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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 day:
I realise that your focus is not the US market, but I would appreciate any thoughts upon Cummins. I am thinking of initiating a position as it may represent good value for the longer term although the sector is out of favour.
Thank you.
Read Answer Asked by Peter on August 17, 2015
Q: Just released Q2 results. Increased dividend (while most are cutting!), good debt to cash flow, what is not to like - your thoughts?
Read Answer Asked by Colin on August 17, 2015
Q: Peter & Team, I would very much value your comments on Alterra & IGG.

Thanks Kindly! Austin
Read Answer Asked by Austin on August 17, 2015
Q: I recently took a loss on CPH in my RRSP account. My avg. price was 14.5 and I sold at 9.4. I replaced it with TRX. What do you think? Was this the right move or should I held on to my CPH losses.
Read Answer Asked by Imtiaz on August 17, 2015
Q: Would you please comment on recent q results? My humble opinion is that they are showing the company appears to be on the mend. Unfortunately in this market it is just an excuse to sell. I notice that any micro or small stock I own that has mutual fund ownership seems to be on the decline regardless of fundamentals. No wonder almost all funds underperform the market.
Read Answer Asked by Murray on August 17, 2015
Q: I have a small position at higher prices, with its recent results, do you think it's wise to average down a bit? I usually don't average down often.
Thanks
Read Answer Asked by Marie on August 17, 2015
Q: 9 days ago Power Corporation declared EPS of 0.90, 18% above the consensus. Since then it's in a strong downtrend. These days it's the stocks that miss earnings that get punished. It's now below the 50 day MA. Over the last 15 days, on down days, the volume was average so it's not weak volume. The stock is cheap and pays a dividend of 4.1%. Out of all my holdings, this one makes the least sense. Can you dig into the earnings to help me find what BayStreet didn't like? It must be more than the weak market. If there's nothing, can you share anything in the technicals I may have missed? Thanks!
Read Answer Asked by Matt on August 17, 2015
Q: Hello team,

I'm interested in your take on the continued sell-off on ATA. The disappointing quarter aside, do you think the softness now speaks to concern about the currency move in China and the ripple effects that would have on North American manufacturing? Is their exposure in Asia and beyond not diversified enough to insulate them for any softness in North America.

Thanks for your insights.
Read Answer Asked by Suzanne on August 17, 2015
Q: Peter, it was interesting to watch the CEOs of both companies on BNN recently. Both seem like very bright young men although it was far easier to warm to the TCN boss yesterday vs the AVO boss a week or so ago (based upon their demeanours). Is that just them ? or a reflection of how their companies have been performing ?
Read Answer Asked by Paul on August 17, 2015
Q: Hi, recently read the Moody article on oil prices. Wondering if you know of any web link or a future article you can write about the break-even oil cost for our canadian energy companies in order to survive? (i.e. Lightstream Resources Ltd. and Northern Blizzard Resources Inc. have among the highest costs at $102.52 and 130.88 a barrel)?
Read Answer Asked by Michael on August 17, 2015
Q: Good afternoon. Could I please have your thoughts on Twin Butte as a potential value/income play following Q2 results earlier this week, Among other 'highlights', the company indicates that debt has been reduced to 1.3 times cash flow, with YOY operating costs reduced by 19%. The dividend has been cut by 70% and the payout ratio reduced to 48%. Realize there are risks, as with most oil & gas companies these days.

Thanks as always.
Read Answer Asked by Thomas on August 17, 2015
Q: Q2 results out - could you provide your updated assessment? seems solid, but oil down, etc.
Read Answer Asked by Colin on August 17, 2015
Q: Knowing that you don't follow U.S. stocks can you give your view on this stock as to whether it's a buy . It's down quite a bit in this market and has been recommended many times on BNN. Thank you
Read Answer Asked by Indra on August 17, 2015
Q: I would like to get back into Canadian banks. I still own a small position in TD and BNS but my largest positions are in US banks. TD is often touted as more American than Canadian. In that sense TD seems like a very poor performer when looking at it on the NYSE. When comparing it to Wells Fargo for example TD is down 25% on the year while WFC is up 14%. This must spook american investors and its not looking as like a good choice when selecting banks. Should we just stay with US banks and let TD/BNS find a bottom?
Read Answer Asked by Greg on August 17, 2015
Q: Hi Peter and Team,

Referencing your last comment on Intertain. Looking at the daily historical data for the past month on the Stockhouse site I would not consider 1.06M as low volume. The reported numbers are the highest daily level in a month. Is there something other than Friday summer trading going on here?
Read Answer Asked by Peter on August 17, 2015
Q: Hello Peter & team, Seems BNS is the "winner" here. It could be affected by being exposed in L.Am. to miners PLUS being affected the MOST of all Canadian banks due to its exposure to oil/gas sector in Canada, with "cracks" starting to show in Q4 and early 2016 (as the article suggests). And who knows for how long low oil prices will persist....maybe it will stay low for ever due to supply that keeps growing. Would you pls. comment on this article.

http://business.financialpost.com/news/energy/cracks-may-begin-to-appear-in-canadian-bank-earnings-as-oil-downturn-persists

Thank you!
Read Answer Asked by Silvia on August 17, 2015
Q: Please comment on the latest results from Solium Capital. Thanks!
Read Answer Asked by Paul W on August 17, 2015
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