Investment Q&A

Q: I see that CF is handling the IT financing. Given IT is trading over 10% above the $15 bot deal price, CF should enjoy a nice win. My question is whether that win is enough to move the needle for their Q4 earnings. Is the stock a buy given today's weakness?

Thanks!

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Read Answer Asked by Christopher on February 05, 2015

• Bank of Nova Scotia (The) (BNS)
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Q: Holding these companies in my TFSA, would like to add a growth company. Would CXI be good addition, if not any suggestions, thanks

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Read Answer Asked by David on February 05, 2015

• Stars Group Inc. (The) (TSGI)
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Q: What is the relationship between Intertain and Amaya? I believe that Amaya owns some of Intertain. If that is the case, is it useful to own both or is one "better" than the other? In an earlier response, you seem to suggest that you recommend both.

Thanks.

Paul F.

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Read Answer Asked by Paul on February 05, 2015

• Canaccord Genuity Group Inc. (CF)
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Q: The stock is down significantly and there is now an announcement of a major corporate shakeup. Was the reorg done in the natural course of business or a recognition that things are off the rails? Are the moves, in your opinion, and their stated strategy good for the company or a sign of confusion?

Thanks.

Paul F.

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Read Answer Asked by Paul on February 05, 2015

• Progressive Waste Solutions Ltd. (BIN)
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Q: Would you prefer BIN to WM? And why (not)? Thanks

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Read Answer Asked by Mark on February 05, 2015

Q: Hey Guys, your thoughts on Gildan ' s press releases yesterday.
Thanks,
Jim

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Read Answer Asked by jim on February 05, 2015

• DH Corporation (DH)
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Q: Hi Team,

DH and BIP.UN are rising rapidly lately including today. Is there any particular reason for this action? On another note, CTC.A is dropping incessantly since December. Hold? Ironically DH was getting to 9% of equity and I was going to trim back to 5%. Probably still should? Thank you for great advice.

Ted

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Read Answer Asked by Ted on February 05, 2015

• Stantec Inc. (STN)
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Q: Would you kindly comment on Stantec's latest merger?

THANK YOU!
Bryan

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Read Answer Asked by Bryan on February 05, 2015

Q: how closely tied to the oil & gas sector is Aston Hill Financial Inc.

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Read Answer Asked by Douglas on February 05, 2015

Q: CXI(TSX) is deemed a foreign investment, as it is domiciled in the US. I guess I should have noticed that before I bought it. Would that affect which account one should buy it in( registered or not), with respect to US withholding tax etc.? Also useful to note this for the 100K foreign reporting requirements.

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Read Answer Asked by Marilyn on February 05, 2015

Q: From your model portfolio what 4-5 stocks would you suggest to be adding at this point in time? Excluding ESL, HCG, T, WCP and Goldcorp.

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Read Answer Asked by Jacques on February 05, 2015

Q: Peter; I own GS and am thinking of adding FSZ. Does it make any sense tha FSZ, aka National Bank, would acquire GS? Thanks. Rod

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Read Answer Asked by Rodney on February 04, 2015

• Questor Technology Inc. (QST)
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Q: Hi Guys,
A quick clarification on QST, I thought that the EPA in the USA mandated the new stringent environmental regulations for 2015? In other words I was under the impression that O&G companies had to curtail emissions this year and therefore falling oil prices shouldn't have a negative impact on their business if companies are forced by law to implement emission controls this year. Thank-you

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Read Answer Asked by Chris on February 04, 2015

• Progressive Waste Solutions Ltd. (BIN)
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Q: I watch your interview on BNN. I have been preparing for the advent of your revised Portfolios coming out in March. Will these 3 picks today on BNN be added or remain on the two current portfolios or to the new growth portfolio.
Great interview!

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Read Answer Asked by Cyril on February 04, 2015

Q: Good Day, Curious as to your current view of FSZ. I have held it for awhile based on your recomendation. Is it still a hold? What other names would you suggest for long term growth/income? Thanks

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Read Answer Asked by Lavern on February 04, 2015

• Progressive Waste Solutions Ltd. (BIN)
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Q: What equities do u like going forward:
- Growth: large and mid/small (Can/US)
- Dividend

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Read Answer Asked by George on February 04, 2015

• DHX Media Ltd. Common and Variable Voting Shares (DHX)
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Q: You seem to be partial to DHX which leaves me a bit confused since it does not appear to have a P/E, it's ROE <1, it's P/CR >80, and it's yield is <1%. What am I missing?

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Read Answer Asked by Charles on February 04, 2015

• Avigilon Corporation (AVO)
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Q: Thank you for your great service. you now have the income portfolio for conservative investors Do you have some names that you would recommend for the higher risk investor. I have done well with your advice so far and would like to "gamble" with 1 or 2% of my portfolio.

Again thanks for all you and staff do.

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Read Answer Asked by Dale on February 04, 2015

• Enbridge Inc. (ENB)
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Q: My question is regarding ENB preferreds. It would seem they have all been subject to a sell off. Do you know the reason and is this a buying opportunity? I hold two of the issues and would seriously consider a top up.

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Read Answer Asked by Greg on February 03, 2015

• DH Corporation (DH)
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Q: In following your recent dividend info webinar, I'm trying to find the financial ratios you suggested to track the stock's performance -ie payout ratio, for starters. When I look on Qtrade to get the 2014 financials, I see the free cash flow is $132 Million, the dividend is $1.28 X 81 million shares = $104 Million, that makes the payout ratio $104million/$132 million = 78%, which is high according to your webinar comments. Am I performing this calculation correctly? Is there a better place to go to get stock financials than Qtrade?
Thanks for your reply....Jim

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Read Answer Asked by James on February 03, 2015