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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: Re: WIN.TO

What' your take on the new development regarding Wilan?

Thank you!
Read Answer Asked by Dong Sheng on April 10, 2014
Q: Good morning and thanks for the great work.
I currently own BEP.UN and have for a year or so it has done basically nothing in that time. I am condidering replacing it. What would be your top three picks in this area and would you consider replacing this stock if you are looking for growth long term.
Thanks Jon
Read Answer Asked by Jon on April 09, 2014
Q: Hi Peter, I have 14 dividend paying diverse stocks of about the same weighting and have about 1500.00. Knowing your view of "BAD" I was thinking of adding it but it would be a smaller weighting. My question: in general is it worth adding to the current holdings or adding as small weighting in a new co. Thanks, Nick
Sorry if I sent it twice not sure if timed out did't get confirmation of being sent.
Read Answer Asked by Nick on April 09, 2014
Q: My question is regarding Imris. your response in Nov sounded fairly positive with the price at the time. it did have a nice jump early this year and has pulled back again. My question is at these prices has anything changed since your Nov response or is it a decent time to buy and is there any near term catalysts? lastly, the report on this company is almost 2 years old so what would you estimate the rating to be today at these levels?
Read Answer Asked by ryan on April 09, 2014
Q: While I understand that you really like Stantec(STN), the market has been driving the shares down recently. Because your report on Stantec is somewhat dated could you please provide an analysis on the company in terms of earnings per share for the next 1-2 years, revenue growth, share valuation relative to historical trends, etc. What future catalysts do you see as influencing future share prices. Is there potential for the shares to continue downward to the $54 area where they were trading last October. At that price, they would be trading at about 15 times this year's expected earnings. What is a reasonable valuation for the company shares? As a secondary question how often do you anticipate updating company reports? Thanks.
Read Answer Asked by John on April 08, 2014
Q: will you please give me your view on eh going fore ward thank you
Read Answer Asked by Ernie on April 08, 2014
Q: Hi 5i team,

XTC (Exco Tech), at the 8.90ish level, would you consider this a buy? I have no auto exposure right now and wanted to increase my overall industrial exposure.

Thanks.
Read Answer Asked by Sarj on April 08, 2014
Q: Trading/ Strategy Question: With the sizeable pullbacks today for CSU, AVO, ESL, HNL and BAD, would you see this as an opportunity to increase my position in any of these stocks, all of which are already owned - some at higher prices, others at lower prices. All are owned becuase of long term potential and are expected to be long term holds.
Read Answer Asked by Donald on April 08, 2014
Q: Hi,

Regarding BYD.DB, can you explain in some detail how this security will behave? Since it is trading well above its conversion price, my understanding is that its delta should be close to 100% of BYD.UN, but it will have 5.75% interest payments instead of the ~1.35% distribution? Does this not make it more attractive than holding BYD.UN? Can you also put into simple language the redemption features?

"On and after December 31, 2015 but prior to December 31, 2016, the Debentures may be redeemed by the Fund, in whole or in part from time to time, at the option of the Fund, at a price equal to the principal amount thereof plus accrued and unpaid interest up to but excluding the Redemption Date (as defined herein), on not more than 60 days' and not less than 30 days' prior written notice, provided that the volume weighted average trading price of the Units on the Toronto Stock Exchange (the “TSX”) for the 20 consecutive trading days ending on the fifth trading day immediately preceding the date on which notice of redemption is given is not less than 125% of the Conversion Price. On and after December 31, 2016 but prior to the Maturity Date, the Debentures may be redeemed by the Fund, in whole or in part from time to time at the option of the Fund, at a price equal to the principal amount thereof plus accrued and unpaid interest up to but excluding the Redemption Date, on not more than 60 days' and not less than 30 days' prior written notice. The Debentures may also be redeemed by the Fund in the event of the satisfaction of certain conditions after a Change of Control (as defined herein) has occurred. See “Description of Securities Being Distributed - Offer Upon Change of Control”.

Thank you.
Read Answer Asked by Adam on April 08, 2014
Q: I regret not following model portfolio last time,i want to follow this time TO RAISE fund what should i sell or all from following,ATH,CMI,CDV,DML,EDV,IAE,PRB,PLI,VCM,WIN,FM,PLZ.UN,FVI,P?I am over 65.Thanks from the bottom of my heart.
Read Answer Asked by nizar on April 07, 2014
Q: Hello Peter and Co.
In the Industrials/Transports sector of my RRIF portfolio, I only hold Chemtrade Logistics and CNR; I was thinking of adding either CCL or WPK (leaning towards the latter) and also CAE.
Your opinion is most valuable
Tony
Read Answer Asked by Antoine on April 07, 2014