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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 heard it suggested yesterday that MBT will never be taken over because the system it uses is "not compatible" with Bell or any other. I have not noticed this point in any analyst's review. Is it a valid issue?
Read Answer Asked by Douglas on April 13, 2015
Q: Could you please compare the price-to-cash-flow (P/CF) ratios on BIP.UN, BEP.UN, IPL, AQN, ALA. I hold all of these. Would you sell or replace any of them? For example, I wonder about BAM.A instead of the subsidiaries? Thanks.
Read Answer Asked by Noel on April 13, 2015
Q: CCL has been on quite a run lately but is currently trading ~ 19x forward earnings and estimates suggest a 10% growth rate. Do you continue to see any significant upside from here or has the "best before" been reached?

Thanks, Clay
Read Answer Asked by Clayton on April 13, 2015
Q: Hello Peter and team,

I own both IPL and ENB in a non registered account. I've done well with both, but am considering selling one and replacing it with Enghouse to add diversity. Which would you let go and would you add Enghouse at these levels.

Thanks
Read Answer Asked by Greg on April 13, 2015
Q: Hi team!

I currently own Enghouse and would like to now if there is a similar company in the growth portfolio? Thinking of adding Open text(OTC) to my mix, but not if they both are too similar.

Or would maybe descartes(DSG) be a better option or something else?

ps..I don't mind riskier stocks because I am well balanced.

Thank you
Read Answer Asked by Rino on April 13, 2015
Q: Both CGX & SJ have been trading just below their 52 week high the last few weeks & unable to break out.Both have a 18.5% & 22.5% increase in a year.What does this mean,especially from a technical standpoint?.Is it time to take some profit as May is nearby("sell in May & buy in Nov) Appreciate your usual great services & advices.Looking forward to seeing you on Market call on Apr 15
Read Answer Asked by Peter on April 13, 2015
Q: Hi Peter and Team

What do you think of Constellation Brands now that it has initiated a dividend? It has risen quite a bit over that past few months but the chart still looks pretty good. Is the valuation reasonable?

Thank you!
Read Answer Asked by Mary on April 11, 2015
Q: Have been watching this stock since since growth portfolio came out,it trades very little and when you put a bid in someone tops it by a few cents with a a 100 share bid.The ask and bid price are often fairly far apart.If I do eventually get some it may be hard to sell when the time comes.
Read Answer Asked by terry on April 11, 2015
Q: I hold both of these ETF's. In the same account. I suspect they are essentially quite similar , can you point out differences? Great service as always, we are all appreciative of your guidance.
Read Answer Asked by Jerry on April 11, 2015
Q: I notice this Co. on the new highs list.
May I have your opinion please.
Read Answer Asked by claudette on April 11, 2015
Q: Three insiders have bought recently, but it has no revenue and is only in phase two trials. Do they have enough money to continue, or is this just a hope that someone will buy them? If it works, they're worth a fortune.
Read Answer Asked by John on April 11, 2015
Q: Hi Peter! I have collected a few names in my portfolio that have shrunk to little value and am wondering if you think I should hold on to these names or just exit the positions and move on. I'm not losing much by holding on to them but am unclear on whether there is much upside with any of these names? Ian
Read Answer Asked by Ian on April 11, 2015
Q: Each Subscription Receipt will entitle the holder thereof to receive, upon the closing of the Acquisition, without payment of additional consideration or further action, one Concordia common share in exchange for each Subscription Receipt.

Why companies sell subscription receipts instead os shares? Should I buy the shares or the receipts?

Regards

Read Answer Asked by Claude on April 11, 2015
Q: Hi is it too late to get in on US biotech @ h/c. Do you think these elf's are good vehicles. Thought elf's were best as stock picking in those areas is not easy for me anyway. What is a hot Canadian sector thanks.
Read Answer Asked by Cameron on April 11, 2015
Q: Caldwell Partners release fiscal Q2 last night. From revenue multiple the Company appears insanely cheap given that revenues are growing over 20%. What is your view on Caldwell as a small cap stock investment at current trading levels.
Read Answer Asked by Charles on April 11, 2015
Q: What rights do shareholders have to stop/control dilution by issue of Treasury shares to anyone? Where insiders protect their positions by granting themselves options/warrants/rights to mitigate dilution caused by granting Treasury shares to new insiders can other shareholders insist on the same protection? Where dilution does take place what notification has to be made to shareholders, how and when?
Read Answer Asked by Fraser on April 11, 2015
Q: Todays announcement re disposing off the financial unit, plus buying back shares, plus increasing dividend, coupled with a ten fold increase in the no of shares traded today make a case to buy the stock now. Thinking of selling Bank of America and buying instead GE shares, AS A LONG TERM HOLD. Thanks
Read Answer Asked by Vinod on April 10, 2015
Q: Yesterday, a member asked if we could see any news about RX.V. The company "advises that it is not aware of any material undisclosed business development that should account for the decrease in its stock price". Source: http://www.stockhouse.com/news/press-releases/2015/04/10/biosyent-comments-on-recent-market-activity. The stock is now up 9%.
Read Answer Asked by Matt on April 10, 2015
Q: 2:30 PM 4/10/2015

Hello Peter :

I purchased McCoy Global [MCB] this morning on your recommendation and for the fine dividend since you just added it to the Income Portfolio. I was a bit shocked just now to see you recommend Pason Systems over McCoy in your answer to Jim!!

1. Did you choose McCoy over Pason for the Income Portfolio because Pason has a much lower 3% dividend?

I see the TSX lists McCoy as an "Energy, Oil & Gas - Services - Support Activities for Oil and Gas Operations" I suppose because their main customers are oil&gas E&P companies but I would have thought McCoy would be classed as "Industrial - Manufacturing" since they mainly manufacture equipment.

I was a little concerned buying it as I have a 17% sector allocation to "Energy" companies as classified by the TSX but these are all pipelines which I hold for the income and which are more utility-like.

2. Should I consider McCoy as part of my Energy Sector holdings for weighting considerations or could I add it to my Bird Construction and Algoma Central under the Industrials Sector?

3. Do these Sector Classifications and Allocations really matter that much when all is said and done?

Thank you.... Paul K
Read Answer Asked by Paul on April 10, 2015
Q: (Follow-up to my question earlier today)
Thanks for the answer. However, I am curious as to where you obtained this info. Neither the Investors section of the Mitel Website, nor the business news feed on iTrade or NBDB shows any mention of this. (I also checked Google news - nothing there either.)

Thanks!
Read Answer Asked by Gregory on April 10, 2015
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