Investment Q&A

Q: I have been looking at this for quite a while: keeps going down when one would think the opposite? Is there a concern about: oil companies going under & thus defaulting, increasing interest rates in the US - minimal as they may be? Usually bonds and equities act contrary to each. In any case, I was going to buy 3000 shares for my RIF - currently have no bonds and this would be a small position.

Q: Hello I own HSBC as part of my Euro-Asian exposure. Long term holding, enjoy seeing the dividend flow in since there are no capital gains to speak of.

I was just looking at the payout ratio (both from an earnings and cash flow perspective)
As per my online broker:
On an EPS basis:
Last 4 Qtr’s normalized EPS was 0, 0.26, and 0.26, 0.25 cents or Total of .77 cents.
The HSBS annual dividend is $2.50. Not good… ):
On as cash flow basis:
For annual 2014 Total cash from operations is (21,372) . Not good … ):
Last quarter 2015 shows,
Total cash from operations: 14,590, Cap ex (1,020) and Dividends paid (1,834).
So last Qtr roughly 20 % of cash flow went for cap ex and dividends….seems better this Qtr 

Can you confirm I am going about calculating payout ratios the correct way?
I realize large cap foreign banks are not your speciality but could you give some outlook for the company?
What should I be looking at when next earnings come in?

Regards
Stephane

Q: Reading a little on Andrew Peller (ADW.a) and I notice their 6 month performance for 2016 exceedingly outperforms the 6 months performance in 2015 (99 cents eps vs 65 cents eps). Is this outperformance a result of a one time item?

I ask because if their back half of 2016 can approach their first 6 month numbers, the stock looks very attractive, in my opinion, especially if they can take their 2016 earnings and continue to grow from there.

Thanks.

John

Q: I've held this for a while will they come out of this or should I just sell it. It's a small position in my energy sector

Q: Hi Peter/Ryan and Team, can you please clarify your earlier response on Shopify, 'There was also concern about the stock lock up coming off, putting more shares on the market'. When and how many are coming off lock up please? Also, because of this, in your opinion will there be more down side pressure on the stock when it reports results next, which is when? Can you please provide details of forward looking earnings, cash flow, sales, etc and consensus?
Thanks!

Q: I am somewhat surprised, and little upset at the comment "WCP has cut its dividend, and we almost took it out of the model portfolio last month" of Feb. 10/16. With this environment currently most energy companies have cut their dividend to survive.
Agree CEO has sold holdings however still has in excess of 3 million shares. Also TD continues to recommend, for its action portfolio.
Just wondering on your thoughts going forward.
Many Thanks

Q: I had asked a question earlier regarding Bonds vs. Bond ETF's. I am still unclear on how to assure the return of my capital with an ETF or any Bond fund. I understand the income side but if the ETF value drops there is no capital return like there is with an actual Bond. - If I have $100k to invest in Bonds is my capital not much safer with 5 laddered high quality bonds than with an ETF. Is there any way to purchase a bundle of bonds and allow them to mature? or is there a similar fixed income investment that preserves the capital value - thanks for your help.

Q: What is the consensus for Q2 revenue and eps?

thanks

Q: What is the reason for the big drop today?

Q: What is the consensus for revenue and eps in US$?

thanks

Q: What is the consensus for revenue and adjusted ebitda?

thanks

Q: Earlier today Carla asked about adding to positions in EFN , AD , OTC , CSU ,CGI , ATD.B, CCL.B, CRH, DRT, GUD.

If IT were on the list, would you have also called it part of a "solid" list for the long term?

Thank you, Michael

Q: What do you think about Exact Earth? Is it worth buying into? If so would you wait for a bit to see what the stock does?

Thanks
Paul

Q: Insiders have sold more than 13 million dollars of WCP in the last year with a huge sell at 12 dollars in Dec. Its hard to have confidence in this company with this going on. CEO has sold over half his position alone in the last year according to INK insider on TD website. This may help answer some of your members questions about WCP and its performance.Comments please?

Q: As this seems to be a pretty popular topic today. A potentially profitable trade on this security is selling the $10 July puts for .55 cents. This will give the seller the right to buy the stock at $10 and have .55 cents in their pocket already for a potentially effective purchase price on AQN of $9.45.

Think that might be of interest, who wouldn't want AQN at $9.45 if the stock closes below $10 on expiry date?

Sheldon

Q: Good morning! I recently took a position in WCP, it went up for a couple of days and now it appears to be under attack! Any reasons you know of why this is happening?

Q: Has 5i opinion changed on cpg it has been out performing all year .And is wcp still in the model

Q: If Canada was to implement negative interest rates, do you think banks would pass this cost on and increase borrowing rates? I just started ZRE positions in several accounts and am wondering if this would have a material impact on the value of reits, or do you think the possible effect is already priced in. I get real nervous thinking what the effect would be on mortgage rates. What do you think? Thank you

Q: I see CAE published 3rd qtr results today. Thoughts?

Thanks

Q: what is the symbol of the new convertible bond? is it a good buy
thank you, J.A.P, Burlington