Investment Q&A

Q: What do you guys think about kinaxis? I know it has a strong balance sheet and no debt. However, is this one of those stocks that are "always expensive"? I am not sure how fragmented the supply management business is and if kinaxis can benefit from it. Are the profit margins good?
Thanks guys keep up the great work!!

Q: Good Evening
Back on July 10, 2015 you indicated that it is worthwhile to hold on Peyto.I noted that one PEYTO Director sold 744,719 shares from September 14th to September 21st, 2015 at between $30.08 and $28.96.
Peyto represents 1% of my portfolio and the oil/gas sector is around 5%.
Do you still recommend on holding to this stock, selling or averaging down?

I will appreciate your comments.
Thank you

Q: What's is your opinion on the Montreal acquisition. Stock price has fluctuated in such a short period. Is it a buy at the current price.
Thanks for the great service.

Q: I took my holdings percentage up to 3% this morning from 2.5 mainly because I like the long term potential and even with the dividend increase its payout ratio is still low at 40 to 50%. I was able to get in at $34 which is less then the 34.25 share offering. I do not usually average down but with today's add I am in at $37 per share. I firmly believe that this firm is solid but not correctly named. I think it should drop the "gas" as it misleads investors as to the actual holdings it has. Do you view 3% (and its my only holding in this segment)as too high.

Q: Mr. Buffett has said that he will buy back stock when the share price falls below 1.2x book value. Is the stock nearing those valuations and what do you think of the stock overall?

Q: Valiant been down large the past few days, what's going on with company. thanks

Q: Your opinion on SLW. I am down approx 25% in 3 months. Is the recent Revenue Canada investigation weighting in, or is it something else.

Q: Despite the news today regarding reduced outlook, can these stocks be held for the long term . Will they recover?
Thank you.

Q: After selling my business I have a large sum of money to invest - this money is the main part of my retirement savings. I plan to retire in 10 years, so my main objective here is safety of principal with moderate growth to surpass inflation. Inflation is my main concern - with anticipated US growth and CDN stagnation I see it picking up in Canada quite soon. By this very reason I am concerned about investing in bonds (incl. real return ones) or TIPS. What kind of allocation (sector, country, stocks vs. bonds) would you suggest in my case? Any creative solutions to hedge against inflation?
Thanks.

Q: Just ask a question ,,,, seems to be missing some insite on current situation ,,, Sep 21, 2015 (MarketLine Financial Deals Tracker via COMTEX News Network) -- Concordia Healthcare Corp., a Canada-based integrated healthcare company, has filed a preliminary prospectus supplement with the securities regulatory authorities in each of the provinces of Canada and a corresponding registration statement with the US Securities and Exchange Commission (SEC) to issue 8 million common shares in a public offering.
Based on the closing price of Concordia Healthcare's common stock of $72.23 per share on Sep 18, 2015, the transaction is valued at approximately $577.84 million.
Goldman, Sachs & Co., RBC Capital Markets, LLC, Credit Suisse Securities (USA) LLC and Jefferies LLC are acting as book-running managers for the offering.
Deal Value (US$ Million) 577.84
Deal Type IPO

Q: Volkswagen said that they installed software programmed to switch engines to a cleaner mode during official emissions testing. Since Magna makes parts for them, it probably explains why the stock is down 8%. Do you or a member know if Magna develops anything involved with the engine or software that controls it? If not, how about Linamar or MartinRea?

Q: can you comment on the result of HEO

Q: CXR adding 8 million shares to the float. With the apparent 35 per cent accretive to earnings with their new acquisition do you see huge share dilution in earnings per share or a good increase once things get going?

Q: Grateful for your views on these stocks and could you recommend an ETF that would include them ?

Q: Hi Peter and Ryan,

Can I please get an update on your opinion of Mandalay and Dynacor.

Thanks

Dave

Q: I am a new investor looking to invest 25K, with a medium risk tolerance. I was hoping you could suggest some stocks to start building a portfolio and advise as to an appropriate % allocation to ensure I get the diversity but also effectively manage risk. Appreciate the guidance and advice!

Q: could you recommend an etf that makes money if the Canadian dollar goes down and an etf that goes up if the tsx goes down

Q: We are looking to park a significant amount of cash for a year or so. What are your recommended investment options for security of capital with maximum interest return ?

Q: Unfortunately, I bought HCG at the top and am now dow 41%. Channeling my inner 5I, I'm assuming, given you see nothing fundamentally wrong with the company, that my reduced dollars are as well placed here as anywhere else at the moment. It's in my TFSA, so i can't take a tax loss. i'm a senior, more interested in income and maintaining capital than growth, though of course I'm happy if there IS growth. Does the real 5i share the view of my inner 5i, or should I take my loss and go elsewhere? Many thanks

Q: new all time highs for sienna today, any thoughts as what could be going on in the retirement home sector? thanks