Investment Q&A

Q: Hi Peter and team,

What are your thoughts on KPT tissue Inc.? Would you buy at the current level with a 3 year time frame?

Many thanks!

Q: Hi the stock has had a big jump last week almost doubled .They have recently acquired property in New Mexico what are your views on LAM and the uranium industry
Thanks John

Q: There has been a huge amount of insider buying at Sylogist recently- when do they report and what is the expectation? I can't find any info online. Would you guess that there might be some good news coming?

Q: Hi there. May I get your opinion on Magellan Aerospace. And at this time is it a Buy, Sell, or Hold.

Q: Hi,

How positive is the PEA report for Alabama Graphite that was released this morning?

Thanks

Robert

Q: I bought it in Feb. 2015 at $85 only to see low of $67 in the summer. I am still holding it, but ... what are the prospects of recovering and going to $85-$90 ? I read that the high US $ is hurting their EPS because lots of their products are sold in overseas locations, any light at the end of the tunnel ?

Q: I have a TFSA account and want to sell WestJet but not sure what I should replace the stock with. I currently also own Stanec in this sector. My sector allocations are appropriate except for: 0% Consumer Staples, 12% Industrial (after sale), 8% Tech. Which sector and stock would you recommend that I put the money toward to after the sale of WestJet?

Q: Hello Peter & Team,

I did very well with SPY (now BKD) when I bought it in Feb around $0.34 and sold it in May @ $0.61. I've continued to track it and noticed the article at the beginning of this week mentioning their new app for Yahoo Fantasy which allows fantasy Players to automatically get updates on their players without looking them up individually.

Fantasy is huge and only getting bigger. I play fantasy football and their application is a very handy idea.

At $0.24 today which is up 25% since last week, would you consider BKD a sell, hold or buy at this time? And is there anything else I should know before re-entering a position?

Thanks for all you do

Gord

Q: Hi Guy's,

Just to help out Gary on westcoast, the full financial statements for only westcoast can be found on Sedar.ca

Regards
John

Q: Hi Peter,

I have a tfsa account and I buy mostly blue chip companies and hold them for dividend and appreciation. Is it a good idea to write covered calls and earn additional income while the stock sits in your tfsa

Q: The Globe had a link to an article that described US shale oil producers as facing a "debt bomb" due to low oil prices, declining cash flow and high debt. The article predicts a serious meltdown in the first half of 2016. My question relates to the impact this could have on US banks? My ETF has been doing ok, and I expect banks to be favoured by rising interest rates. I suppose this question could be extended to other commodity areas and Canadian banks as well. Do you see significant risk in banking in the near term due to debt failure? Thanks

Q: Guys is it finally time to give up and dump this? Am down 40%

Thanks
BD

Q: Hi Peter and Gang,

I currently have positions in CSU and GIB.A and they represents 2.5% and 3.5% of my portfolio respectively. My gains on CSU are approximately 220% and I am thinking of liquidating my entire CSU position and put the proceeds on DH (I'll stay put on GIB.A). Just wondering what your thoughts are on this move.

On November 17, in your response to a question raised by a 5i member on DH, you commented that the stock was 14x earning, is this ratio still accurate?

Regards,
Harry

Q: Hello,
Have you any idea why cmh is down 6.60% this morning? I can't find any news that could account for it.

thank you

Q: Can you explain why U.S. preferred share ETFs like PGF and PFF have considerably outperformed their Canadian counterparts such as CPD and ZPR ? Thanks, Joe

Q: I am thinking of buying 5,000 shares of Chesapeake Energy, now down close to 80%, and just holding and forgetting about this investment for five years. What do you think of this plan?
Thanks.

Q: Hi folks,I know FM/t has app $6B debt I believe but was wondering if they are near any debt covenants any time soon,I heard that was reason acq/t had to raise money as they were near breaking some debt covenants. Is fm/t in any similar situation. Thanks again and just renewed 2 years for great service,jb

Q: Maybe this is not an easy question to answer, but when you say a particular stock is cheap or very cheap how do you determine this? Also, how would you determine if a stock is cheap AND high quality? Thanks!

Q: I am considering buying the new Westcoast minimum rate RR issue once issued. Because it is owned by Spectra and just has pref shares O/S I have had difficulty finding much on financials. If possible, could you please comment on creditworthiness, safety of pref dividends and payout ratio if possible. Would you recommend it for very safe income. Thanks.

Q: If most of the present value of Trimac is in the current 5% dividend as stated in your report and it's over 3 years since a raise, what are the prospects for an increase with any upturn in the economy? To me buybacks, even initial ones, don't line my pocket like a dividend bump. For dividend payers such as this one would be possible to have the 5 year dividend growth rate shown in the report card as this info is not always easy to find on a company's website.

Also I wonder what is the probability of TMA going private since the management owns such a big chunk and the US operation is already private, presumably owned by this management. My charts on this co. only go back to 2005, if that's when it went public as an Income Trust, it must have been about $12, so I guess it would be a take-under around half that. Or could the much larger TFI be interested at this level?

Not sure how your report arrives at a revenue increase 1 year out as revenue has been declining in 2015. How about the age of their fleet and what is the replacement rate/timetable? I see they already have high debt.

Willing to hold on for a few years if need be but willing to take my lumps too if surgery needs to be done here.
Thanks, J.