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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: I have a question about InterRent REIT - your comments on the recent deal and would it be higher than a B- given growth and
results over 2014. thanks
Read Answer Asked by Scott on January 29, 2015
Q: What is your opinion of Aurora Spine and IFabric? I am currently underwater in both and was considering swapping one or both for CXI.

Thank you
Read Answer Asked by Marty on January 29, 2015
Q: Since September, AHF has lost over half its value, for no obvious reason other than, perhaps, being connected to insider trading in Amaya. In a previous answer (Jan 12), after weighing the pros and cons, you thought the stock was still 'buyable'; given the price depreciation, mustn't it be even more 'buyable' now?
Read Answer Asked by John on January 29, 2015
Q: Hello,
What is your current analysis of AHF's ability to sustain it's dividend? Has there been any changes to it's dividend in past few weeks that have been announced?
It's is difficult to find accurate info on payout ratio and debt level for this smaller cap stock. Could you provide from Bloomberg if available please?
It appears there is little downside from current price and some upside (eventually) while being paid to wait - thoughts on idea?
Thanks,
Read Answer Asked by John on January 28, 2015
Q: Good Morning Peter,

When the Bank of Canada cut it's interest rate by a quarter point last week and a good posibility of another cut coming soon, will this change your thought on holding SLF. I thought that the one reason to hold this stock was because interest rates were going to go up a bit this year. It now seems interest rates are not going to raise for a long time now in Canada nor in the U.S. as the strong dollar is causing problems for the U.S. as well and if they raise interest rates it will cause the U.S. dollar to go even higher.

So I would appreciate your thoughts on sunlife these days.

Thanks Charlie

Read Answer Asked by CHARLES LA on January 27, 2015
Q: You lean towards HLF more than CLR but I think both have slightly different businesses in the same industry. Would you own 2.5% position in both as CLR looks like it is breaking through while HLF is languishing or it would be good to hold just one of them and if so which one.
Read Answer Asked by Imtiaz on January 27, 2015
Q: Hi Peter and Ryan,

Sorry to ask another Sylogist question.

Based on your analysis, what would you expect in terms of the FY '15 top line, earnings and cash flow? Secondly, based on these #'s and taking into account their top line growth, $1.50+ in cash, dividend, and No debt - would you find value in the share price at $8.00? Where would a good point be to increase a moderate position?

Because of the lack of analysts, and cheer leading from the company, I suspect there is a significant opportunity with the latest "bad" news report.

Thanks,

J.


Read Answer Asked by JAIME on January 27, 2015
Q: What would be your top 5-10 defensive names from the model portfolios or coverage universe.
Thanks.
Read Answer Asked by Albert on January 27, 2015
Q: I am 45 percent underwater on cannacord with a 3 percent weighing. Would you average down? It appears to have hit bottom but am weary of catching a falling knife.
Read Answer Asked by Helen on January 27, 2015
Q: I am considering selling my 2% position in WSP Global Inc and increasing my 2% position in BYD.UN to 4%.

I am looking for a minimum 15% ROE and I am disappointed with the performance of WSP and BYD has returned over 50% for me. I wonder if I am selling WSP too quickly.

Do you think BYD will have better returns than WSP over the next 3 years?
Read Answer Asked by Richard on January 27, 2015
Q: I understand that one of WSP recent purchases The Focus Group is involved mostly in Oil and Gas contracts.What percent of total revenue comes from Focus and do you think it will have a serious effect on the bottom line? Thanks again for your fantastic service and great help.Jim
Read Answer Asked by jim on January 27, 2015
Q: There is an interesting and cautionary article on Auto Canada by David Milstead (writer for the Globe & Mail) regarding the current structure of the company. The article was in the G&M on Jan 26/15, and may be of interest to members that either own shares of AutoCan or are looking to buy shares.

It can be found by googling "Why I am still cautious on AutoCanada" by David Milstead.

Publish this at your discretion.
Read Answer Asked by Ed on January 27, 2015
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