Investment Q&A

Q: I guess this is a happy problem to have, due to gains in New Flyer I am going to have to look for a replacement for it.
It has grown to being a large portion of my portfolio and will have to be trimmed.
Do you have any recommendation for a replacement?

Q: Hi 5i,what do you think of SNC hold or sell, and WDO is not going
along with price of gold, is the management OK ? And BOS, substantial decline of the price today indicate investors are not happy with the company I almost feel like dumping 2000 shares we hold in our cash account. Thank you for your advice. Motoi

Q: I see there are no questions in regard to Keg.un even though it pays a good dividend.what are your thought on keg.un, pza, bep.Un.

Wayne

Q: I have a strict portfolio plan I have followed for 20 plus years into retirement. 30 holds devoted to income and 5 to 10 for growth. average holding is 3%.quarterly earning on a singular basis don't generally worry me. However AD=3.25% of portfolio/ cost base $27.00 held since 2013,BDT=3.00%/cost base is $12.10 held since 2013 have been holds for their dividends. BOS=2%/cost $15.25 was bought for capital gain hopes. All three are having negative earnings currently. Please offer your views as to the stability of them going forward and if I should reduce or exit any based on the poor results. Thanks

Q: tYour opinion, please, on recent earnings and future growth prospects for IFC. Thanks Jim

Q: To all the people who responded to my concern about liquidity in sylogist , i never buy less than 15000 shares in a company like sylogist or 150,000 dollars therefore liquidity is always a concern and i am a trader, not a buy and hold investor.Dave

Q: Several analysts are touting this stock but the payout looks very high. Am I miscalculating it?
Do you like the stock?

Q: Could you comment on the latest Q on IT and their latest initiatives? It seems like a beat on estimates. Do you see any benefit to owning this along side AYA or do you prefer one over the other?
Thank you

Q: Good morning everyone,

Something is not making sense in the market here. Disney buys 33% of Neulions competitor BAMtech for $1 billion.

$1 Billion / .33 = assumed market cap by Disney (liquidity discount most likely applies, but lets negate it) of $6 billion.

Neulion has a market cap of $220 million.

Neulion has, NBA, NFL, global soccer, UFC, tennis locked in, BAMtech has NHL, MLB, PGA. Therefore Neulion > BAMtech in my mind.

$3 billion > 220 million by 13.6x. Is there something I am missing in regards to this massive valuation difference? Technology? Does Disney see some second level of montetization that the market can't comprehend? A special deal perhaps? I picked up more to make a medium sized holding, but will sell if you guys could potential shave off the valuation gap.

Q: Now that Venezuela has agreed to pay the 770M to Gold Reserve this year re their arbitral award…..What are your present views on GRZ at this time ? Thanks

Q: Is this a good entry point for Alamos Gold? Tx

Q: Hello,
Do you still have a positive outlook for these 3 companies (2 year outlook). I currently own these 3 stocks and I am tempted to take some profit but do not need the money at the moment. Sector allocation is still fine.

Also, with oil now at $42, can you please share your short term outlook. Should we expect some increased volatilty over the next few months ? Thank you.

Q: Could you give your opinion on growth prospects for IPL? I currently hold ALA and PPL but am wondering if IPL might provide more growth considering their recent purchase. Or might there be a better opportunity with another company? What are your thoughts? Thanks.

Harvey

Q: What is your longer term view on Canadian Solar on the NY exchange

Q: Peter and His Wonder Team
BXE just reported horrible numbers. Since I am not an accountant... I am wondering about all these financial transactions. Do they really reduce there debt and put them on a more sustainable footing going forward. Do they really buy them time and the ability to survive this down cycle? I realize an increase in oil price would be great news for all energy companies!
Thanks for your time and insightful thoughts... and yes you are always great on BNN! Ha!Ha!
Dr.Ernest Rivait

Q: hi peter : whats the percentage chance of a market correction; say for the rest of 2016 . would you expect a 10% or a 20% . there is so many big time buyers & fund managers saying it's time to sell .would like to know what your thoughts are Thanks Gary

Q: I dont own,never ownwd but always tempted to jump in .
It is a mess for sure , but India is mot to be ignored these days.
Your comments will be appreciated

Q: Seymour Schulich recently sold 10,000,000 shares and Bir reported Qtrly FFO per share $0.09. How will these two events affect share price? What would be a good entry point or would pey be a better choice in light of the afore mentioned events

Q: Good evening
In your opinion, it is time to cut loose Bankers and employ the money somewhere else or wait for the deal to be finalized?
May the good fortunes be with us ( IT, AYA ) and our pain to be eased
( CXR )
Kind regards
Martin

Q: Re David.A small cap stock like SYZ with no coverage is illiquid,but once covered by analysts & known to the investment community,you will be unable to buy at this price.Technically,if it breaks out of $11-$11.20,the next target is $12.50-$13.00.The chart looks good.