Investment Q&A

Q: CXR has lots of headwinds (brexit, pricing environment, debt levels, questions about their business model, etc). if debt level is one of the biggest headwinds the company faces, and current cash flow will take years to pay down debt, is it possible the company issues shares, even at this really reduced price, to pay down debt?

Q: I would like you to compare AR with RIC. Specifically if I should sell my AR and buy RIC (you seem to like RIC better). I also have AEM, BTO and FR as part of my precious metals portion of my portfolio.
Thanks

Q: What do you think about RC ? it's a buy at this level or a wait and see?
Thank you

Q: Hi Could you comment on the high volume and haircut AW took this past Fri .
I cant find any news but was wondering if the recent discussions on the tax treatment was causing a sell off or just profit taking as the stock has had a great run
Kind Regards
Stan

Q: What are your comments on Knight acquiring a minor stake in Pediapharm today? Is it a good time to buy PDP? Thank you for a great service. Cole

Q: What do you think of this stock? Should I buy it now?
Thanks

Jim

Q: WITH THE GAIN IN NPI WOULD BLX OR INE (OR BOTH) BE A SUITABLE REPLACEMENT
IN THE RENEWABLE ENERGY SECTOR?

PETER

Q: Hello, I was looking at entering a position in Terra Nitrogen Co (TNH) which produces nitrogen fertilizer products. It has a pretty good dividend and seems to be very undervalued. Also it seems to excel across most metrics (ROIC, ROA, etc).

A few reservations is that the gross margin is slowly decreasing over the past 5 years and that it is a master limited partnership. Is this different tax wise if I buy this through my RRSP account?

I already hold Agrium and wanted to also get into TNH for the dividend and valuation.

Your thoughts would be greatly appreciated.

Andrew

Q: My Stella Jones is down about 12% and I was thinking about toping it back up to a full position. Does that make sense or do you expect this downward trend to continue? Do you plan to keep it in the model portfolio?

Q: Thoughts on current price for an entry and long term thoughts on company?

Q: I just got my money back on Sodastream (SODA.US) after a wild ride. Time to exit?

Q: In your opinion, what sector is DBO in?

Q: Friaday all these canadian lumber companies' stock prices jumped up.... but there seems to be NO news to support this... Is there some reson for it : seasonality, or insider information, or some trade news that brokers dont give but that some are privileged to. I am interested in these stocks but would like to know 2 things: how to get advance information IF that is what is driving prices up and how would you rank these companies in term of growth potential, safety, and best overall gains for the next 6 months or longer.. also what factors should one assess to fortell the success of gains in these companie

Q: I was looking at Fiera Capital (FSZ) and saw a peer listed by the name of Gluskin Sheff + Associates (GS). Can you tell me a bit more about them? Thanks.

Q: Who are top five shareholders and what is their % ownership? What is % ownership for insiders?

Q: Explain enquiry from Rod L. PEGI is also on TSX (PEG) Shown in Canadian Dollars but the yield is in US $ so convert and get Yield of 6.6%
CEC

Q: Re: Dan's question (today) about stocks committed to share buybacks you
give "Honourable mention" to CP & Dollarama.

Could you please provide the trailing 12 month change in shares outstanding for CNR ?

Thanks

Q: Hello, I've had the above for over a year and it seems to be going no where, can you suggest few companies with more potential looking out for the next 12 months, or is this worth keeping.

Thank you
Anthony

Q: I recently purchased shares of Magna on the idea that the sector is simply oversold and given a 5 year time horizon is as close to a sure thing as there is in the markets. When I look at the US markets in particular there are a lot of still beaten down sectors. Automotives is one of them. In Canada I am having greater trouble finding these kinds of bargains, while in the US there are chemicals companies, consumer discretionary companies, oil refiners and even banking which are very cheap and all of which could make some very nice moves akin to the one made in the materials sector these last few months. Do you see any of these unloved sectors here in Canada and/or which of them either here or in the U.S. would you currently favour. Thank-you as always for your answer.

Q: Can I get your analysis on CCA? Thanks.