Investment Q&A

• Concordia Healthcare (CXR)
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Q: Hi Guys
What is your opinion about Concordia.A lot going on and stock price is down.Is it a good time to buy?
Thanks
Michael

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Read Answer Asked by Michael on August 24, 2016

• True North Commercial Real Estate Investment Trust (TNT.UN)
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Q: True North Commercial REIT seems like a good investment for income. The dividend is indeed attractive at close to 10%, but as a general rule of thumb, the high dividend suggests something isn't right with the company. Can you provide your analysis as to what, if anything is wrong with this company?

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Read Answer Asked by Eugene on August 24, 2016

• Home Capital Group Inc. (HCG)
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Q: What are your thoughts on the bear report? Seems to me they are making some compelling arguments. The loan loss provisions are extremely low when you would think they would be higher considering sub prime clients. Also, the deposits are 80% GICs... if there was something that spooked them they could see capital drying up. Let me know your thoughts on those two comments. Thanks

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Read Answer Asked by cary on August 24, 2016

• Toronto-Dominion Bank (The) (TD)
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• Bank of Nova Scotia (The) (BNS)
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• Home Capital Group Inc. (HCG)
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Q: It seems that every time Home Capital starts to move up a little there's another short attack to push it back down. I know you rate it quite highly, but is there really a future upside? I've held it for 2 or 3 years now, and am getting tired of waiting.

Is it better to replace it with another name? I already own FSZ, BNS and TD in financials. Thanks

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Read Answer Asked by Ian on August 24, 2016

• Madalena Energy Inc. (MVN)
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Q: Mvn keeps drifting lower. Is this one headed for extinction?

Dennis

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Read Answer Asked by Dennis on August 24, 2016

• TIO Networks Corp (TNC)
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Q: Tnc has pulled back each of the past two days on decent volumes. Do you know why?

Dennis

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Read Answer Asked by Dennis on August 24, 2016

• Parkland Corporation (PKI)
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Q: Do you think Parkland with eventually be reclassified to consumer staples similar to couche-tard if they keep purchasing convenience stores? Would they have to divest their distribution business in order for this to happen?

Thanks,
Jason

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Read Answer Asked by Jason on August 24, 2016

• Home Capital Group Inc. (HCG)
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Q: Time to purchase?

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Read Answer Asked by mike on August 24, 2016

• Home Capital Group Inc. (HCG)
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Q: Hi there, further to my earlier question - I saw on Market Call Tonight and that report was from the same short sellers that discussed CXR. Considering where CXR is today, should we be concerned about the future share price of HCG?

Thanks!

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Read Answer Asked by Michael on August 24, 2016

• Home Capital Group Inc. (HCG)
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Q: Home Capital was once a 5%+ weighting in the Balanced Equity portfolio; now it is under 2%. Are you more inclined to add to the position here or cut and run, particularly since the P/F now has 23 positions and your stated preference is for 20? Also referencing the seeking alpha report is this a case of where there's smoke, there's fire?

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Read Answer Asked by Jeff on August 24, 2016

• Avigilon Corporation (AVO)
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Q: You mentioned in a previous answer that AVO would not get a premium valuation for a very long time. I was wondering if you can elaborate more on this? Is this because of the lowering of prices and also the dept increase?

From what I gather they are trying to increase their market share (which I think is currently 2%).

Thank You,
Andrew

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Read Answer Asked by Andrew on August 24, 2016

• Home Capital Group Inc. (HCG)
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Q: HCG getting clobbered again. Can't see any reason. Can you?

Sheldon

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Read Answer Asked by Sheldon on August 23, 2016

• Miscellaneous (MISC)
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Q: 17% of my portfolio is in REIT,s. Is this to high a weighting or should I reduce. I am holding REI.UN, CUF.UN and CRR.UN. Equal amounts. If I am to reduce, which one do you recommend I should sell?

Thanks in advance

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Read Answer Asked by John on August 23, 2016

• QHR Corporation (QHR)
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Q: What would you suggest replacing QHR with(staying in the same sector)? Do you have anything lined up as a replacement in the growth portfolio?

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Read Answer Asked by chris on August 23, 2016

• Surge Energy Inc. (SGY)
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Q: Paul Colbourne continues to purchase stock in the open market. Another 65000 last week. My question is can the CEO still be buying his own company shares if he feels the company will be taken over or is PC buying because he feels the stock is cheap. His previous history speaks seems like he knows what he is doing.

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Read Answer Asked by blake on August 23, 2016

• Africa Oil Corp. (AOI)
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Q: Good Afternoon,
There hasn't been any discussion in regards to Africa Oil (AOI) in a long time. Where do you see this name in a few years? Also do you still believe a sale of the company is their ultimate exit strategy?
Thank-you.

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Read Answer Asked by Chris on August 23, 2016

• Brookfield Property Partners L.P. (BPY.UN)
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Q: I've owned this stock for a few years and it's done well. What are your thoughts?

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Read Answer Asked by Robert on August 23, 2016

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Q: I am looking for growth + income and trying to identify stocks with a decent value position. What are your thoughts on Hammond Power Solutions? Do the recent earnings have a significant effect on the decision to buy and hold longer term (for me that's 2 + years).Thank-you.

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Read Answer Asked by Alex on August 23, 2016

• Trilogy Energy Corp. (TET)
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Q: Could I please have your opinion on trilogy energy.

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Read Answer Asked by Darryl on August 23, 2016

• Manulife Floating Rate Senior Loan Fund Class A Units (MFR.UN)
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Q: I have a question about Manulife Floating Rate Senior Loan Fund (MFR.UN). It pays a monthly dividend of .0563 (annual div .68) at today's share price of $8.48 for a yield of 7.96%. Is this riskier than a preferred share? Does the floating rate change monthly? Or is it set annually or on a longer period? This investment could be in my RRSP or TFSA account.

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Read Answer Asked by Carl on August 23, 2016