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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: I have been waiting patiently for the carfinco deal to close and I am wondering if it is worth waiting or if I should move on to another holding that may offer more than the approximately 5.5% upside to the closing price of $11.25? What about the special dividend that has been mentioned? I have been considering a position in CXI as an alternative. Any thoughts would be appreciated. Thanks
John
Read Answer Asked by John on February 05, 2015
Q: You answered a question a couple of weeks ago stating that this was a good defensive stock. Is there still growth in it? I am kicking myself as I lost patience with it a year ago and sold - missing out on a 25% or so gain. Lesson learned. good entry point?

Paul F.
Read Answer Asked by Paul on February 05, 2015
Q: Boston Pizza has done okay during the year that I have owned it, largely because of the dividend but I am wondering if a switch to MTY is in order. I like dividends and Boston's is certainly higher but MTY seems to be growing theirs and at the end of the day, I am looking for one that will achieve the higher overall return over the next few years. Is a switch in order?

I also own A & W and am very happy to keep it if you think that is a good combination with one of the others.

Thanks. Invaluable service.

Paul F
Read Answer Asked by Paul on February 05, 2015
Q: Hi Peter, I own CSH.UN and RLC, I would like to add to RLC , it seem the yield is higher 7.8% and the payout ratio is below 90%. could RLC be undervalued compare to CSH,LW. thanks.
Read Answer Asked by samuel on February 05, 2015
Q: I’ve held MBT for many years. The income has more than offset any paper loss, so for me it’s a hold. Based on yesterday’s results, I was wondering what you saw that resulted in all the downgrading? Seems to me that they did OK. What am I missing or is this just another case of analysts/fund managers chasing each other’s tails?

Maybe a contrarian play? Allstream sale? Foreign takeover (Verizon)?
Read Answer Asked by Dean on February 05, 2015
Q: Hi 5i Read an article in the paper today. Russ Guirling of TansCanada said that trp is looking at getting into the oil by rail business in some form or another. I was wondering if you think trp might be interested the rail portion of Canexus (cus) Thx Gerry
Read Answer Asked by Gerry on February 05, 2015
Q: May I please have your opinion on Proctor & Gamble for income with a 2-3 year timeframe. Thank-you.
Read Answer Asked by Deborah on February 05, 2015
Q: Hi Peter and Team:
Do you still NFI is a good buy in the low $13.00 range?
It has dropped in price somewhat recently
Read Answer Asked by Al on February 05, 2015
Q: Hi Peter any new taughts on wesport ?? I just saw somewhere that they have some kind of venture (25%) whit one of the biggest auto part manufacture in China is this true ??
Read Answer Asked by mike on February 05, 2015
Q: Hello.

What are your thoughts on MBT's Feb 4 report on their full year results?

Any thought's on their new CEO and the following recent quote from the Globe and Mail:

'The new chief executive officer of Manitoba Telecom Services Inc. says he wanted the job because the company possesses several “hidden gems” he believes he can use to deliver a new wave of growth.'

Thanks, David.
Read Answer Asked by Robert on February 05, 2015
Q: Do you have an opinion on XSI. Would an investment in this ETF fall more into "income investing" or might it be more a bet on the future rise of interest rates. In general, is it better to wait for the ETF to gain an experience before investing in it?
Read Answer Asked by Phil on February 05, 2015
Q: Dear Agent. Would the above UTE be a worthwhile purchase to add to my portfolio. Eddie.
Read Answer Asked by Eddie on February 05, 2015
Q: Hello,

Peter touched on Pinetree Capital in response to a BNN Market Call question yesterday I believe. Peter mentioned a management change, is there a source with more details on this change? I have looked at PNP in the past but stayed far away as it holds some companies I short, Sphere 3D and Overland Storage (if I was smart I would have shorted PNP). I thought response yesterday of holding PNP as a play on recovery in juniors warrants looking into further and watching how PNP plays out going forward.
Read Answer Asked by John on February 05, 2015
Q: Peter and Team,

The segment in the link here: http://www.bnn.ca/Video/player.aspx?vid=545085

Was shown on BNN today. It is on why Cineplex is a short. Agilith has been short and touting their short call (and getting gashed, by the way) for some time. I've owned the stock for a number of years now and like it and still like it but I am curious if you have any thoughts around their short thesis on Cineplex and their claim that the dividend isn't covered by cashflow.

Thanks,
Read Answer Asked by Marc on February 05, 2015
Q: I own some ADW.A stock and have been considering adding to my position. From comments by one analyst, I understand that the value of some assets (e.g. land holdings) may not be reflected in the stock price. I value your opinion.

Thanks,

Ted
Read Answer Asked by Theodore on February 05, 2015
Q: Sgy has really come down since Nov. They had a fairly large hedge to price of oil --about 40% at $80 to $90. Are these hedges actually enforced or do they renegociate new prices which are not revealed. It seems hard to believe the share price of many stocks IF the hedge price is really used? Could you find out the hedge price used for stocks?
Read Answer Asked by Rene on February 05, 2015
Q: I see that CF is handling the IT financing. Given IT is trading over 10% above the $15 bot deal price, CF should enjoy a nice win. My question is whether that win is enough to move the needle for their Q4 earnings. Is the stock a buy given today's weakness?

Thanks!
Read Answer Asked by Christopher on February 05, 2015
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