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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 thinking of purchasing LIQ but noticed it has rallied significantly in the past few days. What do you think of this company? Should I be aggressive to purchase it at current levels or can I be patient and accumulate it on dips?
Read Answer Asked by Brian on January 07, 2014
Q: Happy New Year, 5 I Team. I am thinking of investing in two of the following three stocks in my TFSA account this year. Would you please give me your opinion on which two would be the best choice: CHR,B Chorus Aviation, DHX, DHX Media and HWO, High Arctic Energy Service. Thanks, Lesley
Read Answer Asked by Lesley on January 07, 2014
Q: I have been considering Enghouse (ESL) as I can now put some money in my TFSA. However, I noticed Descartes (DSG)and started comparing to ESL. I read your previous comments and they do not indicate any leaning to one or the other. The market caps are similar but ESL has a lower P/E. What is your opinion of these two? Thanks in advance.
Gary
Read Answer Asked by Gary on January 06, 2014
Q: Current TFSA holdings are BEP.UN, BNS, PKI, and HR.UN. Have room for 15k investment and plan on buying MCR plus one other stock. The 15k for two stocks will equal about 5% each of the combined TFSA/Investment Acct portfolios.

Do you have a preference of MG, or ACQ for the second stock? I have no other exposure to the automotive industry.
Bob
Read Answer Asked by Robert on January 03, 2014
Q: GLN Glentel is up $2.00 in the last two weeks and it raised it's dividend four percent yesterday. Is it going up because people sold it for tax loss and are now buying it back or is interest coming back into because of improving prospects? I'd appreciate your thoughts. THANKYOU
Read Answer Asked by John on January 03, 2014
Q: EQI How do you feel about EQI as of now? Smoothwater appears to be supporting the stock which worries me. Do you think they might pull back on that support to try to sway us little people to go with their offer? Would CXS be a decent more stable alternative?
Read Answer Asked by Gerald on January 03, 2014
Q: Happy New Year

Thanks for the great service. Question for my TFSA account, looking to add one stock from the A or B+ rating. Currently own BNS, STN, CSU, ESL. Looking for long term hold and a dividend grower.
Thanks
Kevin
Read Answer Asked by Kevin on January 02, 2014
Q: For a TFSA of $35 000 with Amaya(AYA)representing 75% and CGI (GIB.A) 25%, where would you advise putting an additional contribution of $5 500 ? Both are good companies. Would adding to these companies make any sense, or is there enough there, and some diversification would be advisable ? What about putting this additional contribution in GIB.A ? Thank you kindly for your advice.
Read Answer Asked by Serge on December 31, 2013
Q: My question is about Great Canadian Gaming Inc. (GC).

In your recent report you gave this company a B rating. I am trying to understand how this came to be. I most definitely do not understand something as I do not see this in a positive light (but you have proved me wrong many times and I am trying to learn). The following is what I have read in your report.

- The company pays no dividend and has high debt.

Additionally, reading the section on "Recent financial results" the following stood out when I read it.
- For the 9 month period, revenue was $305.9 million, basically FLAT compared to the prior period.
- These arrangements are NOT as attractive as the previous ones and overall revenues have DECLINED from these facilities.
- Boulevard also produced REDUCED revenues due to proximity of highway....
- These negatives were offset by IMPROVEMENT in the other casinos, notable River Rock (sounds like we're putting our eggs in one basket)
- For the 9 months, adjusted net earnings were $34.9 million, DOWN 4% from last year.

Additionally, I do not believe that I read about much growth. In the "Growth" section of the report.
- Growth can come from the of new sites, BUT this ability to grow is strictly controlled by provincial/state regulations.
- The Ontario Lotto and Gaming Corporation is evolving its operations in Ontario which MAY present opportunities for GC.

Overall, what I feel I read is that the company pays no dividend, has lots of debt, its financial numbers are flat (if not decreasing), growth is a possibility (however it is out of the companies control) and there are "exceptionally tight regulations and any violations are met with strict penalties, ...". How would this be a "B" company? Especially if we also consider that the stock has already had a run up.

I have missed a number of your great stock opportunities due to my incorrectly questioning your analysis. This time I thought I would ask before writing it off for other opportunities.

Thanks again. There is no rush to respond to this question. It can go at the bottom of the list.
Read Answer Asked by Walter on December 30, 2013
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