Investment Q&A

Q: just a final point to the CSU debentures. One must be aware the link to inflation is NOT the inflation rate at year end BUT the percent change in inflation rate
It is reset each March 31 at a rate equal to the annual percent change in the All-items consumer price index during the 12 month period end Dec 31 in the prior year. WHICH may be negative or positive plus 6.5%
The rate will not be less then 0%
This is the link to inflation IE the % change plus 6.5% NOT the inflation rate plus 6.5%

Q: A slight correction to your response to Noel re the CSU RTS. The exercise price will be $115 per 100 of principal as indicated below. Perhaps you can expand your response to include something on the merits of the offering at the published price of $115.

"The Rights will be exercisable until 4:30 p.m. (Toronto time) (the "Expiry Time") on September 15, 2015 (the "Expiry Date") at a price of C$115 per C$100 principal amount of Debentures purchased."

Many thanks. Bob

Q: Hi there guys. I need you to elaborate further on your reply to Michael regarding CSU.RT.A. I have 150 CSU shares so I received 150 RT.A units. I have lots of stock experience but none when it comes to rights. Please explain what I have the opportunity to buy, how much I would be paying, the rate of return on what I am buying etc. Is it a bond I would be getting? Can I buy more than the 150 RT.A units permit? How would I exercise these things? Why has the value of RT.A dropped by half since they were issued? Can you tell I'm pretty clueless on this stuff? No need to respond to that last question.

Q: I first bought csu on your advice below $200. ( thank you) your report is now dated quoting a lower price and a much lower PE than is now the case. There is now only 1 buy and 6 hold/sells and a PE well over the comfort zone according to Thompson Reuters. Will you be updating your report soon? Should I consider selling some?
Also, should I excercise the rights, and/or should i consider buying more rights?

Q: Hello,

How low can WIN go? Is there any price support based on fundamentals?
Considering the yield would you advice on double down to park some money for at least 1 year? Is XSR better for this purpose?

Thanks
M

Q: Could you please comment on May 14 results, their payout ratio, EPS and your outlook? Thank-you.

Q: Hi folks,can please get your opinion Q1/15 results wef/t.Sector in doldrums but would u rate wef buy,hold,sell.Thx as always,jb

Q: Your thoughts on MND please

Q: I own 1,000 shares. From a long term perspective should it be sold as there is concern that the cable business will be under pressure as it is old technology. On the other hand this concern may already be priced into the market.

Q: my question is regarding Canadian Zinc (CZN). can you comment on the last 2 news releases ? is management doing their job properly during this tough environment for junior miners ? i know its a risky stock but what do you see happening to it in the next year or two ? thanx norm

Q: I know that SCL is not in your coverage list but I would appreciate your perspective and insight regardless. The quarterly release a couple of days ago did not seem that bad given that drilling is down 50% so there are delays in capital spending all over the place in North America (I know that they are not tied greatly to drilling activity but it is a good proxy for the near term sector activity). I also understand that the NDP win means head winds for anyone involved in pipelines but that was last week's news. Earnings seemed ok but the stock is down over 10% in two days so I am not sure if I am missing something. I cannot see short interest so I don't know if it is long term investors exiting or the shorts smelling an opportunity that has caused the price drop. Their business model seems solid ND with some diversification. They issue stock rarely but the last time was last year in the mid to high $50's, well above today's levels. I would appreciate your thoughts. Thanks for the great service!

Q: Hi,Can I get your latest thoughts on CRP? Am intrigued by the Northgate terminal and wondering your take on the financials and overall outlook for the company.

Q: May I have your opinion on the current results?
Thanks

Q: Looks like they made some anti cancer drug breakthrough on tissue samples? Hate to miss a big rise if it happens, since I have been looking at this one for awhile. Do you think this development is for real?

Q: Hi folks:
Having a problem with what could happen between the prices of crude, gold,and the US dollar. During the 2008/09 "correction" the price of gold went down as money went into the US dollar. This past while we have the US dollar going up as the price of crude is going down. If we have another correction in the near future and gold goes down again and the price of crude stays around $50, will we see the US dollar go much higher as a result of this double whammy?
If yes, what is the best way to play the US dollar for Canadians?

Q: I currently hold ALA, AQN, ENB, IPL, and KEY. which three would you select for best growth ?

Thank,

Glen

Q: Hello Peter,
Any new news on gud, stock is really pulling back and I am wondering if Mr Goodman is leaving.

Q: Hi Peter and Gang:
I bought AVID a few months ago after reading about insider buys, and it is already up 18%. I am thinking of buying more, but would like your opinion first. My knowledge of tech is zero. Thank you for your amazing service. I was up 26% in 2014 with your enormous help . I owe you.

Q: can you comment on the their latest earning report just came out today. Look like quite a beat .

thanks!

Q: How do you rate EQI in the current environment. The Globe is full of negativity about the debt load that the average Canadian has and this does not seem to be hurting the the mortgage stocks too much. Home Capital is sliding a little, but EQI trades so few shares it is hard for me to get any sense of strength or not in the stock.