Investment Q&A

Q: I'm a GIC buyer with extensive experience in writing covered calls, but haven't used that procedure for a while. After a market correction is usually a good time to start buying higher yielding stocks with higher premiums. It's easier to lose a stock to a call rather than watch it go down. Do you have any suggestions on higher yielding stocks with higher yielding premiums to be bought on a correction? In the past I've used BTE,ARX,SLF,SU,HSE,BCE,T,BNS,CM,etc. I'll take the responsibility for the timing.

Another procedure would involve buying quality companies where the sector is out of favour. Recently I've looked at G, AEM, TCK.B and Bad. They have an average premium yield on the second next call (46 days) of about 30%. The DTC yield is about 3.00%. If the stocks go down, I have a higher-than-GIC yield and can hold until the stocks increase and I can start selling calls again. Do you have any suggestions on this type of out of favour stocks. Thanks for your help.

Q: Good Morning
What is your view of the new Transalta floating rate pref. for a longer term income holding?
Thanks for your input.

Q: Peter,
Could you please comment on Element Financial (EFN on TSX). Lost over 6% in the last 5 days.
Thanks,
ZK

Q: Hi Peter and Team,
Could you please give your opinion on HWO's current weakness and is it still a good hold or even buy at this point.
Thanks Peter

Q: Good Morning Peter and Team,
Could you please comment on the Q2 results of Glentel (GLN-TSX). It seems that their Australian acquisition has not gone well at all. Other divisions are doing OK. Do you think that there is any hope for this company going forward or should I just drive on ??? Also what would you replace it with ??? Thank you very much, DL

Q: I was wondering which stock you would prefer, Stantec or Aecon.

Thanks

Q: TOS: you were pretty negative about TOS yesterday. Today Canaccord was positive about the company - not hard as it moved up 35%. Does the latest company report change your mind?

TSO3* (TOS : TSX : $0.97), Net Change: 0.25, % Change: 34.72%, Volume: 509,859
It’s the Final Countdown! TSO3 reported second-quarter results, with revenues growing to $132,179, as compared to $37,255
in the second quarter in 2013. EPS for the quarter came in at a loss of $0.02, in line with consensus estimates. The innovator in
low temperature sterilization technology for medical devices, said the higher sales in 2014 reflect a higher utilization by the
users of the installed base of sterilizers leading to increased sales of consumables, as well as an increase in maintenance and
compatibility testing services. Canaccord Genuity Sustainability Analyst Sara Elford notes that the results were in line with her
estimates and the core tenets of her investment thesis remain as follows: (1) technology platform is game-changing and
applicable across multiple products and end-markets; (2) business model is excellent (very healthy, high-margin recurring
revenue from captive consumable sales based on the in-use installed base); (3) cash balance is sufficient to fund current burn
rate past Q3/15; (4) her confidence in U.S. clearance in 2014 remains very high (5) in her view TSO3 should be an acquisition
target in due course following a successful FDA outcome. In mid-July, TSO3 received an Additional Information Request from
the Agency with respect to its May 2, 2014 submission. Management is very pleased with the bilateral communications so far
and expects to have everything back into the FDA in its final form within a month or two. Elford believes that U.S. clearance
could be a 2014 event, representing an important catalyst for the company.

Q: we bought rrx at 10.96.what would you do with it buy sell or hold

Q: Your thoughts on Canaccord's (CF) recent earnings please

Q: hello Peter:
could you please comment on SVY's (Savannah)quarter? Certainly the CEO makes the future sound bright with the addition of the new triple rig, but then that's their job, correct? And, would you consider this a buy, sell, or hold?
thanks
Paul L

Q: I have been reading that the metal zinc is on the rise and will be in the future. I am considering taking a position in InZinc IZN and would like your opinion about this mining company and your thoughts on growing zinc demand in the future. Thanks

Q: Would you please comment on Bonavista's (BNP) last quarter. It seemed to me that it was quite good but the stock is again taking another beating today. Thank you.

Q: What are your thoughts on quebecor inc.?

Q: Iam interested in a season trade in gold stocks,I am considering BTO,I would appreciate your opinion.

Q: Of the Canadian pipelines, which would you recommend and is it a good time to buy now?

Q: CYNO (NASDQ): sells very high P.E., low ROE-however PEG ratio is compelling-recent Q2 results very good, bought company recently to improve prod. offering and gain good technology. TR has a "strong buy" on this stock. What do you think?

Q: Bell Aliant
Provided I can purchase Bell Aliant at $31.00 per share or less, does it make sense to buy BA when BCE is trading greater than $48.66.
Essentially I would be buying BCE at a discount to the trading price (on august 05 BCE was $49). I have ignored commission on the trade, but its pretty minor at $10 per trade.

Q: I bought Capital Power CPX.PR.A preferred shares. Should I have bought instead CPX Capital Power, not the preferred. They keep going up and they increased dividing to 7.9%. The preferred just keep going down. I thought buying the preferred would be safer but there is no gains with them, only losses. Thanks.

Q: I hate to be an ambulance chaser, but is the Mount Polley tailings pond breach an opportunity to pick up some more shares of Imperial Metals? With the Red Chris mine soon to be on-line, it seems like this might be a good time to add some shares.

Feeling guilty asking...thkxs.

Q: Hello Peter and Staff
I own some BADger, and it is disconcerting to see it drop on a daily basis, with heavy selling volume. I am concerned that my purchase was made when growth mode changed to a Stop mode. One does wonder about underlying rumours etc. If I were to sell, it would not be pretty, if I hold, would it be reasonable to expect recovery in the short to medium term or is one looking way down the road. Thanks as always for your learned advice.