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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: What do you think of Canacol. They seemed to have had great news back in September of last year and the news in December / January made the stock take-off from its lows. I think they have a bit of debt. Is it solid moving forward outside of the price of oil?
Read Answer Asked by Louis on January 15, 2015
Q: Hi, Peter and team,
ACC keep going lower, Time to get out take my losses or still have chance to go back up ?
Thank you.
Regards.
Read Answer Asked by Tak on January 15, 2015
Q: Could you please tell me the names of Canadian companies that should benefit from the low Canadian dollar, that have expenses in Canadian dollars but revenue in U.S. dollars. Thank you very much.
Read Answer Asked by A on January 15, 2015
Q: Could I have your opinion of Snap-On Tools.
Is the debt level acceptable, and is it a buy.
Read Answer Asked by claudette on January 15, 2015
Q: Hix only has $25M in assets. Can you suggest an inverse etf without leverage to protect the value of my holdings in this down market? Thanks
Read Answer Asked by Richard on January 15, 2015
Q: I read somewhere that magna is looking for acquisitions. Would exco fit the bill or Martinrea or would they be looking at a U.S. company?
Read Answer Asked by Helen on January 15, 2015
Q: Hello Folks:
Currently we have approx. 65% large cap US. stocks and the reminder a few Canadian stocks and cash. We have slowly divested ourselves of all Canadian energy producers except for a good chunk of IPL. Do you have a few particular Canadian stocks you could recommend to use up the cash. I am am hesitant about materials/energy and financials.
We are quite confused and any help you could provide is immensely appreciated. Thanks so much!
brian clarke (age 68)
Read Answer Asked by Brian on January 15, 2015
Q: How much exposure does each of the big Canadian banks have to oil and related risk of loan losses? What is the oil exposure and which banks are more exposed? How much should one be concerned?

Thanks
Read Answer Asked by Frank on January 15, 2015
Q: Peter and team,

I have a couple follow up questions from the January 8 report on BEP.UN. The debt is high... if interest rates rise, will it sink the company or can the company continue to fund their operations without worry? Is there big margins there to absorb increased cost of debt? Are you concerned abou the debt at all?

Next question is around oil prices. You stated that oil prices shouldn't affect them at all but wouldn't low fossil fuel prices lead to cheaper energy production from fossil fuel burning plants and therefore BEP.UN would see even further decline of power production from existing assets and therefor decline in earnings due to more economic power coming on first?
Read Answer Asked by Marc on January 15, 2015
Q: Hello 5i
I currently own Talisman and would like your opinion as I am thinking of selling Talisman at around 9.00 today and buying Whitecap WCP at just under 10.00 or hold off and wait for a higher offer for Talisman.
Thanks
Read Answer Asked by Michael on January 15, 2015
Q: Genworth is down 25 percent in 6 weeks. This seems surprising for a company in its type of business. Do you think this reflects an expectation of mortgage defaults? Other explanations? Do you think it is a buy for a conservative long term investor? Thanks!
Read Answer Asked by James on January 15, 2015
Q: I would like your opinion on Tesoro specifically, though more generally on the sector. My overall thesis is that these fuel refiners and marketers are being unfairly lumped into the oil sector in general and that overall there is little reason to think that they should suffer from lower oil prices. Do you agree or am I missing something? Thanks very much.
Read Answer Asked by Alex on January 15, 2015
Q: Best stock --US or Cdn to track copper price ? How long would an average downturn in Commodities 9CU 0 last
Thank you
Don
Read Answer Asked by Dr. Donald on January 15, 2015
Q: Is it because it is a low volume stock it has declined a quite a bit this-with new contracts and low fuel prices was wondering why the pullback
Read Answer Asked by terrance on January 15, 2015
Q: Your take on this company in the present oil environment.

As always
Thank you
Read Answer Asked by John on January 15, 2015