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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: I'm looking to increase my exposure to the infrastructure sector. Current fundamentals are an important consideration but I'm most interested in the company's future prospects and its ability to take advantage of infrastructure spending that is necessary and promised by many present governments. I would appreciate it if you could suggest 3-4 companies that you feel are the most capable of taking advantage of opportunities as they develop in Canada and globally in the next 1-2 years. A safe and increasing dividend is always a plus. As always, thanks in advance for your advice.
Read Answer Asked by Les on February 28, 2017
Q: I see chartwell has been a bit weak since the Q4 earnings report. I noticed that AFFO only increased by one cent (5%) in Q4, although 10cents (approx 13%) for the whole year, perhaps suggesting that growth is slowing? In addition, I was disappointed that they only increased the dividend by 2.5%, which is much less than AFFO growth. Does this suggest to you that growth is going to be minimal for 2017? The yield is not high as I think investors (myself included) were buying into the growth story. Do you see meaningful growth going forward?
Read Answer Asked by arnold on February 28, 2017
Q: Hi, not sure if I'm the first to ask about the recent new, but I'm curious of your thoughts on it. To me, it seem like a good strategic move and will result in a more focused company. I didn't like seeing the bought deal at $9.90 when they are paying a 20% premium on aquisition. So I assume market will bring it down for awhile but longer term will look good as long as economy in US stays strong.
Read Answer Asked by Kel on February 27, 2017
Q: Why do the shares since the BUY announcement only change between $3.28 & 3.29 & generally on a daily volume of +/- 1,000,000 shares. It just seems to me that most shareholders would want 3.25 or close thereto unless you owned only 1-2000 shares. For myself & friends, we own in the range of 25 - 40,000 shares each. We would sell for a 1 or 2 cent drop just to move capital but not .08 cents. Time is money!
Read Answer Asked by Robert on February 27, 2017
Q: I am somewhat perplexed as to what to do with my DHX shares. While guidance for the company is muted for next year, I am wondering if profitably is the best way to measure this company. Personally, I had thought that its content was what was going to ultimately be the value in this company. Does the company (or analysts) provide current valuations of its assets or are they measured only on book value? Or is profitably still a key indicator of value, suggesting that the programming assets by definition mustn't be all that valuable or the company would be doing better. I am wondering if this may be a comparable situation to companies that have monetized their real estate assets to gain added value.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on February 27, 2017
Q: MDA has dropped a lot in the last few days due to a takeover that has not been well received by the market. Is it time to sell MDA and move on, or is the drop overblown and time to add to an existing position?

Although much much smaller than MDA, what is your opinion of MAL as an investment in the aero and defence sector.
Read Answer Asked by David on February 27, 2017
Q: Good morning Peter and Team,

You have said that you prefer to "sell the losers". What criteria would you suggest to decide what to sell, and when
to sell it? Specifically, in a balanced portfolio, I am frustrated with HLF as it's down 28%. Your recent answer to Lee
in which you expressed disappointment in their earnings release has caused me to question continuing to hold HLF.

In the Consumer Staples sector, we hold ADW.A, ATD.B, ECI, HLF, PBH, and SAP. We also have a small amount of XST for re-balancing as it's a commission-free ETF in our iTrade account. (I happily note that XST is a top-performing ETF in the Canadian Money Saver).

If we were to dump HLF, what would you suggest we add to among our existing holdings in this sector? My feeling is that there are better opportunities elsewhere, but as always, I appreciate your insight and advice.
Read Answer Asked by Jerry on February 27, 2017
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