Investment Q&A

Q: Would a company like Merus, having operations/assets in Europe be negatively affected in your oppinion by a brexit?

Thanks, Wes.

Q: http://investors.calliduscapital.ca/phoenix.zhtml?c=253673&p=RssLanding&cat=news&id=2167738

Any thoughts on the report earlier on Wednesday by CBL? Thoughts on earnings and the commentary which suggested that they could have been more aggressive would be appreciated. Best guess on how the market reacts and would you change a position or open/close a position?

Thanks!

Q: Hi,
My brother is a Primerica agent (err..salesperson). Im not big on Primerica as a company at all. He keeps pushing though about this large cap fund ( http://www.fidelity.ca/cs/Satellite/en/public/products/mutual_funds/equity_funds/cdn_equity/bu) supposed to have great long term returns. One of the things I don't like about this is the management rate of 2.28%.
Im not an active investor, but have some exposure to real estate (through reits) and a little finance through CM.
I am young and have tfsa savings and want to invest in long term growth (etfs maybe?). Could you offer some recommendations on good long term low cost, passive investments?

Your website is awesome and Ill be signing up as a member tonight!

Thanks
Dave

Q: What is your opinion of Purpose Best Ideas fund, thanks?

Q: Could I please have an update on Athenahealth Inc (ATHN). Do you still like it and consider it a good holding? Thanks

Q: The returns on this fund are excellent, the mer not so much 2.34%.
Your thoughts please or alternate suggestions. Thank you.

Q: Can you explain to me the deal between Dundee and OGI, why is it that Dundee is buying under the market price, and also getting warrants as well. If you can expand on this i would appreciate it

Q: What are your thoughts on Premium Brands Holding PBH's results? Is a pullback a buying opportunity for a 3-5 year timeframe? Thanks for all your work!

Q: Please provide your thoughts about Terra Firma. What is the key business risk with this company? Would you rate it a buy at current price. Appreciate your help.

Q: read your response to Dennis regarding what seems to be a more positive outlook for Win...
in your analysis, do you use technicals and if so what would be your technical outlook for Wi-lan??

Q: Looking for your favorite pulp and paper stocks, small, mid and or
large cap.
Thank you.

Q: Hi Peter and Staff
I hold a small position in CPX in my utilities group. Wondering how you feel about KWH.UN that I do not own as a replacement or would you suggest I keep CPX or sell CPX and look elsewhere entirely in a different sector as I own all the other usual recommended suspects in this sector.

Q: Looking to place additional $100K into the US. Already own a split between XLK & IGM which covers the largest players in the Teck sector. Would appreciate your pics for 3 - 4 solid Cos. in health, consumer discretionary, industrial or other. Thank you.

Q: What is your view on the earning release of Northland Power? It is about 2% in my portfolio (30% gain) in my TFSA. According to the recent earning release of both Northland Power and Fortis, is FTS a better stock in the long run. I have BEP.UN and AQN. Please give me some guidance. Thanks

Q: I'm trying to clarify your answer to Phil. Do you think NFI is still a buy even thought it's at a high? How long do you think it should be held?

Q: This company is new to me, what are your thoughts, steady performer, PE66.
Would you suggest something else if not this one? thank you.

Q: would you please provide your take on this company. I have a small position and I am wondering if I should hold or move on? If I should be moving on please suggest possible candidates.
Thank you for your advice.
David K.

Q: Peter and team:

I have done very well on both NFI and WEF (2x) in an RESP for my kids. First withdrawals will be in 2-3 years.
In your opinion should I sell both and re-invest in something less volatile, or hang on for the ride.
Also, what do you think of BMO low volatility funds (ZLB and ZLU) as options on a 2-3 year RESP.
Deduct a couple if you see fit. Thanks as always.

Phil

Q: RBC shows a earnings report due April 26 yet nothing has appeared so far, any ideas?

Q: Your response to nicholas on EIF gives me comfort to continue to hold it for yield. The article in today's Globe ROB says the exact opposite about the coverage ratio. Can you comment on what the coverage ratio is? Both of you base it on cash flows but article concludes there is absolutely no cash available to cover dividends once you factor in capex spending and therefore our dividends are surviving only on debt and equity issues. Thanks again. John C.