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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: In your reply to Tim, you stated that CSU is actually cheaper on a valuation basis than it has been for some time. I missed it when it was down to $438.00 but today it is about $520.00 a jump of about $82.00 in 10 days. At $520.00 is it still good value?
Read Answer Asked by Shirley on February 19, 2016
Q: Hi Peter. Is this a good time to add to my position in Enghouse (ESL). It was soaring a few months ago but has since fallen. Is there a reason for this. All news seems to be good.
Thanks.
Cam
Read Answer Asked by Cam on February 19, 2016
Q: I am looking at purchasing more BIN for what I see as diversification in a long term (10 years or more) portfolio. With the recent purchase by a large US company it appears even more attractive to me. However you action in removing it from a model portfolio has caused me to pause in my decision. I would appreciate it if you would provide your rationale for removing BIN. Thank you.
Read Answer Asked by Dennis on February 18, 2016
Q: Hi Peter,
So frustrated with this stock. I have held it for years. You seem
to like it very much. reports more and more positive things happening. And after a big downturn and good earnings and a good couple days in the market. Down we are! Watching volume the last couple days. Huge. Are we being held down so some one can buy in cheap?
Thanks as always.
Read Answer Asked by Debbie on February 18, 2016
Q: Peter and Team,

I've owned KBL K-bro Linen for three years or so and have seen a nice increase in value and a healthy dividend. Its seems to have plateaued and stayed steady lately (which is fine!) but I am wondering if I could get better return by switching my 4.6% weighting in KBL to CSH instead. Thoughts?
Read Answer Asked by Marc on February 18, 2016
Q: Hi guys. Any red flags with High Liner's results? Is lowering the company's debt levels from 4.4x to 4x from the end of 2014 to the end of 2015 acceptable progress in lowering debt levels?

Lastly, when companies announce share buybacks, they normally say they may purchase up to a maximum number of 5% or 10% of the shares outstanding. Now normally, come the end of the year, most of those same companies dont come anywhere close to fulfilling the maximum number of shares they could have purchased. So given there is no obligation to purchase the maximum number of shares in the NCIB plan, any ideas why would High Liner Foods announce a share buyback program with the ability of only buying 150,000 shares, or 0.86% of the company's float?

Thanks again for your thoughts and insights.

John
Read Answer Asked by john on February 18, 2016
Q: Hi team, Your comments pls. on their HLF's Q4 results. Is it time to just get rid of this stock or there's hope?
Thank you!
Read Answer Asked by Silvia on February 18, 2016
Q: gsy looks pretty good. what do you think of the numbers?
Read Answer Asked by cindy on February 18, 2016
Q: Your comments on Dhx latest earnings please
Read Answer Asked by Peter on February 16, 2016
Q: Please comment on dhx latest quarter. Have held for 2 years. Considering moving on.
Read Answer Asked by Paul on February 16, 2016
Q: I have a half position.
HCG up 10 % YTD time to fill the rest or just wait.
Market is no longer punishing the company even with a slight miss.
Read Answer Asked by blake on February 16, 2016
Q: Hello 5 I team, IROC suspended trading n now we know they acquired a company. Your thoughts on this purchase. How will it add value short n long term. Thanks as always! Rossana.
Read Answer Asked by Rossana on February 16, 2016
Q: Hi, can I have your updated thoughts on the following pipelines: IPL, ENB or its income fund, and TRP. Which ones are of better value to you right now? And future Growth? Would you know the payout ratios for each and are they sustainable? Are LNG exports looking positive in your views and for these positive? Thanks!
Read Answer Asked by Michael on February 16, 2016
Q: Hi team, Any thoughts on why XTC trading has been halted?
Thanks, Ed
Read Answer Asked by Ed on February 16, 2016
Q: Good Afternoon,
Any thoughts on Peter Anderson resigning and becoming the CEO at CI? Are you familiar with the new CEO for AHF?I see it's down about 12% today.
Thank-you.
Read Answer Asked by Chris on February 16, 2016
Q: According to media reports Venezuela is on the verge of bankruptcy and the more the oil price falls the greater the odds. From the Scotia Global site:
"Scotiabank is proud to have a strong presence in Venezuela through ... Banco del Caribe"

How strong is their presence there and will default have long term effects on BNS shares? I note it is a 3.6% position in the BE portfolio which presumably went in at 5%. Thanks, J.
Read Answer Asked by Jeff on February 16, 2016