Investment Q&A

Q: Hi 5i,

As purely a speculative play on an eventual oil recovery what do you think of Calfrac?

Q: Hello my question is about corporate bonds. I hear analysts discuss various corporate bonds on BNN and sometimes subscribers here ask about particular bonds. But when I go on to Scotia ITrade often those bonds are not listed or shown. Is there some reason why and is there a website that lists all corporate bonds US too) that may be available, such that I could at least ask ITrade about them? Thank you, Bill

Q: Your thoughts on Tricon's latest earnings.
Thanks Dave

Q: With reference to Cheryl's question: I too have an iTrade account and I think they convert the US dividends, paid by TSX listed companies, without a (substantial) fee.

I have 20 shares of Constellation Software (CSU) and on April 5, I had $25.96 in Canadian funds deposited in my account (in case you want to do the math and figure out if whatever fee is involved is worth your while or not).

Good luck.

John

I hope this helps

Q: Anything in the earnings to be of concern???

Thx

Q: Hi Team,
I received notice from Economical Insurance, as a policy holder, that it plans to go public (demutualization). Apparently if I choose to participate, I can receive shares (or cash in lieu of shares). I have been informed I am an "eligible non-mutual policyholder." This affects 630,000 policy holders.

I am completely unfamiliar with this process. Do you have any information you can share about what this means and do you have an opinion on the value this may offer?

Many thanks. Michael

Q: WHY THE BIG RUN UP IN fEIRRA Capital Corp from mid February,followed by a big drop since then?

Q: I am trying to search for text RESP but this feature is not working for me very well with the new software. It worked fine with the old interface.
Also, could you consider adding time hr:min to the question time stamp?
Appreciate your service very much.

Q: I'm afraid I'm a bit like a dog with a bone, I don't let go until I have the correct answer. so I phoned back to Scotia and talked to a very informative person who states that because they don't have $US accounts for registered accounts they have to convert them back to $CA at there FOREX rate with a 2% premium. I am now comfortable with this information and hope it helps others as well. Thank you again!

Q: what are your thoughts on earnings. They looked like they disappointed and goldman upgraded stock?

Q: Further to my question re Canadian stocks paying $us dividends in a Canadian account I phoned Scotia itrade to ask about the fees for the conversion. They stated that no fee is charged to convert the dividend. In disbelief I asked well is there a premium charged on the conversion rate. They again said no fee is charged, I double checked. If this is true I don't need to do anything. But somehow I have a hard time believing this...your thoughts and if anyone else has any experience with scotia itrade to confirm this it would be greatly appreciated. thank you

Q: Why is the CBL share price staying several percent below the substantial offering bid of $14? Is there a realistic concern that the substantial offering bid may fall through?

Thanks!

Q: After last quarter result (not bad as I see), it is down 2% but quantity is small (thin as usual). Could you please comment on this? Thanks for your great work.
Jim

Q: I am thinking of buying the above but still may favor a u.s. equivalent. Any suggestions. I own ULTI.

Q: What is the consensus for Q3's revenue, ebitda and eps?

Q: This was a top pick on market call. Is the dividend safe? Do you consider this a buy for a long term hold?

Q: Can I have your comments on todays development on Gamehost and WCP
THX Stan

Q: Good Afternoon,
I see that you recently answered a question on the $200MM bought deal today, I would just like to expand on this a bit please. I recall when Avigilon did this a few years ago, they already had ample cash on the balance sheet with no debt but took advantage of their high share price to issue shares and raise capital. You had mentioned at the time that they likely had a large acquisition in mind but they never really did deploy that excess cash with one single large takeover that I recall. Of course AVO has unperformed and acting poorly ever since. Any read through on GUD? They now have approximately 75% of their market cap as cash, seems awfully high with now 25% more shares outstanding. Doesn't seem to make much sense? Any further thoughts? Thank-you.

Q: Hi Peter & Ryan,

While the results looked decent at SYZ; I was caught off guard by the following statment in the the dividend release. "Jim Wilson, President & CEO of Sylogist commented "Moving forward, we can foresee that prudent capital allocation may dictate adjusting our dividend downward to allow us to invest directly in business acquisitions where the opportunity to increase our share's intrinsic value exceeds the value of a pre-tax return of cash to shareholders."

It was also noteworthy that they broke their mini streak of raises every two qtrs. Seems to me by my simple analysis that a very large acquisition is in the works that may eat in to the some or all of the cash pile. Am I reading the tea leaves correctly? Would they really cut, instead of just keeping it flat?

Part of the attraction to this company has been the way the add value to shareholders; so I would defer to management to do what they seem fit to add value; but a potential cut seems to send the wrong message.


Thanks,
J.

Q: With the recent uptick in wi-lan do you still think its a cheap stock and safe to buy at this level for a long term hold.