Investment Q&A

Q: HRC, MND,
I see Brad Mills (CEO of Mandalay) just financed Helio Resources to become its largest shareholder at 27.5%. Is this the beginnings of another Mandalay type story where he takes a microcap and builds it into a dividend paying producer?

Q: For life insurers such as SLF, I have heard many times that higher interest rates will help them because of higher earnings in their bond portfolios. But, higher interest rates should also result in capital losses on bond portfolios. Can you explain this apparent conflict?

Thanks,

Q: Can you please comment on Cipher's (DND) latest quarter? Do you see this as a buy , sell or hold? I was looking for them to diversify from absorbica and increase their stable of offerings.

Q: Hi team, I sold out of my ZUT and ZWU earlier this month when I got nervous about market levels, my mistake. I wonder what you think of the utilities sector at these levels. I know rising interest rates are always a concern, but I have a low level of exposure to utilities so I was thinking of establishing a small position once again (1000 or so shares). Thoughts? Thanks for your time.

Q: Would like to know your thoughts on BBw(build a bear workshop), only visited one of the stores this year and thought it was a great idea. Stock had a drop lately, a good time to buy?

Q: CMI products should be well received by the trucking industry...considering the recent pullback, would you consider it a buy or would you stick with a company like FLS

Q: FSZ - Hi guys, first question - Fiera is down, probably because they have said that there were errors in their annual reporting for all funds for 2013 - then do not adequately explain the impact of the errors - amateur mistake and poor communication. May be a buying opportunity but could you investigate and reassure me please? Here is the post: announces that it has filed revised version of each of the Funds' annual management report of fund performance (together, the "MRFPs") for the year ended December 31, 2013. The MRFPs have been revised to correct errors contained in the graphs presented under the heading entitled Year-by-Year Returns.

Copies of the MRFPs as well as copies of the cover letters detailing the revised information are available through SEDAR at www.sedar.com or through Fiera's website at www.fieracapital.com

Q: HHF. Looking for alternate asset classes to better diversify a portfolio. What is your opinion on using HHF for exposure to hedge funds? I've read articles where it discusses that this type of ETF doesn't closely correlate to the actual hedge fund index.

Q: Hi,

I currently have a well diversified portfolio with a good mix of large and small cap stocks. I was thinking of possibly replacing TCK.B (with a minor gain). Could I get your input on a suitable replacement, or if I even should be replacing it at this point?

Q: re: Boeing

what symbol do we use please?

Gord

Q: Hi Peter and Team,

Quick thoughts on Regional Management Corp, RM.US

Q: Hi Peter and Team
Happy to see DH up 4% today. Please comment on their latest earnings and do you classify DH as financial today? Thanks

Q: EMN - US ---recent drop ---earnings --ok broke 200 day aver. Cost about 65 ---Hold or sell

Q: Hi Peter,
Calfrac has dropped quite a bit lately, do you know why and would you buy at these levesl? thanks Clare.

Q: Hi Peter and Team,

Quick thoughts on Myriad Genetics, MYGN.US

Q: Hi, could you please comment on TGZ earnings. They look to me like they will dissapoint quite a bit, but don't understand the one-time writedown. Is this a broken growth story, or just patiently wait for Oromin transaction to provide advantage still? Thanks!

Q: Dear Gentlemen,
Have big position BLACK DIAMOND & BADGER DAYLIGHTING are about -18%.
Do I Buy more or wait ?
Thanks

Q: AT&T (T.US)

Hi Team, I know you don't specialize in US stocks, but I was hoping you could give me an opinion on AT&T. It appears to have a very low P/E of 10.7 TTM and pays a dividend of 5.06%. The payout ratio is 39.7%. The main negative I can see a potential forecast for lower earnings per share. Do you think this stock is worth owning for income long term?

Thanks. Michael

Q: I'm looking at small caps that have the potential to become 5 or 10 baggers. Bruce Campbell on BNN recommended PHM and ELW as 2 top picks today. What's your thoughts on these two? or others you might favor in stead[2-3 yr hold]
Henry

Q: Brookfield Global Infrastructure Securities Income Fund (BGI.UN)I am trying to look into this and am having trouble finding much on it. It has hit new highs the past 2 days and has a 5+ dividend. You haven't commented on it since just after its IPO just over a year ago. What does it do; why is it hot now.
Bryon in Elmira