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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 want to thank you so much for AVO. I have made amazing amounts of money with this stock and no doubt the good story will continue.Now I am waiting for other great stories over the next week like bad, acq, byd.un aya and another great one which you will be reporting on soon and that is DHX. What are you thoughts regarding their upcoming earnings? I own them all.
Read Answer Asked by Jim on November 06, 2013
Q: Badger Daylighting (T.BAD) announced the acquisition of Fieldtek for $19.2M today. From the release, "The purchase price reflects a multiple of approximately four times Fieldtek's trailing 12 months normalized EBITDA (earnings before interest, taxes, depreciation and amortization)". This would therefore add approx $4.8M to BAD's annual earnings. Roughly speaking then, how many EPS would that add to BAD's annual EPS? Thanks.
Read Answer Asked by Richard on October 17, 2013
Q: Hi Peter, I'm seriously overweight Badger (BAD) at 13.5% (still love it) and am considering dumping PPL and PKI as decent dividend plays but under performing the rest of my portfolio.
If I trimmed Badger and sold the other two would any or all of BBVA, SAN, ORI, KBWD and WTE work as dividend plays with decent growth potential.
Thanks
Read Answer Asked by Kyle on October 15, 2013
Q: I am a little overweight in utilities and am thinking of selling some TRP. I am thinking of buying AFN, NBD, MX or VET. Do you prefer one over the other? BAD is clearly an excellent company but I get the sense the stock has gotten ahead of itself.

8.3% of our portfolio is in energy - mostly gas (ARX, PEY & BNE) - not sure if I would be getting overweight in energy with the addition of VET.

Your thoughts would be appreciated.

Thanks
Read Answer Asked by James on September 10, 2013
Q: Hi Peter I apologize in advance with yet another question on Badger. At what rate are you assuming earnings grow over the next few years? I see in 2009 they earned $1.82,2010 $1.72, 2011$2.39 , 2012 $2.41 and if we annualize current ytd eps we get $2.82. Kind of erratic over the last few years. Once you let us know what growth rate you are assuming can you please let us know what multiple is reasonable for that growth rate? Thank-you.
Read Answer Asked by Chris on September 04, 2013
Q: I am a bit conflicted by Badger Daylighting - BAD. On the one hand my investment has more than doubled ( on your recommendation)and the last quarter was great. On the other, I wonder about the lack of barriers to entry - already a "little Badger" ( Lonestar West - LSI-X ) has emerged in the Canadian market. Of more concern would be a larger U.S. player ( where BAD's growth will be)entering the space. Could I have your thoughts on Badger specifically in regard to this concern over lack of barriers to entry? Do you see it as a cause for concern?Thanks.
Read Answer Asked by William on September 04, 2013
Q: Good Morning Peter,

Would it be possible for your team to recommend three or four stocks that pay high, safe, and growing dividends (at least 7%), and positive growth going forward? Or am I just spitting into the wind? In my income portfolio I already own BCE, CPG, DR, ECI, ERF, LW, STB, VSN with an average dividend payout of 8.07% (many of these stocks long-term holds since 2009). And in my wife's portfolio, she owns AQN, BNS, MBT, NFI, PKI, PPL, RSI, ZRE. We have a couple of $50,000 GIC's coming due this month that have been paying 4.35% for the past five years and need to re-deploy these funds.

Thanks!
Read Answer Asked by Paul W on September 03, 2013