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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: fsz
Hi- Fiera recently announced June assets under management, but did not include a comparison to May or previous months. I can't find more info on the Fiera site or archived news. Are the assets under mnanagement increasing or decreasing? Is that why Fsz is going down? I wanted to add to my small position.
Thanks
Read Answer Asked by Pat on August 11, 2014
Q: Concerning the short attack on EIF, it would appear that some of the comments by Veritas and repeated in the G&M article were misleading, if not bordering on dishonest. You mentioned the fact that everyone is entitled to their opinion, but if an ordinary joe tried such a scam, they would likely be fined by the regulators. So how do these people get away with it? My investor question is; do you think the secured debentures, more specifically the EIF.DB.D debs, are an ok buy. They are "on sale".
Read Answer Asked by Lloyd on August 11, 2014
Q: Hi Peter, Avigilon has been taking quite the beating ever since 2014 began (bad timing for those who entered a position) and with their recent earnings release, stock has been taking a further beating. While I strongly believe in the future of this company, have a high appetite for risk and currently have a 2-3 year investment horizon on the stock, I am wondering if I will ever see a profit on this investment. Do you believe this company will ever return to their previous highs and beyond and perform as they have in 2012/2013 or has the fundamentals shifted out of favor for AVO? Thank you.
Read Answer Asked by Jason on August 11, 2014
Q: Peter and Team,

Can you comment on Arsenal Energy's results? They look pretty good to me... it currently is 3.6% of my portfolio and I'm planning on continuing to hold the stock. Your thoughts on the long term for this company are appreciated.

Marc
Read Answer Asked by Marc on August 11, 2014
Q: Hi,
Looking at your Badger Rept dated May 8 2012 rated A-, now B+, due to increased valuation, no doubt.I noticed they have been diversifying into construction which is very strong due to unusually low interest rates. Since there is much talk of rising rates, do you see this as a serious risk to BAD's upside or even line them up for another haircut?
Read Answer Asked by LJ on August 11, 2014
Q: HGN. Would you please give me your opinion of Halogen's latest results released Aug. 7? Is it a buy, sell or hold? Thank you.
Read Answer Asked by Catherine on August 11, 2014
Q: I have owned and added to Husky HSE for a number of years and my cost base is precisely where the stock price is now. So the dividends have been my only return to date, and the company has made it known there will be no div. increases for the next couple of years. I know you have a good opinion of HSE, as do I, but I'm wondering whether it'd be advantageous to switch into Vermilion (similar dividend but better growth opportunities?). Thank you
Read Answer Asked by chris on August 11, 2014
Q: Peter and Crew:

Regarding the Brookfield Group: Which is preferable to hold, the parent company BAM.A or the individual subsidiaries eg BEP.un. They seem to provide a larger dividend for income, but wondered how they compared for growth. Also was wondering about tax implications in a non registered account.Are "units" treated differently than common shares with respect to dividend income.

Thanks
Phil
Read Answer Asked by Phil on August 11, 2014
Q: Hi Peter and team,

Could I get your opinion on two U.S. stocks: EnerSys (ENS) and Comcast Corp. (CMCSA)?

Many thanks!

Michel
Read Answer Asked by Michel L on August 11, 2014
Q: A couple of my holdings have been punished for reporting weak quarterly numbers, namely Parkland (PKI) and Newalta (NAL). Here's my question: I hear some people say that one weak quarter is often followed by another, while others say that one quarter is too soon to decide on a stock. Could I have your comments on PKI and NAL, as well as on how to decide whether a bad quarter is a harbinger or a blip. Thanks very much.
Read Answer Asked by Noel on August 11, 2014
Q: Hi team, I have BDI and FSZ in my TFSA. Both of them are down 6-7%. Should I sell them now. If so, what should I replace them with? Many thanks,
Read Answer Asked by Rita on August 11, 2014
Q: I read that you mentioned that HNL is a hold. Please define what you mean as a hold?
Thanks
Read Answer Asked on August 11, 2014
Q: Hi 5i,
Are all insiders created equal? Using JE Just Energy as an example, am I right in believing CEO's, CFO's, have more inside knowledge on company specifics than say a 10% holder?
Why I say this, would Jim Pattison have bought stock in JE, Just Energy, knowing the company was going to slash their dividend so soon after his purchases and take a 25% haircut on the stock price?
Also how do directors rate in insider knowledge ?
Thanks.
Read Answer Asked by Max on August 11, 2014
Q: Hi Team. Could you please comment on Lorus Theraputics (LOR). I took a small position in April this year. Much appreciated.
Read Answer Asked by Terry on August 11, 2014
Q: re: ALA Altagas

As of late I have been hearing and reading many pundit comments suggesting ALA has a very bright future - especially if/when LNG approvals starting coming in... if/when being the biggest component in that statement. With that in mind I have a few questions;

1) your thoughts on the 2nd 1/4 results released July 31?
2) is there a reason there doesn't seem to be much interest in ALA on a volume and 5i membership basis (last 5i question was June 10)
3) What do you think about ALA with and without the LNG approvals in place over the next year and beyond?

Thanks for all you do

Gord
Read Answer Asked by Gord on August 11, 2014
Q: re: TOU Tourmaline

Your thoughts please on 2nd 1/4 results and CEO Mike Rose' comments?

And with that in mind, I sold 50% of my position in TOU @ $56 early July. Everyone loves this company and I am seriously considering repurchasing my position after the recent price correction. Would you consider this a wise move?

Thanks for all you do

Gord
Read Answer Asked by Gord on August 11, 2014
Q: I'm holding PHK (US) in my TFSA to get US dollars for travelling. Given interest rates will probably rise am I wise to hold or look at another high yielding US stock. If so what would you suggest? I'm not necessarily looking for growth. Also if I hang on to PHK how do you think it will react over a time period if rates only rise fractionally? As always, great answers to (my dumb) questions. Bob
Read Answer Asked by Robert on August 11, 2014
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