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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: Brookfield claims this company has a total return on equity potential of between 12-15% per year. It is paying about a 5% dividend. Do you think this return target is realistic in the future with slowly rising rates? Thank you.
Read Answer Asked by Michael on October 21, 2015
Q: Hello team, with Trudeau's plan of spending to get some growth going in the country, would that potentially increase the GDP. If GDP is on the rise, could that potentially lead to a rate hike. If a rate hike happens then would companies like banks and insurance companies benefit from this? So would now be a good time to start accumulating slf and bns?
Read Answer Asked by pietro on October 21, 2015
Q: If you could choose either company to invest in - which one would you pick and why? Thanks!
Read Answer Asked by Sam on October 21, 2015
Q: What are your thoughts on this preferred share. Would you expect an increase in the price
Read Answer Asked by Bruce on October 21, 2015
Q: Hi Peter and Associates, CXR is going down again today significantly. They released a press regarding their debt financiang. What is your take on that? Really I don't get it, Jason Donnville recommended this yesterday @BNN and still its keep getting hammered. Is there any real risk of not closing this deal? Is there something we don't know. Also say they close this deal and they don't do any deals for next 3 years, would they be debt free? How do you compare their debt with other similar companies like AGN/VRX? Also if someone has a fresh dollar today , which one would you suggest VRX or CXR?
Read Answer Asked by Sridip on October 21, 2015
Q: Hi Peter and Team,
When Jason Donille was on BNN's Market Call a day or two ago, he commented that as a result of the recent plunge in its share price to $40, CXR's PE ratio has now dropped to 4x. But according RBC's web site, at today's closing price of $35.33, CXR has a PE ratio of 52.2x. Would you please comment on this huge discrepancy between the 2 PE ratios as quoted on BNN and RBC's web site, respectively.

Regards,

H.S.
Read Answer Asked by Harry on October 21, 2015
Q: Hi,
Can you give me your opinion of the proposed buyout of MMT by Delta at .35 cents a share? Do you think the deal will go through?
Thanks
Read Answer Asked by Rob on October 21, 2015
Q: Hi, Sorry to belabour the point, but further to my question on this topic today and to clarify the tax implications (if any) of buying/selling stocks in non-registered and TFSA accounts. I had noted from your answer to Chris in his question of March 29th of this year that you had implied that if a stock was sold in a non-registered account and then bought in a TFSA account that one should wait 30 days since this was an 'associated' account. Did I misunderstand the implication, or are there any situations where purchases in the TFSA account could have tax implications with respect to selling in the non-registered account?

Geoff
Read Answer Asked by Geoffrey on October 20, 2015
Q: Hello,
Starting out here and great to see all this information. One question that I could not find in the archives was regarding software. I would like to follow one of your model portfolios and is there an online program that would be best for managing the allocation and reinvesting dividends, especially since my portfolio is currently small (50-75K)? Ideally, this program would also derive holding percentages from my multiple accounts. I am currently using bmoinvestorline.com for TFSA and RRSP accounts in Canada; vanguard.com for a ROTH IRA account in the US. Also, about your question-answer service, do you provide responses to questions I might have pertaining to cross-border investment taxing/strategy?
Read Answer Asked by Henry on October 20, 2015
Q: Latest update from CXR:

http://www.newswire.ca/news-releases/concordia-provides-update-on-term-loan-financing-and-reconfirms-blended-interest-rate-of-approximately-725-post-amco-acquisition-534766791.html

The loans in connection to the financing of AMCo have been fully allocated and CXR has reaffirmed the 7.25% blended interest rate.
Read Answer Asked by Arneh on October 20, 2015
Q: As a follow up to Kenneth's question today regarding tax gains/losses in different accounts: if the same stock is held in a non-registered cash account and a TFSA account and a stock is sold from the TFSA, are there any implications if the stock is then bought or sold in the non-registered account?

Geoff
Read Answer Asked by Geoffrey on October 20, 2015
Q: The Liberal government plans on running a deficit and increase spending in infrastructure. Can you list any names that should be able to take advantage of the new government?
Read Answer Asked by justin on October 20, 2015
Q: Good Afternoon,
I read your recent report on TNC, the company sounds interesting but I'm not sure I really understand what it is they do? Don't most of us use online banking. I can access my online banking via home, the office or my cell phone to make my bill payments to the phone company, utilities etc.. I'm not sure why I would access one of their kiosks in a retail location to pay my utility bill? I must be missing something here?
Thank-you
Read Answer Asked by Chris on October 20, 2015
Q: A follow-up regarding the senior notes announced today at 9.5%.

Per http://concordiarx.com/concordia-provides-update-on-amco-financing-and-capital-structure-post-amco-acquisition/ , the maximum blended interest rate (including the new $790m of senior notes) is 7.25%. Therefore, if I'm understanding correctly, the senior notes announced today aren't priced any higher than CXR was expecting them to be on Oct. 15.
Read Answer Asked by Arneh on October 20, 2015
Q: Hello Team,
there have been more than enough inquiries about this company, here is another. Today, a 'Marketwatch' article indicated that the company has now determined the issue of unsecured senior notes of US$790m at 9.5%. There appears to be a negativity about the company and its difficulties in financing the acquisition. Would you be able to find out with respect to short sellers whether the stock suffers from serious manipulation? And if so, why is there no news from the company?
Communication should be key!
Thanks
Read Answer Asked by Sigrid on October 20, 2015
Q: What's your take on the recent press release by Concordia regarding the offering of senior notes?

http://concordiarx.com/concordia-healthcare-announces-pricing-of-offering-of-senior-notes/

CXR seems to be conducting business as usual, getting deals done and closing the AMCo acquisition. The continued hammering of the share price is baffling.
Read Answer Asked by Arneh on October 20, 2015
Q: CXR hit $35. I have two questions. First, Jason Donville said that he called brokers and was told that a lot of the shares were owned on margin. Can we trust it is true and can we verify this using a bloomberg terminal or website? If not, it seems like a good way for a portfolio manager like him to encourage us to buy the "bag holders". Secondly, there is news today about Concordia offering "senior notes". Is there something not to like there? I don't know what "senior notes" are. Thank you!
Read Answer Asked by Matt on October 20, 2015
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