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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: A&W issued a release regarding a private placement this morning which itself isn't out of the ordinary.

However what caught my eye was what will happen with the proceeds. They will be given to 'certain indirect shareholders' for 'their personal financial planning requirements'. So the fund is selling units to Laurentian, and all of the money is being handed out to unknown shareholders. None of the funds will be distributed to other shareholders, nor will the Fund hold the cash.

I'm no expert but this doesn't pass the smell test. Am I missing something?
Read Answer Asked by Chris on February 17, 2017
Q: Hi Peter & Co.,
Fabrice Taylor made an interesting comment on ALA on today's Market Call show. He said his analysis of ALA's cash flow statement suggests that the dividend is being funded through borrowing and equity raises, and not cash flow from operations. This is the first time I've heard a comment like this about ALA's dividend and its implications for the sustainability of the dividend. What's your take on this?
Many thanks,
Brian
Read Answer Asked by Brian on February 17, 2017
Q: Hello,

I am looking for a Canadian company that might get a boost from Cdn Defence spending due to US asking NATO members to spend more on defence.

I believe HRX has some defence exposure (although it appears by the stock price that it missed revenues?) Are there any others? Any you would suggest as a decent investment, as is, without increased spending? Please list them in preference.

Thank you,

Gerald
Read Answer Asked by Gerald on February 16, 2017
Q: I am thinking of rebalancing my Dividend growth portfolios by selling some of my over weighted bank winners and buying some of my laggards and lower positions. Could you please rank these potential laggards for acquisition into a mainly dividend growth portfolio, the candidates are SIS, SYZ, PUR, AGT, CGX, AQN, SPB & DHX. Please let me know if you are really strong for any of these stocks or would really suggest avoiding any of these companies. Thank you again for your great service.
ps KHW looks like a real winner, thank you.
Read Answer Asked by Mike on February 16, 2017