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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: Can you give me your thoughts on Boeing at the moment? It's currently my only US holding. Any suggestions for diversification? I'm looking for something with decent growth and not much risk.
Read Answer Asked by Jordan on May 07, 2015
Q: Could you please provide an update on Newalta after today's earnings. I would be looking at it for a long term hold of at least 5 years. Thanks again for this amazing service.
Read Answer Asked by Peter on May 07, 2015
Q: What are your thoughts on TPH and MRC. MRC has taken a 10% position for "investment purposes". Take over ahead, worth taking a position in TPH, good yield in the mean time? Would this be a good opportunistic transaction for MRC?
Read Answer Asked by Husseinali on May 07, 2015
Q: Your comments, please, on Calians Q2 results and your overall opinion of them since your last comments in Dec 2014.

Thank you.
Read Answer Asked by Adam on May 07, 2015
Q: Latest news is that Temple Hotels TPH is being acquired by MRT.
Your previous assessment of TPH was not very rosy. What will this do to MRT stock price - would you buy? About where on you list of favourite REITs would you place MRT ? Many Thanks for all your good work.
Read Answer Asked by Lionel on May 07, 2015
Q: please, your thoughts on this co. the offering is at 4$ and is trading at 3.58$.
thanks,
Read Answer Asked by Nick on May 07, 2015
Q: In view of the NDP Success in Alberta do you think it will have an adverse effect on stocks in the oil patch due to the uncertainty. Which stocks will suffer the most. It may be a while before the smoke clears.
Publish at your discretion.
Read Answer Asked by Peter on May 06, 2015
Q: Hello,

I'm down at least 14% on all the above. Would you buy them now, wait for the end of summer or sale. If sold any, do you have a better replacement?

Thank you
M
Read Answer Asked by Marios on May 06, 2015
Q: hi could you comment on earnings of bam, and also bep.un, thx chris
Read Answer Asked by chris on May 06, 2015
Q: Hello,

BCE & Rogers' acquisition of Glentel was approved by Canada's Competition Bureau yesterday. The acquisition price will be $26.50 or 0.4975 of BCE common shares. Just today, the trading price of Glentel shot up to $26.43. I am curious why people would buy a stock which only generates a 7 cent profit (0.26% gain). Am I missing something? THANKS
Read Answer Asked by Esther on May 06, 2015
Q: REITs have dropped significantly in the past few days even though rate rises do not appear imminent. Is this because the ten year US treasuries are now 2.20% and possibly rising as investors sell to transition into equities? The drop doesn't make sense otherwise and REIT yields are very attractive.
Would you provide three non-REIT names for income and safety?
Thank you.
Read Answer Asked by Steven on May 06, 2015
Q: Any comments on AVO after the large drop this morning. is this still a hold?
Read Answer Asked by Michael on May 06, 2015
Q: Pembina has a heavy concentration of pipeline projects in Alberta,what effect on PPL,KEY,ENB.Trp etc could this have.
Read Answer Asked by terrance on May 06, 2015
Q: This is in response to Dennis, and his wife's $1M. I'm sorry, I don't know if you have instituted full portfolio services but I know it was considered in the past. If he and his wife are satified with the current service, upgrading would seem to be a cost-effective way to ad another opinion they seem to value.
Read Answer Asked by Kyle on May 06, 2015
Q: hi folks:

I really hate companies who are not transparent in their financial reporting.

GEI's Q1 Financial report still not posted on website probably because of the AGM today and it wouldn't look good.

The material listed shows "segment profit" which isn't really profit at all....

It's cash flow is stated on a 12 month trailing basis....no figures for Q1.
I suspect from piecing what little news is available that it's cash flow does not cover capital and dividend requirements....and may be decidedly negative.
Stating cash flow as a 12 month trailing figure in their release is to disguise the true nature of the finances at the current time and projecting forward in the current low price environment.

Very offensive to me as a shareholder.

I give companies bonus points for transparent, prompt, and conservative financial reporting and outlooks
Don't like a blatant attempt to hide the truth.

Too bad because I like where they 'appear' to be going long term.

PPL on the other hand scores big points with me for an honest look at the financial picture.

comments? and thanks for taking the time to review

bob


Read Answer Asked by Robert on May 06, 2015
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