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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: Hi team,
With today price of 89.00 on THI, is it still a good buy for investment?
Thanks.
Cynthia
Read Answer Asked by CYNTHIA on August 26, 2014
Q: Your answer to Paul: Re CSS transforce may be playing some brinkmanship games here. What does that mean? I am with TD Waterhouse and have received nothing from my broker. Has other subscribers with TD received information on voting? I will call them today.
Read Answer Asked by Helen on August 26, 2014
Q: CSS Contrans Aug 25/14 question asked by Gerald:

I recently voted a control number from a CIBC proxy package at
proxyvote.com where the choice was clearly For or Against.
Proxyholders can vote again before the deadline with only the last vote counting. 'Take no Action' could result in voting for the management recommendation by default.
Publish at your discretion.
Read Answer Asked by Russ on August 26, 2014
Q: Hello 5i team,
I bought shares of THI at $59; how long would I have to wait in order to make a 40% capital appreciation.
Do I wait? Do I sell? do I take some profit?
What a quandary!
Tony
Read Answer Asked by Antoine on August 25, 2014
Q: CSS Contrans I voted my shares today at CIBC. Actually, it was a choice between a 'take no action' vote or a 'tender your shares' so the call in seems superfluous as I took no action.
Read Answer Asked by Gerald on August 25, 2014
Q: With the merger/takeover news about THI (Tim Hortons) and BKW (Burger King) do you expect to keep the newly formed company in the model portfolio? Or would you re-deploy the capital? And if the latter, into what?
Read Answer Asked by CAMERON on August 25, 2014
Q: Good morning Peter and Team,

This is more of a comment than a question. As per your advice, I'm voting to reject the Transforce offer to purchase Contrans. I recently received the "Director's Circular Recommending Acceptance of the Offer.....". As a Scotia iTrade client, I am being told to contact an agent at iTrade with my voting instructions. Strangely, when I phoned, the agent had no information on his system about the vote, and told me to call them back in a week. I was surprised that the all the info was received in the mail but that they're not yet ready to take my vote! I'm wondering if other brokers aren't yet ready to take the vote.

Read Answer Asked by Jerry on August 25, 2014
Q: I have a small position in constellation software. What would you think of acquiring some more rights and invest in the debentures by borrowing against the home line of credit? Maybe even convert it to a mortgage amount at a lower floating rate?
The interest rate on the borrowing is a floating rate as is with the debenture and the premium offered with the rate reset would more than justify the risk?
Read Answer Asked by Rajiv on August 24, 2014
Q: Thanks for creating 5I we have followed you for many years before 5I. My question is simple we follow insider trading reports a lot and always check them before purchasing a stock, recently we looked at purchasing DHX but its insider selling report didn't look that good. I have owned DHX before but am bothered by the insider selling. Are we reading too much into these reports as we also own Google and its insider reopt is not the greatest either?
Read Answer Asked by lynn on August 24, 2014
Q: I bought LIQ at 11.75. Their dividend has not changed, just like the CEO said after the stock dropped following the news that BC government will allow grocery stores to sell the same products. The dividend is 9%. You recently wrote that this stock is below book value. Do you like it at this level? I'm tempted to double my position, but I would like to know, do we know when BC grocery stores will start selling alcohol? And do we know the impact it would have on the stock? Is it baked in?
Read Answer Asked by Matt on August 24, 2014
Q: AVO.The bloomberg article painted an accurate,but damaging picture.Commenable that Ceo,Alex's primary focus is growth to $550m by end,2016 & maximizing its good product to keep abreast of competition.But acceptable that he is doing it at the expense of PROFIT & ramping up hugh & excessive expenses.M.Lowry,a co's spokesman stated that AVO has no current plans for more acquistion.This is damaging especially after $100m equity financing in last April(diluting shares) Many fund managers recommend AVO,including 2(PI Fin.corp & CIBC) who increased the target price a few days prior to release of results and subsequently reduced. On Aug 11,a sharp fund manager stated a lot of hedge funds who own the stock were disappointed & try to leave at once,This is now a "SHOW ME" story Appreciate good managers like our Peter Hodson & Pat Horan who advised us to stay the course,& Pat recommended it as a "STRONG BUY" In my humble opinion,if a hedge fund,who owns a seizable portion & decides to intervene,AVO will see glory days again very soon.Note that Ceo Alex only owns a small amount(3.2%).For example,CP increased substantially after intervention,& to a much lesser extent,BXE(a few days ago. Thanks
Read Answer Asked by Peter on August 24, 2014
Q: Which of the land tranpotion stocks your preferred choice and why?thanks ebrahim
Read Answer Asked by ebrahim on August 22, 2014
Q: Easy home EH
Wondering why Eh is off so much in the last couple of sessions? Has there been a change in fundamentals
Or an announcement that I missed? Thanks for your help. Your services are much appreciated.

Brad.
Read Answer Asked by Brad on August 22, 2014
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