Investment Q&A

Q: I own shares of BRF.PR.A. On April 30th, 2015 holders of these preferred shares will have the option to convert to floating shares or retain them as BRF.PR.A. The floating shares will start trading on May 1, 2015 under the symbol BRF.PR.B

My question is: Should I convert to floating shares or not?
A leading expert on preferred shares advised today the holders of BRF.PR.A should not convert. I am looking for a second opinion.
Thank you again for your valuable advice.

Q: Can I have your opinion on these three? QSR trades on both TSX and US stock exchanges.
Colfax
Restaurant brand int.
Air products

Q: Hey Peter & team,

In my capacity as a UIC at our locale baseball assoc I had the occasion while watching a couple of young umpires, to chat with a dad who... is in a fairly prominent position with EA. He mentioned they have just enjoyed a record best quarter and that their next report (end of April) should be very positive.

Jan 2014 you discussed EA painting a fairly positive picture while admitting you do not follow EA closely enough to be able to discuss their strategy at length. You did say they generate excellent cash flow (which my new friend mentioned as well) and that they have quite a bit of cash on hand.

Stock is up 46% in the past year. Can you tell me what your thoughts on it now, if you feel it is expensive, and if you would recommend it as a buy.

Thanks for all you do

Gord

Q: I own 13 of the stocks in your growth portfolio. I previously owned 9 of these stocks in anticipation they would be in the growth portfolio.
my overall portfolio is up 22 per cent ytd which is amazing with half these gains coming since april 1.
my question is how much of the gains in the growth portfolio since april 1 are because of your membership positioning themselves in the growth portfolio. can you evaluate this, personally I think a lot of the gains are from this action. dave

Q: I heard it suggested yesterday that MBT will never be taken over because the system it uses is "not compatible" with Bell or any other. I have not noticed this point in any analyst's review. Is it a valid issue?

Q: Could you please compare the price-to-cash-flow (P/CF) ratios on BIP.UN, BEP.UN, IPL, AQN, ALA. I hold all of these. Would you sell or replace any of them? For example, I wonder about BAM.A instead of the subsidiaries? Thanks.

Q: CCL has been on quite a run lately but is currently trading ~ 19x forward earnings and estimates suggest a 10% growth rate. Do you continue to see any significant upside from here or has the "best before" been reached?

Thanks, Clay

Q: Hello Peter and team,

I own both IPL and ENB in a non registered account. I've done well with both, but am considering selling one and replacing it with Enghouse to add diversity. Which would you let go and would you add Enghouse at these levels.

Thanks

Q: Hi team!

I currently own Enghouse and would like to now if there is a similar company in the growth portfolio? Thinking of adding Open text(OTC) to my mix, but not if they both are too similar.

Or would maybe descartes(DSG) be a better option or something else?

ps..I don't mind riskier stocks because I am well balanced.

Thank you

Q: Both CGX & SJ have been trading just below their 52 week high the last few weeks & unable to break out.Both have a 18.5% & 22.5% increase in a year.What does this mean,especially from a technical standpoint?.Is it time to take some profit as May is nearby("sell in May & buy in Nov) Appreciate your usual great services & advices.Looking forward to seeing you on Market call on Apr 15

Q: Hi Peter and Team

What do you think of Constellation Brands now that it has initiated a dividend? It has risen quite a bit over that past few months but the chart still looks pretty good. Is the valuation reasonable?

Thank you!

Q: Have been watching this stock since since growth portfolio came out,it trades very little and when you put a bid in someone tops it by a few cents with a a 100 share bid.The ask and bid price are often fairly far apart.If I do eventually get some it may be hard to sell when the time comes.

Q: I hold both of these ETF's. In the same account. I suspect they are essentially quite similar , can you point out differences? Great service as always, we are all appreciative of your guidance.

Q: I notice this Co. on the new highs list.
May I have your opinion please.

Q: Three insiders have bought recently, but it has no revenue and is only in phase two trials. Do they have enough money to continue, or is this just a hope that someone will buy them? If it works, they're worth a fortune.

Q: Hi Peter! I have collected a few names in my portfolio that have shrunk to little value and am wondering if you think I should hold on to these names or just exit the positions and move on. I'm not losing much by holding on to them but am unclear on whether there is much upside with any of these names? Ian

Q: Each Subscription Receipt will entitle the holder thereof to receive, upon the closing of the Acquisition, without payment of additional consideration or further action, one Concordia common share in exchange for each Subscription Receipt.

Why companies sell subscription receipts instead os shares? Should I buy the shares or the receipts?

Regards

Q: Hi is it too late to get in on US biotech @ h/c. Do you think these elf's are good vehicles. Thought elf's were best as stock picking in those areas is not easy for me anyway. What is a hot Canadian sector thanks.

Q: Caldwell Partners release fiscal Q2 last night. From revenue multiple the Company appears insanely cheap given that revenues are growing over 20%. What is your view on Caldwell as a small cap stock investment at current trading levels.

Q: What rights do shareholders have to stop/control dilution by issue of Treasury shares to anyone? Where insiders protect their positions by granting themselves options/warrants/rights to mitigate dilution caused by granting Treasury shares to new insiders can other shareholders insist on the same protection? Where dilution does take place what notification has to be made to shareholders, how and when?