Investment Q&A

Q: I already hold RY, BNS, TD, CIX, MFC, JPM. I'm a little underweight financials at 7.5% and would like to bring up my weighting to 10%. I'm looking at SLF, EFN, & DH as potential additions. If you had to put money to work tomorrow what would be your preference? If not the 3 I listed maybe something else?

Q: Hi Peter & Team, I know you would tender COS shares to Suncor. But I am wondering what will happen if I do not tender my COS shares? Thanks, Gervais

Q: Do you have any updated comments on this company ? For the past year, it seems to have held steady in the $1.00 range. If it can survive the low price environment it should do well. Do you agree ?

Q: In the November 24th report of The Gaming Industry Daily Report the following paragraph was stated re AYA:
"S&P revised their outlook on Amaya Inc to negative from stable as they expect lower year end earnings and a higher value of debt to cause credit metrics to weaken. The negative outlook reflects their view of the strengthening US dollar’s negative effects on 2015 earnings and the carrying value of AYA’s debt, which is not denominated in the company’s reporting currency."
Perhaps some of the members would appreciate adding this information together with your recent AYA report. In addition the following comment also appeared on NYX:
NYX Gaming Group Ltd. announced it signed a partnership agreement with 888 Holdings Public Limited Company. NYX will supply a variety of its online and mobile casino content, as well as a wide range of games supplied by 3rd parties aggregated on NYX’s OGS & CGS platforms, to 888’s global bingo and casino verticals. That is great news since as good as 888’s poker platform is, it’s casino games are still the worst selection of all the games in NJ.
Chris

Q: In my well-diversified portfolio, in your opinion, which of the following should be sold for better returns at this time? AWF-N Alliance Bernstein Glbl Fd; AV.UN-T Aston Hill Advantaged T/U; EMP.A-T Empire Company; FCAU-N Fiat Chrysler Automobiles; HLF-T High Liner Foods; RUS-T Russell Metals; STB-T Student Transportation. Thank you
Thank you

Q: I have had a 1/2 position in SCB for over a year now and am down 33%. That is fine if there is a good chance of a recovery, but your note to Darren a couple weeks back did not inspire confidence for 2016. Is it time to take the loss, or to bail.

Q: If Capstone gets bought out, will the preferred shares be bought out at $25? They are trading at $12.70 now, and yielding 9.8%. Am I missing something?

Q: Your comments on the distribution deal announced today please. How strong of an endorsement and/or predictor of the product and future sales potential is this, if any? Time to buy or wait for actual results?
Thanks once again. Peter.

Q: Hello 5i,
I am planning to strengthen the structure of my portfolio through buying four ETFs, they are iShares Asia 50 ( AIA), iShares MSCI South Africa (EZA), SPDR® EURO STOXX 50 ( FEZ), iShares Latin America 40 (ILF). Each of these ETF will have a 2.5% weighting. Can you recommend a cheaper or better way to get this diversification.
Many thanks,

Q: I would appreciate your view on the results announced yesterday. On the surface, everything seems positive. Is there anything I should be worried about?
Thanks,

Q: Good day 5i,
How much does the news improve the outlook? With a 1% position
would adding to it over the next few weeks make sense for a spec in this sector?

Q: Good Afternoon Peter, Ryan, and Team,
My question is with regard to insider ownership at Savaria. According to the recent Ink Insider Report on SIS the CEO and CFO own approximately 30 million out of a total of 32.55 million shares outstanding. This means that the total public float is about 2.55 million shares or less. Could you verify if this actually true ??
Thank you. DL

Q: Thoughts on their quarterly results?

Thanks

Robert

Q: Hello- is DBC one of those ETFS based on commodity futures which will erode in value even given steady commodity prices, if held for more than a month or two?
Is there another Commodity ETF which you can suggest which can be held for a year or more without this erosion? Does one need to buy a commodity stock based ETF? Any recommendations in Canada and the US?
Thanks

Q: Can you tell me what the short interest is, in this stock. thanks

Q: Would OTC be considered a dividend growth stock and would it be a good candidate in a canadian diversified portfolio for tech exposure over the long term?

Q: Does CU utilize coal in its business? In previous answers you refer to the share price drop being investor concern regarding Alberta energy policy. What specifically are the concerns? With interest rate concerns as well would you consider the price now ~$32.37, a buy. I hold a small position bought at 36.26 and would like to add more mainly for growing income.

Thank you ever so much.

Q: Could you advise when they will release the third quarter results.

Thanks

Q: Slate has changed into almost total office reit since your last comment on this reit. TDWaterhouse has a buy recommendation with a 24% total 12 month return and rank it medium risk. Payout ratio is 85%. I exited H&R earlier this year and now wish to accumulate again in reits. Looking at the 2, how would you rate them on a risk/return basis.
As always, thanks

Q: Nobilis has deferred the issue of their quarterly financial statements again. They have indicated that the delay related to their auditors and that they did not believe that any adjustments would be material. I listened to their conference call several weeks ago and at that time their explanation for potential adjustments and their affect made me think that they were probably immaterial to their results and consequently could be ignored. But this later announcement has me concerned. What do you think. Thanks
Mike