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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: The influential Barron's magazine wrote about this company recently with some specific concerns.
1. This is no longer a growth company. It deserves only a market multiple for a subprime lender which is 1X book value and not 1.5X which means a 35% lower stock price.
2. They have razor thin margin to protect against a possible downturn in the overheated Canadian housing market with salaries not rising.
If these concerns are valid. I have a feeling the bears will pile back in. What is your view? Thank you.
Read Answer Asked by Francis on August 04, 2015
Q: Can you please comment on the results and the drop today?
Read Answer Asked by Jim on August 04, 2015
Q: Hi Guys,

Any thoughts on NLN current financial release.

Regards
John
Read Answer Asked by John on August 04, 2015
Q: What is your opinion on the latest QR? Is it expensive with the sell-off this morning? Is this a buying opportunity?
Read Answer Asked by Louis on August 04, 2015
Q: hello
when did you add andrew peller to your portfolio? Where, on your website, I can read about changes to your portfolio?
thanks
Read Answer Asked by satish on August 04, 2015
Q: Re your change adding ADW to the port. What % are you allocating for this holding?

Thanks
Read Answer Asked by Sheldon on August 04, 2015
Q: I feel like rolling the dice a little on Greece. Is there an ETF out there that tracks one of the greek indices? Thanks!
Read Answer Asked by Chad on August 04, 2015
Q: Newmarket had a 28% jump in their share price last week. Apparently it has reduced it's costs and had the best quarterly result ever plus it discover 3 new mines so far this year.
I would like your opinion as to their future potential and if it is worth considering it as a buy? Thanks.
Read Answer Asked by Terry on August 04, 2015
Q: 12:17 PM 7/31/2015
Good morning
What is wrong with Northwest Real Estate investment Trust? I thought it would be a stable business with long lease high quality tenants however I am down 32% now on my 1% position.
Are their buildings now worth a lot less?
Would you now consider the dividend still safe or would I be better to take my lumps, sell and move on to Chartwell which has a lower dividend but I think you consider a much better company for a long hold.
Regards....... Paul K
Read Answer Asked by Paul on August 04, 2015
Q: Hi Guys
Looking for some suggestions on stocks to purchase unregistered.Dividends are good.Have $40,000.00 to invest.Tmeframe 1-3 years.
Thanks
Michael
Read Answer Asked by Michael on August 04, 2015
Q: Hi there

Corby is off about 10% from its highs earlier this year. I don't see any significant news. Just wondering if that is because of perceived interest rate increases coming later this year? I was thinking of adding to my small position to bring it up to a 5% weighing for income. Any thoughts on the company and this move?
Read Answer Asked by Stuart on August 04, 2015
Q: Not sure what happened, I submitted the following question last week (can't remember exactly which date, sorry) but still no answer, in case it was missed, here it is again:

We have ala, arx, cos, cpg, sgy, wcp in our energy allocation, currently approx 7% of portfolio, besides ala & arx which we held a few years already, others are down 20-60%, we are not too concerned, plan to ride out the downturn as is.

Just wondering in your view, is there any better energy names you would recommend to swap for better gain during upturn and at the same time, log some capital loss for future gain?

Thanks




Read Answer Asked by Steve on August 04, 2015
Q: There is possibility that next year there will be a minority Ndp/Liberal government in Ottawa. As a result it could be detrimental to the Canadian dollar, banks & telcos,etc.
Although the U.S dollar now is over $1.30 is it too late to switch say 50% of one's holdings in the above to the U. S. ie sell 50% of Bce Royal buy At&T &J P Morgan
Read Answer Asked by Terry on August 04, 2015
Q: I am thinking about buying this REIT and would appreciate your comments. Thank You.
Read Answer Asked by george on August 04, 2015
Q: Hi,
I'm looking for stocks or funds with dividend.
What are you thinking with these, with nice revenues, or perheps too nice ?
Thanks in advance.
Francois
Read Answer Asked by FRANCOIS on August 04, 2015
Q: Peter & Team
I hold equal amounts of G, FM, and SLW in a well balanced taxable account with a 10 year plus time horizon.Down about 40 to 45% on each.

Over the long haul I am a believer in commodities, but also subscribe to your "lost opportunity" theory of not having dead money around.

What are your thought on selling two of the three and concentrating holdings into one of the companies.Which would be the "safest" (dividends etc.) over the long haul. I was leaning towards selling FM and SLW and investing proceeds in to G.

Thanks for a wonderful service!

Phil
Read Answer Asked by Phil on August 04, 2015
Q: Avo issued shs 11/13 at $78.00 now $33.57
Acq 07/14 at $24.10 now $15.93
Phm 05/15 at $ 1.50 now $ 1.07
Drt 06/15 at 8.35 now $ 7.01

Should shareholders reduce their position when small/mid cap companies issue additional shs?
Could you alert us when you are aware that companies you cover intend to issue additional shares?
Read Answer Asked by Terry on August 04, 2015
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