Investment Q&A

Q: I just read your report on Winpak. At present I hold a 5% weighting in CCL.B in my cash account. How much does WPK and CCL.B overlap in the type of business they do?

While I have no plan to sell my CCL.B, would a half position in WPK in addition to CCL.B make any sense? I am a long-term investor with a diversified balance among my holdings/groups that I am comfortable with at the present time. I do have some cash that needs to move away from the sidelines.

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Read Answer Asked by Peter on June 26, 2015

Q: Now that Concordia Healthcare will commence trading on the Nasdaq, would you recommend buying it on the Nasdaq or the TSX? Thanks.

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Read Answer Asked by Kim on June 26, 2015

Q: Hi Guys
A fund manager that I respect a lot Francis Chou has made a big bet on Nokia a while ago.
Can you tell me what he likes about this company thanks.

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Read Answer Asked by Gordon on June 26, 2015

Q: What's wrong with this stock. Keep dropping each day. How is the fundamental? What do you think about the acquisition announced yesterday? Thanks in advance.

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Read Answer Asked by Iskandar on June 26, 2015

• Empire Company Limited Non-Voting Class A Shares (EMP.A $51.52)
  • $51.52 P/E (TTM): 17.65X Cap: $12.02B
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Q: Your take on recent results,increase in dividend & split of 3 to 1 share(when will the split happens?).Is this a good entry point.Always appreciate your normal great services & advices

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Read Answer Asked by Peter on June 26, 2015

Q: Some info to add to yours & others' posts, since it started paying a dividend in ~June 2007 it has grown the dividend at ~20%/annum based on a quarterly basis.

I suspect it will continue growing it.
I have a few shares.

Stan

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Read Answer Asked by Stan on June 25, 2015

• Manulife Financial Corporation (MFC $42.77)
  • $42.77 P/E (TTM): 13.42X Cap: $72.68B
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Q: you were positive on Manulife before, as i have recently freed up some cash do you still feel this is a good call?, thanks

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Read Answer Asked by eddie on June 25, 2015

Q: Hi Peter and team:This ETF pulled back to 50 day moving average. Good entry point for some one with no Chinese equity exposure in his portfolio?

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Read Answer Asked by Ford on June 25, 2015

Q: Could you give me your current outlook for Acasti. Thanks, Mark

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Read Answer Asked by Mark on June 25, 2015

Q: Hi guys,
What is your opinion about this company? It seems interesting and I am looking for a medium to long term investment. Do you recommend to buy, wait or pass? Anything better on this side of the border ?
Thank you,

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Read Answer Asked by Calin on June 25, 2015

Q: Hello, Can you tell me what do you think of this REIT? It has taken a beating since being spun out from Simon Properties. It has a 7% yield & some insider buying. It was a top pick from Derek Warren on Market Call yesterday.
Thanks,
Martin

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Read Answer Asked by Martin on June 25, 2015

Q: Hello

I'm wondering if you see anything positive in the company's future. It looks bleak to say the least but I keep thinking about all the cobalt reserves and companies like Tesla needing a whole lot of it in the upcoming years. Thank you

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Read Answer Asked by David on June 25, 2015

Q: Can you recommend a Japanese ETF that is hedged to the Canadian dollar? Is the Japanese market still a buy since it is at an 18 year record high?

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Read Answer Asked by Mary on June 25, 2015

Q: GOOD MORNING FOLKS,
WOULD YOU BE ABLE TO COMMENT ON THIS US CYBER SECURITY ETF PUT OUT BY PURE FUNDS ?

THANKS,
LARRY

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Read Answer Asked by Larry on June 25, 2015

• EnWave Corporation (ENW $0.37)
  • $0.37 Cap: $43M
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Q:

I I have held Enwave for five years, could you give me some insight into it please. Thank you

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Read Answer Asked by Jack on June 25, 2015

Q: Could you give an update on BAR Balmoral
Thanks

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Read Answer Asked by Doug on June 25, 2015

Q: Ouch! Any thoughts?

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Read Answer Asked by Alex on June 25, 2015

• Enghouse Systems Limited (ENGH $20.81)
  • $20.81 P/E (TTM): 14.73X Cap: $1.15B
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Q: Hello, I am up 55% with ESL and am thinking of reducing position and buying a half position of Western Forest Products (WEF) or First Quantum (FM). Your thoughts please.

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Read Answer Asked by Roy on June 25, 2015

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 14.24X Cap: $784M
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Q: Hi, Hope everyone at 5i are well and happy on this bright summer's day? It seems we are likely to use our cellphones more and more for our banking - paying for goods and depositing cheques. Will this trend affect DH positively or negatively in the medium/long term? Thanks again. Henry

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Read Answer Asked by Henry on June 25, 2015

• Allied Properties Real Estate Investment Trust (AP.UN $19.89)
  • $19.89 Cap: $2.53B
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Q: Hi team, Could I get your thoughts on this REIT? I'm looking for a combination of growth and income, and have no REIT holdings at the moment. I like the sound of what they are planning to do in downtown Toronto with family-sized housing. If you have a better one to suggest, please do. Thanks!

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Read Answer Asked by Kate on June 25, 2015