Investment Q&A

Q: What are your thoughts on these? With more pipelines likely going through under Trump, pipeline service/camp companies will likely have a great upside. Is here something similar that you would recommend instead? Which of these do you prefer since I think they're fairly similar (correct?)

Thanks!

Q: I've recently sold my shares @ $3.58) and have watched it sink pretty much every day since. It continues to struggle to generate any earnings but does have valuable assets. Can you give any insight as to the value of the assets and at what price you might be tempted? What do you think the odds are of ATP being bought?

Thanks
Peter

Q: I have money to invest in my TFSA.I am not certain what to buy. I have the following stocks.CXI, FTS, HR.UN, SIS, WCP.Also I am not sure why CXI has gone down so much.Is it a sell?
Many thanks for your service. Anne

Q: In a fairly diversified RRSP account with both US$ and Cdn$ to deploy can you comment on your preference between Cinemark and Cineplex? I know you like Cineplex but wonder if you would consider Cinemark in similarly?

Q: Hi Peter + group recently I transferred some WEF stock to both my wife / my own TSFA (out of a cash non- registered account). If I understand the TSFA concept any $ increase in the price of the shares is noon taxable just like any other TSFA deposit. Ort should I have sold the shares outright and then used the $ to but something else ? Thanks for all your ongoing help /advise

Q: Hi,I have Wcp that I will keep,but I also have Tog that I consider ok, for a 2.5 sector weight. For a +three year time frame,and a 2.5% + dividend would you have a better stock to switch to? Or just keep Tog. I consider management and lower debt a key factor.
Also I will be slowly adding to each as cash comes available.
Thanks,Brad

Q: Hi,

I've got equity in my cash account that I'd like to sell and buy again in my TFSA. Is there a a period of time I have to wait between when I sell and then buy again?

Thx,

Cam.

Q: Can I please have your updated opinion of Alibaba.

Thanks

Dave

Q: Does Mattel's financial results release offer any insight into Spin Master Toys? Mattel says they were impacted by a significant US toy category slowdown. How would one know if these poor results were specific to a company or an industry? Spin Master is a long term hold regardless as I have confidence with their strategy, especially using evergreen entertainment properties as a setup to sell children toys and branded products. I don't think Mattel has developed this strength.

Q: Hello Folks:
What is your opinion of Clorox CLS, as one of my choices is between it and SLB (I understand they are 2 different animals)?
This question relates to the question I just submitted concerning SLB. I apologize for my confusion.
Thanks again
brian

Q: I've been reading that the offer for MST.UN is not very good and should be at a higher price considering the high quality portfolio it owns and the cash flow that it is generating. I am going to vote against tendering my shares. What do you think?

Q: There seems to be a unique/attractive component to this Reit. I find it interesting. I believe it is approx. 14% off its highs with about a 4.4% dividend. What are your thoughts about this company and what would be a good entry point? Thank you. Dale

Q: i took a position in savanna shares at an average cost of 2.07, the deal on the table is for 1.99 , so my risk is .08 cents and the upside is huge maybe 2.50 - 2.80, am i missing something other than no deal gets done. dave

Q: Looking through Sylogist's annual report I have a question for you about how you think they are running their business in regards to use of cash. Total Cash declined meaningfully (but was high to start) and the use of cash was largely to buyback shares. Cash flow from operations, when also considering the change in working capital, was roughy equal to the dividend payments. Therefore, the company seems to be betting against its ability to find future opportunities for investment (either organic or acquisitions) that provide at least an IRR at least equal to its current ROE otherwise it would be 're-investing' some of its cash flow back into the business would it not?

Also, I see comments in the member's questions indicating that insiders are buying? Is that truly the case or is it part of their incentive compensation scheme? Management bonuses and equity based compensation in each of the last two years was equivalent of all of the G&A expenses of the company. Do you know if anyone has analyzed the share purchases to determine if they exceed the equity portion of the insider compensation?

Cash and use of cash by insiders is so important to understand. Thanks in advance for the response and, as always, the good work.

Q: Subscription receipt offered for $31.00. Do you see this as a good buy at a slight discount to today's closing of $33.32 or should I wait, as sometimes I note in many instances that the initial reaction to issuance of new shares tends to drive the price bellow the offer price. I already own 200 shares at 40.86 and looking to average down. I also like it for income and wonder if the dividend is safe and do you think that the new merger will contribute to ALA`s ability to grow the dividend.

Thank you.
Joseph

Q: what are your favourite ETS's for Gold. and What is your favourite ETF to short the USA and Canadian markets...

Q: CSU still under 600$ ?

Q: Thoughts on the WGL deal now that we have the specifics?

Q: What is your opinion on this bought deal from Altagas with 7% discount?

Q: Further to discussion of Crescent Point Energy: I can't argue with concerns about share issuance, but I wonder they're as significant as its exploitation strategy. Historically, CPE has favoured building-up its 'reserve life index' - that is, how many years it can produce oil from its current reserves. This strategy made particular sense during the 'peak oil' era - that is, when netbacks and reserve replacement costs could be expected to go up in tandem, and the producers with the longest-life reserves could expect to come out ahead. With lower oil prices, reserve replacement is more of a ho-hum consideration, while the ability to exploit current reserves goes directly to cash flow. All of which is to wonder if CPE's appeal as a =long-term= play depends on oil prices in ways that other producers' doesn't.