Investment Q&A

Q: Hello Peter,

Could you please provide an insight on how stock prices tend to behave when a private placement is announced as in case of Tio Networks. Does it kind of set a floor? Does the price trend down after the closing date of Jan 28. I have been keeping an eye with the intention of taking a position but given its fast rise and the present market conditions, have been apprehensive of doing it right now.
Regards
Rajiv

Q: Hi,

I know you mentioned Teck wasn't quite a buy yet back in December, but the stock has since been cut in half (again). Do you think it's a buy for the riskier part of a portfolio given it's strong near term liquidity, debt maturity profile (2017 onwards) and ability to raise cash via asset sales if it must.

The share price fall seems a bit overdone at these levels, but welcome your views.

Q: Hi team,
Ithaca today released it's 2016 guidance,and again the Stella project that was scheduled for March is now to be completed third quarter of this year.Short term the stock price is hitting 52 week lows ,day after day. They also have edged 52% of their production at 60$ a barrel until 2017and reduced their debt by 20%.Would this now be a value play or is it still to early to look for this as a good entry point?
Thank you ,have a good day!

Q: would appreciate an update on Egl in view of current oil price and outlook. thanks

Q: Would you please give me your current opinion of TNC? I bought near the high and need to decide whether to hold or sell. Thank you.

Q: I'd like to get your response to the "Sell Everything!" headline in the Financial Post today, quoting an RBS report saying 2016 would e a 'cataclysmic year' for stock markets.

Q: I HAVE SOLD SOME OF MY PREFERRED AND HAVE 3 LEFT: IAG.PR.G, PWF.PR.S AND BCE.PR.K. DO YOU THINK THEY HAVE ANY UP VALUE OR SHOULD I GET RID OF THEM AND PICK UP THE NEW GENERATION PREFERRED SHARES WHICH HAS A RESET BASE. (EG ALA.PR.I) OR CONTINUE HOLDING THESE INVESTMENTS.

Q: There has been a large drop in the price recently. What are your thoughts on the company. Is it time to sell?

Q: Could you please comment on Sylogist results released this morning? There was a mention of "accelerating growth in US market" and "one acquisition target we know well is our own company". How would you explain these notes? Thanks

Q: Good Morning 5i,

I have been holding of Stella Jones for a while now and I am up 35% and not overweight in my portfolio. Since Stella Jones makes Ties for the railroad track and that CP and CN are down as well, is there any correlation between the three operations? If not why SJ is Down?

Tahnks Paul

T

Q: A few BNN Market Call (excellent pgm.) guests have commented positively on the rather quiet, dividend paying "gaming" company. Your informed thoughts please.

Q: Hi, Happy New Year?
Well, in the middle of all this contagion, I have a little gem which has treated me well in the healthcare sector - MPH. Although Medicure trades on the Venture, it has held up well and seems to be making a significant move. Have you any thoughts on this stock?

Thanks, for your work.
Slainte,

Q: Hi Peter and Gang,

Would you please comment on PLI's clinical developments that are currently on their plates in terms of their nature and their target completion dates.

Thanks.
Harry

Q: Hi. I would like your opinion of osl.un. I have held it for a number of years and it has consistently paid a 5% dividend. Recently they announced that its forward agreement with BNS has expired in November. Since then the share price has gone down considerably. Would this be a good time to sell off or is it just a blip that will correct itself later. My time frame before I have to start withdrawals is 3 years.
What does this "forward agreement" actually mean?

Thank you for your input.

Q: What is your current opinion of Canyon Services Group Inc.?

Q: I have 50% cash in my RRSP and I recently purchased a half position in Boardwalk REIT to take advantage of the large sell off. I would like to add U.S. multifamily housing exposure as well and I am debating between Tricon Capital Group and Milestone Group. Which would you prefer for U.S. housing exposure. I intend to hold the positions for the medium term (2-3 years).

Thanks,
Jason

Q: Thoughts on OGI and the Canadian licensed medical marijuana industry in general (APH, MT, CGC). Upside of the proposed legalization of recreational use by the CDN Govt?

Q: I would think that as the market continues to go down the chances of someone taking out CSE for a premium price goes down as well. If you owned CSE would you be selling today as a lot of better quality names have fallen in the last 10 days? THANKS

Q: Would you consider a rethink on the growth portfolio not only regards the constituent holdings but the whole portfolio as a percentage of the total investment? I ask this in light of the increasing probability of the following economic conditions:
1. The oil price remains depressed for the entire year with the western provinces in recession and the Canadian GDP also contracts for two quarters or more.
2. The steep decline in shale production and the rate increase in the US would have a significant negative impact on the Russell Index IWO which maybe in bear territory?
Assuming that any given individual’s investment in the growth portfolio is according to her risk profile, would you suggest adjustments to the overall portfolio weight (increase or decrease) in proportion to the balanced and income portfolios; and the individual growth stocks for 2016? If you would, then can you please try to indicate exposure to specific sectors/regions/stocks?
Regards.

Q: There seems to be 6 or more new buy ratings on this one despite the lack of earnings. Would you make a small speculative buy?
Thanks