A&W for the portfolio, it has run-up significantly. I want to buy it for the dividend and have been waiting for a pull-back that has yet to happen.
Is it still a good time to jump in?

Thanks!
Read Answer Asked by Chad on November 10, 2014
Q: Hi Peter and Team,

I have some US dollars to be invested, and I am looking at US Tech sectors, specifically about UBNT and SWKS. What's your opinion on those two companies and do you prefer one over another? Thanks!
Read Answer Asked by Rebecca on November 10, 2014
Q: What are your thoughts about holding this stock in my US income portfolio?
Read Answer Asked by Walt on November 10, 2014
Q: Hi Peter and team,

what is your opinion on FNHC?

thanks
Read Answer Asked by Nick on November 10, 2014
Q: What are the consensus numbers for Q3 Revenue and EPS?

thank you
Read Answer Asked by sandy on November 10, 2014
Q: Hi. Would you please advise if there is any news that is causing this stock to decline? Is it a hold or a sell? Thanks.
Read Answer Asked by Catherine on November 10, 2014
Q: Re the trading of etfs which typically consist of a NUMBER of stocks, what factors dictate a rise/fall in price? Plz compare with the rise/fall of an individual stock.
Thanks
Read Answer Asked by roger on November 10, 2014
Q: I am watching the sell off in this stock with some interest. I notice it is classified as a consumer cyclical. That has me scratching my head a bit. I was wondering if you had any further comment on the stock and its classification? Is it worth initiating a position at this price?

TIA
Read Answer Asked by Gerald on November 10, 2014