Investment Q&A

Q: Hate to sound like a nervous nelly, but why is DH being sold down so aggressively of late - such as today? As well of late the volumes are large and the drops are big.

I know you assure me earlier there is nothing of note from its operations. I know earnings release is tomorrow, is someone trying to create a panic before then?

I bought more today anyway, just to go against the grain (or take a deeper plunge and catch the falling knife - whatever).

What's your take?

Q: Hi- your comments on todays guidance please. What is the PE for 2016 at today price. What is the total debt situation and a concern? thanks

Q: Hi Peter
What causing the sell off in DH?
Kind Regards Stan

Q: Q3 - please comment.

Q: What is your opinion on cpd?
is it a buy now and what is your future outlook?
Would cpd rise with a rise in interest rates and with interest rates at the bottom this would be a good entry here?

Q: I have a new baby (less than two months old) and have just set up an RESP. We plan to contribute $2500 each year to get the government grants and grow a portfolio. Because $2500 is fairly low, what would you recommend as a starting equity position for this? Would something like GUD or DHX.B be a good start, or wouldis there an ETF be recommended first?

Thanks!

Q: Any news regarding takeover.Will the sale go ahead,I have voted for acceptance from broker,Any idea about disposition

Q: What do you think of starbuck at this price. Is it a buy?

thx

Q: I want to raise some cash from my unregistered account. I have narrowed it down to one or the other or some combination of both of VNR and GH. I w3ould appreciate your opinions.
Thanks

Q: When comparing a bond ETF to a ladder of individual corporate bonds is the MER, in this case .46%, greater or less than the bid-ask spread of the individual bonds? or asked a different way - is it cheaper to own XCB or a ladder of individual corporates? Thank You

Q: I have had a small position in Temple for a very long time. Although I missed opportunities to sell at a nice profit I have actually received more in income to date than my original cost.

I think that Morguards involvement is positive. If anybody can turn Temple around it would be them. Based on that I have advised my broker to exercise my Rights. It will still be a small position.

I do realize that the Hotel Industry is challenging at the best of times and it’s currently not the best of times.

One thing that I have noticed is that Morguard owns 6 Hotels in Ontario that could potentially be combined with the Temple holdings at some point.

Morguard has been very aggressive acquiring Rights and may not be done yet. They issued an “Early Warning” on Oct 21. I know that your opinion re Temple has not been positive. Does Morguards increased interest change your opinion?

At what point would Morguard be required to make an offer for the company? They are approaching the 20% threshold but it is not clear to me how that applies to an Institutional Investor,

Richard

Q: Could I please have your opinion on what to expect from this ETF over next six months to two years?
Thanks again
Larry

Q: Hi, could you please post the consensus estimates for EPS, EBITDA and Revenue for Q3 for Kinaxis and CCL Industries. Thanks

Q: Good morning!! I am using a margin account offshore to borrow CDN dollars and paying in $US...currency upside..I am looking for dividend stock as part of the portfolio to pay the interest charges...I am ideally looking at yield over 5.5%...I currently have many of the favored (WSP,BEP.UN,CSH.un,SIA,REITS, AD, ENB,SLF, TD)..i was thinking of adding VNR,IGM,WIN...or would you suggest adding to existing portfolio of "higher" yielding stocks...no tax issues...

Q: Could you please comment why BEP has significantly underperformed most other renewable utility companies on a 3 month, YTD and YOY basis. Thanks.

Q: Peter, I have three holdings NII, SCR & PHM with rather grumpy performance. Should I continue to hold any of them? And, do you have better replacements to recommend?
With thanks, Colin

Q: Could I get your opinion on Ned Goodman rejoining the board of EXN. Plus the dewatering plan they are working on, do they have access to the 10 million needed for the dewatering plan. Do they have enough cash to keep going till the dewatering turns them around.

Q: Sounds like the banks may be closing some branches over the next few years due to more digital banking- which REITS have a lot of bank tenants and may be affeected?
Thanks

Q: Hi,

It is in the model portfoliio. In Oct. 22 on MarketCall, Eric Nuttell mentioned that he has a high regards for the company, but that the dividend may be at risk.

Do you perceive any risk in the dividend?


Thanks,
IF

Q: After this VRX/CXR fiasco, I'm thinking of adding FAP to my portfolio, with a Yield of 11%. At age 62+, I think I need a little less risk, although I did jump in and BUY (VRX/CXR). Is FAPs' Yield safe?

Thanks ! Austin