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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: Magna and Linamar are down $25,and $33 in one year. Are things that bad? Are they cheap now? Would you think it is time to start buying a 1 percent position in each since they are good companies anti have no idea where the bottom price is or do these prices look close to a bottom?
Read Answer Asked by Helen on June 14, 2016
Q: Hi there, can you please comment or provide analysis on how CXR, IT, AYA and others within the portfolios would be affected due to the Brexit vote coming up soon, considering revenues from European region and due to FX? I believe Brexit vote may be causing stock price weakness for CXR, maybe? Also, would anyone want to take out CXR before the Brexit vote knowing how volatile Europe would be if England exited? Thanks!
Read Answer Asked by Hussein on June 14, 2016
Q: As a follow-up to CXR, I believe the uncertainty of the Brexit vote is also impacting share price, since AMCO is based out of the UK. Word on the street is any offer from Apollo Global Management is depenent on Brexit not going through. We may not see any recovery in share price until after the vote.

Regardless of the above, the uncertainty offers yet another opportunity to acquire CXR shares at a very attractive valuation (considering management offered good guidance at the last earnings call).
Read Answer Asked by Arneh on June 14, 2016
Q: Hi there

I note you commented on Enghouse's recent earnings, but before the conference call. Just wondering if you listened to it, whether any other information/impressions came out, and how you would feel about buying a bit more at this time. I was thinking of raising my position from 3% to 4% of my portfolio.

Much thanks
Read Answer Asked by Stuart on June 13, 2016
Q: Any thoughts on why BAM.A is down so much lately (especially today). BAM.A seems more volatile than it's holdings (BIP, BPY, etc.). Am I correct on this, and if so, can you explain why it is more volatile. Thanks.
Read Answer Asked by Darcy on June 13, 2016
Q: Could you give me a break down on the recent filing. How will this impact the overall balance sheet? (Notification according to chapter 9, section 5 and 6 of the Securities Market Act: BlackRock Inc.'s holding in Metso.) Could you also comment on a fair entry point based on the total exposure of this investment. Last... Do you see this affecting the dividend at all? Thank you Jason
Read Answer Asked by JASON on June 13, 2016