Investment Q&A

Q: Peter and His Winder Team
CRR is up almost 8% today. Any news on the wire? What are your thoughts?
Thanks!

Q: Does the announcement by LNG Canada, the Shell consortium, bring any hope to the BC gas producers, and if yes, which ones would benefit the most. Thanks. Rod

Q: Although the bank is praised for its diversification out of Canada, I'm concerned about its geo-political risks on the exposure it has in central and south american countries. Am I too worried?

Q: What do you think of their latest results.

Q: Hello 5i,
The market seems not to like the most recent news from KEY about a new storage and terminal investment in Cushing, Okla.
While KEY doesn't specify (that I saw) the funding, they indicate it is a manageable project. Superficially, I would see this as being far more positive news than negative - what am I missing here? Just the potential increase in either debt and/or share dilution?
Thanks for any insight you can provide!!
Cheers,
Mike

Q: I presently hold VLO (purchased at 68.46) and would like to add another refiner. Is there a Canadian refiner you would suggest or should I add to VLO (present weight - 3%) or another US name. Stock will be held in my RSP account.

Q: May I have your comments on the Q1 results for PLC announced this evening.
Thanks, Tim.

Q: Can you please comment on the first quarter results? Markets seem to have like them.

Thanks!

Q: Still holding this company since spin off from BAM. Recently had earnings. Thoughts on this and company in general. Is it worth holding. Thanks Chris

Q: Hi, please provide your opinion of their most recent results, and would this be a good time to average into POU, or any other energy stock of the same market cap size.

Thx

Q: Hi Team,

Would you say the worst is over for GE and the stock has finally broken its downward trend? Isn't GE stock in a more favourable risk/reward situation? Would you be a buyer now if you were a higher risk investor? Or would you still wait?

Thanks for your invaluable guidance!

Q: Do you know of any reason for the recent strength in MPVD?

Q: AIF recently reported - they missed estimates. Revenue growth is strong and has been increasing steadily, however they have now missed two consecutive quarters largely on write downs and an increase in compensation. Market has punished the stock and now down -25% YTD. What are your thoughts on the company and management going forward? I am considering taking a loss (registered account) and buying an oil stock. I am holding ENB and PXT and considering TVE, GTE or RRX or another suggesting? Stay the course or switch out?

Q: I would like to sell, I think, one of either EIF or ECI to buy CNR. I feel that CNR will provide greater stability, albeit at potentially lower long-term growth, than either of the named stocks. While I like the dividends each pays and am not concerned at the moment about their continuing, I am more interested in overall long-term returns however they may be achieved. The question is which one to sell, assuming you feel that this is a good move. I realize there is a risk/return tradeoff here and am willing to give up some return if warranted.

I have owned EIF and ECI for many years so I am familiar with their ups and downs and warts. I am not crazy about ECI's business model and wonder about future growth. I am concerned about future volatility (shorts, aviation industry etc.) with EIF but think ultimately it had good growth potential. Both of these stocks are well off their highest highs and I wonder if either will ever get there again.

Does one stand out to you as the better choice to sell or again, should I just stay the course? I also own HEI and will be keeping it. That gives me about 8% between EIF and HEI so I wonder if that favours selling EIF to minimize an aviation concentration risk.

Appreciate your insight and guidance.

Paul F.

Q: Hi Peter and Ryan,
Intron had a bad quarterly earning report, what is your outlook of this company, would you still expect better future earning ahead?
Thanks for your help.

Q: I noticed you recommend AQN for the utility sector. I am interested in taking a position but when I look at NPI I find it more attractive in many areas (not all). So I'd like to know why you would pick AQN over NPI? AQN is bigger so adds diversity. Dividends are pretty much the same. But on the NPI side its got better margins, EPS, positive cash flow, less dilution, much higher ROIC and ROE. Also better momentum in the short term, long term not as good. What gives AQN the edge here from your analysis? Thanks!

Q: Hello,
Supremex has dropped quite a bit in the last two weeks. Why exactly has the price fallen and is this a good opportunity to get in for the long term.

Thanks

Q: My self-service broker has in its inventory Sherritt bonds, having 7-1/2 years to maturity on 11 Oct 2025. The (annualized) yield to maturity is 9.8% .
To redeem the bonds at full value on the maturity date, Sherritt does not have to do well : it just needs to survive without defaulting on its debt.
I am fully aware that these bonds are not suitable for the safe fixed-income part of my portfolio, but rather would be lumped in with my equity investments in terms of risk.
What is your opinion as to the probability that Sherritt will, at a minimum, "at least barely survive" so that they would be able to redeem the face value of the bonds in 2025?
Thanks!

Q: Hi, could I get your opinion on IVQ.U Q4 report. The stock has done little since I bought and I am wondering if I should move on to another stock with better management. Thanks Dave.

Q: What did you think of their recent quarterly results? I thought earnings looked good after taking out the one time acquisition costs. What are you thoughts?