Investment Q&A

Q: My 20 year old son has a question for you as follows:
Hi peter,
I have a tfsa which i am looking to add to. My holdings are the following:
AVO- 10.8%
BNK- 10.1%
ENB- 15.6%
XTC- 15.6%
OTC- 15.4%
PHM- 5.4%
RMP- 7.7%
WIN- 18.8%

I was considering adding BNS & SLF.
OR
I was considering adding a large position in a mutual fund.
Would you please recommend what to add & potentially what i should sell.

Thank you!
Chad

Q: Geo is seeing extremely large volume today. Do you see an explanation for the activity? Is something up?

Q: Hello,

I am thinking of starting a position in Pizza Pizza. Your thoughts? It seems to be paying an attractive dividend being well supported. Also there seems to be a good amount of insider ownership. Would like to hear your comments.

Thanks.

Q: Just wondering your opinion of CN amending it's Normal Course Issuer Bid to allow it to buy from a "Third Party" from Sept 16th - Oct 23rd its own shares for cancellation....

MONTREAL, Sept. 11, 2015 /CNW/ - CN (TSX: CNR) (NYSE: CNI) announced today that the Toronto Stock Exchange (TSX) has accepted CN's amended notice of intention to make a Normal Course Issuer Bid (the Bid). The notice has been amended to permit the repurchase by CN of its common shares under a specific share repurchase program (the Program) during the term of the Bid. The purchases will form part of CN's Bid for up to 28 million shares announced on Oct. 21, 2014.

CN will enter into an agreement (Agreement) with a third party to repurchase its common shares through daily purchases that will take place from Sept. 16 to Oct. 23, 2015. Pursuant to the terms of the Agreement, and subject to the terms of an issuer bid exemption order issued by the Ontario Securities Commission (Order), the third party will purchase CN's common shares on the open market in accordance with the rules applicable to the Bid. The price that CN will pay for any common shares purchased by it from the third party under the Agreement will be negotiated by CN and the third party and will be at a discount to the prevailing market price of CN's common shares on the TSX at the time of the purchase. Information regarding the number of common shares purchased and aggregate purchase price will be available on the System for Electronic Document Analysis and Retrieval (SEDAR) at www.sedar.com following the completion of the Program.

Is this just a way for CNR to repurchase more shares in a shorter period than it would be allowed to do on it's own?
Also I see the results of the "Program" will/does not get reported to SEDAR until it is over, just prior to CN reporting its 3rd Quarter results. Do you have any idea who this Third Party might be?

Thanks in advance,
Scot

Q: Any thoughts on this new ETF? I have seen numerous efts for covered calls but don't think any for puts.

Thanks,
Tamara

Q: Could I have your opinion on todays news on tio,
Express in Sight utility app and what it may mean for the stock?
Thank you.

Q: Could I please have your opinion on this Company as an income generating security?
In a slowly rising interest environment, how might the share price and dividend be impacted?

Q: About a year ago many were touting it as a great stock to buy, and I did buy around 10 cents. It languished at 5 cents for the longest time, but is now active between 7 & 8 cents. Should I sell?

Thanks Kindly!

Q: I received several calls from a company that sounds like a pump and dump organization that encouraging me to buy Aqua Power. They are relentless in their message promising a large return. The news from APSI looks good but I am suspicious of the approach they are using. I appreciate sharing your knowledge of APSI and the Company that is promoting it "Investors Edge located in Costa Rica"

Thanks

Q: I own this stock and it really shot up today, but I can't find any news on it. Can you enlighten me please?

Q: Hi, Thanks for your comments on Sylogist. Just to add, Comapany has also been buying back its stock, recently. Last purchase for 200000 shares on Sep/11.

Q: I would appreciate your comments on the following analysis that may explain recent weakness in the price of it shares.

The majority of investment analysts following Enbridge Inc. rate its stock a buy. But short sellers have a large position in the Calgary-based pipeline operator and natural-gas distributor. Why the divergence?

Enbridge has been on the Toronto Stock Exchange’s “Top 20 Largest Short Positions” table for more than a year. And during the two weeks ended Aug. 31, its short position recorded the largest increase of all the companies on the table, jumping 25 per cent.

Enbridge’s shares also trade on the New York Stock Exchange. There is a short position there, as well (that has increased). Adding the level for Aug. 31 to the Canadian position brings the total to 30.2 million, or 3.5 per cent of shares outstanding.

