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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: Please rank the following consumer discretionary stocks for a long-term hold in order of preference..... A&W (AW.UN), Boston Pizza (BPF.UN), The Keg (KEG.UN), and Pizza Pizza (PZA). I am a retired, fairly conservative, investor looking for steady dividend income with minimal risk to loss of capital. Thanks!
Read Answer Asked by Paul W on April 08, 2016
Q: Peter:

Today RDM's market cap exceeded $100 million. As a former fund manager will this bring in more institutional investors into this stock and allow it to trade higher multiples?
Read Answer Asked by Charles on April 07, 2016
Q: I am trying to decide where your sentiments really lie on Ten Peaks coffee. I'm thinking of a possible switch from TPK to BOS, given BOS's recent decline, and its high rating.

In your recent report on Ten Peaks, you gave it a C +. By 5 I standards, a C+ rating denotes "Companies we do not expect much growth from. May pay a dividend we would view as sustainable. Would own for income, needs to be watched."

This doesn't sound very hopeful for TPK.

Is it then, in 5 I terms, on the low end of probability as a growth stock? All along I've been reading this as one which has good potential, but your recent rating makes me think twice.

I've had my eye on BOS for some time, and wondered if now might not be a good time to switch, notwithstanding the very diverse industries in which they lie.

Thank you!
Read Answer Asked by Sylvia on April 07, 2016
Q: Just wondering why you are selling this from your growth portfolio? thanks Clare
Read Answer Asked by clara on April 07, 2016
Q: From a technical standpoint as per IE,if SYZ breaks out from $9($9.35 high today & also 52 week high),the next resistance is $11.Note your recent positive comments( including its repurchase of 1.4 shares @ av.cost of $6.94 since 7/15 & suggestion that it can be a multi-bagger when probed by National Post in early march-was $8.34 on 3/4 ).Is this a good point to add to my small holdings?Thanks for your usual great services & views.
Read Answer Asked by Peter on April 07, 2016
Q: I noticed Sylogist has a strange looking chart where there is a distinct upward trend from early October. You can almost draw a support line from the lows of about $6. It also hit a new 52 week high today. I'm not sure if this is significant from a technical analysis point of view, or if your team even thinks technicals are worth looking at. Any comments?
Read Answer Asked by Mike on April 07, 2016
Q: I bought BOS in August 2015 and as of today I am down 40%. What's your view on BOS going forward (3 to 5 year time frame)?
Read Answer Asked by John on April 06, 2016
Q: 5i mentioned that DSG could be a takeover candidate. What kind of premium could DSG fetch and I know it got tossed from the model portfolio but is it still a good hold for tech ?
Read Answer Asked by blake on April 06, 2016
Q: For those of us still invested in Amaya, there's a link between the Panama papers and Bazoov's brother and sister. Another reason to doubt the CEO ethics. Even rich as he is, he risked letting his siblings hide money. The man lacks common sense: http://calvinayre.com/2016/04/05/business/panama-papers-link-amaya-gaming-insider-trading-investigation/
Read Answer Asked by Matt on April 06, 2016
Q: How does the Shoppers deal alter the outlook for SIS? Can you see the stock approaching $8 in the next 18 months assuming slow growth?
Thanks and have a good day.

Read Answer Asked by gordon on April 06, 2016
Q: I do my investing online so do not have an advisor. There is a notice for Amaya stock owners to see if we want to join the class action suit. I only own 100 shares so not much at risk, but do you recommend to join it, or since I still own the stock, to not join it.
Read Answer Asked by Barb on April 06, 2016
Q: I'm considering buying either Ten Peaks [TPK]orDHX Media[DHX.B]for growth.Both are small companies with some risk but both have potential.Which one would you recommend or would you recommend booth? How big a %age would you recommend - 1.5%,2.5%,5% ?
Read Answer Asked by Dave on April 05, 2016
Q: Thanks for your answer. Please Note that the RDM reports in US dollars so $37 million is the conversion cash amount to your US$28 million. Are the earnings multiplies you quote adjusted for the fact that RDM's stock trades in $C and they reports earnings in $US?
Read Answer Asked by Charles on April 04, 2016
Q: RDM's stock price hit I believe a 8-year this morning. How much higher could this stock go if you factor in a take over or acquisition given the Company has about C$37 million in cash and no debt?
Read Answer Asked by Charles on April 04, 2016
Q: PBH has gone up a lot in the last 2 months. I'm now seeing a forward P/E of 23.5.

At what point would you say that a company looks good but the stock is too expensive to buy at the current time?

I currently have ATD.B weighted at 5.77%. Would you advise selling a half position in ATD.B to buy a half position in PBH?
Read Answer Asked by Andrew on April 04, 2016