Investment Q&A

Q: Hi Peter
In your answer to Kim yesterday about Bird Construction [BDT] you explain why the stock dropped that day. In the last 2 years Bird took over H J O'Connell Ltd. and Nason Contracting Group Ltd. and shortly after that the stock price has trended slowly down a bit. Is Bird having problems integrating these new acquisitions? The dividend has grown steadily over the last 5 years and is now over 6%. Is the dividend secure and is this now a buying opportunity for a patient dividend investor?
Many thanks. Paul

Q: I am thinking of making adjustments to my portfolio keeping in mind the period from Dec to March is generally good for stocks and I have a one year time horizon in mind.
I have 10% exposure to emerging markets, specifically in India, and Korea where I am overweight (70%) and only in one stock –KB. I also have a position in Artis –Ax-Un that I am thinking of getting out of, with a loss. And the reasoning is thus.
With short term rates likely to rise and the tapering, there should be significant outflows from the emerging markets and the likelihood of Indian and Korean markets doing well is small. Also, the Reits here will probably underperform and the overall return could be negative despite high yields. Would you then suggest I lighten / get out of the stocks mentioned above or continue to hold and maintain diversity of my investment? I am just a little hesitant to pull the trigger specially since I am under water.
If you think I should adjust, I am considering adding on something from your model portfolio or replace with something international such as Lloyd bank, Toyota Motors or IWM –ishares Russell ETF. If you would suggest something else, that is welcome too.

Q: Your thoughts on ATB and its recent quarterly report. Stock is dropping today - is it a buying opportunity, or is it a sell or hold. I have a half position in this one.

Thanks

Q: Hi 5i, please, can you give your views of the future prospects of
Veresen Inc. VSN
Thanks

Q: I have 32% of my registered portfolio in energy and 0% in utilities if pipelines are considered in the energy sector. I own IPL, PPL, TRP, ENB, GEI and SCL among other oil and gas names none more than 5% per name. I wonder if I own too many pipelines that may be simular. Would you recommend I sell any and if so which one. Thank you very much for the valuable service. I will chime in and agree that you limit the number of questions asked per member per year. I must say I have hesitated to ask questions as I didn't want to overwhelm your team. I would feel more comfortable knowing you will continue this service with set boundries.

Q: Hi Peter,

Could I pls have your views on sandvine ticker svc.to and
what business they are. I guess from the profile it shows their
competitors are csco,qcom,nokia.

Thanks
Paul

Q: NIF.UN-stock price same zone last four years, good ROE, low debt, low payout ratio. Buy for income only-however, not sure I understand it's structure??

Q: Good morning, Peter and team would you please provide your thoughts on ATS Automation Tooling Systems(ATA). It went on a good run and now has turned. Is this merely profit taking? Thanks for the great service. Doug

Q: hello, thanks for the great service. My question is about RFC(rifco), it's been doing pretty good in the last few days. I know that you don't go for target price, but the word out in the market for the next year gives the stock at 14$. What are your thoughts? Is it a good possibility, because the way i see it it seems pretty high. thanks.

Q: Whoa!! What's happening to Cargojet (CJT) this morning? Dropping like a rock…of course after I just bought a few days ago? Appreciate your insights. Lorraine

Q: Hello.for my RESP (3-4 year hold) - I am holding Manulife. Shall I continue to hold ( and add more money) or you prefer Sunlife. Also, between TRP and ENB, you prefer any one. This would be for safety and growth. Thanks

Q: Hi Peter/team can you please give me your opinion on AD and GIL thanks! Jim .

Q: Hi Peter and team: would you please give an update on K-bro Linen? At this point in time, is it a buy, sell or hold. Thanks Cathy

Q: Hi Peter and Team, can you please comment on Gran Tierra, GTE, 3Q results. Thoughts on this one for 2014 and recent drilling results would be appreciated. Thanks!

Shouldn't they consider initiating a dividend or a one time special dividend with so much cash on hand? Thanks!

Q: Hi 5i,

What did you think of E's quarterly results today?

Q: Hi There
WFC.PR.J - what do you think the likelihood is, given the high coupon, that it will be called and if so when you think that might be?
Thanks

Q: What are your thoughts on DVA, Davita Healthcare Partners over the next 2- 3 years?

Q: CJT reported this morning: ""We continue to experience strong growth in core overnight demand and revenues, yet this was partially offset due to unforeseen aircraft maintenance, flight operations training and operating costs in the Quarter." On this news the share price dropped more than 8 %. I would like your opinion: sell, hold, buy some more?

Q: Hi, Peter, what are your views on Mitel Networks, specially in light of Aastra purchase? I am thinking of building a position for long term ? I already have ESL,CSU,SYZ and OTC. Thanks for all the help.

Q: SIN.UN Not a question but a comment. SIN.UN traded up to 10% above NAV the last few weeks, now at a slight discount.
http://www.scotiamanagedcompanies.com/smc/historical_nav.do?company=SIN