Investment Q&A

• NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
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Q: Could you comment on the take over offer for Generation Healthcare - good or bad? Do you think there will be an equity offering (company says it is fully funded from existing resources - should we believe that)? Any comments about NWH in general for income would be appreciated.
Thank-you

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Read Answer Asked by grant on April 26, 2017

• Home Capital Group Inc. (HCG)
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Q: I'm looking at it down 45% today. Buying opportunity? Thanks.

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Read Answer Asked by Manoj on April 26, 2017

• Restaurant Brands International Inc. (QSR)
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Q: Your thoughts on Restaurant Brands quarterly report. Its a core holding for me, worth about 3.85% of my portfolio. Its the company's first miss in at least 9 quarters. What are your thoughts an managing an existing position (add, sell, do nothing)?

Thanks.

John

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Read Answer Asked by john on April 26, 2017

• Restaurant Brands International Inc. (QSR)
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Q: Amy comments on QSR results today and specifically do you have any worries about the miss on same store sales? Thank you!

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Read Answer Asked by Doug on April 26, 2017

• Home Capital Group Inc. (HCG)
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Q: Please comment on this. We have 2 companies in the past 9 months that are mis- managed , or overvalued (or both) yet receive 'B' ( or better) ratings in your evaluation system.
I'm not complaining, but I'm wondering about your thoughts on this. Could there be some ' grade inflation ' at 5i?

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Read Answer Asked by Frank on April 26, 2017

• First Majestic Silver Corp. (FR)
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• Endeavour Silver Corp. (EDR)
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Q: Good Afternoon,
Could you please give me your analysis on the fundamentals of these 2 companies.

THANKS,
Rick

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Read Answer Asked by rick on April 26, 2017

• Geodrill Limited Ordinary Shares (GEO)
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Q: Can you please provide opinion on GEO. It's seems to have hit a wall the past few months and is trending down a bit. The metrics for the company look good but it's stalled.

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Read Answer Asked on April 26, 2017

• Miscellaneous (MISC)
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Q: I have searched but cannot find out if interest on US bonds held in a RRSP are taxed (i.e. withholding tax)? I am aware that US dividends in a RRSP are not. Thank you for your help. Peter

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Read Answer Asked by Peter on April 26, 2017

• Crius Energy Trust (KWH.UN)
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Q: CRIUS appears to act like a middle person in the sale of electricity and gas to residential and commercial customers. Would it not be advantageous for these customers to deal directly with the utility provider ? How can CRIUS compete with the utilities in terms of cost ?

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Read Answer Asked by Paul on April 26, 2017

• Mattr Corp. (MATR)
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Q: Hi, just wanted to get your thoughts on the outlook for SCL. Why did it suddenly start falling? It was doing well while other energy-related names were suffering. Does the recent weakness represent a buying opportunity, or would you sell? Thanks again.

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Read Answer Asked by Brian on April 26, 2017

• American Tower Corporation (REIT) (AMT)
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Q: Peter, can I please get your thoughts on American Tower for a long-term hold. It seems to have a bit of a 'moat', or at least a great advantage, with all of its communication tower sites. Do you like the concept and the company going forward, acknowledging that it's a US stock and you don't cover it. Thx!

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Read Answer Asked by James on April 26, 2017

• Whitecap Resources Inc. (WCP)
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Q: Whitecap Resources (WCP) is 3% of my portfolio. As I watch the price continue to fall, and analysts continue to have a "buy" recommendation on it, do you think now is a good time to increase it to 5% of my portfolio?
Thank you

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Read Answer Asked by Grant on April 26, 2017

• Canadian National Railway Company (CNR)
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Q: Do you think this a good time to buy CNR. Their financial report today was favourable, but CNR stock price has fallen. Do you think it is a good buy & hold stock. Thanks … Cal

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Read Answer Asked by cal on April 26, 2017

• Raging River Exploration Inc. (RRX)
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Q: Hi
You seem to continue to hold RRX in high esteem. With the price now down around the $8 level, do you see this as a good entry point? I have no other energy stocks at this time.
GUY R

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Read Answer Asked by Guy R. on April 26, 2017

• Fortis Inc. (FTS)
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• Brookfield Renewable Partners L.P. (BEP.UN)
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• Algonquin Power & Utilities Corp. (AQN)
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• TransAlta Corporation (TA)
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Q: At current depressed level,is it a good candidate for buy and hold? If not what are your suggestions for 2-3 others?

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Read Answer Asked by Pierre on April 26, 2017

• Great-West Lifeco Inc. (GWO)
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Q: Hello Peter and team, this is regarding the news about GWO restructuring and reductions in Canadian workforce (1,500 employees over the next two years). What do you read in that news? Does this mean that GWO is losing business to the benefit of Sunlife and Manulife? In your opinion, what will be the impact of this transformation on the stock price in the long term? Would you buy GWO at this time. Regards, Gervais

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Read Answer Asked by Gervais on April 26, 2017

• Miscellaneous (MISC)
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Q: In the question today by Thomas, what fund is being referenced?

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Read Answer Asked on April 26, 2017

• Global X US Dollar Currency ETF (DLR)
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• Purpose US Cash Fund (PSU.U)
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Q: Could you recommend an ETF that trades in Canada with Canadian funds that.
A. Invests in US savings accounts and pays some interest
B. Is unhedged
Would this be an effective way to play a possible drop in the Canadian dollar. Is there another way that this could be achieved without the cost of converting dollars?

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Read Answer Asked by William on April 26, 2017

• exactEarth Ltd. (XCT)
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Q: Could you please give me your thoughts on XCT. I am left with shares from the ComDev transaction. The shares have gone done considerably however the business seems interesting and it is the same management that made ComDev successful. Should I average down, avoid or hold? What metrics can you see on this company and are there any metrics or events upcoming that will significantly affect the future,Thank you for your great service. mike

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Read Answer Asked by Mike on April 26, 2017

• Miscellaneous (MISC)
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Q: I have owned this fund for a very long time and averaged over 8% return through the time I have owned the fund. The fund has a monthly distribution which is reinvested and additional units distributed annually which are also reinvested, a healthy gain in NAV over the years.I'm now 1% over a full position in the portfolio should I continue to let it run, I have not added a dollar to this fund in 10 years or would you trim back to a 5% postion

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Read Answer Asked by Thomas on April 26, 2017