Investment Q&A

Q: Any thoughts regarding today's drop in price and high volume on DHX media?
Thanks

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Read Answer Asked by Dave on July 31, 2013

Q: hello, do you mind adding in " sector " information for holdings in model portfolio. thanks

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Read Answer Asked by RUPINDER on July 31, 2013

Q: Hi. Please comment on Wabash National Corporation[WNC]. Thanks.

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Read Answer Asked by brent on July 31, 2013

• Constellation Software Inc. (CSU $4,438.01)
  • $4,438.01 P/E (TTM): 108.15X Cap: $94.04B
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Q: Contellation Software (CSU) has released its second quarter results which look very good to me. I would appreciate your comments. Thank you, Peter

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Read Answer Asked by Peter on July 31, 2013

Q: I have asked about CCZ when it trading at 52 week low. Do you see fundamentals improving to rate it a speculative buy since the price has now doubled to 29 cents. Thank-you
Best Regards
Harold

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Read Answer Asked by Harold on July 31, 2013

• Precision Drilling Corporation (PD $75.75)
  • $75.75 P/E (TTM): 11.18X Cap: $1B
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Q: Would you be buying any of the oil/gas drillers now? I am thinking about nat gas and LNG in a few years.

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Read Answer Asked by James on July 31, 2013

Q: Hi Peter and Team,

What are your thoughts on Kennedy Wilson Holdings, KW.

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Read Answer Asked by Graham on July 31, 2013

Q: What is the best way to get US exposure in a TFSA or RESP?

I was thinking of using VUS (vanguard) but don't know if a CAD hedged ETF is the best method for this. The MER is low at 0.17%.

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Read Answer Asked by Sarj on July 31, 2013

Q: What is going on with DHX Media today (DHX). Down 4% on big volume. Thanks!

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Read Answer Asked by Michael on July 31, 2013

Q: I have no REIT exposure in my daughters RESP. Was considering adding a REIT ETF such as ZRE or VRE. I like ZRE as each holding is capped at 5%, but the MER is higher than VRE.

Any suggestions?

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Read Answer Asked by Sarj on July 31, 2013

• Tourmaline Oil Corp. (TOU $57.39)
  • $57.39 P/E (TTM): 14.25X Cap: $21.49B
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Q: Do you think TOU is now a buy after a rather serious sell-off the past few days.There seems to have been a lot of insider selling recently. Thank you.

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Read Answer Asked by Donald on July 31, 2013

• H&R Real Estate Investment Trust (HR.UN $11.97)
  • $11.97 Cap: $3.29B
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Q: HR.un With HR trading close to a 52 week low and today's management announcement ( taking it in house)
does all of this make HR a buy, or would any positives be more than offset by interest rate concerns?
I had bought this at a higher price and am considering averaging down.

Thank you.

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Read Answer Asked by Donald on July 31, 2013

Q: What is your opinion of HLP? How safe is the dividend?

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Read Answer Asked by Blanche on July 31, 2013

• Gibson Energy Inc. (GEI $25.74)
  • $25.74 P/E (TTM): 26.7X Cap: $4.21B
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Q: Gibson (GEI) keeps dropping, I can find no reason for this. Should I sell or consider this a buying opportunity?

Thx

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Read Answer Asked by Ron on July 31, 2013

• First Capital Realty Inc. (FCR)
  • P/E (TTM): 15.9X
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Q: another question on FCR. i am trying to figure out why their net income (attributble) fell from 122 m to 73 m. in their financial report they explain the reason as "due to 65.5 million in lower increase in value of investment properties". can you briefly explain what that means?
thanks

chh

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Read Answer Asked by clifford on July 31, 2013

• Visa Inc. (V $343.69)
  • $343.69 P/E (TTM): 33.59X Cap: $666.73B
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Q: Hi there, With Visa having fallen so much lately, would you reconsider your earlier advice that its too expensive? Would this be a good time to buy? Looking for US exposure and growth -- suggestions welcome! Thanks.

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Read Answer Asked by Kate on July 31, 2013

Q: YOur opininon on TLM results and holding/selling stock. Thanks

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Read Answer Asked by S on July 31, 2013

• First Capital Realty Inc. (FCR)
  • P/E (TTM): 15.9X
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Q: FCR First Capital has recently issued their Q2 financials. Can you give your view on the results.? thanks John

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Read Answer Asked by John on July 31, 2013

• Genworth MI Canada Inc. (MIC $43.48)
  • $43.48 Cap: $3.75B
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Q: Genworth MIC Stock is at 28.52. The jan 2014 16 puts are at 1.10 to 1.30. Do you have any idea why they are so expensive?
Thanks for your insight.

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Read Answer Asked by Gord on July 31, 2013

• Agrium Inc. (AGU $144.58)
  • $144.58 P/E (TTM): 28.0X
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Q: With the stuff going on in Russia regarding potash, should I be selling my shares in Agrium

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Read Answer Asked by Peter on July 31, 2013