Investment Q&A

Q: Thoughts on their earnings released just this hour. Missed on earnings and stock already hammered.

Any red flags regarding the sustainability of the company? Even if you lop off 20% of estimated 2015 earnings the stock is trading at 11x. How cheap have you seen these type of businesses get?

Thanks.

Thanks.

Q: Here we go again. I bought at $22.5 earlier this year. Can you comment on the results and should I hold or sell.

Q: HLF reported to-day and missed EPS estimates and got killed. Lots of debt. but I understand they are focused on paying it down. Is the dividend sustainable and would you consider it a buy??

Q: HLF has fallen hard. Have your views changed with respect to this company?

Q: Hello Peter and team, Seems HLF keeps reporting bad numbers mainly due to the strength of US$. So does this mean this company has no hope until the CDN$ strengthens? Isn't there something they can do about this? Anuhow your comments please and is it worth holding?

Q: would you kindly give your updated opinion on this co. thanks for super service

Q: Have you changed your thoughts on SODA at all? Can you comment on the recent quarter? Does lacklustre pretty much sum it up? And would you consider it to be a likely tax loss selling candidate?

Q: Hi,

Can you comment on the work involved in institutional analysis and also expand on your comment about the short position holder reactions to the earnings release at avo. I would have expected at least flat pricing after the Quarterly, but see it down now 14%, are short traders driving this? Also, rbc and cibc both changed their targets on the stock within 12 hrs of the earnings release, it seems quick for thorough review. Finally, was there anything on the conference call hosted by the CEO that you found interesting?

Thanks,

Eric

Q: I have a sizable amount to invest. I have the balanced portfolio currently as prescribed. I am thinking of adding to all positions in equal amounts.Goldcorp scares me however so I may just leave that one. Any other concerns. Bin had a drop but now has stabilized and looks ok

Thx for your great help.

Q: I held WIN for income, which I thought was safe. Are there any stocks which yield 6%+, are outside the reit space and are better managed and "safer" than WIN. I'm thinking along the lines of calian tech, which I also hold.

A top 3 would be great.

Cam

Q: Terrible 3Q news. Thoughts on new CEO and what the recovery, if any, will look like and it's timing? Currently holding a small position.

Q: For 2015 AVO have predicted a 2015 adjusted diluted EPS of 0.79. This is less than the 2014 adjusted diluted EPS of 0.80.This is a 1% decline from last year
They have not predicted the IFRS diluted EPS figure. Assuming a stock price of 10$CDN this gives a P/E of 12.7 and a PEG ratio of Minus 12.7.

It seems many investors consider a positive PEG ration of 1 or less is a good buy.

What am I missing. Is the PEG ratio not reliable.

Q: Can you tell me the short interest on this stock. thanks.

Q: morguard now ownes 30% of temples issued and outstanding shares. what are their options and obligations now? stephen

Q: hello I own cf in my tfsa account It is dropping and I don't want lose so should I sell .hold

Q: We are now doing our own trolling for answers. The Investment Reporter downgraded Wi-Lan to a hold in May 2015 because:

1) Its shares had plunged by over a fifth.
2) They estimated WIN would earn 3 cents per share this year
3) It trades at an excessive p/e ratio of 91 times
4) The dividend looks too high
5) Thinks the market expects the firm to cut its dividend
6) Cash of over US $118 million – debt US $43.3 (good)

Seems they got it about right, however last month they had WIN as a buy “for long-term gains and rising dividends”!

Nobody is perfect. What percentage do the directors own?

Thanks

Q: 8:14 AM 11/4/2015

Hello Peter
There seems to be something strange going on with the Hydro One IPO. I wanted the shares for steady reliable income. I got half of the shares I asked for at TD Waterhouse but neither my Scotia McLeod with whom I had expressed a strong interest [and Scotia McLeod were co-underwriters so they should have been able to get some easily] nor my National Bank brokers had any and both said their offices didn't even ask for any shares. Yesterday John Zechner on BNN was at best lukewarm on the issue and suggested waiting a few days before buying any shares in the market.
We know one or more of the large pension funds wanted to take the entire offering but the Ontario Government were committed to a public IPO.
Do you have any idea what is going on. Will the pension funds drive the price down so they can buy up most of the shares on the open market? Am I missing something important? Your thoughts most appreciated
Paul K

Q: What happening to AVO after a good earnings performance?

Q: Hi team:

Can you comment on the Q3 results just released and more importantly looking forward? Much appreciated.

Q: Hi Peter As a new holder of WIN would you walk and take the 30%loss or sit on it .It seems to settle at the $1.75 number .
kind Regards
Stan