Investment Q&A

Q: Hi Team
What are your feelings about these 2 stocks Qtrh has taken a beating the last week, all I can see is that the ceo has resigned or has been fired. I don't see this as such a negative, since the stock has not fared well. They always babble about a spin-off, but nothing happens
Cfx is also down, I know that they closed some plants, how does the future look?
Thanks
Auftar

Q: CFX Canfor Pulp is down near 52 week lows. I know that it is not a very sexy industry and that no one is interested in this type of stock but I also remember some sage advice is to buy commodity stocks when they are hated (or at least off of everybodiy'radar) and wait for the interest to return (usually with a couple of quarters of good earnings). This stock has a cycle of two years of good earning followed by a poor year of earnings, and last year was not that great. They are now down to two pulp mills and I hope there is enough fiber to feed those two (it seems like Prince George is where there is a shortage of cheap fiber). I assume that the costs associated with the closing of a mill at the end of this quarter will not show up until quarters 2 or 3. Right or Wrong assumption? There will be severance package costs, human resource costs and I guess some sort of care and maintenence costs with the actual plant. Will permanently laying off 300 workers be a big one-time cost to the income statement or is it relatively insignficant? So should I run from this off the radar stock or keep an on it (or make an offer)?

Q: Your current opinion please. Sell or hold?

Q: I own the following Canadian Stocks in my RRSP and TFSA and 20% is in cash to invest when there are opportunities in the market.

Which ones from the above list would you pick as your Top 3 choices to add to at today's prices, and the reasons why you like them.

Are there any on the list above that you would consider selling and the reasons why.

Thank You.

Q: With lumber and panel board prices once again rising and producer valuations seemingly low could I please get 5i’s opinion on the sector and possibly a couple of recommendations to look at.
Thank you

Q: Peter; Could you update your opinion on CFX please? Thanks.Rod

Q: Any reason for the sharp increase in Canfor Pulp's share price today?
Thanks!

Q: Could you please compare and contrast two pulp sector companies - MERC:us and CFX.to

What are their current debt levels, consensus earnings (loss), revenues and dividend coverage safety etc.?

Q: With Danaher being in the news, I'm reminded that the founders of DHR are they guys behind CFX, which has been struggling.

With 5i always discussing how important good management is, do the guys behind CFX warrant investment despite the poor track record of the stock price? What are your thoughts on CFX in general?

C.

Q: WHAT IS THE DIFFERENCE BETWEEN THE TWO THE PRO AND CONS OF HAVING THEM.THANK
EBRAHIM

Q: I bought CFX at its peak of 28,00 and now is down to 24. Do you think I should sell or hold on, do you think it will recover
Sue

Q: CFX has been flying lately. Any idea why, and are pulp prices
affected by Nafta?

Q: all momentum companies that are hitting 52 week highs WHAT WOULD BE YOUR PICK

Q: What are the prospects for Canfor Pulp? I bought a small position in 2011 for the dividend, which held for a while, but ended up being slashed. Should I cut my losses and redeploy?