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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: Good morning. My best wishes to all, and I hope everyone is well. I am puzzled as Concordia continues to be punished while Valeant is having a nice pop. I purchased a small position in CXR based on the thinking that the baby had been thrown out with the bathwater. It seemed to me that CXR was condemned as guilty by association. Are there any other factors at work here? Would you consider adding to the position once the rout ends?
Thank you.
Read Answer Asked by william on November 02, 2015
Q: It has been a year since you last commented on Syntel. What is your view of the company at this time?
Read Answer Asked by Lloyd on November 02, 2015
Q: Bought Teva in a dip a few years ago and have done pretty well with it. Know they face competition as patents for their MS drug roll off, which I believe represents 50% of their current profits, but never seems to be a bad as analysts predict. See the stock has dipped a bit as they've announced a couple of large acquisitions which look to me to be accretive. Any thoughts on the stock, thinking I might add some more here.
Read Answer Asked by John on November 02, 2015
Q: Hershey had a bad third quarter results. Headline, Hershey cuts forecast on weak demand (slower growth)and higher marketing costs. Hershey's executives are saying. There is a growing gap between low-income and high-income buying patterns. Sanford Bernstein analyst says, there are health and wellness concerns and the premiumization of the chocolate category. Thus, what are your opinions--sell or buy and etc.? Is it a permanent or temporary shift?
Read Answer Asked by Herbert on November 02, 2015
Q: This project seems to be progressing nicely on budget and on time. What are your thoughts for a longer-term speculative buy. Apparently the major owners are looking for this to provide dividends -- at quite a high rate -- versus growth. Clearly we will not know until it is up and running if they can do that. Micheal Smedley just rated it as a buy. Thoughts?
Read Answer Asked by MARK on November 02, 2015
Q: Hello Peter, can you tell me where can I find details of cumulative redeemable preference shares like, life, call price/date,etc. Which one of the above would you suggest, perhaps a better on or two.
Many thanks, J.P.Burlington
Read Answer Asked by Joseph on November 02, 2015
Q: I just received your reply to my question about LIF and in the reply you used the term OK 4 times. Once you had ' ' around OK. I have noticed the use of OK in many of your other answers as well. I am never quite sure how to interpet the use of this term. Does it mean JUST OK. i.e. "We don't really like it but it's not bad enough to dump on it" OR is it to be viewed in a more positive light. It always seems to me to be a bit of fence sitting.
Read Answer Asked by Bruce on November 02, 2015
Q: I realize past performane does not not indicate future performancebut MRU has outpermormed L and EMP.A on 5, 10 and 20 year metrics. I am looking for a long term consumer staple so at present I am thinking MRU or maybe all 3 makes sense also.
Read Answer Asked by blake on November 02, 2015
Q: Q3 results are out; smaller dividend and a lot less debt. The company is doing the right things. Is this a good entry point for a small position?
Thank you.
Read Answer Asked by kelsi on November 02, 2015
Q: I had held LIF for a few years and sold it earlier this fall to take advantage of a tax loss. Am thinking of buying back in once Tax Loss Selling season starts (late Nov). Materials would represent 10% of my Cdn Equity portfolio broken down between SJ, AGU, AFN and LIF in fairly equal percentages.
In the short term I am buying primarily for the dividend income and understand Capital Appreciation may not take place for a few years till Iron Ore prices improve.
Your thoughts on my plans for the materials section of my portfolio and at current Iron Ore prices is LIFs dividend secure?
Read Answer Asked by Bruce on November 02, 2015
Q: This is a Canadian company with operations in the US. Not much info on it yet. Can you supply some numbers and give your opinion on this stock please?
Read Answer Asked by Ed on November 02, 2015
Q: I am interested in the technology of plasma furnaces and its application in waste management. Do you have any insight into this area? PYR is one company I have uncovered. It appears that Westinghouse plasma corp (Alter NRG Corp) has been taken private by a Chinese company. What do you consider the best way to play this technology?
Read Answer Asked by Stewart on November 02, 2015
Q: P/E is 3.1 and it pays a 6.9% dividend. Would this be a safe investment for a retired person looking for a decent yield?
Thanks
Cathleen
Read Answer Asked by Cathleen on November 02, 2015
Q: Dear sirs,

Looking for your opinion on the recent weakness of this reit, specifically with rescpect to today's $.50 decline.

Thank you,
Brad
Read Answer Asked by Brad on November 02, 2015
Q: Seems to be on a steady downward spiral and the dividend is getting high.Is this sustainable and forward prospects ?
Read Answer Asked by terrance on November 02, 2015
Q: Hello Team,
Could you give me your opinion on this company and how would you rate it compared to csh.
Thank You,
Barry
Read Answer Asked by Barry on November 02, 2015
Q: I have been rebalancing my portfolio which has been heavily skewed towards Cdn Dividend payers as I am retired and use the income to supplement my Pension. My Cdn holdings are now fairly well diversified using your Income and BE portfolios as guides.
I have targeted 15% of my total portfolio for Cdn ETFs which hold US equities. The following are my current holdings and the % weighting: ZDY 9%; ZBK 2%; ZUH 2%. I am looking at adding 2% Tech exposure and am considering either ZQQ or XQQ.
Your recommendations for the Tech exposure and my overall plan for my US exposure would be appreciated.
Read Answer Asked by Bruce on November 02, 2015
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