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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: When I was constructing my portfolio I decided to buy WPK instead of CCL.B because CCL had just had a big run up and was starting to look expensive. I feel CCL is a superior company overall but at the time I thought Winpak might outperform in the shorter term. My question is for a 5+ year hold would you now make the switch from WPK to CCL? Would you expect CCL to outperform WPK enough to justify this switch in a 5+ year timeframe.
Read Answer Asked by justin on October 13, 2017
Q: Hi Peter and Team,

In our combined portfolio, we hold the following Industrials: BAD, EIF, KBL, NFI, SIS, and STN. In this group, we're frustrated with EIF and are just breaking when considering its healthy dividend. I like your idea of "forever" stocks and note that CNR is your pick in this sector. My questions are: Given that all of the above (with the exception of EIF) are performing well, would you be OK with replacing EIF with CNR, or perhaps you have a better suggestion? Are there too many Industrials in our portfolio and is it time to exit one or more of the group?

As always, your advice is greatly appreciated and valued.
Read Answer Asked by Jerry on October 13, 2017
Q: I have held these two stocks for several years, primarily for the dividend. The recent 'coup' which replaced the LIQ board, has nothing for the stock. And STB, as you have noted, is mostly doing nothing.Can you suggest two growth stocks that I might consider as replacements? My timeline is up to 10 years. Thanks
Read Answer Asked by RANDALL on October 12, 2017
Q: Hi,

How similar in product/service offerings would you consider KXS and DSG? Would you hold both in an overall balanced portfolio or just one? Which would you choose?

Regards,

Robert
Read Answer Asked by Robert on October 10, 2017
Q: Currently sitting on a 15% loss on ENGH. I only have a 3% position in MX and SJ. Sectors are not an issue. Would you recommend moving on now from ENGH and topping up both the others?

KC
Read Answer Asked by Kelly on October 10, 2017
Q: From the recent 5i report on Stantec: "Out of STN’s direct peers of WSP and SNC, we would
view Stantec shares as the cheapest of the group while offering
similar growth potential relative to competitors."

Comparing STN with WSP, which I hold, I see one cheaper on 3 metrics (STN - PE &
EV/EBITDA - by a whisker- & forward EV/EBITDA) and the other
cheaper on 3 metrics (WSP - P/B, PSR & Forward PSR)

The dividend at STN is half that at WSP. The 3 year performance at WSP is 50%
better. Would you endorse a switch from WSP to STN or if light on
WSP just direct new sector $$$ to STN? I wonder, too, if this is a cyclical industry that
would suffer with a real estate correction or business slump, say, or are there
enough government contacts which definitely are not cyclical?
Read Answer Asked by Jeff on October 10, 2017
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