Investment Q&A

Q: Hello again, can you please comment on the impact this may have on AYA shares. Is it possible that the liquidation of this funds stock position could have been the reason there was so much downward pressure as of late? TIA
http://finance.yahoo.com/news/activist-hedge-fund-firm-orange-151914007.html

Q: I currently own 1250 shares of AYA. I'm down approx 30% from my purchase price.

I feel with what is going on with AYA and all of the recent announcements there is an upside bias to the stock.

If I'm correct and the bias is positive I would like to employ an option strategy on this to try and make some money back on my paper loss.

What option strategy would you employ in this type of situation without perhaps selling a call and cutting off your upside potential?

Thanks

Sheldon

Q: impossible question #17

given the current condition of C$ and TSE it is inevitable that many, many more prime cdn companies are on the block

what sectors/industries do you feel would be the most susceptible to a us takeover?

rona was a failed takeover in 2012; are there others that come to mind?

thanks

Q: Hello.
Thanks for great answers....
With regard to Rona Take-over today, I have cut the Rights section from the Preffered.A Prospectus and added here.
Not often in this position, should a holder of ron.pr.a expect to see $25.00 as indicated in the prospectus? Certainly that is what I expect in reviewing the prospectus.
Thanks
Dave

Rights on Liquidation
In the event of the liquidation, dissolution or winding-up of the Company or other distribution of the assets of the Company among its shareholders for the purpose of winding-up its affairs, whether voluntary or involuntary, subject to the prior satisfaction of the claims of all creditors of the Company and of holders of shares of the Company ranking prior to the Series 6 Class A Preferred Shares, the holders of the Series 6 Class A
Preferred Shares shall be entitled to be paid and to receive an amount equal to $25.00 per Series 6 Class A Preferred Share plus accrued and unpaid dividends up to and including the date of distribution (less any tax required to be deducted and withheld by the Company) before any amount shall be paid or any assets of the Company shall be distributed to the holders of common shares or of shares of any other class of the Company ranking junior to the Series 6 Class A Preferred Shares. After payment to the olders of the Series 6 Class A Preferred Shares of the amount so payable to them, they shall not be entitled to share in any further distribution of the property or assets of the Company.

Q: If I own CXI in my non-reg account and TFSA account (both are at a loss) and I sell it in my non-reg to take advantage of a tax loss, does the fact that I still own it in my TFSA make it a superficial loss? I will not be buying it back in the non-reg.

Q: Could you please give your thoughts on the latest results and what you expect of ATS in the future. I was surprised today to see such a large volume trade along with what is at this point over an 8% drop. Many thanks.

Q: I see many members try to ask multi company questions and treat 5i as a personal financial consultant.... I wish 5i stick to the original idea of "Asking Question" .. so that members can ask one company at a time for the benefit of all members.
Thank you.

Q: I see that our government has lowered the minimum Riff withdrawl for 2016 and also retroactive for 2015. This gives me approx. 25,000. that I would like to put back into my Riff account. Since I would like a reasonable amount of safety with this money, what would you recommend for an investment in the stock market at this time.

Q: For those who don't read the forums, here is some interesting information on New York gambling legislation.
http://www.onlinepokerreport.com/19482/new-york-online-poker-bill-passes-vote/

Do you think this will have an effect on the recent buyout offer price? Or is it too early in the process of passing the legislation? 9-0 vote appears promising! TIA

Q: Would appreciate your opinion on MSL after acquisition news.
Some research puts fair value at $3.50 pre acquisition.
Thank you.

Q: As Alaris grows, by what percentage do you think it can increase it's dividend on an annual basis? I hope to buy and hold it for ten years or so. Thanks.

Q: I would like to know what sectors in the US economy do you see doing well/the best in 2016, and what companies would you recommend in those sectors? Many thanks.

Q: At this time which would you prefer Canadian utility or fortis?

Q: Would it make sense to sell my position in VRX at this time and replace it with CXR Concordia at this time. As all news on VXR seems to be negative these days

Q: How would this buy out offer work? Do they need over 51%?

Q: Which of the below have a chance to meet the flowing criteria best, when energy stocks rebound (oil $50ish NG $2.50ish :

- survival
- yield an capital appreciation
- good balance sheet
- good conservative and experienced management that have gone through this kind of cycle
- lots of reserves
- no or marginal need to raise capital

I would appreciate you grading the following ( I understand that some criteria are right for some and not for other)

CNQ
PEY
SU
SGY
PPL
IPL
TOG
VET
TDG


feel free to add some of you own stocks.
thanks you
Yossi

Q: Hi, for a two to five year investment, which of these two companies would you say is a better investment, thanks?

Q: EFN is starting to look very attractive. Why is it so beat up?
The management presentation references tangible leverage, which appears high but wondering if you could put it in context, I'm guessing as a financial this kind of leverage is more acceptable. They seem to be generating higher returns now but if thats just happening due to additional leverage its not really a value add. Do they have any oil and gas exposure? Chesapeake is referenced in the deck, not sure how that ties and how large that exposure would be.

Thanks

Q: I am wondering, when adding new money to my portfolios, WPK is down 5% from its 52wk high and ATD.b is down 6% whereas GIL is down 24% and MG is down 36%. These names are just examples of some possible additions. Assuming diversification is not an issue what do you do? Buy the stocks that have corrected the most or buy the ones that held their value through the correction? The price/book of MG is 1.6 and the other three are all over 3. Can you give me some guidance? Thank you.

Q: Westjet is impacted by the western economy,are Air Canada and Chorus affected ?