Investment Q&A

Q: Regarding the obvious rotation from Tech into Oil/Resource stocks do u think this is just a seasonal move or if one owns O/R should you hold these stocks for long term.
Thank you

Q: I would like to take a position in two companies within the infrastructure space. I am considering WSP, ARE, SNC and STN. I would appreciate your opinion on which two of these companies would be a good long term investment and if they are currently at a good entry price. Thank you

Q: Hello, I've owned TD for a while and have a nice gain but I was thinking of switching it into Home Capital Group since Home Capital has better growth numbers. What do you think?

Q: I know you have answered a lot of questions recently about Avigilon (AVO), but I feel compelled to ask one more anyway. The price continues to drop every day with no relief. In the absence of any news form either the company or any other source, is there some price point or percentage drop at which you might simply consider it wise to cut the loss and get out? There doesn’t seem to be any buyers stepping in and at some point shouldn’t an investor give some credence to the combined wisdom of the market? I find it worrisome that in the face of the market reaction the company has not put out any type of clarification or press release that might calm investors.

Steven

Q: Hello Peter and team.
Would it be possible in each questions regarding a specific stock, to also post the price at the time of your comments? In this way when looking back over a number of posts for that particular stock, a quick history of the price would show and save some "lookup" time. Hope you feel this would be a positive addition to the site. I think many would find this small change a benefit. I know I would. Cheers.

Q: Canadian Tire (CTC.A) has run to $110. Is there any word of a split being considered?

Q: Hi Peter,

what are your thoughts on Enterprise's (E) Q1 Earnings released today? The stock has certainly taken a drop.

Q: What do you think of Parex after its recent Q1 results and recent aquisiton which consolidates WI in some of their key areas of growth? Will the trasaction be accretive this year and what do you think of doing the deal in 66% shares of Parex?
Is the company still a buy today? Thanks.

Q: Can you tell us the estimates for tomorrow's earnings for Difference Capital (DCF). Thanks!

Q: I took a fairly large position in avigilon 19.20, i have read all your comments, but the stock is acting like maybe the whole company is a scam and a sham.i know their earnings were good, the stock is down by half since its high, so why does this capitulation keep going on, it cannot be because the cfo resigned because of health reasons,avigilon is acting like a u.s. Stock that sometimes gets hammered way beyond what it deserves. Your comments. Dave

Q: AVO - bottom line

Obviously, everyone is out considerable (% wise) with the recent "decent after news" scenario.

If you were in our/my shoes Peter, and you down 35%, would you sell and be done with it, sit tight and take the long term view (what I want to do) or buy more at these relatively discounted prices?

Thanks for all you do Peter and Family

Gord

Q: SUM question: Very happy to see Solium Capital on a big rise the last two days but no news to support it. Any idea why this is happening? Thanks.

Q: Re: TCN.TO
I'm surprised that nobody asked about TCN.TO quarterly results. I thought it is a popular one but it seems like I am wrong. What's your take anyway.
By the way, I think it maybe a better idea to give a rough evaluation on popular companies in 5i coverage when anything significant happens, so that you may save some time spent reading repetitive questions.
Thank you!

Q: How do you view the chances of a competitor (or another company wanting AVO's technology) acquiring Avigilon? I believe in the past you said this was probably the end result for Avigilon.

It seems to have a unique technology offering and after a nearly 50% decline in the share price it would seem like an opportune time.

Thanks.

Q: Avigilon -- The Next Generation -- I apologize in advance for this question, and I'll reprimand myself at great length later -- but I am very interested in the support pricing on AVO. I had recently requested your "great Canadian pick" for my grandson's legacy, and you had suggested this stock. Not that I don't agree with you, but at the same time I was wondering whether I should be buying now, or wait a bit longer. My TD Technicals show that AVO has an intermediate support level of $11.25 and a longer term support of $17.09. Ouch. I mean, really "ouch" (since I own the stock in my own registered portfolio and am hanging on with fingernails after 30% loss.) In any case, since I'm in for the longer term, would you advise waiting a bit -- ie. do the technicals look to you like they may actually bottom out around the $12 level. I realize you don't dabble too much in technicals, and I respect that, but still you must have come across this type of selling before, in your profession, and was wondering what your gut tells you on this one. Sorry again, for two questions in two days, but I promise I'll hide for a while after this! Thanks, as always.

Q: Liquor store reported earnings today, and the stock is down 6% what is your opinion on the earnings, and management turn around strategy?

Q: An offering of Artis REIT ( AX.UN ) came up yesterday , but it didn't sell out in the usual 10 minutes... I bought some a position at less than market and I notice it is still on the New Issue list this morning ( which surprises me ) . 6% yield . Are people justifiably shy of Office Space REITS ?

Q: Hi Peter, Corridor Resources (CDH.to) reported Q1 today. What do you think of the results and stock price here ? Thank you, Paul

Q: Technically, SYZ looks like it is setting a slanted base - not surprising after such a run

I would appreciate your fundamental view on the company at this point. If all is the same (or better :-)) as a few months ago, I may start getting in

Thanks

Q: Could you please comment on Apollo Global Management (APO)?
It keeps going down on high volumes. Should I sell it.

Thanks,
Milan