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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: Based on yesterday's close Auto Canada's (ACQ) price to book ratio is 7.25 compared to Constellation Software's (CSU) 21.26 and trailing PE ratio is 36.21 compared to 57.47. Considering the nature of each company's business and assets, which I appreciate are comparing apples and oranges, I consider ACQ fully valued however significantly more reasonably priced than CSU. Doesn't the high rate being offered by CSU on the recent rate reset pfd share issue indicate the risky nature of CSU as an investment? How does the market justify a price for CSU that is so high relative to what is supported by their financials? Could I please have your comments?

Duncan
Read Answer Asked by Duncan on August 14, 2014
Q: hi I bought agt. at $13 With their earnings report do you think I should sell some or all now or wait for the dividend to be paid out
Thanks Ken
Read Answer Asked by Ken on August 13, 2014
Q: Hi Guys,

Any thoughts on Gamehost (GH)

Thanks
John
Read Answer Asked by John on August 13, 2014
Q: i have a tendancy to trade and take profit more often than necessary and miss the further upside and downside also sometime,to decipline my self would it be wise to adjust to model growth portfolio and not worry about other stocks outside the portfolio?.Growth is my intention.
Read Answer Asked by nizar on August 13, 2014
Q: Hello, could you please comment on High Arctic--HWO earnings. Thanks
Read Answer Asked by Adam on August 13, 2014
Q: What would you recommend for Canadian index ETFs? I'd like to use one to add more diversification to my portfolio.
Read Answer Asked by Carla on August 13, 2014
Q: Peter and Team,

I am a shareholder of CSU and am interested in the debentures they are issuing. I have a few questions: first, does it make sense to buy more stock now to get more rights to get debentures at a $95 per $100 par value or should I wait for the rights to come on the exchange and buy them then? Second, I think the debentures are supposed to yield 7.4% compared on the par value and then reset to 6.5% + CPI annually. Is my understanding correct? Third, I think that the floating nature of this debenture should make its capital value stay pretty flat even in a rising interest rate environment as long as CSU's credit-worthiness is good. Any thoughts on this?

Thanks!
Read Answer Asked by Marc on August 13, 2014
Q: Hello,

I was wondering for a TFSA (40K) for maximum growth what stocks would you propose. I don't envision needing the funds in the next few years (I have the model portfolio in a non taxable account).

I know that you specialize in Canadian equities, but if you would have to select a few US growth stocks (30k taxable account) what would you select.

Thank you so much.
Read Answer Asked by Marios on August 13, 2014
Q: Thanks to your recommendation some time ago I have made over 700% profit on Autocanada and am considering selling the shares I have left to buy either KKR-N or BX-N. What can you tell me about these 2 stocks. Am considering this trade for better income and some capital gains.

Many thanks for all the great information you provide. Helen
Read Answer Asked by Helen on August 13, 2014
Q: Good Morning Peter, Ryan, and Team,
I just wanted to share something very interesting with other members:
TD Securities Action Notes from 29-July-2014 list the production rates for the top 20 gas weighted WCSB wells during May of 2014. Half of the top 20 are Tourmaline wells. Encana is next with 3. That is absolutely amazing. Thank you for recommending this company. I am not selling my shares until CEO Michael Rose does. Thanks again. DL
Read Answer Asked by Dennis on August 13, 2014
Q: Would you please comment on the future prospects of CQE as a natural gas investment. I noticed the price is down about 85 cents since the middle of June but is beginning to increase in price. Any reason for the recent price decrease? Thanks
Read Answer Asked by Barry on August 13, 2014
Q: Good Morning - I bought AVO at $22.50 and BXE at 8.25 for growth. I held through their peaks and am now under water. Seeing as neither pays dividend, should I take the hit and convert the money to dividend payers such as banks or lifecos or should I hold and wait for the momentum to return and not miss the liquidation opportunity next time?
Read Answer Asked by Carl on August 13, 2014
Q: your thinking on ego financial & its missed earnings for the last quarter.
efh-t
Read Answer Asked by george on August 13, 2014
Q: Could you please comment on Apollo Global Management (APO) and their second quarter earnings. Should I sell it?

Thanks,
Milan
Read Answer Asked by Milan on August 13, 2014
Q: Could you please comment on the latest financial results from Merus Labs [MSL].

Thank you
Read Answer Asked by Michael on August 13, 2014
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