Investment Q&A

Q: Could I have your opinion on holding on to WTE,please.

Thanks
Bob

Q: Hi, There was an article published in Globe & Mail, yesterday with title "BCE payout hikes not so bulletproof". The article mentioned a report from Accountability Research Corp about how "Free cash Flow" term is used by the company. More specifically question was about exclusion of expenses related to voluntary contributions by co. to its employees defined benefit pension plan and acquisition costs from Free Cash Flow. G&M writer argued that including these expenses in free cash flow will result in BCE's dividend well outside the target range of 65-75% of FCF. BCE executive, in an email, explained company's reasoning to do so based on inconsistent nature of these items. Could you please share your thoughts on this. I think, this article could be a reason for BCE share price decline on March 10. Thanks

Q: This stock is down about 15% year to date. I am considering selling. Am I overreacting? Thanks

Q: Good morning 5I
Might this be a good time to buy a Canadian oil etf and if so any recommendations.
Thanks Stan

Q: What are your thoughts on Intertape's earnings. They report in US dollars so the shares appear attractively valued to me. Are there current underlying issues that would justify the low multiple (debt)? I know historically they have had their hiccups but am I correct in assuming these are mostly behind them?

Q: Between these 2 stocks, they represent about 8% of my overall portfolio. Trying to bring my allocations back inline ...would you keep both ? If you had to choose which one to sell, which would it be ? FSZ/MIC

Q: Reported results on morning,3/8 & price dropped a big 0.40 to close @ $3.84.Its Ceo Wilson was interviewed this morning on BNN & he advised that it did some acquistions as they are cheap.Canadian Insider shows that Wilson bought 500k shares @ $3.90. I have a small portion @ $12.66.May I have your view.Thanks a lot for your usual great services & advices

Q: Please comment on their results out today. Do you think the downdraft in the stock will continue and did CIBC predict the $8 price correctly

Q: I know that this is a bet on oil prices but I would still like your opinion on the coy

Q: I currently hold both ZGI and BPI.UN in my RRSP.I am thinking of selling ZGI and buying more BIP.UN because of the higher yield.I realize there is more diversification from ZGI but i am concerned
with income.The share price of BPI.Un has outperformed ZGI over the last 5 years. Any thoughts are appreciated. Joe

Q: your thoughts on this coy & any target price for a tear or 2

Q: What are your thoughts on Sunrun earnings.
Do you think it will be good buy, sell or hold.
Sunrun Initiated with Buy, $15 PT at Deutsche Bank Securities.
Do you think it has potential to double in a year

Q: What do you make of the results and the future outlook ?

Q: Could you please comment on the Q4 results. Thank you.

Q: I would appreciate your comments on the company's earnings release today.

Thanks!

Q: You have not had any questions on KKR since 2013. Might have found a bottom. Please provide your opinion on this equity? Any issues buying at this level? Best, Don

Q: What do you think for a speculative play? Janus Capital has been accumulating. Do you like Janus? TR is also a BloomBurton favorite.

Q: Which stoke in your opinion will benefit from upcoming federal budget?

Q: A couple of questions ...
It seems as if the CAC40 and the DAX made significant late moves today in just a few minutes ... I'm not sure what caused that, but in terms of trends Europe definitely (?) seems to be heading positive .
Firstly do you feel Europe is a good place to put some money to work (now) . Secondly , do you have any fave ETFs , or ADRs that we should be looking at .

Thankyou

Q: I see you like this company over EMP.A which reported bad earnings due to write-off of goodwill from their safeway purchase & sales down in Western Canada due to low oil - I think this is just an excuse - the reason is probably poor integration - people need to eat! It seems to me that from a long-term perspective ( I am an investor not a trader ) EMP.a might present a better opportunity than ATD because: PEG ratio 1, PE to ROE is 1 - pay a dollar for a dollar of earnings, growth through acquisition with its inherent risk & virtually no dividend - I have a problem buying a stock that does not pay at least 3% with a history of increasing.
This situation reminds me of L when they had issues which brought their stock down- finally got their logistics system on track - stock steady increase over last three years.
Comments please.