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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: Would you comment on ASton Hills (AHF) results. They seemed pretty good but the market did not react. What makes this stock so lethargic. Could it be a takeover candidate? Appreciate you views. Thanks.
Read Answer Asked by Sue on March 20, 2014
Q: AHF
What is your assessment of Ashton Hill's latest year end financial results?
Also, how would you rate it relative to its peers as a safe investment for growth and income.
The dividend is nice at over 5% - is it safe?
Thanks
Read Answer Asked by Rick on March 20, 2014
Q: AHF Aston Hill announced yearend results today. For a perennial under performer what do you think of them?

TIA
Read Answer Asked by Gerald on March 20, 2014
Q: What is the consensus for Carfinco's Q4 adjusted revenue and eps?

Thanks,
Sandy
Read Answer Asked by sandy on March 20, 2014
Q: Re: FSZ.TO
I have been watching FSZ.TO for a while. What's your take on the quarterly results? Is it a buy?
Thanks a lot!
Read Answer Asked by Dong Sheng on March 20, 2014
Q: Peter BPF.UN has been on a slide since the founders discounted their stock .Is it time to get out of Dodge
Stan
Read Answer Asked by Stan on March 19, 2014
Q: Peter,

How do you interpret the latest results from Gamehost (GH) They seem to be blaming the weather for less than stellar sales, a pretty common theme these days. Justified or an excuse?

Thanks.

Paul F.
Read Answer Asked by Paul on March 18, 2014
Q: Hi all,
I'm trying to understand what I conceive as price discrepancy between the atlantic power preferred shares and their convertible debentures. AZP.PR.B is a rate reset presently yielding 12.5% (17.5% after tax consideration) and the longest term (2019) debentures (atp.db.d) yields 13.92% to maturity. Is the 3.6% spread simply due to the added duration (preferreds could be reset indefinitely in theory) and the fact that they are lower down on the balance sheet. Or, is that fact these preferreds were originally issued by Epcor, and are really a held in subsidiary of Atlantic Power corporation. How would this effect the preferred shares in the event of a default.
Thanks again.
Emile
Read Answer Asked by Emile on March 18, 2014
Q: Hi 5i,

Could i get your updated views on RDM (RC-V)?
Read Answer Asked by Sasha on March 18, 2014
Q: On March 7th I asked a question on Clarke (CKI) but did not get a reply. However you did reply to another member's question on CKI which covered 75% of my enquiry so I won't repeat my question. Instead I will ask you to compare Clearwater (CLR) to High Liner (HLF). I own CLR in a registered account and have had a good run up since early November but it has pulled back in the last month. HLF has been in a trading range for the last three months and is currently at the top of its range. I am thinking of swiching from CLR to HLF if HLF moves above its 52 week high. Which stock has greater upside in the next two years? I am looking for capital appreciation rather than income and have a medium to high risk tolearance.
Thanks, Tim.
Read Answer Asked by tim on March 18, 2014
Q: Peter isn't one of your criteria for selecting good stocks the fact that they rarely issue shares? The reason I am asking this is that AVO -- Avigilon seems to be issuing a LOT of stock when they don't need the cash. I know your team has answered a previous question on AVO about this by saying that they probably have a big acquisition that they want to do BUT I have been invested in companies before that have done this and it always seems like they think the shares are over-valued and they want to benefit by selling at a high price.

Do you have any concerns about the way that they are selling a lot of shares without needing the cash?

Thanks
Read Answer Asked by ken on March 18, 2014
Q: has there been any substantial activity by insiders in WIN lately, buy OR sell ?
Read Answer Asked by tony on March 18, 2014
Q: Hello Peter....My energy sector positions makes up about 20% of the portfolio. This weighting is about 5 times the weighting of the 5iR model portfolio. With this in mind, I considering right-sizing, decreasing the weighting? And at the same time, this would consolidating the positions rather than having a number of borderline 1% holds that for me, likes spread the risk among a number of similar holdings in the energy sector.

Here are the positions with weightings. Badger 1.1, CanElson 1.2 PHX 2.4, Lundin Petro 2.4, Vermillion 1.4, Baytex, 1.1, Cenovus 2.0, Energplus 1.2, Painted Pony 1.4, Surge 1.0 and Tourmaline 3.4. These are held in a growth/capital appreciation non-registered account....that is now more fairly sector diverse since being a follower of 5iR.

What weighting or allocation % for energy would you suggest for this economic environment? And what stocks should I continue to hold or stocks that should be the core ones? (Could Badger be classified as Industrial?)

Many thanks.....Tom M
Read Answer Asked by Tom on March 17, 2014
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