Investment Q&A

Q: Can you give me your thoughts on Whitecaps earnings? Seems like another not great quarter aside from decent revenue and production growth. Share price is down a couple percent more than its peers today. But I'm more concerned with the long term trend, it has been weak to say the least. At one point I was up about 25% on WCP when oil prices were much lower than they are now. WCP doesn't seem to be participating in the oil price recovery like many of its peers, possibly due to its acquisitions. I understand its a quality company with an okay div that was just increased. But if one wants to play the oil price recovery which is a little risky, don't you want to invest in a company with some torque that will actually benefit rather than take the risk for little reward. CVE for example has done great and also has a div (little smaller). Should I sit tight and wait for better results or lessen my position and add a company that has shown results the last few quarters?

Q: Any additional comments (from earlier this morning) on Kinaxis after listening to their conference call?

Q: My settings are not set to private question, yet frequently that is what occurs?

Q: Could you please comment on BCE's earnings. Were they as grim as they first appear?

Q: Looks like BMO has a new Covered call-ZWP. I am just looking for income and the yield is over7%. What do you think of this one?

Thank you

Q: My small cap holdings consist of:
Biosyent (RX), Versa Bank (VB), Sangoma (STC), and Dynacor Gold (DNG)
If you were going to add to one of these which would it be and why?
Would you sell any of these today?
Thanks.

Q: Hi Team, can you please comment on Snc's Results. Thank-you in advance! Sam

Q: Results

Q: Do you think now is a good time to enter the stock or wait for a pullback? Will you be providing an updated research report soon? Thx.

Q: Mr. Hodson, Yesterday you recommended GC and TSGI. If you were to choose just one, which might it be? Could you provide your usual in depth analysis? Thank you.

Q: BCE is down to $53 today
Analysts estimate fair value at $62
I'm looking for a steady dividend payer with minimal downside to hold for several years
Would 5i recommend purchase at this time?

Q: Is it time to exit the COV or add to my position?

Q: As you can see this company suffered a significant hit this morning. Yet from the accompanying statement the reasons for today's slide, which appears to be the culmination of a much more severe slide which began some months ago, are not clear. Can you clarify how the announced changes will affect company prospects so severely?

Q: Could you please comment on SJ earnings. Thanks

Q: Thoughts on Paypal as a 5-year + hold? Can I buy the dips?

Q: Hello,
Can you please give me your thoughts summary for this company?

Thanks,
RF

Q: CFX has been flying lately. Any idea why, and are pulp prices
affected by Nafta?

Q: Can I get your thoughts on these two looking forward without regard for weighting. Either short or long term. Please give thoughts on overall quality, management, risk level, buy or ignore?

Thanks

Q: Parkland has a history of growth by acquisition and currently seems to be digesting its the purchase of Chevron Canada's downstream assets. Your recent comments note it high debt levels due to acquisitions. But what are your thoughts about future acquisitions by PKI ? When might this take place and what are potential targets ?

Q: 52 shares of Micro Focus appeared on my monthly statement a few months ago. They did not perform well. I would like your thoughts about that company.
Thank you.