Investment Q&A

Q: Hello team. CSU appears to be in a downward trend for the last 5 days. Is this because shareholders want to lock in gains in a down market to balance their losses or is this a rotation out of thecnology stocks and into oil and resources. I note that ESL, DSG are also behaving similarly. I am a long term investor and want to better understand what are the drivers pulling these well performing companies in a downdraft. If there is a particular concern in the technology sector what might this be and what should one expect. Aside from this other recently well performing stocks such as Stella Jones and CCL Industries are on a downtrend and if these are lumped together with the other stocks mentioned above appear to all be selling off. What can you share with us and how would interpret my observations.

Thanks for your detailed insights.

Joseph

Q: Thoughts on CXR looking very attractively priced at the moment? They've got enough international exposure to their business that any action in the US to lower drug prices (which would likely take a new government and years to pass legislation) would not have a significant impact on CXR's business. Clinton's new video against Valeant and people panicking and selling CXR seem to be providing a great entry point.

Q: Would you please provide comments on EFN and CXR, specifically your opinion on why the stock prices keep falling? Thank you.

Q: i like your long term outlook on gud. is their other companies like this you would recommend for a long term hold .management superiority, insider ownership at a solid level etc.best bang for your buck considering growth with yield.i feel like i am too late in buying bep .un or aw.un as a long term holder these are probably going to keep growing long term and should buy these

Q: Hi Peter and Team,
For income, presently own BCE, FTS and EMA.
I am thinking to add one more utility stock, namely:
CPX Capital Power, SPB Siperior Plus or CU Canadian Utitity,
Which one would you recommend and can you pls rank them 1,2,3.
Thank you.

Q: Mr. Hodson, CSU 487$ ?

Q: Can I please get your valuable opinion on this company? I am prepared to hold for 3-5 years in a diversified portfolio and would like to buy more shares on its current weakness. Thank you.

Q: Cascades has had a significant drop this week and I have not found any news. I sold it prior to it's drop in price and I'm planning in starting a new position. could you please comment, thanks Valter.

Q: Hello team,

I understand that it is really tough out there and people are just selling everything they can for they may not be able to withstand the losses otherwise. I have been watching AYA going from 6$ to almost 40$ in the good times and now watching it reaching back to 13$. I added more when it came down to $20 and was still okay for it to fall down to $15....but I have to admit that it is testing my patience at $13. I guess I am only asking for some reassuring words that AYA will not go further down from here. Why such a huge drop? Isn't this the same company when it was 3 times higher? I cannot care less for the market swings and I will be hanging there in the mean time. But would I see AYA back to its glory or would it be even lower than what it is now 5 years from now? Is it just the debt or is it the US$? Would you not think that CEO has another major acquisition in mind for he did not say anything about where the expected future guidance was based on? (I don't have any regrets for not selling AYA at its highs for I want to believe that having great companies for a very long time is the only insurance one might have in the stock market....I hope I am not mistaken!) Thank you for holding our hands all along!

Q: Some additional hints for Bob, regarding Alerts, if he chooses to go with TMX system. Quite apart from using the "Stock Screener" system, there is also a handy tool on there called "My Alerts" and once you set it up, it will email you directly any of a dozen parameters that are set, such as 52-week high/low, volume, news filings, price change, percentage change, etc. It's quite a useful little tool. You do have to set up an account, as noted by 5 I, but it's free, so you can't beat the price.

Alternately, each broker has very excellent Alert systems built into most portfolio features. I'm with TD, and you can choose a couple dozen alert points which will also be mailed directly into your inbox. I used to be with BMO and they had the same system -- so I can't imagine that all brokers don't have the same tools. Sometimes it just takes a bit of snooping around on all the features that are actually available to you before you find what you're looking for. Hope this helps.

Q: How would my reit valuation's react to a possible negative interest rate in the future?

Q: Hi Peter and Staff
Good time to remember your usual good advice....nothing has changed.same company it was when it was at its peak? Now down to my ACB after a really nice paper gain....any news to cause what has happened...buy,sell or hold if you have a very small position already.
Thanks as always
Dennis

Q: How would you rank & compare AI-T {Atrium}, FC-T {Firm Capital Mortgage},
TMC-T {Timbercreek Mortgage}. I currently have a position in all 3
and wonder if I have made a good decision by owning all 3 of them.
Thank you.

Q: Peter; BMO investor has a good alert system re Bobs question .Rod

Q: just a comment. There is presentation by Paul Colbourne at the CIBC oil and gas conference at Whistler from Jan. 21 that can be listened to via webcast for anyone still holding SGY.
SGY has moved more than 50 % since the presentation. Colbourne talks of his extensive experience and having managed companies and prospered thru 3 previous oil crashes. SGY is very well positioned to buy distressed assets as compared to other companies which will be forced to sell assets at distressed prices because of debtloads. Insiders continue to buy.

Q: Pierre asked about market rate GICs today and you replied with: "We are fine with GIC market and think they have a place in most fixed income portfolios, particularly for conservative investor." Did you mean market rate GICs or something else? Thank you.

Q: Could you recommend a site for stock screening that could also sent alerts when parameters are breached?

Q: CCL industries stock has held up relatively quite well during the recent market decline. company made some tuck-in acquisitions recently and has sufficient dry powder if a nice big acquisition opportunity presents itself. With majority of CCL revenue outside Canada and US$ still expected to remain strong for 2016, is it reasonable to believe that company will continue to deliver strong results in foreseeable future? With recent market downturn, stock has come down and appears to be making a good base around $205-$215. Do you consider it an excellent opportunity to buy/add at current levels? Thanks

Q: I used to be in ATD.B but exited too early at about $37. This company seems to have no end in advancing its share price, not to mention the dividend increases/growth (on a percentage basis anyway). Though the dividend part is a bit of a mirage since it started from next to nothing to a very very tiny something.

At $60 today, it is worth the risk to take a position again? It certainly have a history of success, but of course the question is - can it be perpetuated?

Your insight is much appreciated.

Q: Hi Peter and team,

Could you please give your comments on the earnings report of last week. They appear fine, with a dividend increase, but your comments would be appreciated.

Thanks