Investment Q&A

Q: Easy home EH
Wondering why Eh is off so much in the last couple of sessions? Has there been a change in fundamentals
Or an announcement that I missed? Thanks for your help. Your services are much appreciated.

Brad.

Q: Hi guys ... I'm in the process of culling the last bit of crap from my portfolio (FLY and AET.UN) with the idea of replacing them with something much better. I'm looking for a couple of solid stocks that offer a realistic chance at 15-20% growth in the next year or so while also providing a dividend of at least 3%. I got lucky with PKI on a big dip a few weeks ago ... now I'm hoping to find a couple more. Any help would be appreciated. One caveat ... I'm already overweight in energy so I'd like to avoid that sector.

Thanks for the great service.

Q: Gentlemen please update your thoughts on LWP.

Q: I have been looking at Veresen VSN for a while now. Will the recent Supreme Court ruling on aboriginal title affect the LNG projects planned for BC. If so, will the VSN project in Oregon benefit?
Your comments please.
Alan

Q: I have about 10% of my portfolio in reits and another 10% in energy. Seeing the possibility of an imminent rise in interest rates, I'm considering selling my car.un, (about 3%,) and buying an integrated oil co. such as HSE or another name you might suggest with the proceeds. I already own SGY and CPG. I prefer some growth along with a decent dividend.

Thank you for this service.

Joe

Q: SXP
what's your take on this company, they recently increased their div and the ratios seem to be very good

Q: Asian TV (SAT-V) is +24% today on 6X normal volume and biggest volume in 18 months. Someone must know something but there's no news I can find; anything you show? In spite of the impressive gain I see it's just back to 200 day m/a and touched a 52 week low last week. Do you still have the same opinion on this as your last comment? Thanks, J.

Q: I have reduced my holding in EH. Should I reduce more?
Larry

Q: Dear Sir


I would like to get your opinion on AJX and PXX. I am down 20% on those so wanted to know their long term future scopes.

Regards

Ankit Shah

Q: I have two general questions for you about growth stocks, with the emphasis on emerging growth stocks:
1. What metrics or other methodology do you use to identify growth stocks.
2. How do you determine when a high-flying growth stock has become too expensive to buy (or should be sold).
Thank you.

Q: do you feel nat gas will be trending higher in the next 6 months, how would encana and bonivista fit into this scenario…..thanks

Q: In reply to Hussein's question of yesterday on Macro (MCR.V).
Just got an email from them -
Macro ...will release its 2014 second quarter results after the close of market on Wednesday, August 27, 2014.

Q: Hello, Telus,Enghouse and Stantec are the laggards for me so far this year. I realize they are all great companies.Do you see any catalysts that might jump start their returns. I'm considering dropping one to buy CCL. Thank you for you valued advice!! Dave

Q: Hi,

Now that CCL.B is at 26 times earnings are you still recommending it as a buy for 1-2 year time frame?

Thanks

Q: How do you explain SYZ's terrific gains over the past 2 days? Thanks

Q: Re 'P.S.' from Paul (Aug 21st)

"P.S. - as a note to others, I have had a few situations where I had set up DRIPs and subsequently sold the stock. However, I traded them ex-dividend and as a result, the DRIP went through and I own 1 or 2 shares of the company. I would have to pay the full commission to sell the shares, so as a result I sit with a few single shares in my account. Kind of annoying."

I use TD Direct Investing and if you phone them in the above situation of being stuck with a couple of shares after a sale
they will place a sell order for you and WAIVE the commission.
I'm sure other self directed discount brokerages probably do the same. FYI

Q: First a comment and then a question.

Would it be possible to add the sector that the company is in when answering a question? I still have a lot of trouble finding out how to classify the companies. (oops - guess that was a question!)

Second, in reference to your comments on DRIPs, the on-line brokerage that I deal with allows DRIPS but they will only buy whole shares, not partial ones and they put the difference in cash in my account. As a result, I don't get the full effect of the DRIP and so I have tended to not use them. Do you think they are effective even in this situation?

P.S. - as a note to others, I have had a few situations where I had set up DRIPs and subsequently sold the stock. However, I traded them ex-dividend and as a result, the DRIP went through and I own 1 or 2 shares of the company. I would have to pay the full commission to sell the shares, so as a result I sit with a few single shares in my account. Kind of annoying.

Thanks so much for your help.

Paul F.

Q: Hi Guys,

My question is about the Constellation Software Rights(CSU.RT). The way I calculate things, each right should be worth around 24 cents ($5/21.192). Why would they be trading at 41 cents, 70% higher?

Am I missing something or making a calculation error?

Thanks for the help.
John

Q: Your comments please on the latest quarter from iFabric IFA. Sales had a nice jump but not much seems to be hitting the bottom line? Thank you

Q: CVL vs RME

Hi- Rocky Mountain has done very badly in the last view years- though you seem to like Cervus better- why? Could you please compare the two businesses and their outlooks?
Thanks very much.