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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I don't own GUD, but your recent comment that it is sitting on nearly 1/2 billion dollars piqued my interest. Google finance tells me the market cap of GUD is ~ 670M and has no debt. So if I but it at today's price and market cap, I'm basically buying it for cash on hand?!

Seems like a good place for some money.

Cam.
Read Answer Asked by Cameron on May 13, 2015
Q: Hi,

RBC came out with a report last month on comparing CAR.UN/BEI.UN to renting a condo. Citing you would have done better over the long term with a REIT plus you do not have the hassle of dealing with tenants, possibly not being paid rent etc. What are your opinions with such a thought process of buying a REIT instead of a rental property? Is this a fair comparison?
Read Answer Asked by David on May 13, 2015
Q: Been on quite a downward spiral the last month,could you comment on results ?
Read Answer Asked by terrance on May 13, 2015
Q: What did you think of their quarterly report out this morning ?

Thanks
Read Answer Asked by Peter on May 13, 2015
Q: What is the consensus on Q2 revenue and eps?

thanks
Read Answer Asked by sandy on May 13, 2015
Q: Hello Peter & team, Your thoughts pls. on GUD's 1Q results. Seem good to me....why the stock price decline?
Thank you!
Silvia
Read Answer Asked by Silvia on May 13, 2015
Q: I noticed from GUD.TO's quarterly results that it does a lot of financing ativity, which make me wonder whether this is a pharmaceutical company or rather a financial firm. Don't know why its debt financing interest is so high (15%). Also please comment on its quarterly results.

Manny thanks!
Read Answer Asked by Dong Sheng on May 13, 2015
Q: Thoughts on the quarterly results and outlook going forward.. Do you consider this and MEQ to be significantly undervalued?
Read Answer Asked by Husseinali on May 13, 2015
Q: Can I have your thoughts on their quarterly results. Is there a reason this stock can seem to get out of the trading range it has been in for 6 months?
Read Answer Asked by wendy on May 13, 2015
Q: Could I have your thoughts on CPH Q1 earnings today? Stock was initially up 5% at opening, and is now in the negative. Not sure what to make of this volatility....
Read Answer Asked by Daniel on May 13, 2015
Q: Please comment on the price decline of csh.un. Are you aware of any negative company news?

Thanks for your input. Rossana.

Read Answer Asked by Rossana on May 13, 2015
Q: BAM.A now trades @ $43.52. Down 1/3 from yesterday. Is that correct?
Read Answer Asked by Douglas on May 13, 2015
Q: You mentioned this before that you were investors in Ebix Inc. and have met management (and liked them) in the past.

There has been some recent positive news in the company on the verge of some major ventures/partnerships/contracts. On the latest quarterly meeting call, the CEO Robin Raina was very optimistic that significant and material wins are in the pipeline. With your experience with management in the past, can you speak about what was it about the CEO or Executive team that made you confident in their abilities (at that time)? And in general, what type of qualities do you look for management for you to feel good about investing in a company?
Read Answer Asked by Eugene on May 13, 2015
Q: You frequently recommend CDZ for dividend growth. CDZ certainly contains quality dividend growth stocks but it has a very irregular dividend growth history, unlike it's holdings. The following are the annual dividend growth rates for CDZ vs the Canadian Dividend All Stars (average of 65 stocks):
Year CDZ CDAS65
2008 21.2% 35.1%
2009 6.2% 10.8%
2010 6.0% 24.2%
2011 -25.1% 19.2%
2012 1.7% 14.4%
2013 8.2% 14.4%
2014 -9.1% 13.6%
Read Answer Asked by Bernie on May 13, 2015
Q: I am looking for an addition to my US portfolio in the financial sector. I am inclined to add AIG for its valuation and positive outlook if and when interest rates come down. But also KKR looks interesting and got a rich dividend. I will appreciate your expert advise as to the best choice.
Thank you as usual for your excellent service.
Raouf
Read Answer Asked by Raoul on May 13, 2015
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