Investment Q&A

Q: Not to question your decision on ADW but my situation is as follows. If I sell ADW the capital gains would be such that an old boy like me would get totally clawed back on CPP not to mention the tax burden. I understand you had a good run with ADW and if the share price dropped in the next few months it would not be good for the Income Portfolio. You mentioned that for an Income Portfolio the dividend didn't justify the holding yet you bought ADW into the portfolio several months ago for the same dividend. Perhaps it should have gone into another portfolio. At any rate the question is this: Is there a different approach based on age and capital value when it comes to planning. Should I sell and take the CPP hit regardless or should I look at this in a different light? Thanks again for your valuable service. Perhaps you should include an "old boy section" for guys like me (LOL) Cheers

Q: Following your balanced equity portfolio. I have read some questions you answered recently. Besides SIS, Premium Brands and KXS which other 2 or 3 equities do you expect higher returns in the next couple years. Thank you as always for your advice. Steve

Q: Is the 2.5% sell off in ENB primarily due to the announcement re Midcoast Energy Partners. Do you expect this to be dilutive in any way such as issuing new equity? Thanks.

Q: I have owned cigi AND FSV through the split. Would you move into aif.No tax worries.

Q: Today is written 'Add 5% to Crius Energy" in the Income Portfolio. Should that be "New Position" as I did not see KWH previously in the Income Portfolio unless I missed it.
Thank you
Stanley Cohen

Q: I currently hold DHX.B in my grandson's RESP. I am a long term investor but this company has been a disappointment over the past two years. What are your thoughts on the future of DHX Media?

Carole

Q: Methanax saw a nearly 10% run up on its unexpected earnings report. Is it too rich now to hold, where other options should be explored, or do you see further appreciation over the coming year?

Q: Peter and Team,
Please provide your insight on whether otc is still a buy after the recent split? Can we expect continue growth in the next few quarters? Is it still a buy at the current price? What will derail it? Thanks!

Q: Today Intrinsyc press released another sizable order. They have had a steady flow of news releases the last 8 weeks on services and production wins. The stock seems range bound over this period despite its trades rather cheaply on trailing basis for Company that is showing very strong revenue and profit growth. I know the market cap is only $45M but many other tech stocks, same size, trade at much higher multiples and they have inferior balance sheets compared to ITC. Any insight or is ITC is stock that is ready to be re-rated much higher in coming months?

Q: Looking to add one more stock to my non registered portfolio as a long term hold. I am buying mostly for income and stability. some growth would be nice. Which would you pick between ET and ABT?

Q: Hi,

Would you be a buyer of ABT now, or would it be more prudent to wait until after their next earnings release, which I believe Feb 6?

Thanks,Brad

Q: Hi, Spin Master was clawing its way back up in past 2 weeks, but again took a hit today morning. Down 5% !! Is the same class action news causing this ? I have a full position. Results are still several weeks away. should I be worried ? Thanks

Q: What are your thoughts on Methanex's Q4 results announced last night, which look pretty strong on an initial look?
Thanks

Q: Does Mattel's financial results release offer any insight into Spin Master Toys? Mattel says they were impacted by a significant US toy category slowdown. How would one know if these poor results were specific to a company or an industry? Spin Master is a long term hold regardless as I have confidence with their strategy, especially using evergreen entertainment properties as a setup to sell children toys and branded products. I don't think Mattel has developed this strength.

Q: When I look at long term chart this stock traded above $70 at one time and below a $1 in 2009. Am I readind this correctly or are the long term charts wrong.
Thx

Q: In regards to the net loss " Adjusted EBITDA before REI is Adjusted EBITDA before considering the retained economic interest attributable to vendors and/or principals of acquired companies". Can you try to explain further to a layman.

Q: Please your opinion on ZCL including insider ownership,estimated eps & revenue.When it is reporting?After your recommendation @ $10,I iniated a half position;should I add now.Thanks for u usual great services & views

Q: I keep trying to add to a position in Photon. The stock just doesn't seem to want to pull back. Would you be comfortable adding here at its current valuation etc.

Thanks

Q: I have an approx 1% (of equity portfolio) position in Pure technologies and 1% in cash available. Would you endorse selling the pure technologies and buying a 2% position in Shopify ? (I am not getting any younger)

Thanks.

Q: SYZ looks to be net buyers of their stock recently and insiders are buying. I have a half position and would like to add. Any concerns other than the small size of the company. I follow the BE portfolio mostly with a few income stocks as well.