Investment Q&A

Q: Can you please comment on the recent earnings report by GPR.T. Also what are your thoughts on the company going forward?

Thanks

Q: Hello Peter,
Mr. Seymour Schulich, continues to increase his holdings in Birchcliff Energy. Do you see this as a good sign to enter the name? It has risen quite a bit so am a bit reluctant. Do you still like Gold standard ventures and lastly would you consider Vermilion energy as a conservative play on energy? My concern is that it dropped quite a bit from a few years ago and is recovering very slowly. At the current rate, can you see the stock doubling in atleast 5 years. Thanks

Q: Is it a good time to start a position in acq seems to be priced right.

Q: I have own sjr for number years and like to trade for Eci what lis your opinion or it' thre something else you would recommend, thank you

Q: The new version of rate re-set Preferreds with a re-set floor seems to have found favour with investors. A quick survey of such recent issues finds them all trading in excess of $25.00 par issue price.
What are your general thoughts?
Can we expect all future issues to include this floor feature?
Might future isssuances not be quite as generous given the apparent demand?
While not true fixed income - they now seem closer(?) ; and yields are attractive.
Considerations / Thoughts?

Thank-you

Q: Can you give me your analysis of Stuart Olson, including valuation and whether the dividend appears safe? It appears to be reversing after years of the share price falling and becoming stagnant.

Q: Hi Guys,

Care to comment on Knight Therapeutics increased position today in PDP? Is PDP still quite risky and would you recommend it with the potential approval of 2 of its drugs this year?

Q: I have been dabbling with momentum investing recently after reading endorsements of a 70% value 30% momentum approach. I haven't been able to find too many concrete details on momentum process, mostly vagaries. So far, I have been keeping things simple - buying names with reasonably good fundamentals and strong momentum over the last 6 or so months and riding the momentum until 10 day SMA crosses below 30 SMA. The results have been mixed so far, I reckon I've come out about even. Does this approach seem more or less sound based on your experience? Are there other details you might include in the process (i.e. absolute loss limit in addition to SMA trigger)? Finally, how to stick to the process when markets are in a down trend (i.e. very few stocks have good performance in last 6 months) -- I assume it's important to stick with the process to catch momentum when it turns.

Q: Hi teams
may I have your opinion on BTO,CEE,CUF.UN ATD.B please. Is it time to sell or keep them for more growth?
thank you
JOHN.

Q: Re Pegi and Peg here in Canada - it appears they are a US based company listed here in Canada - the 2015 and 2016 "dividends" were considered non-taxable return of capital for US tax purposes (per info from the company website). Would you or any reader know what the tax treatment would be for Canadian tax purposes of a US ROC distribution?

Q: Hello, Which of the following should I increase from a quarter position to a half position in my portfolio? PUR or DHX.B

Best,

Carla

Q: Hi, Having AEM stock within the balanced portfolio has really helped it's performance. Are there any hedges like gold stocks within the income and growth portfolio. If not would you consider something like that? Thanks very much. Shyam

Q: CXR has lots of headwinds (brexit, pricing environment, debt levels, questions about their business model, etc). if debt level is one of the biggest headwinds the company faces, and current cash flow will take years to pay down debt, is it possible the company issues shares, even at this really reduced price, to pay down debt?

Q: I would like you to compare AR with RIC. Specifically if I should sell my AR and buy RIC (you seem to like RIC better). I also have AEM, BTO and FR as part of my precious metals portion of my portfolio.
Thanks

Q: What do you think about RC ? it's a buy at this level or a wait and see?
Thank you

Q: Hi Could you comment on the high volume and haircut AW took this past Fri .
I cant find any news but was wondering if the recent discussions on the tax treatment was causing a sell off or just profit taking as the stock has had a great run
Kind Regards
Stan

Q: What are your comments on Knight acquiring a minor stake in Pediapharm today? Is it a good time to buy PDP? Thank you for a great service. Cole

Q: What do you think of this stock? Should I buy it now?
Thanks

Jim

Q: WITH THE GAIN IN NPI WOULD BLX OR INE (OR BOTH) BE A SUITABLE REPLACEMENT
IN THE RENEWABLE ENERGY SECTOR?

PETER

Q: Hello, I was looking at entering a position in Terra Nitrogen Co (TNH) which produces nitrogen fertilizer products. It has a pretty good dividend and seems to be very undervalued. Also it seems to excel across most metrics (ROIC, ROA, etc).

A few reservations is that the gross margin is slowly decreasing over the past 5 years and that it is a master limited partnership. Is this different tax wise if I buy this through my RRSP account?

I already hold Agrium and wanted to also get into TNH for the dividend and valuation.

Your thoughts would be greatly appreciated.

Andrew