Investment Q&A

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
  • View BYD.UN Profile
  • View Questions on BYD.UN
  • View Reports on BYD.UN

Q: Do you like the Boyd deal announced today?

Thanks,
Sandy

Upvote 0

Read Answer Asked by sandy on November 29, 2012

• Goldman Sachs Group Inc. (The) (GS $726.03)
  • $726.03 P/E (TTM): 16.47X Cap: $219.78B
  • View GS Profile
  • View Questions on GS

Q: could i please have your opinion on (gs) gluskin sheff. its been on a downward trend for the past two years. pays a nice dividend. great job peter and staff!

Upvote 0

Read Answer Asked by cal on November 29, 2012

Q: What is your opinion of Alexco Resource. If it is positive, then what is a reasonable entry price for their stock. Thanks Larry

Upvote 0

Read Answer Asked by LARRY on November 29, 2012

• Stantec Inc. (STN $149.91)
  • $149.91 P/E (TTM): 44.75X Cap: $17.09B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN

Q: My dilemna: I own Genivar(GNV)which has been a poor performer this year.It currently faces headwinds from integration of the WSP deal and has been touched , if not directly implicated, by the Quebec construction scandal. However, barring any scandal revelations, my guess is it is near a bottom and provides a good dividend. In retrospect STN was the way to go (wasn't a 5i subscriber at the time), but it has run up a lot recently and I wonder how much remains and the dividend is much lower.
What would be your recommendation - take the tax loss on GNV and buy STN or wait on GNV and collect the 7% dividend.
Thanks

Upvote 0

Read Answer Asked by William on November 29, 2012

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
  • View BYD.UN Profile
  • View Questions on BYD.UN
  • View Reports on BYD.UN

Q: BYD.UN -- I see that trading has been suspended. Can you speculate on why? thanks!

Upvote 0

Read Answer Asked by Kate on November 29, 2012

• Obsidian Energy Ltd. (OBE $8.19)
  • $8.19 Cap: $577M
  • View OBE Profile
  • View Questions on OBE

Q: Is Penn West (PWT) a good buy right now? And why has this stock dropped so muc

Thank you,
George Helbin

Upvote 0

Read Answer Asked by GEORGE on November 29, 2012

• BCE Inc. (BCE $32.53)
  • $32.53 P/E (TTM): 77.45X Cap: $29.98B
  • View BCE Profile
  • View Questions on BCE

Q: Curious on your thoughts on Rogers Communications (RCI.B) over the long-term? Is BCE the better investment for a buy-and-hold + DRIP strategy?

Upvote 0

Read Answer Asked by Vince on November 29, 2012

Q: I would like your opinion on Alexco AXR, and your thoughts on companies like this who sell future production to companies like Silver Wheaton. Thanks

Upvote 0

Read Answer Asked by Doug on November 29, 2012

• Genworth MI Canada Inc. (MIC $43.48)
  • $43.48 Cap: $3.75B
  • View MIC Profile
  • View Questions on MIC

Q: What Mortgage Investment Corp (MIC) would you recommend at this time and what might be the impact of a slowdown in housing and/or rising interest rates on the MIC?

Upvote 0

Read Answer Asked by Tony on November 29, 2012

Q: How do you view TCS latest reults. Stock is down 12%. Thanks

Upvote 0

Read Answer Asked by Imtiaz on November 29, 2012

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
  • View TSGI Profile
  • View Questions on TSGI
  • View Reports on TSGI

Q: would you please give your opinion on AYA - Q3 results?

Upvote 0

Read Answer Asked by Gail on November 29, 2012

Q: Would you please comment on LOY's Q3 and If you are still recommending a 'hold'?

Thanks,
Sandy

Upvote 0

Read Answer Asked by sandy on November 29, 2012

Q: Z ZIllow Doubling up on my Q here! Zillow seems like a very practical model for making money from the internet or at least one I can get my head around fairly easily. It had a hiccup recently and will probably suffer from tax loss selling. What do you think of the company longer term?

Upvote 0

Read Answer Asked by Gerald on November 29, 2012

Q: GLN Glentel just made another purchase in Wireless Zone and after contemplation the market is given the stock a pop. Your last view was a hold thru Christmas. Still seem the best idea to you?

Upvote 0

Read Answer Asked by Gerald on November 29, 2012

Q:
Peter; Which Canadian ETD would you suggest for liquidity best mirroring the TSX? Thanks.

Rod

Upvote 0

Read Answer Asked by Rodney on November 29, 2012

• DuPont de Nemours Inc. (DD $70.91)
  • $70.91 Cap: $29.67B
  • View DD Profile
  • View Questions on DD

Q: e i du pont has taken a hit lately, what is your feeling here going forward

thanks guys

Upvote 0

Read Answer Asked by eddie on November 29, 2012

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 12.42X Cap: $784M
  • View DH Profile
  • View Questions on DH
  • View Reports on DH

Q: Davis + Henderson (HD) Payout Ratio 103.7x (TD) is this correct ?? IS THIS HIGHER THEN DESIRED FOR SAFETY ?? Does it mean that need to loans to pay their dividend. I have a problem understanding payout ratio. I would like help on this.
thanks
Yossi

Upvote 0

Read Answer Asked by JOSEPH on November 29, 2012

• Canadian Utilities Limited Class A Non-Voting Shares (CU $38.73)
  • $38.73 P/E (TTM): 26.56X Cap: $10.52B
  • View CU Profile
  • View Questions on CU

Q: I would appreciate your assessment and outlook for Canadian Utilities CU.

Many thanks,

Roman

Upvote 0

Read Answer Asked by ROMAN on November 29, 2012

• Shaw Communications Inc. Class B Non-voting Shares (SJR.B $40.48)
  • $40.48 P/E (TTM): 12.15X Cap: $20.22B
  • View SJR.B Profile
  • View Questions on SJR.B

Q: Good morning. I would appreciate your opinion on Shaw (SJR.B). I do not expect a lot of growth but I would consider it a long term investment for income. Thank you for a very useful forum.

Upvote 0

Read Answer Asked by Dennis on November 29, 2012

Q: Hi Guys
I know this question is a little off topic, but i was wondering if you had read Kyle Basses(Hayman Capital)latest paper "The Central Bankers Potemkin Village".
Hopefully this time he has gotten it all wrong! LOL
I would appreciate any insight from your perspective
Thank's Gord

Upvote 0

Read Answer Asked by Gordon on November 29, 2012