Investment Q&A

Q: It was noted in many articles that the DGE in New Jersey conducted a very thorough investigation of the Pokerstars acquisition prior to the approval being made:

http://www.pocketfives.com/articles/new-jersey-dge-doing-comprehensive-review-amaya-s-pokerstars-purchase-591396/

I would think this would alleviate most concerns regarding the AMF investigation. The DGE was also able to complete it on a timely basis; how long do you think AMF can drag this out before reaching their own conclusion?

Q: My investments are primarily growth stocks. My holdings in the following 7 stocks have declined considerably. Should I sell or worth keeping?
BOS,SEV,SCR,AGGZF,BAMXY -US, FLYLF,IMAX
Thanks for your advice.
Klaus

Q: Could you please give an update on TRX in regards to the takeover by POZN. The sector is out of favour now but these two stocks are taking a beating. Could they walk away from this deal. Thanks

Q: What is your opinion of this etf for ex-Canada diversified exposure? I hold in a registered account and plan to add to it periodically. Is there a different etf you would view as better?
I prefer not to get into sector etf's for this account.

Thx
Mike

Q: Greetings: Would the NJ gaming commission's review have included any investigation into the insider trading issue: the New Jersey Division of Gaming Enforcement found Amaya’s PokerStars brand to be under "strong, ethical and trusted ownership and management" ... Do the words trusted and ethical ownership and management only apply to past business practices, apart from any illegal stock trading allegations? Thank you.

Q: Which Telecom is your favorite, being the one that will offer the most growth and capital appreciation over the next 5 years? T, BCE, RCI.B or SJR.B?
Or will they all appreciate similarly?

Q: Hi Peter and Team,

I am interesting in building a diversified portfolio and am looking to invest using your balanced equity portfolio as a foundation. I like the idea of owning 20 to 25 good, quality names and am thinking to eventually build up to a point where I have a similar allocation breakdown as your model portfolio (balanced equity), with maybe a bit in growth eventually as well. I noticed that AYA has gone up a lot today on the news release. Is this a good time to take a position in that, or are there a handful or so of other names that you would recommend getting into at this time to start building up my portfolio?

Also, would it be best to purchase a 5% equal stake into each name - as per the portfolio section of your website - or closer to the allocated amount in your pdf report section?

Thanks for your time!
Mike

Q: Follow-up question re. yesterday's 8 cent drop on high volume. I noticed volume picked up around noon yesterday and the price started dropping. Lots of different brokers on the sell side. The really big volume trades occurred much later in the afternoon and at much lower prices. It almost looks like the traders and computer programs detected a large SELL order from say a mutual fund (for quarter-end window dressing??).
If this is true, how do the other brokers/traders "smell" this out and front-run the large sell trade?? I'm assuming that any quarterly reports reflect the mutual fund's trade date position (ie. not settlement date).
Please help me out in understanding what took place yesterday. Thxs, Ralph.

Q: amaya was trading yesterday in the afternoon below 23 and moved up to close at 24.33 on some volume. looks to me someone knew something before the gap this am.any comments

thx

Q: Are there any new developements?

Q: Hello Peter & Co.
9% of my portfolio is in Health/Pharma and the above are my main holdings; I was ready to pull the plug on both of them early this week but I held steady.
If I did not own them and wanted to buy either one; which would you suggest I buy and why and when?
I appreciate the fact that you hold the line despite the treacherous movements of the market.
Thanks,
Antoine

Q: Two fund managers on BNN have referred to VRX as "broken".
Is this another way of saying "sell", no hope?

CV

Q: do you think husky is ok to buy ?
would you recommend it?
Just wondering why this one has come down so much ,is it only the lower oil price?

Q: Constellation Software just closed a recent round of debentures (http://www.csisoftware.com/2015/09/constellation-software-inc-completes-rights-offering-of-debentures/).

Has the company said what they will put the $214 million toward acquisitions?

Q: Hi Peter & Team,

What is causing the sudden price drop in HLF? I am planning to add a half position at current price, would like to know your opinion about HLF.

Febin

Q: Hi Peter
I have read that U.S. building permits are by far the most reliable leading indicator on where the economy is headed,where would I go to find this information, and would you use monthly data over a 3 or 6 month period to form your opinion.
Thanks

Q: In your report on HLF it was stated that "there is significant value in
the dividend". What does that statement mean? Thanks Ron

Q: Hi, this ETF is near the lowest it's been since inception, approx. 5 years.how about bringing up my existing position to 5-6% of portfolio for a 5-10 year hold in my RRSP. Down 12% on it but in my understanding it wont matter in 5-10 years at 6-7 % a year in distribution and I could be making a gain by then.Same applies to CVD . Would you agree ? and/or what is your view.
Thanks.

Q: Hi Peter, are there any larger cap TSX stocks not currently in the portfolios that are really catching your eye as great buys for the next few years ? Sincere thanks to you and your team for all the sage advice !

Q: Back in July you werent too positive on TDGs short term potential for any sort of increase in price...that was back at $4.20s. Now that we are in the low $2s, do you think this is a buying opportunity, or is debt and earnings going to push this lower?

thanks,
jb