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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: What do you think about Cinemark?

Compared to CGX trading at 35X trailing earnings CNK (23X)is a lot cheaper and should be able to grow faster in its markets and do more acquisitions.

I'm thinking about adding some on this pull back and before Q2 earnings are released which should be a record (Furious 7 and Jurassic World)
Read Answer Asked by Scott on July 24, 2015
Q: Do you think Argonaut Gold is a buy right now for a 7-10 year hold? Thanks!
Read Answer Asked by Neil on July 24, 2015
Q: Hi 5i: Many thanks for the opinion on PANW and for the suggestion re FEYE. One problem I have with many high flying new companies is that most of the usual fundamental ratios are either negative or do not exist. What measures and/or ratios do you look at to assess the prospects of such companies? Thanks again.
Read Answer Asked by Roland on July 24, 2015
Q: Hello Peter and Co.:
If you were to suggest one oil stock to buy today for a 2-3 year hold what would it be? I'm looking at VET or WCP but maybe you like a different one.
My only other energy holding right now apart from IPL and PPL (utilities?), is PEY, which I intend to hold onto and possibly add to at these levels.
I could be wrong, but I can't see there's much downside to Canadian energy companies right now. Getting paid around 6% to wait a year or so for the recovery seems like a pretty good deal to me.
Buy low and sell high is the thing to do, we all know that, but actually DOING it is extremely hard because it feels like the completely wrong thing to do! In my limited experience managing my investments, it seems that doing the complete opposite of what feels good generally leads to success...

Would love your take on this.

Thanks for all your excellent advice over the past couple of years.
Read Answer Asked by Andrew on July 24, 2015
Q: Thank you very much for what you did for me until now! I love you guys!!
I have a position in CFX and I saw that they give an extra dividend or $1.12 which represents almost all the cash company has on balance sheet. The stock dropped ~5% in 2 days. What could be the reason for it? The company seems to do the right things, stock holder friendly.....
Thank you
Read Answer Asked by Calin on July 24, 2015
Q: Hi, I've owned this awhile, but I seem to be getting no "pop' due to the rising USD vs CAD. Is it hedged against a rise in the USD? What I was wanting when I bought this, was US Large Cap Div exposure with a USD exposure vs CAD. Can you recommend another US index fund that would participate in the continued CAD decline?
Read Answer Asked by Daniel on July 24, 2015
Q: Could you comment on this and would it be applicable in Canada.


http://www.prnewswire.com/news-releases/shareholder-alert-rigrodsky--long-pa-announces-a-securities-fraud-class-action-lawsuit-has-been-filed-against-silver-wheaton-corp-300118199.html


Read Answer Asked by Martin on July 24, 2015
Q: Can I get your opinion on the latest quarter for Winpak.
Read Answer Asked by Paul on July 24, 2015
Q: Would you still rate TMA as a "B-" given the weakness (economy, forecasted earnings, etc)
Read Answer Asked by Wayne on July 24, 2015
Q: whats your take on the div deal, it seems good, would you buy the issue. dividend about 8 per cent or thereabouts.
Read Answer Asked by david on July 24, 2015
Q: Regarding Carl's (I think) question on MacDonald Dettwiler. Scotia, today, lowered their 2016 and 2017 eps estimates from $7.14 to $6.83 and from $7.91 to $7.66. They also lowered their price target to $98 from $102.

The Scotia report recognized the high quality of MCD's business, backlog and earning's growth but the above adjustments were made in light of current challenges in the current satellite market.

Only post if you find helpful.
Read Answer Asked by john on July 23, 2015
Q: earlier today, July 23, your response concerning current valuation, etc., indicated your interest and experience with U.S. companies (earlier Fireye and others), will you be putting out a list of U.S. stocks - I currently hold only U.S. ETFs and would prefer individual stocks -thanks as always.
Read Answer Asked by don on July 23, 2015
Q: Can you clarify what the effects are and what you expect they will be on a mostly Canadian portfolio given that the U.S. interest rate is expected to increase soon and that the Canadian rates have just been decreased. I was expecting Canadian dividend stocks to strengthen given a lower interest rate here, but that doesn't seem to be the case. Certainly utilities like IPL and ENB are weakening (but perhaps that's more to do with the perception of them as energy stocks). Other Canadian dividend paying companies also seem to be weaker, such as banks. Does the U.S. interest rate always have the strongest effect on Canadian stocks, no matter that the Can interest rate goes in the opposite direction ?
Read Answer Asked by Alexandra on July 23, 2015
Q: Hello 5I. PHM is holding a conference call on Monday July 27th @4pm to introduce new executive personnel and clarify role of shareholdings of non-executive chairman and non-executive vice chair. participants will be Dalsin and Hoyt. (marketwire) You may want to add this to the mix. Does it really carry much weight. thanks for all the hard work.
Read Answer Asked by marlene on July 23, 2015
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