Q: My Stella Jones is down about 12% and I was thinking about toping it back up to a full position. Does that make sense or do you expect this downward trend to continue? Do you plan to keep it in the model portfolio?
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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: Hello, I've had the above for over a year and it seems to be going no where, can you suggest few companies with more potential looking out for the next 12 months, or is this worth keeping.
Thank you
Anthony
Thank you
Anthony
Q: Hi team, The latest report on FCR was Jan 2015. What is your opinion today? Do you think is already fairly valued @ $22.55 or you think there's more upside.
Thanx!
Thanx!
Q: Greetings,
Can I get your thoughts on this one - it has been weak the last 6 weeks dropping from 32 - 28. I can't find any news. Anything I am missing here as I have been watching for an entry point.
Can I get your thoughts on this one - it has been weak the last 6 weeks dropping from 32 - 28. I can't find any news. Anything I am missing here as I have been watching for an entry point.
Q: I am thinking of adding to CSU and would appreciate your thoughts. Although it's a high quality company the stock has underperformed the TSX this year. Is it better to buy now or wait for price improvement and if the later, what would trigger you to buy?
My thesis is based on CAGR of 20% (2016 est. $18.29 & 2017 est.$21.91) & forward p/e 23. Possible growth driver from TSS purchase by taking advantage of weakness in Europe.
As always, appreciate your views and particularly the other side of the trade.
Many thanks.
Mike
My thesis is based on CAGR of 20% (2016 est. $18.29 & 2017 est.$21.91) & forward p/e 23. Possible growth driver from TSS purchase by taking advantage of weakness in Europe.
As always, appreciate your views and particularly the other side of the trade.
Many thanks.
Mike
Q: Hello Peter, Please can you provide your thought on initiating a position in HR.UN REIT. Do you thinks interest rates will rise soon? Please advise.
Thank You.
Thank You.
Q: What's going on with AYA. Is it waking up from a long slumber or is this merely a hiccup? I don't see any news.
Q: Based on one of your comments yesterday re CSU, would you recommend selling and replacing with OTC, or another tech?
Thanks Peter.
Thanks Peter.
Q: I just noticed that the distribution for this fund is considered as a "non-eligible" dividend because the payments come from A&W Trade Marks. I think this means it does not receive the more favourable dividend tax treatment. So, is it taxed more like interest (i.e. at the highest rate) or is there still some benefit from it being a dividend?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: Hi 5i: I’m a bit puzzled by Northland Power’s (NPI) strategic review announcement, as I am more used to seeing this move in the context of companies that have been struggling in one way or another and punished by the market. Over the time I have owned NPI it has appeared to be doing very well, with significant growth projects coming on stream and maintaining a very attractive stream of cashflow back to shareholders. At this point it still has more growth in the proverbial pipe and its support in the market has taken its yield down below 5%, even before the price pop on the review announcement. Is the review likely an indication that it has received overtures from a potential acquirer? What else might occasion the review in the context of a company that appears to be doing well and being rewarded with an increasing share price? Thanks for your thoughts!
Q: Nice pop in the market this AM, but can't find any news on BAD and no trades reported. Any news you can uncover would be appreciated.
Q: I am low in Industrials and was checking your suggested names in each sector. You have MDA listed as an industrial, but TMX money classifies it as info tech. If it can be classified as industrial, my holdings are closer to your recommended % than I thought. Can you clarify? thanks
Q: What do you attribute to the head wind, other than the smear by the short sellers, that DH faces since April this year?
DH is my single largest holding and it was cruising along nicely until the recent bumps. I also made the "rookie" mistake of increasing my stake in DH as share price spirals downward. To make a long story short, it went from my biggest winner to my biggest loser in my portfolio in a flash.
My dilemma is - do I add even more (betting this sell down is over done), hold a bit longer (hoping for a turn around by some upcoming catalyst), or sell some or all (to cut my losses and move on.
The real key is the business operation of DH. What's you read on the business of DH?
You insight s much appreciated.
DH is my single largest holding and it was cruising along nicely until the recent bumps. I also made the "rookie" mistake of increasing my stake in DH as share price spirals downward. To make a long story short, it went from my biggest winner to my biggest loser in my portfolio in a flash.
My dilemma is - do I add even more (betting this sell down is over done), hold a bit longer (hoping for a turn around by some upcoming catalyst), or sell some or all (to cut my losses and move on.
The real key is the business operation of DH. What's you read on the business of DH?
You insight s much appreciated.
Q: I have a question about 941
would AW.UN be considered Consumer Discretionary?
would AW.UN be considered Consumer Discretionary?
Q: Any idea what is behind the breakout in Boston Pizza? Thx Scott
Q: I have held Badger for approximately 18 months and it has done very little. It also has a small dividend so it is not paying me to be patient. Do you see any catalyst for the stock in the next 6 to 12 months?
Q: Please comment on Q2 earnings. Thanks!
Q: Hi, PBH announced their plans to build new sandwich facility in Phoenix USA at an appx cost of USD 29 mln. It is expected to be operational in 2017. What are the implications of this development with respect to company's revenue and earnings ? Stock seems to have reacted favorably to news. Thnaks
Q: Hi Peter
I have been doing well with TNC over the past few months and it is up to 5% of my portfolio with a 50% gain. You still rank it as a B- but since your last report it has doubled its Market Cap and finalized its most recent acquisition. Would you still consider it a B- because of risk? Do you think I should take profits or let it ride a while longer. It is rather illiquid at times.
Also KUDOS on your chapter in the Market Masters book by Robin Speziale. I am on my second reading. It is the best book on investing I have read. Extremely diverse ideas. From common sense to algorithms. I highly recommend it!
I have been doing well with TNC over the past few months and it is up to 5% of my portfolio with a 50% gain. You still rank it as a B- but since your last report it has doubled its Market Cap and finalized its most recent acquisition. Would you still consider it a B- because of risk? Do you think I should take profits or let it ride a while longer. It is rather illiquid at times.
Also KUDOS on your chapter in the Market Masters book by Robin Speziale. I am on my second reading. It is the best book on investing I have read. Extremely diverse ideas. From common sense to algorithms. I highly recommend it!
Q: I realize these two companies are very different, but both have had a nice share price reduction recently (well, nice if you're a potential buyer!). Straight-up question: Which would you choose for a better TOTAL return over a 5 - 10 year time frame?
And do you see a material difference in net risk between the two over such a time frame? Thanks!
And do you see a material difference in net risk between the two over such a time frame? Thanks!