Investment Q&A

Q: Hi Y'all
Could you please tell me whether EMA is a decent buy at these prices?

Q: HI 51 team,

What is your opinion on Toromont Industies or TIH please?

Thanks

Q: agt - when the price to the farmers of the crops they package and sell goes down, is this positive for the earnings of AGT. Thanks.

Q: GS .... What happened ... Thx

Q: I am a new member and must say I really enjoy your site. My question is specifically on short positions on companies. Legacy (LEG) has 34 million shares short out of 157 million float or 21% shares shorted. Is this a high percentage for a company and should this be one of several factors to consider when making an investment decision? Thanks!

Q: Canacol Energy (CNE) reported yesterday. Will the 95 percent increase in reserves outweigh the technical production problems, re:stock price, for the time being.

Q: Hi Peter,

I am looking to get long either in QST (Questor) or Pur?

Thanks

Q: Hi, I'm looking to add to my US position. I'm fairly well diversified in Canada but need to add a US consumer staple, a US utility, and a US consumer discretionary. What would be your thoughts on each of those? Thank you.

Q: Peter; CCL.B seems to be on a downward spiral for the past few months. Would you add to it here? Thanks. Hopefully you are in Tuscany! Rod

Q: Hello, do you believe Clearwater Seafoods (CLR) is worth considering as an investment? When last discussed on this forum your research indicated concern over the debt level. Thanks, Bill.

Q: Is Cameco declining because the Canadian Government has accused them of a billion dollar tax fraud? Cameco evidently set up a fake swiss business to avoid paying Canadian taxes on their euro sales.

Q: Following up on your reply to my Gluskin Sheff (GS) question, I understood from the news release that the dual class shares are being eliminated. Have I got it wrong? Thanks, Tim.

Q: hi guys, thanku for all the good advice. i'am making money in canadian stocks and a few american stocks, but am anxious for american stocks to start moving. my question is what is your best guess on american stocks to start moving. thank dale.

Q: My question is about HRP (HRT Participacoes em Petroleo SATSXV/AlphaV:HRP). I bought this highly spec stock 1.50 and rode it down to its present low value. I've lost 90% of my value on $10,000.

Should I give up and sell? Little downside left tho. What are your thoughts?

Q: Hi Peter,
I bought CTY three years ago at $17.90. I certainly collected a nice dividend along the way but capital gains have been quite very modest. It trades at low valuation (P/E=10, ROE=20%) and is active in its share buyback (bought 1.5% of outstanding shares last quarter). Their Primacy acquisition seem to have worked out, and would hope that they make more tuck-in acquisitions instead of increasing their dividend further.

I know you are very high on MDA. To me, MDA looks like a larger version of CTY, with access to the US markets with their recent acquisition, which CTY does not. MDA has more growth but trades at higher multiple, at least on last 12-month basis.

With the recent spike in CTY shares from $18->20 and the pull-back in MDA from $85->80, would you consider a swap from CTY to MDA as a good move going forward, or would you be patient with CTY?

Thanks!
Jon

Q: I have a position in Gluskin Sheff (GS). Does today's announcement of the cleaning up of the ownership structure increase the chances of the sale of GS or is it more likely that that Mr Gluskin & Mr Sheff just want to reduce their positions? Thanks, Tim.

Q: AlarmForce AF: X-President Matlin has filed an $11M wrongful dismissal suit. Would you still be a buyer at current prices?

AF - here is the link to the globe and mail article:

sounds messy.

http://www.theglobeandmail.com/report-on-business/industry-news/the-law-page/ousted-alarmforce-ceo-files-11-million-wrongful-dismissal-suit/article14514366/

Q: GS just announced a new issue at $19.00 per share. Why would the company pay out such a hefty dividend and then water down the value of their shares by such a move? Is this new issue being applied against their dividend payout? If so, why disperse such a dividend in the first place?

Q: I would appreciate your opinion on the BMO Cdn Equity Protected Income Fund "FundSERV JHN993", and the First Asset U.S & Cda Life Income Fund "ULC.UN-T". thank you in advance for your input.

Q: I have positions in all the major banks, BMO,CM,BNS,RY,TD. CM took a big hit today and I can find no reason for it. Is this a forecast of things to come with CM? Hold, or sell and spread the money in the other four?