Investment Q&A

Q: Regarding John's CNR question (October 29, 2014 (asked by John )).

If John wants to hold his CNR position back in CDN dollars, most brokerages will journal the shares over to the Canadian side if you give them a call and ask. HTH

Q: Do you have any thoughts regarding the announcement of a new president of Martinrea?

Q: I caught glimpse of your most recent Top Picks on BNN the other day via BNN's after-show email to me. I am puzzled why you choose to release your top picks to the general public first, and not to your subscribers at all? I had to hunt down your BNN top picks via another web site as I couldn't even find much recent info about them on 5iresearch.com

- have I missed something? :-(

Q: "Elkwater Resources Ltd. Announces Closing of Subscription Receipt Financing and Announces Flow-Through Financing Resulting in Aggregate Gross Proceeds of $100 Million". Is this going to drive share price lower again?

Q: Hi Peter & Team;

I have been looking at the Clarke Inc Company website, Sedar, and your site on this Company. I see a small investment mgmt Company with an ROE of around 30, 5 yr CAGR in the 40's, ttm diluted eps, just from continuing ops of $3/sh...total ca of $77M (close to $4/sh)...debt of only $2.7M...buying back shares...but a P/E of only about 3? Yes, the eps (continuing ops only) prior to the ttm was variable, and the portfolio is a dog's breakfast...but the new CEO seems to be cleaning up the portfolio. Shouldn't this stock command a little more respect than PE=3?
Q: Have (any of) you personally met the current CEO, and the Exec Chairman...and, if so, what is your opinion of them?
Q: In your opinion, is their a missing piece...or misfit, on the mgmt team?
Q: If you had to put an intrinsic value on CKI right now, what would that be?

Thanks for your input;
BRGDS
Brian

Q: Peter any news with RBI is this worth while getting into.

Thanks
Jim.

Q: Peter: On an attempt to buy 100 shares CNR I hit the wrong button & bought in NY with Cdn dollars. To sell now would mean taking a hit on the exchange rate. It has kept pace with the TSE since. Does NYC & TSE usually keep pace when stocks are on both exchanges? Please advise (All Thumbs) Thanks

Q: Wondring if you were going to update Amaya's report. A lot has changed since April. Cheers.

Q: Peter and crew , news has come out on win and I think it is good but it dose show in the stock , It is down to- day . ????

What is your thought.

Jim.

Q: Your thoughts on Winpak recent results please. Would you recommend a switch to CCL.B for better growth potential with the same type of stability? Thanks!

Q: I have held a one-third position in this ETF for a few months and am down 17%. Should I hold or sell and perhaps but First Quantum. It is my only stock in the metals/mining.

Ray

Q: What are our thoughts on Trinity's latest earnings? Your thoughts also regarding their recent trial loss and the fact that they have been ordered to mediation. Should I sell here and take my 25% loss? Thanks for the great service.

Q: Hi Peter,
this is just a comment, yesterday i was sent a chart regarding the price of oil
in the last 5 years . if you have a chance look it up, i found it very interesting in that we have witnessed these low prices per barrel on several occasions.

Q: What has happened to ELK - Elkwater Resources

Q: Could you please comment what is going on with BDI.
Thanks, Zoran

Q: I realize you aren't crazy about this company but I'm wondering if you would recommend it for a short term hold given that it's really beaten up today.

Q: Were the HNL earnings bad enough to justify the big drop. Would you buy here?

Q: Hold CF and wondering with a long term view (5+years) would you recommend continue holding?

Q: How do you rate this company in terms of A&W and future prospects?

Q: Hello team - I see that FSV also trades in New York. Does their dividend payout get favourable tax treatment here in Canada? Is FSV a good buy now? It appears expensive.