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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 recently read this in a publication "The percentage of people over 65 continues to increase each year. According to a University of Ottawa report, by 2021 - just seven years from now - there will be 6.9 million Canadians age 65 or older. They will represent 17.8% of the total population." Where can we invest our money to capitalize on this demographic trend? Thank-you.
Read Answer Asked by Albert on April 21, 2014
Q: For what its worth I feel the CEO of G badly bungled the OSK file. I never liked the low-ball offer - if you want it you put up the numbers to get it. A low-ball offer just invites competition. OSK, in my opinion, is an excellent miner...it's got the reserves, the grades, the location and the team that brought a gold mine into production during declining gold prices. I know you like G and I am a shareholder myself but now I am wondering about the executive suite.
I sort of recall seeing the CEO stating on television that the initial offer was a take-it-or-leave-it offer and he wasn't about to overpay. Then he increases the bid once YRI comes to the table. His word does not appear to be his bond.
Read Answer Asked by James on April 20, 2014
Q: Your answer to Jeff's question about AYA's 5 year earnings growth. The CAGR IS -253%. The math proceeds as follows: -253% turns plus 4 cents into -6 cents after 1 year, into -9 cents after two years, -14, -22 and finally -33 cents after 5 years. If you change to a simple average (presumably over 5 years) you'd show -7.4 cents as the annual level change needed to turn plus 4 cents into -33 cents over 5 years. In simple interest terms that's -285% and not much easier to grasp. Keeping the CAGR (which works well in the vast majority of cases) and showing the 5 annual earnings in the body of the report would illustrate how plus 4 cents developed into -33. Publish this if you think it's worth doing so.
Read Answer Asked by Fraser on April 20, 2014
Q: Based on the April 17 market action it seems market players are tuned in to 5i's report on Amaya, AYA, issued the same day as a big pop. Just kidding, but what it does illustrate is how volatility can be a friend as well as a foe. Bear in mind, to add to John's recent wisdoms on this stock, that without volatility, the two sided coin, you wouldn't make any money in the market, so you might as well buy a GIC if you can't embrace this concept. Also, most stocks present buying opportunities when the faint of heart swoon. I can provide lots of recent B.O. examples with 5i portfolio stocks, too.

I love the new report card. At a glance I can see where a company's strengths and weaknesses are, and in Amaya's case it seems they need to buckle down and earn some dough. I get the D minus rating on 5 year EPS growth but I have trouble getting my head around minus 253% which I believe is an annualized return over the 5 years. My knowledge of accounting isn't very extensive but I believed that minus 100% was about as bad as it could get, and if you're going to break it down over 5 years you get something like minus 20% annually, less if compounded. So is this a typo or am I out to lunch? Also TD has current ROE as minus 13% so over the 5 years was this a positive figure that has shifted to the negative and is the trend down? Thanks, J.
Read Answer Asked by Jeff on April 18, 2014
Q: I have a position in CFN but I am currently under water and it continues to slide. Would you recommend cutting my losses and moving on or keep holding ?
Read Answer Asked by Ken on April 17, 2014
Q: I bought some Glentel at 12.80 and have watched it slowly go down these last few weeks. Would you continue to hold this? I am considering selling and buying some K-Bro. Should I at least wait for a bounce with Glentel?
Read Answer Asked by Wayne on April 17, 2014
Q: I have purchased a decent position in Tricon (TCN) at around $7.70. I like the long term prospect for this company but it has trended lower lately although it's rise from $4 has been significant. You mentioned updating the report on this company in the future. What do you see in a three year time horizon?
Thank you.
Steven
Read Answer Asked by Steven on April 17, 2014
Q: do you have preference for AFN-vs-CVL for income/growth and why? thanks
Read Answer Asked by don on April 17, 2014
Q: Hi Team: can you comment on the recent financing and acquisition by HLP.un. They seem to be agressively growing their business. Thanks
Read Answer Asked by Scott on April 16, 2014
Q: I notice that last year, FSV's (First Service Corp) Q1 was the weakest quarter of the year. It looks to be the same for 2014, with a current projection for Q1 2014 of 13 cents a share but increasing substantially thereafter. What is the reason for this and what are your expectations for the Q1 earnings that will be reported later this month?
Read Answer Asked by John on April 16, 2014
Q: HLP.UN Healthlease Been having a lot of trouble getting to even on this stock. They just did a $10 offering. I expect it to dip below that price at some point. 1st -- Do you like the deal and 2nd Worth buying more?
Read Answer Asked by Gerald on April 16, 2014
Q: Helathlease Properties HLP.UN has released a new offering of $50mil in new units @ $10. I currently do not have any REITs and the 8.5% dividend at this price looks quite attractive. Would this be a good time to buy HLP or do you see any hidden concerns with HLP in specific or the Health/REIT Sector in general to avoid this area at this time. Thank you.
Read Answer Asked by Alan on April 16, 2014
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