Investment Q&A

• Just Energy Group Inc. (JE $0.21)
  • $0.21 Cap: $9M
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Q: I’ve been trimming my holdings of JE and today they released their numbers. Just Energy Group loses $135.15-million in Q2 2015. The report says the loss, “represents the mark to market of future commodity supply acquired to cover future customer demand”.

The market seemed to like the report as their other numbers seemed positive. Should the current loss be ignored or is this risk likely to continue with energy costs dropping?

I’m aware that you prefer SGY for income and growth. Would you continue to recommend trimming JE and replacing it with SGY – staying in the energy sector?

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Read Answer Asked by Dean on November 14, 2014

Q: CST seems to be having some positive momentum and flies under the radar for convenience and fuel stores. What is your opinion of CST as an addition to ATD.B and PKI in the sector for more US exposure? Thank you.

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Read Answer Asked by Gayle on November 13, 2014

Q: Can you please comment on the following group of stocks for an RRSP for a 10 year old and a 7 year old; AYA, ATB.B, T, BNS, SLF, WCP, SJ, STN, ENB, CSU. Also, can you please suggest a US ETF to round out the account. Thanks!

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Read Answer Asked by Janet on November 13, 2014

• Bank of Nova Scotia (The) (BNS $78.22)
  • $78.22 P/E (TTM): 16.29X Cap: $97.16B
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Q: I realize you like both TD and BNS, even though BNS hasn't performed as well the last couple of years. I'm sure you take other considerations into mind, so I'd appreciate hearing which bank you prefer for a 5-10 year hold and why.
Thanks!!!

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Read Answer Asked by Brenda on November 13, 2014

Q: Good morning,
How did HWO's latest release look to you guys?
Thanks
John

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Read Answer Asked by John on November 13, 2014

Q: Now that WEQ has reported its latest results, with a further (19%) drop in its stock price, what is your assessment going forward? I'm down 40%, though have only a small holding. Am reluctant to sell based on one quarter's results, and have it in a registered account so couldn't claim a tax loss. Thanks.

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Read Answer Asked by Thomas on November 13, 2014

• Sylogist Ltd. (SYZ $8.05)
  • $8.05 Cap: $213M
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Q: I wish to add to my holdings of technology stocks. What would you recommend? If establishing a preference order, what order would you assign to SYZ, VCM, XTC and ET? Many thanks

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Read Answer Asked by Patricia on November 13, 2014

Q: Please comment on the quarterly results and the recent
sell off.

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Read Answer Asked by gordon on November 13, 2014

• Aimia Inc. (AIM $3.18)
  • $3.18 Cap: $305M
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Q: Peter,
Can you explain the reason for the drop in AIM's stock price.
Thanks.

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Read Answer Asked by Blair on November 13, 2014

Q: Peter In six weeks were into a new year and what a opportunity to move my surge shares into our tsfa and enjoy the tax free income.This is to me the silver lining of the low oil price .

Regards Stan

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Read Answer Asked by Stan on November 13, 2014

Q: With the bought deal at 8.00$ and the continual downslide of Weq -it certainly would appear that insiders knew beforehand of the bad results to be released.Does the Securities ever investigate this stuff or is anyone accountable-looks shabby

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Read Answer Asked by terrance on November 13, 2014

• Cineplex Inc. (CGX $10.66)
  • $10.66 Cap: $669M
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Q: Past growth has been impressive, but it now has 78% market share. Where does it go from here? With the recent weakness in CGX, is it possible that investors have woken up to how expensive this stock is when one considers the P/E and dividend yield?

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Read Answer Asked by Douglas on November 13, 2014

Q: What do you suggest with WEQ, now that they have reported Q3? Is this big drop simply earnings-based or have they adjusted the dividend as well? I couldn't find anywhere that they are adjusting the dividend.

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Read Answer Asked by Stephen on November 13, 2014

Q: Hi Peter

I know you have made a few comments on WEQ over the past few days, but now that the Q3 #'s are out what are your thoughts?
The quarter wasn't great, but not a complete disaster, Payout ratio for the quarter was 150% which I know is high, but for YTD only 68%...seems to be overly punished/sold here.

Thanks,

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Read Answer Asked by CAM on November 13, 2014

Q: Can you please comment on their results. Thanks

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Read Answer Asked by Imtiaz on November 13, 2014

Q: Please comment on q3 results and buying at this price +- now
thanks
yossi

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Read Answer Asked by JOSEPH on November 13, 2014

Q: Greetings- Do you have knowledge of Rewalk. I had been most interested re: history of the robotics but did not realize it had an IPO. Just saw they reported earnings and think I'll buy 'a bit' now. Look forward to your comments. Thank you.

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Read Answer Asked by Joan on November 13, 2014

• Veresen Inc. (VSN $18.51)
  • $18.51 P/E (TTM): 35.6X
  • View VSN Profile
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Q: Hi Peter,

Could you pls comment on veresen, is it long term hold for 10 yrs they have the ruby lng project and our they in the same
business as lng cheniere energy with this acquisition

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Read Answer Asked by PAUL on November 13, 2014

Q: When would you expect "tax loss selling season" to take place? Thanks for the great service.

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Read Answer Asked by Doug on November 13, 2014

Q: Hi All! I'm a bit surprised you haven't had a previous question about this co. They have a factory just down the road from you! Yesterday CSIQ had a pretty wild day, in spite of recent quarterly results which seem pretty positive to me. What am I missing? Thanks!

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Read Answer Asked by Jim on November 13, 2014