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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Overall, I have a faily well balanced portfolio based on your Balanced Equity model. However, my TFSA is now a bit of a disaster and, after Amaya's (AYA) results today, is firmly in the red. Not a place I like to be. In addition to AYA, I also own Concordia (CXR), Currency Excahnge (CXI), Macdonald Dettwiller (MDA), and Boyd. Thank goodness I own Boyd since I have large losses in the other positions.

What to do? I need to get back into my comfort zone. I have a 2-3 year horizon so unless these companies are set to recover in that time frame, I am prepared to move on.

I'd appreciate your comments and recommendations. Michael
Read Answer Asked by Michael on November 11, 2015
Q: DRA.UN reported Q3 results yesterday. they seemed pretty good to me but I am having a little difficulty interpreting their statements. For companies like this what should an investor concentrate on when reviewing results? And what do you think of the results?

As always, thank you in advance for your thoughtful analysis.

Don
Read Answer Asked by Donald on November 11, 2015
Q: Do you think this stock be sold or is it worthwhile holding?
Read Answer Asked by William J on November 11, 2015
Q: Attended a company presentation the other day and the growth potential of this lithium company in Quebec seems quite amazing. The amount of lithium that will be required verses the available secure supply is quite astonishing. Can you give us your take on the lithium market and the status of this co.?
Read Answer Asked by michael on November 11, 2015
Q: Your opinion for ALA future please Peter. Long term hold with some div growth? Seems there is many changes at the top. Thanks Ken
Read Answer Asked by Ken on November 11, 2015
Q: With a strong us dollar affecting some companies earnings negatively.How does a strong us dollar impact cxi.Less transactions?
Read Answer Asked by glenn on November 11, 2015
Q: Could you tell me what you think of this co,glop"us"
Read Answer Asked by philip on November 11, 2015
Q: Hi Team,
Wondering your thoughts on CSE given conf call and earnings today. Do you still consider this high risk? With The Bristol situation behind mostly behind them can you see any upside in the price over the next year. Is the dividend safe?
Thank you
Read Answer Asked by Douglas on November 11, 2015
Q: Hello, could I get your analysis of Capstones 2015 Q3 results and if they may have the makings of a better 2016. Thanks
Read Answer Asked by Phil on November 11, 2015
Q: Hi Peter and Team,

The last question about CVD was on Feb. 19th, and I see that it's still in the 5i income portfolio. I'm in the process of reviewing my RRIF and note that when taking dividends into consideration, I'm still down almost 4%. Going forward, is this ETF worth hanging on to? My RRIF is well balanced with various 5i picks from all of your model portfolios. Income is fine and dandy, but I'm a bit frustrated with the negative growth characteristics of CVD, but of course am willing to wait if you're still OK with this ETF.

Thanks as always for your valued advice.

Read Answer Asked by Jerry on November 11, 2015
Q: Nov.10 th 5i indicated the weak cdn dollar would be a net positive for AYA
earnings. What happened? Seems like Aya said the exact opposite.
Read Answer Asked by blake on November 11, 2015
Q: hey Peter & Team,


I have visited SW HO in Richmond BC and spoke with a few of the people in the know. It is a busy place and no question has it's finger on the M2M pulse for sure. They have no debt and do have some cash on hand. (recently reported @ $88mm)

In speaking with the people employed there, in the short term there are few things which are going to be holding the company back which will probably result in more short term pain. Automotive is looking to slow things down regarding the implementation of technology and are backing off on orders, (for the time being) and there is a few other advanced technologies SW is depending on that may not become a reality for at least a year. So it would not surprise me if we didn't see another significant drop in share value over the next quarter or two.

The good news... these guys are big players in the M2M technology and there is no question this is the future. I just don't think the future is quite here yet.

Personally, I am going to continue watching SW and plan on buying if and when I see the shares drop to around $15.

Post this if you feel it has value and please feel free to add a comment or correct me where you feel so inclined.

Thanks for all you do

Gord
Read Answer Asked by Gord on November 11, 2015
Q: Whats your opinions on the quarter , distribution increase 9% and same store sale were positive.

thanks
Read Answer Asked by samuel on November 11, 2015
Q: Is its fall the malaise of the reit section,its dividend is now 11 percent.Is this at risk ?
Read Answer Asked by terrance on November 11, 2015
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