Investment Q&A

Q: Just another follow up on the insider purchase
of ADW. B shares. I see he bought the Voting shares
I wonder if their is a coat-tail provision
If not , I would be somewhat worried if I owned the non-voting shares having been burnt in the past ( laidlaw)

Q: Can you explain why the price of gas at the pump is going up because of the hurricane Harvey; while the price of the oil barrel is going down for the past few days. (Eg. $46.29/barrel NY Aug. 29/2017).Thanks

Q: I am reviewing my holdings in Consumer non-cyclicals for my RRSP (balanced approach with 15+ years to convert to RRIF). I am underweight in this sector (4%) divided between CCL.B and FSV which you agreed in a previous Q&A that they can be considered c. non-cyclicals.

I’d like to increase to about 8-10% total by boosting one of the two holdings I already have (which one between CCL.B and FSV would be best at this time?) and/or acquiring one or two additional stocks. Here I think it would be wise to buy more typical c. non-cyclicals like ATD.B + PBH or perhaps simply just XST to get exposure to a basket of food-related stocks at once (primarly ATD.B, L, MRU, SAP). Your observations will be appreciated as always.

Q: Hi guys. Could I get your opinion of OML-T. Long time share holder, but still waiting for something spectacular to occur.... Thanks to your entire team for the great website. Cheers!!!

Q: I own a preferred share, BAM.PR.Z which comes up for reset later this year which is currently trading around $24. I bought it for $25 at issue. I have several options available to me including the option to take the reset for another 5 years at a slightly lower interest rate which is still a decent return. I am concerned that, if interest rates rise, albeit probably slowly, that the value of the preferred would fall and my capital would be eroded. At the same time there is also the possibility that, if rates rise, BAM would call the preferred at some point and I would get the original $25 a share back. I could also sell the preferred in the market and accept a fairly small loss now. Can I have your opinion on which you feel is the best course of action.
With thanks, Lynda

Q: Hi, what is the business sentiment in Canada among CEOs and business owners vs a couple years ago?
It seems everywhere in the news lately that Canada is just not as an effective and attractive place to do business with its increasing bureaucracy and threats of increasing taxes. From Ontario, where the high utilities are impacting manufacturing, to Alberta and BC where the anti-oil brigade seems to be determined to kill any new O&G, LNG and pipeline investment.
Is the news painting an accurate picture? Are CEOs and business owners more/less positive with trying to perform and grow their business in Canada in the current environment?

Q: Just a follow up on the JEEI insider purchase of $11.2MM B shares - looks like an even stronger commitment as the shares are pledged to a Canadian bank as security for a loan to buy the shares - so leverage is involved

Q: Aa aging seniors, my husband and I are beginning to feel our "investing for the long term" is probably less appropriate than investing for the short term. Following your observation that CGX is less reliable than it once was, therefore, can you suggest a good replacement for it? It has done extremely well for us. And we are still well "up" on it. Thanks for your continued sage advice.

Q: I'm confused about the payout if the deal goes thru. Do I get the shares @ the completion date cost, or shares at the going rate. As of now, I paid 31 and they are 28?

Q: Does PMTS still pay a dividend?

Q: Hi Peter I hold a substantial position in ALA and I am water by 10+% I like the story and business but wonder how much further this stock will fall if the aquistion does not go through
Kind regards
Stan

Q: Could you please recommend some small/mid cap stocks with good growth prospects, a reasonable valuation and insider ownership that you would be comfortable taking a position in at this time. I am interested in PKI and GUD if you feel those fit the above criteria but I am also interested in you input on any others. Thanks! - Rob

Q: I have had a substantial amount invested in CPG and SGY for quite a while and I'm down 50% on CPG ($18k loss) and 52% on SGY ($15k loss). I'm now wondering if there is such a shift occurring in energy policies that oil stocks may never recover, and that perhaps I should take the loss on these two and invest what's left into something more conservative, like POW or PWF. I'd appreciate your thoughts. Thank you.

Q: How do earnings look?

Q: Oil operations in the American southwest have been hampered by Hurricane Harvey, yet the price of oil has gone down today - is this because (hard to believe!) the disaster is not as bad as the market feared? Alternatively, if we should expect a disaster-induced price increase in the near-future, does this recommend any particular domestic oil producers?

Q: Is the announcement today game changing or not such a big deal

Thanks

Sheldon

Q: With regard to Bryon's question about Canadian AI investment opportunities, Open Text's recently announced Magellan platform is a significant move on their part into that space. Google "Open Text AI" to pull up some articles.

Q: I believe AI will be amazingly disruptive in the immediate future. Are there any Canadian companies using AI and any public companies working on AI which could be bought for investment purposes?

Q: Do you have an update on this company

Thank you

Q: Hi It has been a while since you wrote on HLF. Much has happened recently, I am wondering if you have an opinion as to if this is a good entry point. Thank you