Investment Q&A

Q: Your recent comments on DOO:
We think DOO is still good. Solid earnings growth is still expected, and at only 12X earnings investors are not expecting much. As rates rose investors shied away from the stock, but as rates peak (as long as jobs remain strong) we would expect confidence to return here. It has beaten estimates 8 quarters in a row and the last quarter's EPS beat by 6%.

My question:
Your comments don't suggest that the company has done anything wrong (quite the opposite really) and yet the stock has gone down by 50%. Unlike KXS, NFI, SIS, TSGI and others that had announcements that drove significant temporary declines, I can't see anything like that here. Is this stock therefore not being punished unfairly and ripe for rebound? To what do you attribute the wholesale abandonment of the stock? It would not seem that such strong selling pressure is warranted. What is the case against buying vs FOR buying?

Q: Why the drastic drop in the last few days ?

Q: What are your views on each of these relatively new ETFs.
Their returns since inception appear to be impressive 19.9%,19.4%,10.8%,& 9.8 respectfully.
Possibly, investable in my wife's RIF?

Q: Recently, I selected FXI for Chinese company exposure, however, ASHR might be as relevant.
I appreciate your opinion and preference.
Thank you!

Q: I manage a portfolio for my mother and I am looking for an investment which will NOT generate any income (Interest or Dividends). This will be about 20% of her portfolio and reside in a non Registered account. I have come up with the two ETF's above to provide diversification in both CA and US. Would there be better alternatives I could consider in individual stocks or other ETF's. All other investment's are in TFSA and RRIF accounts and she will never need the capital. So this is a long term investment.

Q: It's up to $8.94 today. Why would it go higher than 8.80 which was the latest bid price. Speculation that there could be another offer???

Q: What do you think of sienna's quarterly results.

Q: Hi 5 i,

Qualys share price got a big drop after its quarterly report, what is the outlook of this company.
Is it a buy?

Thank you for your great service as always.

Q: Can you provide an update on RHT? It seems to have found a technical bottom since november and has made 3 successive higher lows as it moves up and down. What are the fundamentals like? How much of the fundamental strength that you initially saw still exists? Is this a dead (patient home monitoring type) company or just one that you lost patience with and could/should still go. I admit not to have looked into them beyond your recommendation so a summary of their potential catalysts and pitfalls over the next year would be amazing. Take a couple credits if needed to provide a full and thorough answer please.

Thanks

Q: Hi- looking for some additional clarity on this - your comments were quite positive on the last results a few weeks back- but latest comment on the capital raise was rather cautionary

Q: I hold flir at a 10% gain. Can you provide a brief update on your views of the company. It’s beginning to feel like dead money. Can you suggest an alternative that looks more compelling in the US?
Thanks

Q: Which would you say is the better investment and if you had your 20 top stocks how would you rank each of them out of 20?

Q: Would you let go UNS at this point ?

Q: to what extent should novice investors use price alerts or price targets to monitor their holdings? It's kind of like asking when to sell?

Q: Can you expand more on your most recent answer regarding AYX. "Some analysts believe it has a unique solution with little real competition, which of course we like. "

What exactly do they do? what solution are you referring to? 6 questions/answers only showing for on this company (as you noted it hasnt been public for long), 5 in the last month, 5i seems quite "bullish" on the stock so I am very intrigued. Thank you!

Q: I realize I am veering off course here, but would appreciate if you could rate the following US stocks from a growth perspective. The time frame would be 5 to 8 years - best to worst. Feel free to add if you wish. Thank you.

Q: Hi Guys, Peter is on BNN as I type, I have owned SHOP since the 60's and from time to time write a covered call, can you please explain the best way to defend against the call when it gets threatened, my current position is the March 15th 245$ call, at the time of the call I received a credit of 5$, I do want to keep my shares, gotta run Peter back on.

Thanks
Anthony

Q: I've held ALA for many years. Unfortunately I didn't get rid of it when they bought WGL. My question is about the % of revenue (or net income) that is expected from "utilities" and "energy infrastructure". Before the take over, they were about 60% energy infrastructure and 40% utilities. I can't find any information on the the proportions going forward.
Many thanks!

Q: i know these 4 companies are unrelated businesses but can you comment on viability of each and rate them in order of best to last for speculative investments or any others that would come to mind

Q: My question is to do with more general knowledge of the products available, especially in some ETF's. My question is regarding Hedged to Canadian ETFs. When they say "Hedged", does that mean the Canadian Dollar is Hedged to the US $ in both directions, up and down? In effect, does the Canadian dollar become a US $? We would then not get the benefit from a Canadian $ that is dropping in relation to the US$, nor would a rise in the Canadian $ in relation to the US$ hurt us?

I hope you understand my meaning in this question and I thank you for your answer.