One of the few analysts to advise selling Enbridge shares is Darryl McCoubrey of Veritas Investment Research Corp. Why the sell advisory? “Specifically, the marked decline in crude oil prices … could undermine Enbridge’s growth profile and investment appeal,” he notes.

Enbridge’s revenue doesn’t depend directly on commodity prices but it does depend on volumes – similar to road toll booths. Mr. McCoubrey thinks the volumes could drop as oil producers shut down wells in response to low prices.

Q: Can you give us your take on CJ's acquisition and financing announced today?

Like all oil stocks, this one has been beaten down so much I've not pay much attention to it for quite awhile but it's still part of my key holding in the oil & gas stocks of my portfolio. Any news that can inject some life into these stocks are always welcomed.

Thanks.

Q:

Hebba Investments, Hebba Investments LLC (983 clicks)
Long only, value, contrarian, gold & precious metals
Profile| Send Message| Follow (3,856 followers) Performance
Index Rebalancing Creates An Opportunity In Timmins Gold
Sep. 16, 2015 8:19 AM ET | About: Timmins Gold Corp (TGD)



Index Rebalancing Creates An Opportunity In Timmins Gold
Sep. 16, 2015 8:19 AM ET | About: Timmins Gold Corp (TGD)
Disclosure: I am/we are long TGD, GPL. (More...)
Profile| Send Message| Follow (3,856 followers) Performance
Index Rebalancing Creates An Opportunity In Timmins Gold
Sep. 16, 2015 8:19 AM ET | About: Timmins Gold Corp (TGD)
Disclosure: I am/we are long TGD, GPL. (More...)
Summary

Index related selling based on purely technical reasons has pummeled Timmins Gold's share price.

We saw the same thing last quarter with Great Panther Silver and it created an opportunity for investors.

At the current valuation, Timmins "sum-of-the-parts" valuation is much greater than its current market capitalization.

For value investors this makes an excellent speculative buy as soon as the GDXJ index unloads its shares this Friday.
WOULD THIS UPCOMING EVENT ACCOUNT FOR THE STEEP SLIDE IN TMM? THANKS

Q: TCN is offering its subsidiary Tricon Investment Partners in new IPO.
What is your opinion comparing these two, which one will be a better investment? Is TCN already fully priced?

Q: AW has kind of dropped from its 30$ in June,is it the general market and how do you feel about it going forward? A good add to holding at this point ?

Q: Sitting on 4100 of these shares. if I cash out now at $18.55 I will lose $810 for not waiting. The Teachers bailed out on a bid for BCE some years ago. What would you do?

Q: Hello 5i team

I have invested in BAD in the past and did well, I still own a small position in this company ( I am not concerned with the weighting in my portfolio ). I work in the oil and gas field and I see BAD trucks at my work place, I drive home from work and see BAD trucks working on city Infrastructure projects. I like the idea that they can allocate their trucks away from slower areas (oil and gas sector) and move them to more profitable areas very quickly. I believe they have a good reputation in the field. I like that they build their own trucks and can ramp up assembly of these trucks on a whim. In having control of the construction of these trucks they have slashed the price of the trucks compared to buying them from a middle man dealer (a huge competitive advantage in my opinion) they have also maximized the usability of the truck since they have ultimate control of the product.

I have noticed over the years that large corporations ( In the O&G field and utility sectors) are becoming more focused on safety (probably due to wanting to keep insurance costs minimal) and in these slower times in the oil patch are starting to pinch their pennies harder. I see BAD as the safest, fastest and cheapest way of excavating pipes, cables etc which is just what their customers or potential customers should be wanting. I also see BAD as a excellent take out prospect maybe not today, maybe not tomorrow but some day. As they become more dominant in the north american hydro vac world they should look more attractive to some larger service companies. BAD seems to have a manageable debt load, good ROE and pays a div which hasn't grown but they have been in a aggressive growth phase and I expect after that phase is over that the div will begin to climb.

My question to you is why should a guy not back the truck up on this stock now (sector weighting not begin a concern to me)?? It should be able to easily survive this oil market slow down and come out the other end looking pretty good since it has plenty of business happening in the Infrastructure and utilities areas. What are the potential down falls of this stock?? What is your opinion of the management??

Thanks

Q: I would like your view on TMM.

Q: I am looking for an income stock that has enough growth potential to overcome the double whammy of a lowwr P/E when interest rates eventually rise and the effects of inflation on operating costs. Do you think Fortis fits the bill? Would you be able to reccpmmend others?
Thanks,