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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: Hi guys. Any comment on the BMO earnings? Are any other new bmo earnings estimates published? I see CIBC has a new Bank of Montreal report this morning with 2014 eps estimate of $6.27 and 2015 estimate of $6.75. On a $69.95 share price that gives us p/e of 11.15 for 2014 and 10.36 for 2015.

I know, of course, these earnings estimates can always be adjusted, but all things equal the valuation doesn't look too bad sub $70 in my opinion. What are your thoughts? Thanks, as always.
Read Answer Asked by john on December 04, 2013
Q: I'm eyeing MX thinking of taking a position. I understand it's a leader in the space do you know how much market share it has? You mentioned it's cheap, google shows it at 94x earnings, what valuation are you showing? What type of growth do you think is achievable for them on a go forward basis and for how long? What drives methanol prices and what are the risks with MX?

Thanks,
Rob
Read Answer Asked by Rob on December 04, 2013
Q: Hi There,
I wanted to hear your thoughts on the ETF - FIE. It seems to be a nice mix of financials along with a good dividend. How secure do you see it or what letter grade does it deserve. I wonder that if it is so good how come the ETF seems to be so small in size. Thanks
Read Answer Asked by Richard on December 04, 2013
Q: Canadian Lithium (CLQ) announced a strategic merger this morning. Is this a good thing? Should I hold on or unload?
Read Answer Asked by Donald on December 04, 2013
Q: What is your opinion of CHIX-N Global X China Financials? Have a great day!
Read Answer Asked by patricia on December 04, 2013
Q: Hi Team, HNL announced a new contract in Northern BC. Is this a material increase and will it move the needle for their net income?

Thanks
Darcy
Read Answer Asked by Darcy on December 04, 2013
Q: Comment on the acr.un questions. The reason for them today might be BNN

JF Tardiff was on headline last night on Howard Green's show and mentioned that this was the largest position in his fund--sees both growth and safe distribution.

On another unrelated matter.
In Edit Profile section there is no way to change your email address which I can find--how do I do it?
Read Answer Asked by Bryon on December 04, 2013
Q: Hi, just curious if you've heard anything about or follow Patent Properties (PPRO); Jay Walker the Priceline founder is behind the company and it seems he has his eyes focused on creating a patent licencing system to launch in the second half of 2014. The company is also earning revenues off of their existing patents (from licencing, settlements, and litigation). I understand this isn't a forum for US listed companies but any input would be appreciated. Thanks,
Read Answer Asked by Stephen on December 04, 2013
Q: I've held BEP.UN since 2009 when it was Great Lakes Power. It has been a near double since purchase at $15 and the dividends have been excellent too, but I see in your response to an earlier question that you feel it is a purchase for income only, not gains; do you not feel it has a potential to near double once again over a number of years, even, say ten years, which would still be a first class return for a, hopefully, low risk equity? Thanks, J.
Read Answer Asked by Jeff on December 04, 2013
Q: Enbridge Inc. 4.40% 5.25 - Year Rate Reset Preferred Share

Short Description: Treasury Offering of Cumulative Redeemable Preferred Shares, Series 7
Price: $25.00 CDN per share.
This is a new issue just announced yesterday.
Preferred shares have not done well of late but given the stability of this company would these shares be a good investment at this time?
Read Answer Asked by shirley on December 04, 2013
Q: Can you give any advice on Agellan Commercial Real Estate Investment Trust, I am considering using it on as a play on the US recovery, Also would like some of my money in US assets. Is the dividend sustainable.
Read Answer Asked by colleen on December 04, 2013
Q: What is your opinion of Agellan Commercial Reit. Is a buy at these levels. Should all reits be avoided due to possible taper by the US fed. Thanks for your always insightful answers.
Read Answer Asked by Ian on December 04, 2013
Q: Hello:
I am thinking about selling VUS and buying VUN to take advantage of the weakening CAD.
I have a capital gain on VUS of 15000. If I buy VUN immediately will I have to pay capital gains tax on the sale of VUS? I have heard that if you are selling a fund to immediately buy a similar fund you don't get hit with the capital gains tax.
Thanks for the awesome service
Read Answer Asked by Andrew on December 03, 2013
Q: Seems like a good time to be looking for up and comers having made good money from some of your picks this past year (AVO, BAD, CSU, ESL, MCR to name a few... Thank-you for those!), so I will ask thoughts on another VERY speculative stock - PHO (Photon Control). Again, looking for anything you can provide, especially inside ownership info if available. - Cheers.
Read Answer Asked by Philip on December 03, 2013
Q: QLT has been going up steadily for more than a month. The last time a question was asked re: this company you indicated that you could not recommend it as a buy. (The question was asked in May of this year). Since the stock has been doing so well of late is there some news out there that would now make it a buy?
Look forward to your reply
Read Answer Asked by shirley on December 03, 2013
Q: Hey guys, at any point will you guys suggest, due to market conditions, that equities might not be the place to be? I've been scaling back big time the past little bit with the thinking that this market is very unstable. One bad wind from the central bank can turn the lights out on this party. I guess what I am asking is how would protect yourself if you felt that the coming year was not going to be so pleasant?
Read Answer Asked by Seamus on December 03, 2013
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