Investment Q&A

Q: KBL (K-Bro Linen): thoughts on latest results please. Thanks!

Q: Could you rank the following stocks. I'm looking for growth 3-5 years.
BYD.UN
QST
ACQ
DHX
I'd like to add all of them but my CA weighting can only handle 2.
Thanks so much for all your solid advice.

Q: BDI vs HNL: I have a 20% paper loss on Horizon North. Would it make sense to trade it for BDI and expect better share price increases and off set the lower dividend on Black Diamond?

Thanks for your help.

Q: Hi Team,

With regards to your team's views on CSS offer being bid up, I just read that TFI has already reached the max they can borrow for the CSS deal. How are they supposed to finance a higher bid. What is the risk the offer will not be accepted by shareholders and no counter offer comes from TFI as well. Where do you think the price will head in that scenario. Thanks

Q: Peter et al,
I want to decrease my % holdings in oil & gas and financials. I plan on buying 1 or 2 stocks in sectors I do not own now, such as Health or health care, or industrials. I could also increase my tech holdings (ESL & SYZ). Any suggestions? Thanks in advance for your advice.
Gary

Q: Re: HLP.UN Healthlease Properties
I currently own HLP.UN. When the takeover is completed, what happens to my exiting shares? Are they somehow rolled over into the new company or am I paid out at the takeover price?
Thank you.

Q: While holding Health Lease HLP.UN til tendering, will the monthly interest still be paid? Thanks.

Q: The article from Bloomberg reflects my sentiments quite succinctly. I had bought AVO at $30 and is currently 3% of my portfolio. I am torn between diametrically opposite courses of action.
- The stock has tremendous potential but very risky. If I double my position, the cost base comes down and the percentage risk diminishes but the risked amount increases.
- I could hold on to my current position and I think the downside risk is a lot lower from this point on.
- Or I could take my losses and justify that not doing so would be an opportunity cost of investing elsewhere with lower risk; in case the gain in stock price is not substantial.
I ask your advice as a voice of reason. I have itchy fingers and very often gamble and very often the end result proves the old adage that I was lucky in love.

Q: Hi Peter, hope that you are recovering well for your trip. At this time, would purchase of 10% positions each of Black Diamond and Stella Jones for an RESP be ok ? Other holdings are 25% BNS and 25% Telus. Balance is cash. Buy now or wait ? Thank you, Paul

Q: Is there a reason that comments are disabled on the Avigilon blog article? Of concern to me, an AVO owner now in my late sixties, is that Mr. Fernandes, who appears to be in his early forties is thinking very long term with this company if earnings are of secondary importance to product development even going out years. How long will I have to wait for payoff in my underwater investment?

Technically I see that if the stock breaks support at $17.50 next major support is $12.50 established 2012-13 on much lower volume. Perhaps it would be better to cut and run here then wait for a bottom to re-enter. Would you agree? Thanks, J.

Q: can you comment on BAD. Badger lighting on the TSX. Is it a buy?

Q: Hi 5i: I've held Avigilon for a while. At one point I was up 60% and am still up though I've lost at least half my paper gains. I still like its growth prospects, but it seems unless the growth is "per share", the market is not impressed. Do you think it's worth holding on to at this point? I'm not in a major hurry but I don't want to go back to my initial acquisition price either. Your wise counsel would be appreciated.

Q: Hey Peter, I was checking out EH, Easy Home as a possible investment. At the bottom of their Easy Home Financial website they list their APR (Annual Percentage Rate) as 46.96%. If you borrowed 500 bucks from them after a year you would have payed 234.80 in interest!!!

Let alone being completely unethical, how is it even legal to loan money to people at that exorbitant rate. I can't invest in a company that abuses people like that. comments?

Q: CSS Contrans. Similar to my Q on Healthlease I am in the same position with CSS. Thank you! usually I would by the buyer when it pulled back on the purchase but unfortunately that didn't happen. Do you have some stocks to suggest? Mullen Group perhaps?

TIA

Q: Patrick Horan, on BNN last night, is shorting Cineplex - attendance is dropping and he believes people see movies in recessions, not in good times. I've been a holder of this stock since Jan of this year ($42) and am quite disappointed in its performance to date. (and its in my kids RESP!) Should I get out while my losses are relatively low?

Q: Hi, regarding Questor, I am down substantially from my original 4% position in my diversified portfolio. There is another 6% drop today and I know you do not agree with averaging down, but I feel a need to do something. Would you bail and sell or just hold for better dayts. Thanks

Q: Hi, Could you please comment on Sylogist earnings, released this evening. Thanks

Q: Please comment on Amaya's quarter.

Q: Hello Peter,
Can you provide any elaboration on the Q2 Badger comment below?

From Badger Q2 Report regarding forward looking statements:

“...An increase in Company capital will be required to finance the anticipated capital expenditure program”

As I see it, any increase in number of shares particularly before year end, would be a significant drag on the share price. Your thoughts on the need for more capital and its short term affect would be appreciated.
Many thanks!

Q: Hi,
You mentioned that you were digesting the #s on BAD in a few of your Q&As & gave the impression you would comment after that on guidance ie; buy/sell/hold etc. Where on the site would this be posted & when?
Thx