Investment Q&A

Q: The company has released it's 4th quarter results and management seems to be confident they can afford the dividend although many of the financial metrics seem to have declined. I am wondering what your thoughts are? I couldn't see a cash flow in the release.
Many thanks.
Mike

Q: Further to my previous question in ENB dividends, they are paid in Canadian dollars and converted at the current exchange rate at the time they are paid?

Q: What are the chances of the Dutch Auction buyback announcement shaking off some of the short sellers?

Q: Could you please clarify the recent deal where Imperial Oil has sold its retail ESSO stations to various entitities, including PKI and ATD? In one news article, it seemed to suggest that PKI purchased all of the "On the Run" convenience stores and some of the gas stations. Howefer, in reply to a previous question, you stated that ATD had bought some of the gas stations but it would seem to me that they would want the convenience stores as well, so I am left wondering who purchased what.

Could also comment on how you see the acquistions affecting both ATB and PKI.

Thanks for the insight.

Paul F.

Q: Do you know how ATD.B plans to pay for their acquisition of some of Imperial Oils gas stations?

Q: How do the quarterly results look for CXI to you. Is this still a hold or time to add some. Thanks

Q: I haven't seen any questions about the Dutch Auction issuer bid. I am wondering what this is and what impact it has on the stock price. Why would management do this and does it have an impact on the short positions?
Many thanks
Mike

Q: Am I correct in assuming if I purchase the likes of ENB or TRP in US$ on a US exchange, my dividends would be in US$?

Q: Going to buy either cnq or su soon please help me decide! Have read all the reports and they both look good.
All the best Harry

Q: Hi Peter/Ryan
Wondering what you are thinking about Intertain's earning coming after the bell. I'm thinking they should be good.
Thank you.

Q: bought at 50 should i sell or hold would you recommend something else in this sector that could regain my loss . thank you

Q: What would three of your favourite infrastructure (ports, toll roads, etc. but not engineering/construction) companies be and would you include LGT.b in that group? Thanks for your service.

Q: Could I have your comments on RRX's earnings. I have no energy exposure and was thinking I would buy RRX. Would this be a good stock to purchase in the sector or do you have a better suggestion?

Q: HI The only past question I found on ZWA was in 2014 and at that time you did not recommend due to higher MER and limited gain potential because of the call options. given the Canadian dollar is much lower now do you feel any better with the hedged position of the dollar over then next 3 - 5 years?

Q: I have noticed different terminology used by diff firms when reporting performance. BMO (personal acct) uses 'avg ann compound rate of rtn'; RBC provides 'annualized' 'calendar' or 'cumulative'; Mawer uses annual or annualized (one can select); Invesco just reports 'performance'; Templeton reports 'annual or calendar perf'; G&M provides 1 and 5 yr total returns (compound % rtn) and a 3 yr compound % rtn. I tried using the internet/Investopedia with limited success. My question is: is "CAGR" (cmpd ann growth rate) the same as "annualized return" which is same as "compound % return"? Is there a resource that you know of that makes some sense of the different terminologies?
PS: I like to use the G&M as they provide perf numbers (as well as Div Gwth RAte, PEG ratios, etc) for stocks, ETFs, MFs on the same site, there should be some measure of consistency, thus facilitating an apple to apple comparison.

Q: I have both CGX and DIS in the consumer space, and although I have done well on both I am concerned these may be too reliant on the same movie-going public. My other consumer names are CTC.A and CCL.B. Do you agree I am too concentrated, would you recommend selling CGX and diversifying into a different part of the consumer space, and if so, what do you suggest?

Q: Hi,

Since financials seem to be firming up, I would like your overall take on Morgan Stanley and if this is a good entry point. Thanks.

Q: I am looking at adding ATD to my consumer staples portfolio. Could you please tell me the difference between ATD.A & ATD.B. They both have the same dividend, but ATD.B share price is approximately a dollar less. Naturally I would choose ATD.B, but is that right decision. Also, do you believe there is a better company in the consumer staples sector other than Couche-Tard. Thanks for your insight … Cal

Q: What is your opinion on Domtar these days, and prospects going forward for a long-term hold for dividend income? Thank you.

Q: Jason Donville was on BNN the other night, and said they sold Enghouse a couple of months back because it got too expensive. He also said Descartes is an okay company but its ROI was too low and its growth wasn't as good as CGI. I'm curious as to why you chose these two tech companies for the Balanced portfolio as opposed to CGI. And would you still hold them rather than CGI?