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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Peter; Have you seen any news on SIA today re the increased volume and price bump? Thanks.Rod
Read Answer Asked by Rodney on July 14, 2015
Q: Hi Folks. This is really not a question but rather an addition to the discussion. On July 11 RBC came out with a report downgrading HCG from market perform to under perform. It seemed quite well reasoned to me and made the point that RBC now sees HCG as a steady growth company rather than a high growth company. They think this problem is specific to HCG and not industry wide. They think HCG can deliver double digit EPS growth long term but in the near term it is likely to be low to mid single digit.

Ross
Read Answer Asked by Ross on July 14, 2015
Q: Sorry, yet another HCG question. I have owned the stock for sometime and have faith in management, however I am wondering how one interprets an extraordinary announcement like this.
In your response to Jerry you say the company screwed up. Management on the other hand would have us believe this is evidence of their "continued progress" with originations. Maybe the "rebound in origination volumes" is especially strong and they forgot to put numbers to it.
Certainly they expect to achieve mid term guidance despite everything.
The language in these types of announcements is so convoluted. Perhaps with your many years in the business you could help with a translation/interpretation.
Many thanks
Mike
Read Answer Asked by michael on July 14, 2015
Q: Good morning Peter and Team,

Thanks for your answer to my question about HCG. I recently came across this article: http://www.theglobeandmail.com/globe-investor/investment-ideas/big-bank-alternative-equitable-is-good-value-and-growing/article25486861/

In the article, there are two paragraphs that stood out for me:

National Bank Financial analyst Shuba Khan said he doesn’t have any concerns about Equitable Group’s originations in light of Home Capital’s announcement.

“The issues that Home Capital highlighted appear to be company-specific,” said Mr. Khan, who has an “outperform” (similar to “buy”) and $71 target on Equitable Group.

5i is of the opinion that Home Capital's severe price decline is industry related. I do trust your insight, but am having difficulty reconciling the fact that EQB's stock hasn't suffered nearly as much, and would appreciate your comments.
Read Answer Asked by Jerry on July 14, 2015
Q: I am curious if you guys have any thoughts on the newly listed Inspira on the venture exchange?
Read Answer Asked by Donald on July 14, 2015
Q: Given the recent quarter, expansion announcements and takeover possibilities isn't Caldwell's stock price very attractive at current levels for a small cap investment?
Read Answer Asked by Charles on July 14, 2015
Q: Peter and team,
I have been trying to get a quote on CXS for the last week or so without any luck. I found today that it is going as SCB (Street Capital?) Is there any significance to the name change (I thought Street Capital was a subsidiary)? What do you think of it at this time?
Gary
Read Answer Asked by Gary on July 14, 2015
Q: Amaya is showing a little bit of strength here. Is there any specific news or rumour or just the variability we are used to.
Read Answer Asked by James on July 14, 2015
Q: Apparently Scotiabank issued a new report on Avigilon. Do you know what they had to say and do you agree with their analysis. Thanks.
Read Answer Asked by wendy on July 14, 2015
Q: Hi Peter and All,

If you could recommend one pick in the Utilities sector, what would it be?

Thanks!
Read Answer Asked by David on July 14, 2015
Q: Hi Peter and 5i team, what will happen if Chinese Yuan is included into the IMF reserve currency on Oct 20, 2015 meeting? Its effect on us dollar, canadian dollar , commodities and canadian stock market?
Read Answer Asked by victor on July 14, 2015
Q: Would you kindly up date you thoughts on Valeura Energy Inc

Thanks.
Read Answer Asked by Henry on July 14, 2015
Q: I am setting up a new portfolio for a friend and am thinking of suggesting WCP. I know you like the company but I was wondering about hedging and how it works in the oil industry. When oil first dropped, concerns of certain companies (I forget which ones in particular were noted) were alleviated because hedges were in place. As time moves on and these hedges expire, do the same companies have new hedges in place, and if so, at what price? Are companies, WCP included, in danger of lowering there dividends as time goes on because these hedges are expiring?

Thanks for the insight.

Paul F.
Read Answer Asked by Paul on July 14, 2015
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