Investment Q&A

Q: With results lower than expected, but outlook okay, is this a good time to step into PBH? Thanks.

Q: Hi Can you comment on Q3 results
Stan

Q: Hello,
5i has ECI as Non cyclical while Morningstar has it as industrial. Is their a reason for this discrepancy or is this just whimsical?
Thank you
Stanley

Q: Please comment on DHX Media's Q1 results. Are they turning things around? Is it time to buy some, or wait?

Q: What is your thought about their results and do you see ABT as a good take over candidate?
Are the dividends looking good forward and covered nicely?

Q: You are still holding XHY in the Income Portfolio. With credit spreads near record lows and the Fed forecast for three rate hikes over the next year are you looking at a higher quality and shorter duration alternative, and if so, what choices are you considering for both $CDN and $US holdings?

Q: ENB's xd is Nov 14.If I sell on Nov 14,I still get the dividend.Please advise Thanks for u usual great services & views

Q: I have a question about TPK

Q: The company's Q3 results and outlook this quarter looked very positive. Something seems to have happened, however, this morning. Is there some news that I am missing? Also what is your advice in light of whatever is going on? Thanks, as always.

Q: Please comment on their results. Thanks

Q: Could you please give your analysis of Afn results and the outlook for the next year? Some analysts have a 15 to 20 % upside and like their recent acquisitions. Would you be comfortable with a half position purchase? Thanx.

Q: WHAT CAUSED THE SUDDEN $2.25 RAISE IN THE PRICE TODAY. LOVE IT...IS IT MAKING A 'COMEBACK?"

Q: Hello 5i

In reviewing some of my positions from a 5 year chart perspective, it is clear I have come to the 5i Party later in the game than others. I am interested in your thoughts about buying some of the 5i wonder stocks that have been money makers, at this point in the market.
The example I choose is the super run KXS has had but now, even before the recent customer issue, the stock price took a break, broke the uptrend and is now potentially faltering.

How does an investor gauge whether the party is over and protect against being the Holder of growth names for the down side of the stock run?
I have had this experience a few times in the recent years and it really eats into a Portfolio value.
There is no doubt this question highlights a low propensity for volatility and the need to keep portfolio weights in check, but what about stock prices today and buying growth stocks at level never seen before?

Thanks for the highly valued comments
Dave

Q: On November a question was asked to buy a 1/2 or full position in TOY and your reply was to buy but didn't mention to buy only 1/2 or full position so what would be best 1/2 or full position? If already owned is a full position okay or would you reduce it to 1/2
Thanks

Q: Lots of picking on this company from others and I want to ad more? ANY reason not to? Thx James

Q: As stated,TOY missed estimated eps,but sales increased by 26% accompanied by sharp increase in both allowance for doubtful accounts to $9.9m & accounts receivable.It appears that there could be more write off for the account of Toy R US in future.I wonder why management did not provide details of TOY R US & its impact given that it & 2 other big companies represents a sizeable portion of sales

Q: Could you please give your perspective on the stars group going forward and with their strong cash flow do you think this will become a dividend stock and if so when?
mike

Q: Market seems to be giving NFI a good beat down, do you feel it is justified?

Q: Hi;
Can we have your comments and opinion on CAE earnings??

Thank you

Q: Appreciate your comments on earnings and outlook
Thanks