Investment Q&A

Q: Back in August Ryan picked Stars as his top pick on BNN.I purchased thinking that it may go back into the Balance port. Would you suggest selling to buy gc,and can you do a comparison of the two for me.

Q: Peter and Associates,

I read your responses to members daily and find them most interesting and highly useful. My question this morning has to do with Spin Master(TOY). You regularly get questions on it and from what I read you think rather highly of the company as an investment.

With technological advances, we are seeing a lot of changes in the retail landscape due to impacts in buying habits and preferences at all age levels. Reading your comments on Corus is a good example of change and the consequences suppliers must adapt or at least deal with. Toys are Us just announced it went into bankruptcy protection. No doubt more than one factor explains why.

As grandparents, what entertains today’s children is rather different to their parents! Might TOY become a victim of this change and could Toys are Us prove to be a form of leading indicator? Or, might more typical business explanations or Amazon explain the problems at Toys are Us?

Beyond the obvious potential impact from the loss or cutback of a major distribution channel at the retail level, is/are there reason(s) for concern that suppliers to the toy market will be facing serious headwinds? Or is this simply a front line retailer facing viability problems in a changing landscape?

Thank you

Mike

Q: Hi Peter and Team,
Please give your advice on XTC going forward. Would you think this is a good entry point here for this stock?
Thanks

Q: I do not currently hold a position in CSU. Do you fee there is sufficient upside potential to justify buying shares at the current price?

Q: What is the likely impact of Toysrus closure on TOY. If the stores close there would be less shelf space for TOY products. What do you think.

Q: Hi there, how would you rank these 3 names in terms of growth profile? Thanks!

Q: Do you think that a company like premium brands would split their shares now that they have reached the $100 level? I know it makes no difference but retail investors tend to buy when the price is lower so that they can buy more shares.

Q: Just a small follow up on the question by Alan.
the rate is determined each March and is the rate of CHANGE in the inflation rate plus 6.5, never to be less then zero. In other words if the rate of change in inflation in a year is -1 % then the rate on the deb will be 6.5-1= 5.5% , and so on.


Appreciate your views on CSU debentures. They seem to guarantee 6.5% plus the inflation rate, so have been yielding 7.5-8%. Seems like a good vehicle for income. Thx

Q: Hold NWC in my tfsa but thinking of switching into CCL-B. Also, is Amazon a threat to North West Company?

Would you be ok with the switch?

Q: Appreciate your views on CSU debentures. They seem to guarantee 6.5% plus the inflation rate, so have been yielding 7.5-8%. Seems like a good vehicle for income. Thx

Q: Why is CCL.B being hit hard since its recent $68.47 high in mid June?Is this the time to enter a position? Appreciate u normal great services & opinions.

Q: Magna seems to be on a bit of a roll the last few weeks? Do you know why and is this momentum sustainable or an opportunity to take profits?
Thank you
Maggie

Q: Hi,

Do you have any information on why BEP.UN stock has declined so much this week? Thoughts on this stock for a 1-3 year hold?

Thanks,

Q: Is there anything to read into Savaria (or any other company) moving from a quarterly to a monthly dividend?

Q: Hi Peter and Team,
What is the fair price for TSGI based on new guidance?

Thanks

Q: Stock went up 10% today after expectations were raised. Would you be comfortable in opening a position in this even after the price appreciation? Also how much % of debt was removed after the $75 million debt repayment.

Q: Hello Folks:
With it's increasing debt load what is your opinion on Parkland Fuel.... do you think there are better choices.
Would A. Touché Card, Canadian Tire or some other be better bets?
Thanks for everything
brian

Q: What would be a "fair" price to start initiating a position in firstservice?

Q: I am retired and living on dividend income. I would like to invest 10% of my portfolio in 4 stocks from your growth and balanced portfolios for capital appreciation. Which 4 stocks would you recommend that are at the best valuation, offer a margin of safety, and offer the best growth potential for a 3-5 year hold?

Q: Hi, can you please advise current PE ratios for each of these companies. Can you also rank them best to worst for adding a new position today for 3-5 year investment not taking into account sector diversification within the portfolio.