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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I hold the following equities, among a variety of long-term positions.
I have lots of patience, can wait while the cycle turns, and in no need of cash. I would appreciate your view on each of the following as whether it is "dead money" for the foreseeable future and should be sold now. I will replace all sales by others. Athabasca Minerals ABM; Athabasca Oil ATH; Bellatrix BXE; Bombardier BBD.B; CSX (US); Essential Energy ESN; Gamehost GH; Gran Tierra GTE;Hudbay Minerals HBM; Ithaca IAE; Painted Pony PPY; Yoho Resources YO; Zargon ZAR.
Thank you in advance.
Read Answer Asked by Harold on April 16, 2016
Q: Could you comment on this news and its implications for DH and its shareholders?

Much appreciate your service.

Bank of China Named Celent Model Bank for Implementation of its Global Unified Payments Platform
15:36 EDT Thursday, April 14, 2016
NEW YORK, April 14, 2016 /PRNewswire/ - DH Corporation (TSX: DH) ("D+H"), a leading provider of technology solutions to financial institutions globally, is proud to announce that Bank of China has been named a Model Bank by global financial services research firm Celent in the category of Corporate Payments & Infrastructure Modernization. Bank of China was recognized for the implementation of its Global Unified Payments Platform, which uses D+H's global payment hub solution to process payments for the entire Bank of China Group, both domestically and internationally.
Read Answer Asked by David on April 16, 2016
Q: I'm enjoying your upgrade and finding it a little quicker to use and locate what I am looking for. Well worth the money and I have recommended your services to other investors and traders.
Read Answer Asked by Mike on April 16, 2016
Q: I usually review questions & answers when I am thinking of a buy or sell. Very often you have recently commented on the stock I am looking at. So today I looked for recent comments on KBL but the new search tells me there have been no questions yet.
So I have two questions; a) what is your current comment on KBL and b) any idea why I could not pull up anything by searching the Q&As.
Thanks
Read Answer Asked by Elliott on April 16, 2016
Q: What do you think of BHI as a two year investment? It has far more analyst recommendations and strong recommendations than others and yet doesen't seem to have participated in the recent oil rally? It's one year chart is ugly.
Why do analysts like it so much?
Is this a good time to start a position?
Is there a Canadian alternative you like better?
Read Answer Asked by Graeme on April 15, 2016
Q: Hello Peter & team, thank you for the improvements to your website. I really like to see the full company names rather than just the symbols. What would be the better choice between BIP.un or BEP.un for my RRSP? I am looking for safety and income. Regards, Gervais
Read Answer Asked by Gervais on April 15, 2016
Q: In Constellation Software Annual Meeting voting instructions, we are asked for vote for:

A SPECIAL RESOLUTION AUTHORIZING AND APPROVING AN AMENDMENT TO THE ARTICLES IN ORDER TO (I) CREATE A NEW CLASS OF COMMON SHARES TO BE DESIGNATED AS DE COMMON SHARES, TO BE ISSUABLE AT ANY TIME OR FROM TIME TO TIME AT THE DISCRETION OF THE BOARD OF DIRECTORS OF THE CORPORATION, (II) AMEND AND RESTATE THE RIGHTS, PRIVILEGES, RESTRICTIONS AND CONDITIONS ATTACHING TO THE COMMON SHARES OF THE CORPORATION, AS APPLICABLE, TO REFLECT THE CREATION OF THE DE COMMON SHARES, AND (III) CHANGE THE BASIS UPON WHICH THE MAXIMUM NUMBER OF CLASS A PREFERRED SHARES WHICH MAY BE ISSUED BY THE CORPORATION IS CALCULATED TO REFLECT THE NUMBER OF ISSUED AND OUTSTANDING COMMON SHARES ON A FULLY DILUTED BASIS, ALL AS MORE PARTICULARLY DESCRIBED IN THE ACCOMPANYING MANAGEMENT INFORMATION CIRCULAR.

I have read the Management Information Circular. My understanding: one can convert common shares to DE common shares and must be held for one year from the date of issue. Holders of DE common shares are not expected to be paid regular dividends. DE Common shares will not be listed on any stock exchange. DE common shareholders will be able to reinvest dividends (DRIP) in a more tax efficient manner. If any point is incorrectly, please advise.

My questions are:
1) How would you recommend voting for this resolution?

2) If this resolution was passed and DE Common Shares are made available, what investment criteria would one choose convert to DE Common Share versus keeping Common Shares?

3) Is creation of DE common stocks a common practice in public listed companies (either in Canada or US)? If yes, what other listed Canadian companies have issue this type of stocks?

Thank you.
Read Answer Asked by Karen on April 15, 2016
Q: My tech holdings are 17% of my portfolio, which is a lot higher than your latest recommendation. They include: CSU, DH, ESL, ET, MDA. Should I lighten up or is this ok for a senior who doesn't need current funds? I'd be willing to part with any of them except CSU. Thank you.

Read Answer Asked by M.S. on April 15, 2016
Q: You are generally supportive of TOU. For example in March you said “We think TOU is a fine company worth holding” .
I have not found much in the better financial press pointing to a higher or healthier price for Natural Gas. TOU pays no dividend and it has debt. Would you please expand on your previous positive comments on TOU. I need to make a decision on whether to throw in the towel on TOU ,or should one just ride it this calendar year? The latter would make sense if oil and gas prices will now continue their ascent but there isn't much support for that argument (that I have found). Thank you

Read Answer Asked by Adam on April 15, 2016
Q: Telus is basically flat from one year ago (even including the dividend), and has compared poorly over that period to BCE and Rogers. For a long term hold in a non-registered account, do you still like it? (I already have a full position in BCE, and wouldn't go near Rogers, so if you're not keen on its prospects I'll probably look to a different sector.) Thanks!
Read Answer Asked by James on April 15, 2016
Q: Hi Peter, what is your outlook for the Cdn$ vs the US$ for the next 1-2 years ? If you think the Cdn$ will retreat from where it is today, are there any US equities you would deem excellent purchases today ? Thank you.
Read Answer Asked by Paul on April 15, 2016
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