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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 reduced my holding in EH. Should I reduce more?
Larry
Read Answer Asked by Larry on August 22, 2014
Q: CVL vs RME

Hi- Rocky Mountain has done very badly in the last view years- though you seem to like Cervus better- why? Could you please compare the two businesses and their outlooks?
Thanks very much.
Read Answer Asked by Pat on August 21, 2014
Q: Good Morning Team,

Without knowing all my other holdings, in a well diversified portfolio, growth and income being my objective at this time. Would you incourage a simple switch: Selling Contrans (CSS) with a small profit for Trimac ( TMA)

Thanks for your help

Stephen
Read Answer Asked by Stephen on August 21, 2014
Q: DHX: Good article in Canadian business. Is the next Disney in Halifax? They are working on a new hit comparable to Johnny Test. If they get a new hit and merchandising and licensing agreements on toys, figurines, etc., that could be a big deal? Is the stock up because of this article or getting more attention as a growth oriented company? Looking at the p/e it seems like people are paying for huge growth potential. Is it getting pricey to add to it? Would you add if you owned, weighing factor not an issue. Thanks.
Read Answer Asked by Helen on August 21, 2014
Q: Is CTAS Cintas which also operates in Canada a direct competitor to KBL? Which is a better buy? Thank you.
Read Answer Asked by Francis on August 21, 2014
Q: Good morning fine team
I am revisiting my sector balance and realize that it is difficult to find one source to narrow down what the sectors are; Can you please sort this out
AYA - Consumer Cyclical or Leisure service
BDI - Energy or Diversified Services
BYD.UN - Mutual Fund (Diversified Services)
CGX - Consumer Cycl or Services (Media)
DH - Info Tech or Services (Business)
STN - Industrials (Manuf) or Diversified Services
XTC - Cons Cyclical or Ind/Manuf
Also some REITS are called Financial/Real Estate?
The term "Services" seems to cross many sectors???
Thank you for all you do. The more I learn from you, the more I realize there is to learn - very enjoyable
Read Answer Asked by El-ann on August 21, 2014
Q: Concerning Tricon (TCN). You commented on an earlier question that the housing market in the US was strengthening and that Canadian lumber companies were showing increases from this. I also noticed that a large home builder in the US, Pulte Homes, has shown recent strength as well. My question is why Tricon stock does not seem to be participating in this rebound. Are their projects still too far off or perhaps the rental market not improving. Really appreciate your insights.

Paul F.
Read Answer Asked by Paul on August 20, 2014
Q: Hi Peter, WIN Wi-LAN has moved steadily up over the last month since it's low. Given the non sale of the company and some changes to the business model do you see stability or further volatility?
Thank you.
Read Answer Asked by Martin on August 20, 2014
Q: Re: HLP.UN I have read question/answer by Allan on Aug 18.
Your guidance was - "you need to tender your shares to the deal".
I'm a "new" investor. I own some of this stock. I don't understand what I need to do in this situation. Would you kindly provide further guidance.
Read Answer Asked by Dave on August 20, 2014
Q: DHX shares have moved up nicely from the time of your report this spring; my broker lists upcoming Q4 earnings estimate as 1 cent (4 analysts) and revenues of $30.7 mm (almost unchanged from last Q) with the big jump in earnings and revenue projected for next Q1. Do you agree with these numbers and what is the short position?

Also who are its peers (broker lists only tiny ones such as ZUM) and does a lot of the potential growth come from the foreign operations where it gets 30% of revenue and what countries does DHX operate in? Thanks, J.
Read Answer Asked by Jeff on August 20, 2014
Q: Sold some of my TRP to do some re-balancing and looking to buy similar quality and yield.Do not need energy,telcos or financials.Would appreciate some ideas.I was thinking Corby but maybe this is dead money.Thanks for your suggrstions.
Read Answer Asked by Maurice on August 20, 2014