Investment Q&A

Q: Hello,
I'd like to say thanks to Peter and Avrom for the webinar yesterday. It was very interesting and I learned a great deal from it. I would also like to ask your opinion on the following 3 dividend paying stocks as a 3-5 year hold.
sirius xm canada holdings
AGF management
Timber Creek Mortgage Investment
Thank you,
Dave

Q: DD
DD wireless. there is an offer on the table for 2.25 from the majority owner. Looks good if not opportunistic. their quaterly result show a 10 cent profit per share, if we annualise this it makes for a very low P/E. is there any hope of better offer, or can keep my marbles in a good company. do the owner has a lot weight to bulldoze the minotity shareholders out at a good valuation for himself?
Thanks

Q: Hi 5i

I bought Bank of America for 16.60 in an RRSP account. Do you think they will increase their dividend anytime soon and what do you think of company long term? I was disappointed with their "accounting error"
Thanks

Greg

Q: Your thoughts on Canacol (CNE) in the light of its recent discoveries and bought deal financing.

Q: Newalta (NAL) earnings out on May 05 and they look OK and they raised the dividend. Could I please get your opinion on their earnings report.
Thanks

Q: Hi,
As per below from Globe Investor, have you heard anything on why other executives have been leaving the company in the past?

Analysts - and certainly investors - are sounding the alarm over Avigilon Corp. after it announced late Tuesday the third senior executive departure in the last six months. Shares are down 17 per cent in early TSX trading today.

The security solutions provider said chief financial officer Bradley Bardua left the company because of health concerns and that Wan Jung, a director, has been named interim CFO.

"We think the timing of Mr. Bardua's departure (one day before the fiscal first quarter 2014 earnings report, could not hold on for another day) is too coincidental for comfort," said Raymond James analyst Steven Li. "We believe Bardua was well thought of by the Street – and so this will be seen as a loss."

His "outperform" rating and $35 (Canadian) price target were both placed under review.

Chris Ross, executive vice-presdent of global operations, left in March of this year and Keith Marett, an executive in charge of marketing and product strategy, resigned in November 2013.

The company is expected to release its latest earnings after market close today. The consensus is for earnings per share of 14 cents, on revenues of $56.3-million.

Thanks.

Q: AVO

LOL... Guess the Market didn't like that very much.

Comment Only... AVO is a quality company and if the CFO was sick, I am sure he could have waited a day or two to make an announcement considering the timing. Obviously, there has been some catalyst for him being dismissed.

I am going to assume it may take 2 or 3 quarters but we will see AVO once again thriving... Am I wrong? Or should I kiss my $2 Grand goodbye? Highly unlikely.

Q: Good afternoon 5i,

I have a non-registered account as well Tfsa and RRSp. Should I treat each account has one portfolio or all accounts has one portfolio?

Thanks

Q: Hello Peter and Staff
Apparently Transglobe (TGL) earnings report not good and stock is in the throes of a sell off. Wondering if I too should throw in the towel, take the loss, or do you think there could be better days ahead?. Thanks

Q: Re: TLM.to
Do you think TLM.to is a typical deep value turn around story? It seem like it has already turned around.
Thank you!

Q: Hello 5i,
Hawaiian Electric Industries (HE) has had its share price drop quite a bit lately. Should I just keep this stock and ride it out, or is there something better out there that has the same dividend.
Thanks

Q: I'm interested in your opinion about what is going on with CGX. I had purchased it at $42 in Jan, in my kids' RESP, thinking it was a solid stock, and now am having regrets.

Q: Good morning. I would appreciate your assessment of KEY Keyera's earnings which came out yesterday. Earnings were up but cash flow was down and debt also up considerably. Any concerns?

Q: Hi Team. Love the service. With Raging River RRX now over $10, do you still see further growth in this stck?
GUY

Q: Hi Peter and Team, regarding Avigilion, AVO, you just wrote 'so its experience with these sort of issues is limited' - come on, you really don't believe that d you! Any bafoon would know that letting your CFO go (which is how we all read it - fired) the day before releasing results is going to hit the stock price hard! They really should have halted the stock before announcing the CFO is gone considering the results come out today! Even if nothing is wrong, they should have halted the stock knowing the stock would get hit hard. This is not a limited experience issue in my opinion, it's either mis-management, manipulation for the stock to fall or a message of bad things to come, which should have been relayed much sooner then now! I have lost trust in how they have done this. Just my two cents worth. Thanks.

Q: With the continuing market correction and the sudden departure of the CFO is it time to take the loss on AVO (Avigilon)? Or is this over reaction? Thanks

Q: Hi guys,

For Avigilon (AVO), if the CFO was fired because of accounting "irregularities" that affected or misrepresented earnings, wouldn't the company want to halt the stock and provide the accurate information rather than say its for health reasons and then 24 hours later risk losing accountability and have the market potentially discover the real reason for the firing in the financial report?

Q: Peter et al,
I am up from 21% to 27% in the energy sector (BTE, CPG,SGY) with the recent increases of Baytex and Cres Point. I am considering selling some CPG to invest in another sector. I have no industrials, pharma or biotech. I have been looking at Badger and Black Diamond. Reading previous answers you seem to favour both. Which would you recommend for growth with a little income? Thanks in advance.
Gary

Q: Avigilon (AVO) CFO has suddenly left for "health reasons". Sounds rather worrisome in front of earnings today!

Q: As for the unfilled CSU odd lot order I always believed the market maker for each stock has an obligation to fill odd lots out of his inventory at a certain level below or above bid or ask. I'm not sure what this level is now, perhaps you do, but when stocks traded in fractions, it was an eighth. Sometimes market makers make mistakes so perhaps Bill has a legitimate beef. Would you agree? J.