Investment Q&A

• Teranga Gold Corporation (TGZ)
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Q: Hello 5i:
wondering about the huge drop in TGZ today; was it all due to the $65 million equity offering? That seems a bit harsh as the company seems to have been doing well. Can you give me your take please?

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Read Answer Asked by Paul on November 02, 2016

• A&W Revenue Royalties Income Fund (AW.UN)
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Q: What would be your outlook for A&w royalties going forward, In terms of total return ( understanding that this years 30% gain is unlikely to be reproduced). And would you consider these types of royalty stocks to be bond proxies sensitive to interest rate increases?

Thx

KR

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Read Answer Asked by Karim on November 02, 2016

• Kinaxis Inc. (KXS)
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Q: Hi, Could you please comment on Kinaxis earnings. Thanks

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Read Answer Asked by rajeev on November 02, 2016

• ZCL Composites Inc. (ZCL)
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Q: Please comment on ZCL's Q3.

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Read Answer Asked by sandy on November 02, 2016

• Bank of Nova Scotia (The) (BNS)
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• Cineplex Inc. (CGX)
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• Stella-Jones Inc. (SJ)
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• Parkland Corporation (PKI)
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• Savaria Corporation (SIS)
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Q: I'm a late 20s investor looking to augment my company group retirement rrsp (invested in MF's - Index/Mawer) with individual stocks. My goal is to add positions until I'm close to the Balanced Equity portfolio.
At this time, which of the above (or another if there is a better option that I haven't listed) would be a good idea to start with? Thanks in advance.

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Read Answer Asked by Mike on November 02, 2016

• WSP Global Inc. (WSP)
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• Stantec Inc. (STN)
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Q: I have 1/2 of position in STN, and and 1/4 position in WSP. I am down about 2-3% on STN. I am fine with both, but was wondering if I should consolidate to WSP. Two reasons, reduce stocks I own get more concentrated portfolio, and get more significant position in one Engineering company.

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Read Answer Asked by Colin on November 02, 2016

• Parkland Corporation (PKI)
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• Great Canadian Gaming Corporation (GC)
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• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Hi, Peter & Co. I am looking for some companies that I might add to my elderly sister's portfolio during the tax-loss selling period. She is looking for some dividends, some growth and reasonable stability. Her portfolio has a lot of cash. She currently owns:
DH
Genworth
Northwest Healthcare
A&W
Brookfield Renewable
High Arctic Energy(long-term position,slight loss)
Canacol Energy (small, profitable position)
Would you please give me 2 or 3 names in your selected sectors that I can monitor for opportune purchases?
With appreciation for your great service.
Ed

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Read Answer Asked by Ed on November 02, 2016

• American Hotel Income Properties REIT LP (HOT.UN)
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Q: Would like your up to date view on hot.un given the 11
new acquisitions since oct. 25th.
Many Thanks.

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Read Answer Asked by howard on November 02, 2016

• Savaria Corporation (SIS)
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Q: Savarias results look good. Could I have your comments. Thanks

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Read Answer Asked by Bruce on November 02, 2016

• Questerre Energy Corporation (QEC)
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Q: Questerre had a trading halt on Friday. Why the halt? Does this impact your view going forward? Do you still like as a speculative buy?

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Read Answer Asked by Robert on November 02, 2016

• DH Corporation (DH)
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Q: As we move into the tax loss selling period, is it not possible (probable?) that DH Corp could take another big hit before year's end? After holding for several years with good initial gains I'm now in the red. Wondering about selling & possibly buying back in January if price action improves... your thoughts? Also not sure what you meant by still an "official" hold for now... sounds like a thinly veiled 'sell'. Many thx for your insights.

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Read Answer Asked by Ron on November 02, 2016

• Baker Hughes Company (BKR)
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Q: What do you think about proposed merger of GE & BHI oil services assets to form a separate company and the $17.50 per share dividend GE will pay BHI shareholders? Any idea on timeline and whether this proposed deal will have any regulatory issues? I can't see any regulatory issues - but, who knows. I was thinking of buying this one as I currently do not own any gas or oil producers - so, surrogate for them.

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Read Answer Asked by James on November 02, 2016

• ECN Capital Corp. (ECN)
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Q: ECN continues to drop in value. Is it now a strong buying opportunity, or is it just a company that is going down a lot more with tax loss selling. Should I possibly sell now and buy back in a month, just hang on or buy more? Your thoughts - thanks

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Read Answer Asked by David on November 02, 2016

• Daura Gold Corp. (DGC)
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Q: Could you comment on the recent results of DGC. Much appreciated.

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Read Answer Asked by Alan on November 02, 2016

• DHT Holdings Inc. (DHT)
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Q: Can I get your take on the earnings report and your thoughts on buying in at these levels for a long term hold ? Thanx Robbie

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Read Answer Asked by Robert on November 02, 2016

• Cameco Corporation (CCO)
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Q: I purchased CCO yesterday for a long term investment. Does Peter or anyone else have an opinion, short and long term?

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Read Answer Asked by Tony on November 02, 2016

• WSP Global Inc. (WSP)
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Q: WSP: bought in March of this year: has not done much, I think missed last 3 Q EPS, does not seem to have a history of > dividends - so, what do you see going forward - I believe they have done a lot of acquisitions as well which will take a lot of time to show on the P&L. Comments please.

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Read Answer Asked by James on November 02, 2016

• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: What are your comments on BPY's results and which company would you prefer as a long term hold between BPY, BIP and BEP (or hold all 3).

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Read Answer Asked by Mayur on November 02, 2016

• DH Corporation (DH)
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Q: If you owned DH, would you sell? My concern is that if they cut the dividend, the stock will tank again, should I get out while I'm still up on the stock and move on or is it worth it to stick it out? I am more concerned about the dividend sustainability than capital gains.

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Read Answer Asked by Ozzie on November 02, 2016

• Recipe Unlimited Corporation Subordinate Voting Shares (RECP)
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Q: CAO is dropping fast today - any news?

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Read Answer Asked by David on November 02, 2016