Investment Q&A

Q: What is your recommendation with CSE shares? Is it best to just to wait for the sale to go through? Or if it gets close to the $4.80 mark would you just sell the shares. Currently it is trading 5% below the offer price, and overall it looks like stable deal.



Many Thanks.

Q: I own csh.un exe sia, would a real estate correction hurt these stocks.

thanks Don

Q: Why the surge in price mid day?

Q: HLF made a big move today - nearly 6% when everything else seemed to be falling. I did not see any news. Anything to account for this? I was waiting for some weakness before buying. What do you recommend?

Q: ".We would expect a sale, if it occurred, to be in the low $4 per share range." Great call. Now I guess the question is, is $4.90 a fair price.

Q: Mr. Hodson, any reason AYA is so weak ?

Q: With so many (hopefully) bargains which stocks would you guys start chipping away at? Preferably ones with dividends and low debt. What would Peter and Ryan be doing?
Thanks guys

Q: With the massive selling going on now, can you give me your top 5 stocks that you think are oversold?

Q: Hello,

Just wondering what you think about Slyce's latest announcement... Does having insiders contribute show confidence or is this more of a desperate act?

Thanks

Q: Peter; What do you think of using this plus XGD in this market environment? I'm thinking of a 5% position in each. Thanks and keep up the hand holding! Rod

Q: Recently and in very short order, the TSX blew through a correction (10% down), then quickly passed through bear market territory (20% down) and is right now on this very bad day about 26 % off its high. At what point do we start calling this a market crash? At what point would you consider there to be blood in the streets? It certainly feels like the blood is being sucked out of my portfolio!

Q: Hello. I don't usually ask questions but do regularly read the questions and responses on the site and greatly appreciate your non-partisan responses. I hold all of the following REITs and real estate oriented holdings (not in equal amounts)and would like to ask the following in regard to each: What is their current payout ratio (by whichever criteria is most relevant for REITs) and your opinion as to which, if any, might have to cut their dividend over the next year? I know for example that D.UN has a high dividend yield and a high payout ratio based on their exposure to the Alberta market but don't really know whether or not to believe them when they say, as they do, that their current dividend is sustainable. Many thanks, and please feel free to charge more than one question to my account if that is felt necessary.
AP.UN, AX.UN, CAR.UN, CSH.UN, D.UN, FCR, HR.UN, KMP.UN, NWH.UN, PLZ.UN, AAR.UN, SRU.UN, REI.UN, NVU.UN.

Many thanks for your response and for the service you provide. Don

Q: I have been watching T.KXS waiting for a pull back to initiate my position. With it down 6% as of right now would you be comfortable initiating a position? half position? or would you wait for further decline?

Q: Based on your time and experience in the market,does this feel like capitulation? Could the the energy pipe stocks like IPL,TRP and ENB be viewed as the candian bank stocks of 08/09, sold in capitulation(fear) to provide an incredible buying opportunity for those brave investors who looked like they were stepping in front of a "freight train"?

Q: Hello, for a while there I thought I was the only one thinking a huge opportunity was in the offing with energy. Recently I read in 5i that there was two schools of thought. One - run for the hills / two - it's an opportunity. I like wcp and I like surge. I want to start adding as the weeks/months tick by. I might be short sighted (not to be confused with shorting, I don't have the stomach for that) but my primary worry is that either Sgy or wcp will fail and disappear. I believe if they survive there's money to be made. Are they foreseeabley at risk of bankruptcy?

Q: Scotia itrade research has a revenue breakdown of this company as 75% Tims and 25% BK. Can this be right? I thought BK was much larger than Tims. It also has 41% of revenue coming from Canada. Is that correct?
5i I believe has recommended it. Do you not think that at 25-30x forward earnings is too expensive? Or does the growth potential justify the price?
Thanks
John

Q: Which would you buy today: CSU or ESL?

I currently own both, with my CSU holdings 2X the size of my ESL holdings. I also own OTC and GIB.A, both slightly less than ESL holdings. I am leaning towards CSU or ESL, but you could sway me to add to OTC or GIB.A.

Which one would you buy today for a TFSA? Or should I wait another month or two for the volatility to settle down?

Paul J.

Q: Any idea what the average % of Black Pool trades is to the average total daily trades on the TSX?

I have info for the U.S. markets and know how to identify them but not yet for the the CDN. markets.

I assume the rules are the same for this side of the boarder as they are south of the boarder. That being that the "big boys/girls" do not have to publish their trades until: after it is complete, at the end of the day or at the start of the next day.

This often explains why there are often price spikes with volume but they did not actually happen when retail investors think they did!

Q: I currently own 100 shares which is less than 1 percent position. So with such a small position I am inclined to sell now rather than wait and receive less than 50shares of the new company. Does that makes sense and what is the value of a bin share based on the deal-currently it is fluctuating quite a bit and I not sure what I should accept as the sell price.
Thanks

Q: good morning, i don't understand what my book value will be for the new suncor shares that will be coming into my portfolio (converted from cos). Do I take the loss on the difference on the COS shares from my original purchase price, and get the new suncor shares at what they are trading at now? ~$20/sh? thx