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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: Report on Business in the Globe and Mail had an article entitled "How lenders skirt Canada' mortgage rules" in today's paper (January 12, 2017). The first two sentences of the artilce state: Canada’s subprime mortgage providers are increasingly teaming up with unregulated rivals to sidestep rules designed to clamp down on risky lending.

The results of these partnerships are so-called "bundled" loans, which pair a primary mortgage with a second loan from unregulated groups called mortgage investment corporations (MICs).

It later states that HCG uses this bundling technique.

Do you think this article is being fair to HCG? Could HCG be at risk if it is following this practice? Will the shorts find this another reason to put HCG in a negative light?
Read Answer Asked by Robert on January 13, 2017
Q: A recent question on the 3 restaurant royalty stocks about future growth covers your expectations for 2 of the 3 but omits BPF.UN. In your last report Dec. 2015 when the stock was at $17 states "we think BPF looks slightly undervalued but not by a great deal."

Does this imply that BPF at $23 is now fully valued or even overvalued and that holders can expect no further future growth? Thanks, J.
Read Answer Asked by Jeff on January 13, 2017
Q: Hi, i'am thinking of selling Bep.un, I read an article saying it has a $33 target,and is paying out over 100% on AFFO,it also goes on to say because of its unique structure it has numerous conflicts of intrest ,therefore is a weak position for its unit holders.
Just wondering if you somewhat agree and if I sold,what two or three replacements could I buy with a good dividend.
Thanks,Brad
Read Answer Asked by Brad on January 13, 2017
Q: Good Morning: I hold a very small position in Enghouse and am considering an addition of shares. Your last report was in 2015 when everything seemed rosy but 2016 has seen some challenges emerge. From the Q&A section of your website I get the sense that you are still basically positive about the company. Is it your opinion that they will be able to successfully continue their acquisition strategy and who do you see as their major competitors in this area? As always, thanks for your help. Don
Read Answer Asked by Donald on January 12, 2017
Q: Greetings!
Enghouse appears to be not a favorite tech stock for investors inspite of satisfactory performance year over year. I hold around 10% of this stock bought around $55 in my TFSA and see the price and volume of trade showing no sign of recovery. would you suggest to book loss and trim the holding? Thank you in advance.
Read Answer Asked by Sriram on January 12, 2017
Q: Hi,

On your Jan 3rd 5i Coverage report ABT has a P/E of 388.64. Doesn't seem right. Are you still fond of this company? Down 20%. Keep, sale add?

Thanks
M
Read Answer Asked by Marios on January 12, 2017
Q: Thank you for your reasoned response e to my question about the negative view on BEP. UN presented by Dividend Sensei in Seeking Alpha on Monday. Here is his response to your analysis. He emphasizes AFFO, you emphasize cash flow. I would appreciate your comments on his comments. Thx for your ongoing excellent service. Frank
Read Answer Asked by Frank on January 12, 2017
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