Investment Q&A

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Hi Peter and team,

With the recent drop in Amaya, which it sounds like relates to the previous financing, where do you see the floor on the current selling? I am looking to take a half position, although, I'm tempted to wait until the stock stabilizes.

Thanks as always,

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Read Answer Asked by Jonathan on November 05, 2013

Q: Hi,

With regards to your reply to my question on RDL, in one of the previous posts you said that it has fallen a lot considering the CEO departure. With regards to the cashflow being negative, how do we find this information. Is it becuase their revenue in the next quarter is going down. Should that not be factored into the prices when the news came out on 29 October. I purchased this at 4.30 so I am losing nearly half the value and wondering what went wrong.

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Read Answer Asked by Imtiaz on November 05, 2013

Q: Morning,

Any thoughts on Wajax (WJX)

Regards
John

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Read Answer Asked by John on November 05, 2013

Q: cytx on the nasdaq has come out with very good news and the stock price is spiking.
Would you recommend holding some shares for a longer period of time.
Would also appreciate your opinion on balt: nasdaq.
Thanks
Hersh

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Read Answer Asked by Hersh on November 05, 2013

• Wells Fargo & Company (WFC $77.36)
  • $77.36 P/E (TTM): 13.87X Cap: $246.98B
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Q: Hi Peter I have 5% coming due and I need a bit US income long term.
My thinking is taking a position in a Wells Fargo pref yielding around 7% .Your thoughts or comments are appreciated.
Kind Regards
Stan

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Read Answer Asked by Stan on November 05, 2013

• Veren Inc. (VRN $9.14)
  • $9.14 P/E (TTM): 19.56X Cap: $5.63B
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Q: I am looking at adding some Crescent Point Energy to my portfolio (CPG-TSX). I see the dividend of 7% as very attractive and the value of this company being quite attractive. Is now a good time to look at taking a position in CPG?

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Read Answer Asked by Kevin on November 05, 2013

• Open Text Corporation (OTEX $43.63)
  • $43.63 P/E (TTM): 12.98X Cap: $11.64B
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Q: Hi Peter and team,

What's your thoughts on the Open Text acquisition?

Thanks,

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Read Answer Asked by Jonathan on November 05, 2013

Q: Would you please give me your comments on FSZ,SYZ and XSR. I've been following all three and would welcome your advise on each
Thank you. Terry

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Read Answer Asked by Terry on November 05, 2013

Q: Hi Team,
With global growth slowing, what is your outlook for the price of OIL going into 2014 and are you still liking Ithaca ( IAE ) energy for growth and production outlook? Could it also be a possible takeover candidate?
Thanks and have a great day,
Jean C.

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Read Answer Asked by Jean on November 05, 2013

Q: Good Afternoon,

You commented on Wajax on October 29th with cautious optimism. Now that their quarterly results are out.... not great.... would you recommend continuing to hold this stock in spite of falling demand for equipment and portable power systems?

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Read Answer Asked by Paul W on November 05, 2013

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: Hi, What's going on with MDA? What is your expectation of the share price in what period of time?

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Read Answer Asked by Brenda on November 05, 2013

Q: Hi
Can you please comment on Gold Royalties Corp GRO.V They appear to be acquiring more royalty interests in Quebec and the Metanor one is supposed to be paying a return. The price has been stable in the 45-50 cent range since May 2013. I bought some at 82 cents a year ago but am not sure if I should just dump it for the tax loss before the year end. Your opinion? Do you have any concerns about the company other than the future price of gold?
Thanks... Paul

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Read Answer Asked by Paul on November 05, 2013

• Chartwell Retirement Residences (CSH.UN $18.49)
  • $18.49 P/E (TTM): 87.43X Cap: $5.34B
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Q: Having eliminated my pref. shares ,most utilities, and a minor amount of REITs in the early spring I am still overweight in REITs 16% holding. I hold AX.un, CUF.un,D.un,HR.un and CSH.un. Would you advise selling CSH.un to bring the overweight more in line?
Thanks as always

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Read Answer Asked by Warren on November 05, 2013

Q: Would like your opinion on CRR.UN and GNV . Thanks so much for your previous replies to my questions.

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Read Answer Asked by Fred on November 05, 2013

Q: Hi Peter & Team
re Paladin Labs (PLB) Since the bid from ENDO is $77 and the actual trading price now for PLB is currently over $93, does it not make sense to sell and get an extra $13+ in profit, then perhaps buy either PLB or ENDO when the price settles down ? Am I missing something ??

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Read Answer Asked by Alexandra on November 05, 2013

• Crombie Real Estate Investment Trust (CRR.UN $15.11)
  • $15.11 Cap: $2.80B
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Q: Good morning, I do not presently hold any REITs and am looking to add one to comprise of 5% of my stock holdings. Thinking of either HLP.UN or CRR.UN. Your thoughts please.
Thanks

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Read Answer Asked by Roy on November 05, 2013

• Cineplex Inc. (CGX $10.75)
  • $10.75 Cap: $678M
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Q: Peter and Team,

I am looking at buying the new convertible debenture from Cineplex CGX.DB.A. Any thoughts on this? I have a pretty small exposure to fixed income and feel like this might be a nice pick.

Thanks for your service! PS. Peter, you did great once again on BNN Market Call... really enjoy seeing you on there!

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Read Answer Asked by Marc on November 05, 2013

Q: Could you please provide some insight into the steep decline in Natural Gas prices over the past couple of weeks. Last week's inventories were down from the previous week, which would suggest a rise in price, not further declines. I realize that future's contracts also play a role in price determination, but we are going into a period of seasonal strength for Natural Gas which would support rising futures. Your comments? Many thanks!

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Read Answer Asked by Paul W on November 05, 2013

• Surge Energy Inc. (SGY $7.10)
  • $7.10 P/E (TTM): 15.24X Cap: $694M
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Q: Peter; I see you just commented on SGY but could you update it after today's earnings ? Thanks.Rod

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Read Answer Asked by Rodney on November 05, 2013

Q: Hi Peter, I am sure this is a busy day for you with a ton of earnings, deals, etc.

Two quick ones for you...Do you think PLB will receive a competing bid? As well, do have any insight or comments on ESL's latest purchase?

Thanks again!

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Read Answer Asked by JAIME on November 05, 2013