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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: Hi all,
I'm trying to understand what I conceive as price discrepancy between the atlantic power preferred shares and their convertible debentures. AZP.PR.B is a rate reset presently yielding 12.5% (17.5% after tax consideration) and the longest term (2019) debentures (atp.db.d) yields 13.92% to maturity. Is the 3.6% spread simply due to the added duration (preferreds could be reset indefinitely in theory) and the fact that they are lower down on the balance sheet. Or, is that fact these preferreds were originally issued by Epcor, and are really a held in subsidiary of Atlantic Power corporation. How would this effect the preferred shares in the event of a default.
Thanks again.
Emile
Read Answer Asked by Emile on March 18, 2014
Q: Earlier today you stated that the payout for nwh.un is 92%. I use the Globe and mail watchlist and it says the "dividend payout ratio" is 41.56%. Can you shed some light on the huge discrepancy?
Read Answer Asked by Don on March 18, 2014
Q: Hi 5i,

Could i get your updated views on RDM (RC-V)?
Read Answer Asked by Sasha on March 18, 2014
Q: Hi Peter,
NWH.UN is paying over 8% yield and has lagged the recovery on REITs. Looking at the NAV which is close to $12 per share, at what point is this a clear buy?
Read Answer Asked by DAVID on March 18, 2014
Q: On March 7th I asked a question on Clarke (CKI) but did not get a reply. However you did reply to another member's question on CKI which covered 75% of my enquiry so I won't repeat my question. Instead I will ask you to compare Clearwater (CLR) to High Liner (HLF). I own CLR in a registered account and have had a good run up since early November but it has pulled back in the last month. HLF has been in a trading range for the last three months and is currently at the top of its range. I am thinking of swiching from CLR to HLF if HLF moves above its 52 week high. Which stock has greater upside in the next two years? I am looking for capital appreciation rather than income and have a medium to high risk tolearance.
Thanks, Tim.
Read Answer Asked by tim on March 18, 2014
Q: Peter isn't one of your criteria for selecting good stocks the fact that they rarely issue shares? The reason I am asking this is that AVO -- Avigilon seems to be issuing a LOT of stock when they don't need the cash. I know your team has answered a previous question on AVO about this by saying that they probably have a big acquisition that they want to do BUT I have been invested in companies before that have done this and it always seems like they think the shares are over-valued and they want to benefit by selling at a high price.

Do you have any concerns about the way that they are selling a lot of shares without needing the cash?

Thanks
Read Answer Asked by ken on March 18, 2014
Q: The shares of Chesswood (CHW) have been taking a big loss on high volume. Do you have any idea what is causing this and is it time to think about selling? Many thanks.
Read Answer Asked by Peter on March 18, 2014
Q: Chesswood Group. (CHW) is down a lot today on heavy volume. It seems the CEO is selling a lot shares. Yet the earnings last week were good. Am I missing something but does this sell off represent a good buying opportunity .

Ed
Read Answer Asked by Edward on March 18, 2014
Q: As I evaluate my portfolio i have a couple of stocks that I am uncertain about and would like your opinion. I will start with Talisman that I bought on margin nearly six months ago and currently down approx 20%. The objective was a short term speculation with the expectation management would be able to do a significant turnaround. At this juncture, should I change my strategy and dig in for the ride or cut my losses and move on?
Read Answer Asked by Rajiv on March 18, 2014
Q: Hi Peter and team. I would appreciate your views on Churchill Corp (CUQ). Do you feel the dividend is reasonably secure? Your thoughts on the Q4 numbers just released. Do you prefer a different company in the sector? I already hold Stantec. Thanks.
Read Answer Asked by Mario on March 18, 2014
Q: Hello Peter....This question is about E-L Financial (ELF-t). The 2013 year end announcement says "E-L Financial's net equity value per Common Share at December 31, 2013 was $872.45." But the price share remains at $700. (Most days the volume is light, minimal but today was an exemption, totalled 23,190.) I thought the trading price would ri$e. Would appreciate your take about the reasons it isn't ramping up......Tom M
Read Answer Asked by Tom on March 18, 2014
Q: has there been any substantial activity by insiders in WIN lately, buy OR sell ?
Read Answer Asked by tony on March 18, 2014
Q: Hi Team,
I hold Toyota (TM) and Magna (MG). While the parts manufacturers have been on a tear, my Toyota stock has been dropping steadily since November even though they've beat expectations handily the last two quarters. Could you shed some light on why they're not moving more in sync, and is there something wrong at Toyota?
Read Answer Asked by Marco on March 18, 2014
Q: Equitable Group is at a 52 week high, do you like it at this price? Thanks. (EQB)
Read Answer Asked by Morgan on March 18, 2014
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