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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: How do you feel about CUS after recent results and todays price drop? Hold, buy ...?
Read Answer Asked by Douglas on May 09, 2013
Q: Hello, i've been doing a little research on spott coffee(SPP). They seem quit agressive on the expansion plan. Doing a few different things compared to competitors, that could make a big difference in the expansion. What are your thoughts on the last finacial report?
Read Answer Asked by Dario on May 09, 2013
Q: Good Morning Peter et al; can you comment on Paladin's First Quarter #'s? On the surface they look good, but at what point does the cash holding become a drag on ROE?
Thanks as always for your outstanding work!
Read Answer Asked by JAIME on May 09, 2013
Q: morn Peter/team,opinion on Q results for Atalantic power atp/t,swung back to profit,thx again jb,newcastle
Read Answer Asked by John on May 09, 2013
Q: Good evening - I was hoping you could provide your view on Discovery Air (DA.A-T). The stock has been hammered over the last year on falling EBITDA (negative), contract renewal overhang, and the incredibly large amount of debt in the business.

Many people are still positive on this company long-term. Wondering if you would consider taking a position in this company and if you were already a shareholder would you sell or hold.

Thanks
Read Answer Asked by Sasha on May 08, 2013
Q: Hi Peter and team. Do you have any comments on the sharp drop in Home Capital (HCG) at the end of trading. It seems it is a result of negative comment by Steven Eisman at the Ira Sohn investment conference in New York. He identified HCG as his short choice. My timing was exquisitely bad is I made a purchase five minutes before it started to roll of shortly after 3:00 pm.

Thanks

Ross
Read Answer Asked by Ross on May 08, 2013
Q: Hi team: I have owned both BEP.UN and BIP.UN for over 1 year and both of them are doing quite well. Based on your recommendation, I added more BEP.UN to my portfolio recently. I consider buying more BIP.UN. Is it a good idea? Many thanks.
Read Answer Asked by Rita on May 08, 2013
Q: I know you’re not big on TA (Transalta) and you have commented that it’s only a hold for income. I’ve held TA for 10 years and in that time many have commented that they (TA) do not earn the dividend, however the dividend is supported by the cash flow. It’s been that way as long as I can remember.

Today TA suspended their “Premium Dividend Program”, which I think just allowed shareholders to purchase shares at a discount. Do you see this as a early warning that the cash flow supported dividend might be in jeopardy or is this just a reaction to the stock trading near its 52 week low?

Thanks
Read Answer Asked by Dean on May 08, 2013
Q: A general question in regards to U.S. assets. It has been brought to my attention that if a person holds more than $60,000.00 in U.S. assets,formerly $500,000.00, be it real estate, equity, bonds, etc. that upon death their estate will have to file U.S. income tax form and may be liable for U.S. taxes.
Can you confirm this for me, Thanks
Read Answer Asked by Greg on May 08, 2013
Q: I'm tempted to purchase Constellation (CSU) but am concerned about whether there is still much upside potential in the next couple of years. I know you did a report on it in Oct 2012, giving it an excellent grade, but it was $103.78. Today it's trading around $135 meaning it's gained around 30% in the last 7 months. Do you still recommend it at these levels?
Read Answer Asked by Brenda on May 08, 2013