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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: Can you please comment on the current valuations of SYZ, ESL and CSU relative to their historical valuations and growth prospects?

Thanks.
Read Answer Asked by Joel on August 18, 2016
Q: In a recent member's question regarding a conservative portfolio construction you said that there are good consumer discretionary companies that are growing income and dividends. Which ones in Canada and the US would you recommend other than the auto related ones? Many thanks for the great service.
Read Answer Asked by Derek on August 18, 2016
Q: The following is an excerpt from High Liner's website that probably contributed to the steep increase in share price yesterday:

"On August 16, 2016, High Liner Foods entered into a purchase and sale agreement ( the "Agreement") with Blue Harvest Fisheries, whereby Blue Harvest will acquire the assets of High Liner's scallop business, along with its facility in New Bedford, Massachusetts. Under the Agreement, High Liner will receive cash proceeds of $8 million for the business and facility, plus additional amounts for High Liner scallop inventories. Following completion of the transaction, High Liner will continue to offer scallops to its customers through an ongoing supply agreement with Blue Harvest. The transaction is expected to close within the next several weeks. The scallop processing facility was fully operational at the time the Agreement was entered into, but value-added fish operations had ceased at this facility in mid-July 2016, following the transfer of this production to the Company's other manufacturing facilities."
Read Answer Asked by Scot on August 17, 2016
Q: Regarding my question earlier about 2 REIT's to diversify existing position in AX.un, I probably should have pointed out preference for market cap and mimimum current yield. I like (and anticipated) your recommendation of Chartwell however IIP.un sacrifices too much current yield and market cap security to make up for potential growth for me. Would CAR.un fit nicely given my desire for a larger market cap? Is H&R too much like AX.un? thx!
Read Answer Asked by Tom on August 17, 2016
Q: Why the big increase on High Liner Foods today Aug.16 of over .12 percent, and on Stella-Jones is the decrease done or what is a good entry point to buy, thus is HLF overdone on the up side and is SJ overdone on the down size, thank you in advance.
Read Answer Asked by Herbert on August 17, 2016
Q: Hi, I am a value investor and note that Auto parts makers are trading at historically low multiples even though earnings growth appears intact. Can I have your favorite of MG, LNR and MRE with respect to the best 18 month to 3 year return.
Read Answer Asked by Uthaman on August 17, 2016
Q: The CEO has made clear that his number one objective is to grow revenue and to do so profitably. Short-intermediate term share price be damned. He is prepared to compromise earnings, increase debt and reduce margins to achieve this objective. At some point I presume he expects to drop revenue to the bottom line and show strong earnings. My question for you: is this a sound corporate development strategy and do you feel this approach will prove successful?
Read Answer Asked by Joel on August 17, 2016
Q: Hello Peter & Team, in my portfolio I have positions in all sectors of the economy except for materials. Other than gold stocks, could you suggest 2 or 3 names, in the materials sector, that have decent dividend and growth potential ? Thank you, Gervais
Read Answer Asked by Gervais on August 17, 2016
Q: I would like to thank you for insisting on having a portfolio approach and always trim/add to maintaining the balance weighting was able to absorb the AVO shock. I have BAD which went up 25% and AVO went down 25% with no net loss. Had I maintained my high weighting on AVO I would have been a sad story.On the question I would like to know if I can sell gain on BAD and buy AVO that will balance it. I am having a long term view and would like you opinion.
Read Answer Asked by manish on August 16, 2016
Q: I have just brought my soaring PBH down by over half and it is still 5% of my portfolio. I know it and L are very different despite being in the same asset category, but will PBH "do" nonetheless without my adding a more traditional grocery store?
Thank you for your help and advice. I am with those who recognize that you do not have a crystal ball, and given the unreliability of crystal balls, it's just as well
Read Answer Asked by M.S. on August 16, 2016
Q: I am sure you are going to get peppered with questions about avo, so sorry to add another. I have held on from $30.00 and watched the fall. Done with it. Exit strategy - wait for the panic to settle or would you pull the plug now? With medium to higher risk tolerance, where would you move into? I hold avo in 6 accounts, all registered unfortunately.

Thanks,

Eric
Read Answer Asked by Erichsen on August 16, 2016
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