Investment Q&A

Q: Clearwater is down quite a bit today, they are supposed to report but I dont see any results yet. What are your thoughts on this stock?
Thanks

Q: After reporting CLR is dropping. What is causing this fall and do you believe CLR is a buy today?

Thanks

Q: AFN is having a good day on the 1/4 and deal news. Thoughts?

Q: Technology is really taking a hit at the moment which is focused I believe on Trumps attitude towards goods being produced out of country.
This may or may not provide a buying opportunity, and could you please shed some light on my thinking. Does CCl.B produce goods abroad.
Thanks for your info

Q: Hi, I noticed both stocks dropped a lot today. I was wondering why. Time to add more？ Thanks for your comment. T

Q: Do you think the drop today provides an opportunity to pick up a position in this stock? Thanks

Q: Hi

Why aren't the tech companies participating in this after election market rally?

Q: do you still maintain a buy on this company and also is the last few days down draft just a reflection that it had went up so much
how much lower do you think it might go

Q: Results look very good do they not?

Q: I see your last update on SSW was in August (when it was trading for $14/share). Many things have changed in the shipping business since then. Could I have your thoughts please as it is now into the single digit space.

Thanks for the election commentary special, was appreciated.

Mike

Q: Why not consider nmx as a mining company that has a solid functioning mine , is fully cashed up, is building a production facility that will be complete in late 2017 or early 2018, has sold 50% of the initial production at I assume a profit? Should this be the case why will it take decades for this co. to get anywhere. After meeting the CEO at a function almost exactly a year ago I got into this at 30c. Can you look at the financials on this co. and its realistic prospects and give an investment thesis . PS I think the comments you make at various market crises are very important to your individual investors. Do not hesitate to continue them Thanks as ever

Q: As a retired income investor, I own TRP (3.7%), ENB (3.5%), ENF (0.7%), PPL (1.7%), IPL (2.8%), ALA (3.7%) representing ~16% of the Canadian investments across all my accounts (registered & unregistered).

I am uncertain whether I should continue to hold all of these because the overall percentage is too high. Keeping in mind that I need income, should I perhaps cut the 16% down to ?? or is it fine to continue with this percentage? Which are your preferred picks for a longterm hold?

Should I rationalize down to 3 or 4 of these names or cut percentages of specific stocks? Do you view any of them as especially risky?

(Canadian banks and telcos represent 24% and 10% respectively of my Canadian investments.)

This may count as another question which is fine:
• Have you any insight into the geographies served by the smaller pipeline companies?
• Is there any likelihood of acquisition/ merger activity between them or with TRP or ENB or ?

Thank you 5i, as always!

Heather

Q: TEVA has been quite volatile recently. Can I have your analysis, particularly in light of yesterday's election result?
Ted

Q: What is the consensus for Q3 revenue, adjusted ebitda and eps?

thanks

Q: What do you think of their latest results ? Thanks.

Q: Can you please comment on the Q3 results? Thanks.

Q: Your thoughts on today's earnings report, as well as the payout ratio and growth prospects for Enercare. I have an overweight position. Many thanks

Q: What is your analysis of their latest earnings?
Thanks for all your expert information.

Dave

Q: Could you commit on their latest earnings and on this company going forward.

Q: Boyd Group reported its Q3 this morning. It beat on the top line but missed on the bottom line and also on the earnings per share. The stock was up just under 5% today.
I would appreciate it if you could comment on the results.
Thank you. Ian