Investment Q&A

Q: when does engh report and what are estimates? Thx

Q: Hi, In case the WGL deal fails, holders of subscription receipts will receive full amount of $31 ( Not $31 less the dividend equivalents already received, as mentioned in your recent response). Could you please clarify. Thanks
Here is the January 25, 2017 press release:
" In the event such notice has not been delivered prior to September 4, 2018 or if the Acquisition is terminated prior to such time, or AltaGas advises the underwriters or discloses to the public that it does not intend to proceed with the Acquisition, then the Escrow Agent and AltaGas will return to each holder of Subscription Receipts an amount equal to the aggregate issue price of such holder's Subscription Receipts, plus any unpaid Dividend Equivalent Payments owing to such holders of Subscription Receipts (the "Termination Payment"). The Termination Payment will be made from the balance of the Escrowed Funds at the Termination Time, including from any remaining interest on the Escrowed Funds. If the balance of the Escrowed Funds, together with any such interest, is insufficient to cover the full amount of the Termination Payment, AltaGas will pay to the holders of Subscription Receipts any difference."

Q: Full position in forestry sector to invest which would you select SJ or WEF. Both have had good years and seem to be pulling back. I know you guys tend to avoid market timing but I need to ask if you have a good entry point price for each. I loosely follow your balanced growth portfolio ( lean towards SJ) but am not against a bit more growth with WEF. Balanced equity transitioning from a more growth portfolio 3-5 year outlook, high risk tolerance.

Q: Not sure if this question is within your scope, but I am trying to find out when I will be able to buy shares of Ethereum Capital, under what ticker symbol it would appear and on which exchanges it would be listed (TSX, Venture, NASDAQ?)
Many thanks

Q: Can you tell me your thoughts on Alaris' report today? They say that POR is 90% - is that true? They certainly minimize (spin?) the problem investments, and say that they have turned the corner - especially with the largest new investment in their history, plus increasing dividends (to them), etc. Are you confident they have turned the corner?

Q: Would you consider investing in any of these four companies at this time from a capital gain perspective? How would you rank them?
Thank you,
Bob

Q: News of RRX announcing Strategic Review Process announced today. Last time the company was in play the shares traded between $10-12 but no buyer was found. At this point in time, what are your thoughts for a reasonable takeover valuation. 8x 2018 cash flow minus debt?

"Monday, March 5, 2018
Raging River Exploration Inc. Initiates Process to Review Strategic Repositioning, Announces Fourth Quarter and Year End 2017 Operating and Financial Results and Provides Operations Update"

Q: COV along with PHO seemed to be picking up speed on the downside. I went through a similar situation with CXR and CRH. I am now in the red with COV and it won't be long until I am in the red with PHO. Are you starting to lose patience with these companies? On another note, with the analysts that Larry Berman follows and along with his charts he can see the market dropping down 2,000 points past its February low on Berman's call today. What chance do you think that has of happening? I rely on your expertise. Dennis

Q: Hi Peter I have transferd my TFSA to a discount
broker could you sugest ten stocks.I am 80 and
Looking for income .My amount to invest is 75000
Thank you for your help.
Pat

Q: Please your opinion on Q results announced on Mar 2 & going forward.It is involved in the capital market especially in cybercurrency & cannabis lately.,plus wealth management.What do you think of rumour that its wealth man. business maybe taken over as BNS recently did one.Is it buyable here? Txs for u normal great services & views.

Q: What is difference between:
Management exp. ratio(MER)
And
Management fee
Thank you.ebrahim

Q: 2% of PHO @ $1.92.Is this a good time to add a bit after recent decline,When is it reporting & estimated eps & revenue.Txs for u usual great services & views.

Q: I'd appreciate your comments about CRH's recently released Fourth Quarter and Year End results. Thanks!.

Q: Hello, I know you like BEP.UN in the space of renewable energy. Coud you suggest another name in the same space in Canada? What would be your top recommendation(s) in the US? Thanks, Gervais

Q: AGT appears to be in a freefall for the last week or so and in particular today March 5th. Is there a particular fundamental issue at play ? Is it nearing a " value play " point of inflection ? It would seem that the food space and in particular the protein alternative space is not that crowded and this company has traded for more than twice the current values. Your thoughts and observations would be appreciated. Thanks.

Q: Hi,
Wondering if you comment on the latest results and outlook.
Thanks

Q: Would you please evaluate PQE as a growth investment and also give your opinion of the company's balance sheet. Thank you

Q: Photon Control seems to keep declining. Any reason for this other than that this is just the usual volatility of a small cap stock?

Q: Please comment on their earnings. Thanks

Q: Good day team, the company is having a"process to review strategic repositioning " . What are your thoughts? Also ,I am down over 40% at a 3% weight. What would you suggest: top up to5% , hold or sell?
Thank you as always!