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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: Peter and team,

Is BEP.UN the "best" way to play our lovely politicians' relentless drive toward renewable energy? It seems the way that public policy and public opinion is going, people are going to move toward renewable power regardless of economics. Would BEP.UN continue to observe significant growth from this?

I am very scared to invest in any solar manufacturers or battery producers because they all seem so risky.

Thoughts?
Read Answer Asked by Marc on April 20, 2016
Q: Hi Guys. I bought AFN last June @ $46.60. It fell like a knife bottoming end of Feb to $25 and then began rising nicely until 6 days ago, hitting $39. Now 4 straight days down and back to $37. It reports Apr 28. All the gain-back off the low is evaporating, the ag industry (fertilizer at least)seems out of favour (AFN had been bucking the trend), and I worry it is headed right back down. It does have the cash to continue the 6% div. It doesn't seem to be making money, ROE is terrible & book value seems high at 4.5x. Should I get out now while the loss is "only" 20%, wait for the Q1 result and then decide, or simply hang on and when it nears bottom again buy some more on the hope the company will either make some money or that something will act as an upward catalyst someday? Thanks for your thoughts & suggestions.
Read Answer Asked by Mark on April 20, 2016
Q: I like HCG for its decent and growing dividend as well as low P/E multiple and O.K. growth prospects. However, I have been trimming it to get it down to a 5% position. What stock with a decent dividend and valuation profile would you recommend as a replacement? I already have full positions in BNS, NA, TRP, OTC, CNR, MDA, ATD, HCG as well as 2/3 positions in BAM, FTS and AD plus a 1/2 position in T and some broad US ETFs. I really appreciate your service and the recent changes to the site are excellent.
Thanks
Read Answer Asked by Hans on April 20, 2016
Q: Peter and Team,

Any thoughts on why Savaria has been popping this morning? I am looking at it up 5.73% right now with no obvious news anywhere.

I like the name. LIke it long term. Bought it as 2.5% - 3.0$ weithing and its now 4.3%. How big a position is too big for a name like this. I would normally be comfortable with 5%.
Read Answer Asked by Marc on April 19, 2016
Q: I am sitting on the sidelines with well over 6 figures intended for the oil patch. However, I have decided to wait a little longer based on current prices and/or conditions. In the interim I was contemplating parking funds into GUD based primarily on your very positive opinion of the CEO as well as the companies excellent Balance Sheet notwithstanding the current stock price which is currently flat from last year at this time. Your comments are appreciated. Thank you.
Read Answer Asked by Robert on April 18, 2016
Q: Hi, MDA stock is showing some signs of life again, for past few days, after announcement of the US based CEO. Recent results also reflected some stability and a possible growth ahead. I moved out of the co. few months ago, due to inconsistent business results, slowing trend in satellite sales and stagnating stock performance. You have rated this stock highly in past. What is your view for restarting a position, of course, for a long term hold ? Thanks
Read Answer Asked by rajeev on April 18, 2016
Q: I have roughly 5% exposure to infrastructure, exclusively through WSP. I am comfortable with my position (my entry point is quite favourable), and do not wish to trim it. I have been making a concerted effort to consolidate the number of positions in my portfolio (aiming for roughly 30-40 in total) as I feel it makes it easier to make decisions on what to include, as well as when to enter and exit a position. My question is whether I should increase my exposure to this sector, either through STN or SNC, or if I should focus on improving exposure to other sectors. If I were to increase my exposure to infrastructure, I would only pick one position. Any comments would be greatly appreciated. Thank you very much.
Read Answer Asked by Domenic on April 18, 2016
Q: Hi Peter and team,

I would like your thoughts on the recent partnership deal with Credit Suisse and also what your outlook is on CF in the near-term? I would have thought they'd be showing more correlation to the market and resources sector rising of late. Do you think if there continues to be strong market recovery that they should start to do well?

Thanks
Read Answer Asked by Joe on April 18, 2016
Q: Dorel wins customer service award and shares jump 4 %.

Clarabridge, Inc., the leading provider of intelligent Customer Experience Management solutions for the world’ s top brands, today announced the winners of its Customer Experience Champion Awards for the North America region. Clarabridge found that Dorel demonstrated innovation, leadership and measurable results with their customer experience programs. Driven by a powerful cultural shift to become a consumer-focused organization, Dorel Juvenile has made data-driven decisions to improve the consumer experience and drive product innovation. As a result, Amazon.com sales have increased year-over-year, consumer sentiment is on the rise and Net Promoter Scores are consistently high compared to industry benchmarks. Additionally, Dorel Industries was recognized as the 2015 Walmart Supplier of the Year in the omni-channel category
Read Answer Asked by Douglas on April 16, 2016
Q: Could you comment on this news and its implications for DH and its shareholders?

Much appreciate your service.

Bank of China Named Celent Model Bank for Implementation of its Global Unified Payments Platform
15:36 EDT Thursday, April 14, 2016
NEW YORK, April 14, 2016 /PRNewswire/ - DH Corporation (TSX: DH) ("D+H"), a leading provider of technology solutions to financial institutions globally, is proud to announce that Bank of China has been named a Model Bank by global financial services research firm Celent in the category of Corporate Payments & Infrastructure Modernization. Bank of China was recognized for the implementation of its Global Unified Payments Platform, which uses D+H's global payment hub solution to process payments for the entire Bank of China Group, both domestically and internationally.
Read Answer Asked by David on April 16, 2016
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