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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 Peter,
I am looking at opening a position in Gildan(GIL)and have a couple of questions. One of your concerns was with debt in your last report. LTD seems to be considerably lower as of December.If correct would this improve your rating and for EPS growth I am wondering what your estimates would be for 14&15.
Thanks
Mike
Read Answer Asked by michael on April 24, 2014
Q: Hi,

I'm looking at adding a large technology Company to my RRSP. I currently own Enghouse and I'm looking at adding either Open Text (OTC) or Constellation Software (CSU)? Any preference?

Also, Open Text is making an announcement tomorrow with the premier of Ontario. I assume its something related to additional investments in Ontario. What are your thoughts?

Thanks again,
Jason
Read Answer Asked by Jason on April 24, 2014
Q: As a followup to a recent inquiry regarding Tricon (TCN), I am wondering if the recent decline in new home sales is good for this company's prospects as lower prices mean they can continue to increase their home inventory at more depressed valuations plus more families will need to rent from their existing inventory. Similarly, will it hurt their business when home sales and prices rise or will that be the timeframe that they will begin to liquidate their inventory?
Thank you.
Steven
Read Answer Asked by Steven on April 24, 2014
Q: Will the new regulations on rail cars have an effect on EFN or Cus ?
Read Answer Asked by terrance on April 24, 2014
Q: HNL vs BDI . Which would be the better hold for long term? Who do you like better? Thanks
Gino
Read Answer Asked by Gino on April 24, 2014
Q: McCoy (MCB) has been creeping up over the last few weeks. Is this a good time to get in? The business seems to have been sidetracked by a computer installation which should now be out of the way.

Thanks.

Paul F.
Read Answer Asked by Paul on April 23, 2014
Q: Hi Peter and Crew. Thanks for great service.

I see that Carfinco ( CFN.TO ) has released its 2013 annual report today. Could be get your comments on their results. It sure seems to be oversold at this point. Many thanks.Don
Read Answer Asked by Don on April 23, 2014
Q: Peter and Team,

I am in the final throws of my decision to buy some Stella Jones stock. I understand from your report that they essentially profit from constructing some of the hard assets for rail roads (amoung other pressure treated wood products for tel-cos, utilities, etc.).

Focussing in on the rail part a bit, does this mean that they should see increased business for replacement ties, etc. as rail is used more and more heavily for shipping oil? It seems like this could act like a bit of a hedge to exposure to oil pipelines.

It seems like a good business (not sexy) and required business. I'd love your thoughts on what makes this thing grow.

Thanks!
Read Answer Asked by Marc on April 22, 2014
Q: Hi team:

One of the speakers on market call (BNN) mentioned that ACQ is in the process of being listed in the TSX 60
I recalled that when BAD went through this process, the demand for this stock went up and the stock price would also go up
Is ACQ being listed for the TSX 60 ? How does a company apply to do that ? your comments would be appreciated, thanks!
Read Answer Asked by Michael on April 22, 2014
Q: With reference to CUS ( Yossi's question ) ... the newsletter Seeking Alpha posted a convincing article that suggested Canexus and Gibson would benefit from the Keystone XL setbacks ( due to their reliance on rail ).
Read Answer Asked by Thomas on April 22, 2014
Q: Re Yossi's question on CUS. An article on CUS was published by Seeking Alpha today. The title of the article was "How to Profit from Keystone XL's Indefinite Delay".
Read Answer Asked by John on April 21, 2014
Q: Hello, I'm getting a little nervous about my Carfinco (CFN). Performing very badly over
the last while. I would appreciate your view. Hold for a while or time to Sell?
Thanks: Jerry
Read Answer Asked by Jerry on April 21, 2014
Q: cus up 5.9 % with some volume ,any news or developments that might be behind this ???

thanks

yossi


CUS:(TSX)
Canexus Corp

$5.18 CAD
Apr 21, 2014 3:51PM ET
0.28
5.71%
$5.17
x61
$5.18
x57 1.3M
Read Answer Asked by JOSEPH on April 21, 2014
Q: WIN. The Globe & Mail reports that the us supreme court may restrict the application of patent protection in the Alice corp case which the paper suggests could affect the worth of Blackberry. Could this be the final nail for Wi lan? Are Wilan's patents mostly in the electronics industry?
Read Answer Asked by James on April 21, 2014
Q: Hello Team
After spending quite some time looking at all the different fundamentals of these 3 telecom companies maybe you can shed some light on which one you feel I would do best in. Telus,Chunghwa CHT, or Nippon NTT.Being a contrarian at heart I always lean toward the deepest value which I feel would be Nippon telecom,However there ttm ROA is much lower than the other 2 However forward P/E, Price/sales,and P/CF values are much lower.The other metric which I find interesting is the Net income growth AVG over the last 3 years which Telus has performed much better over.
Thanks Gord
Read Answer Asked by Gordon on April 21, 2014
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