Investment Q&A

Q: I bought CUS on the run up to the transloading facility. When that didn't work out I held it thinking they would eventually revert just to the original chemical business. It continues to slip a few cents every day. Is it time to sell?

Q: Is FCR breaking down or moving into a buy zone or otherwise?

Q: Can you sensible describe a "crowded trade ". Jerome Hass was wittering on about this on Bnn on Fri. and said that his hedge fund stays away from these type of trades. One of his recommendations then was cxi, and ,if this is not a crowded trade, then what is? Can you lift the fog . thanks

Q: Can I get your opinion on the recent 10%+ SP erosion. Did it get oversold due to the $500 dividend bonus and now buyers are selling off after the Xdate?

Carl

Q: Hello. I bought 50 shares of csu at 190.00 dollars. In my account i have now a csu.rt.a 50 shares at 0.30 cents. Can you explain for me what it is and should i keep or sell this. Thank you

Q: Dear Gentlemen,
In your response to Mr Les, about CCL in Mat'l sector.
CCL is classified in Consumer Cyclical by TMX.
Best Regards

Q: With the additional insight provided by recent bank earnings reports do they present value here considering future prospects?

Q: I have had quite a nice return with Enghouse but how does one decide when its time to lighten up or dispose of a position completely? It still only represents a 5% position of my portfolio but I feel that it must now be fully valued if not overvalued. Notwithstanding its attractive fundamentals (no debt, high growth rate, dividend increases) given its high P/E I'm thinking that there will be little upside over the next 12 -18 months with the possibility of a significant drop if there is a market correction. Your thoughts would be appreciated.

Q: Could I have your views on QST's first quarter earnings. The price of oil seems to hang over the results but they still seem decent considering this. Any thoughts you have are appreciated.

thanks

Q: Mr. Hodson, this stock gets a rather low rating from analysts.
For example, at TD WebBroker, the ratings are Under Perform (2), Hold (5), Buy (1) and Strong Buy (0).
At RBC Direct Investing, the Consensus Recommendation provided by Thomson Reuters is 3.13 (on a scale of 5 to 1, 5 being a Strong Sell). How could analysts have it so wrong, when the stock is clearly a strong performer for quite some time ?

The matter is entirely different when it comes to AYA (Amaya), and presumably rightly so. Amaya is much appreciated by analysts. Why the difference of treatment ?

CSU is a good stock, but is not much appreciated by analysts, while AYA is the darling of analysts. Is this a game for analysts ? Of course AYA has been a star recently, but CSU is clearly a good value stock. Maybe AYA is reaching for the stars, while CSU is only an outstanding performer...

Q: Could you please comment on Descarte's earnings release issue this morning? Thank for your incredible service. Peter

Q: Hi, there has been a decent amount of insider buying reported after recent quarterly earnings release, in past few days. The next quarter is already 2 months in and besides the dividend increase, outlook provided by management was quite positive in the recent MD&A. Do you think, it could be a signal of strong performance by the company/stock price ahead of us? I also noticed in the quarterly report that company had almost 2/3rd of its revenue coming from US operations. What are your comments on this trend? CEO also made a note that they are looking for acquisitions in Canada and US. Thanks

Q: My granddaughter has no financials in her TFSA. She holds Boston Pizza and Brookfield Renewable in eqal valuations. I am considering adding SLF or TD. Which would you recommend or do you have a preferred alternative stock that pays a dividend?
With appreciation.
Ed

Q: Greetings, everyone.

Am I reading/interpreting this correctly? Hormel purchased Applegate Farms for $775 million. Applegate Farms is expected to have sales of $340 million in 2015 (as referenced in yesterday's press release).

High Liner Foods had sales of over 1 billion in 2014 and 310 million in Q1 2015 and has a market cap of $733 million. So, to me, it looks like Hormel purchased Applegate Farms for more than the marketcap of High Liner, and High Liner is trending to generate more than 3x the sales of Applegate.

Am I looking at this correctly?

Thanks, again.

John

Q: Hi Peter,
As sun life has increased it's exposure to the equity markets via it's new partnership with Qtrade-if equity markets drop and even if interest rates are rising at the same time-will the equity partnership be a drag on the price of the stock

Q: AYA is listing on the Nasdaq. Market likes the idea and the timeline seems impressive. A few questions: Where will the shares come from to do an listing like this? How will the ETF's manage to get enough shares without blowing out the cost? Do you have any other observations to make on ay effect this will have?

TIA

Q: With the most recent disappointing quarter, can you see much downside risk, compared to upside potential over the next few years with Avigilon, thanks?

Q: Hello9 Peter & Co,
Having no exposure to Lifecos, I'm debating between SLF and MFC; why has SLF (in your portfolio)so badly underperformed in 2015 ytd?
Thanks,
Antoine

Q: Could you please provide your top two or three picks in this sector in the current market? One mid to large cap and the other a smaller cap growth? Thanks

Q: hello 5i:
We have a fairly well diversified portfolio, with the exception of Consumer Staples and Health Care. I have initiated a position in GUD at about 1.5% now. I am keying on Health Care in this question: as we are not (really) growth oriented, Health Care stocks in Canada are difficult to find. Please comment on which of these you consider the best value at the present time: CPH, CRH or PHM. I really don't want to bring the holding in GUD up higher, even if it does have more potential than the others.
thanks
Paul