Investment Q&A

Q: Hi Peter and 5i,
How significant is Carfinco’s (CFN) news that the interest rate on their senior credit facilities is being lowered by 0.5%? I would have thought that with their business model the interest expense reduction would be reflected by an approximately equivalent (dollars, not percentage) increase to their bottom line. Essentially they were just handed a margin improvement. The fact that the reduction is extended to PAC is a vote of confidence in the recent acquisition and a reminder that the more CFN grows the more it will benefit from the rate reduction. The market doesn’t seem too impressed. Is the difference just too small to make an impact or is there an error in the way I am thinking about it? Thanks!

Q: Why do some companies announce their latest quarterly earnings (eg., AGU today) after the close of markets? Is this an indicator of impending poor results?

Q: Hi guys,
What can you tell me about Senvest Capital SEC? It seems to have a really high ROI, high profit margins and high revenue growth..

Q: I have 3 for you if you don't mind.PLI-T & NCI-V & RKN-T. Thanks for your help. Andy

Q: hi- just wondered if you knew why Bonavista BNP has fallen so much over the last week....I can't find any news.
Thanks

Q: VSN & VNR
Gentlemen,
I own VSN & VNR for income, low capital loss.
Your advise hold or sell ?
Thank You very much
Best Regards

Q: Hi Peter, can you please give your opinion on TORC Oil & Gas (TOG). I am looking at an investment term of 2 to 3 years.
Thanks...
Henry

Q: New member here and very much enjoying reading all the information. Encana ECA came out with a report today and indicated they would be cutting dividends and the shares have risen. If the yield falls below 4%, I might consider selling. Is it a buy, hold or sell at the moment?

Q: Hi Peter and team,

With the recent drop in Amaya, which it sounds like relates to the previous financing, where do you see the floor on the current selling? I am looking to take a half position, although, I'm tempted to wait until the stock stabilizes.

Thanks as always,

Q: Hi,

With regards to your reply to my question on RDL, in one of the previous posts you said that it has fallen a lot considering the CEO departure. With regards to the cashflow being negative, how do we find this information. Is it becuase their revenue in the next quarter is going down. Should that not be factored into the prices when the news came out on 29 October. I purchased this at 4.30 so I am losing nearly half the value and wondering what went wrong.

Q: Morning,

Any thoughts on Wajax (WJX)

Regards
John

Q: cytx on the nasdaq has come out with very good news and the stock price is spiking.
Would you recommend holding some shares for a longer period of time.
Would also appreciate your opinion on balt: nasdaq.
Thanks
Hersh

Q: Hi Peter I have 5% coming due and I need a bit US income long term.
My thinking is taking a position in a Wells Fargo pref yielding around 7% .Your thoughts or comments are appreciated.
Kind Regards
Stan

Q: I am looking at adding some Crescent Point Energy to my portfolio (CPG-TSX). I see the dividend of 7% as very attractive and the value of this company being quite attractive. Is now a good time to look at taking a position in CPG?

Q: Hi Peter and team,

What's your thoughts on the Open Text acquisition?

Thanks,

Q: Would you please give me your comments on FSZ,SYZ and XSR. I've been following all three and would welcome your advise on each
Thank you. Terry

Q: Hi Team,
With global growth slowing, what is your outlook for the price of OIL going into 2014 and are you still liking Ithaca ( IAE ) energy for growth and production outlook? Could it also be a possible takeover candidate?
Thanks and have a great day,
Jean C.

Q: Good Afternoon,

You commented on Wajax on October 29th with cautious optimism. Now that their quarterly results are out.... not great.... would you recommend continuing to hold this stock in spite of falling demand for equipment and portable power systems?

Q: Hi, What's going on with MDA? What is your expectation of the share price in what period of time?

Q: Hi
Can you please comment on Gold Royalties Corp GRO.V They appear to be acquiring more royalty interests in Quebec and the Metanor one is supposed to be paying a return. The price has been stable in the 45-50 cent range since May 2013. I bought some at 82 cents a year ago but am not sure if I should just dump it for the tax loss before the year end. Your opinion? Do you have any concerns about the company other than the future price of gold?
Thanks... Paul