Investment Q&A

Q: Just curious how you consider CP having a growing dividend when they have not increased it since 2011, wheras CNR has increased
EVERY year since becoming a public company in 1995?

This refers to your reply to Jeff's question earlier today.

Feel free to publish if you wish...
Thanks

Q: I need to sell one stock, either Crescent Point CPG or Baytex BTE. What one should I keep?

Thanks for the great advice you have given. Helps me to stay focused on my own end game.

Q: SCB took a hit this morning, I suppose because of HCG's news. Do you still find SCB a good value and perhaps worth adding some at this lower point?

Q: What are your thoughts on buying the sell off? Thanks!

Q: what's going on with FN price action? Can't find any news and don't have all the market data. Is it related to Alberta exposure? Thanks

Q: Good morning team, Would you please comment on HCG's update on origination volumes. What would be your recommendation and rating now that this news is out?
Thank you!

Q: What are your thoughts about today's press release? There appears to be a lot of things happening. The revenue increase looks good but what about the change in management team and share buyback program and the borrowing of $15 million.

Q: Hello Peter et al, could you please comment on PHM's recent results and the appointment of a new CEO?
Thank you so much!!
Dave

Q: Good morning,

Looking for your insights into HCG's guidance this morning as well as whether the $6 or so decline represents a buying opportunity?

thank you,
Brad

Q: Can you give us your thoughts on HCG in light of their new outlook. Is this a buying opportunity?

Q: I was wondering if had any suggestions for companies on the U.S. stock exchanges that have similar properties to Badger Daylighting (energy exposure + still growing top and bottom line). The closest things I could fine were PCP, ECL and some boat shipping companies that I feel are too risky.

Q: Hi,

Can you comment on the recent decline of AET and the possible merger with Humana. This stock has been good to me and I'd like to know what you thinkl of its future prospects?
I'd also like to know how you rate it compared to Walgreens and United Health?
thanks

Q: I have recently renewed my membership for another year and thank you guys for helping to keep me on track in a complicated investing environment! My question - Could you please suggest half a dozen Canadian companies, in addition to the Canadian Banks, that pay a decent dividend and do at least 50% of their business in the United States. These companies must not be involved in the oil and gas industry and must not be headquartered in Alberta. Many thanks!

Q: Hi guys,

In terms of value and dividend growth, which top three Canadian companies are you liking currently. Any sector is fine. With emphasis on good value and good dividend growth. Long term investor.
Thanks again

Q: Other than Tourmaline and Peyto, what would be your three top picks for a three year hold in the energy space?
Thank you.

Q: Hi guys,

What's your view on POT as a longterm investment, and what do you think of its current price? Do you guys consider it cheap at its current price?
Thanks again.

Q: Hi guys,

Looking to invest in the U.S. Markets, Can you recommend 3 growth companies with a good value entry. Large cap preferably. And a company that has paid an increasing dividend for 10 plus years.
Thanks.

Q: I piled into GNW.us just days before management confessed to large capital shortfalls causing shares to fall off a cliff. Management would have known about the significant deficit in reserves months ahead of releasing results, yet I see no actions pending against them by US regulatory bodies.

I compounded my buy error by anchoring on my much higher cost, a logic error well documented in behavioral economics. I thought GNW.us owned a chunk of the Canadian company Genworth (MIC.to) . I could not confirm whether GNW.us still owns a significant percentage of Genworth Canada. I browsed your two earlier comments on GNW.us but things are said to have changed since then.

Is it best to sell and salvage what’s left? Or do you now see some benefit in waiting? Is it wishful thinking that the remaining value is now less likely to evaporate?

Q: Baker Hughes (BHI.us) has agreed to be bought by Halliburton (HAL.us) for consideration that includes HAL shares plus cash. Notwithstanding the takeover by HAL, BHI often trades well below the value of the proposed takeover price. Is it best to sell BHI.us now and move on? OR : In your opinion, is it better on balance to wait for the merger to close before taking action, if any. I am not looking for a perfect answer . Just want to try to minimize the number of my embarrassing sub-optimal decisions.

Q: I’m hoping to add to some positions in the next couple of months with summer-time volatility. About a year ago I started a long-term position in Altagas at about $45.75. I’m hoping to add about 50% more shares to fill out this holding, and – with ALA’s chart continuing to slope downwards, as well as the possibility of a U.S. interest rate increase in September – I picked a bid price of $35.86. Is it realistic to think ALA has a little more to go down or am I just getting too cute in the bid process?