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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 Peter,
I have done well on bombardier and was thinking of selling my position and adding to alimentation couche tard to bring to 5% weight given the current debate on the control structure. The stock is down on the news and was wondering if the switch would make sense given Bombardier is more speculative, but 5% weighting of couche tard makes me a bit nervous. Please advise.
Read Answer Asked by umedali on April 22, 2016
Q: I'm keen to watch top managed companies in totally out of favor sectors, to buy when business conditions improve. I'm not looking for a relief rally on overlevered stocks for a short-term profit, but rather for stocks I can hold for a signifiant time as business conditions improve. BDI is one of the companies I'm interested in.
What would be the signs that BDI is a good "risk-return" story? What do I look for?
Read Answer Asked by John on April 22, 2016
Q: Peter and team,

Is BEP.UN the "best" way to play our lovely politicians' relentless drive toward renewable energy? It seems the way that public policy and public opinion is going, people are going to move toward renewable power regardless of economics. Would BEP.UN continue to observe significant growth from this?

I am very scared to invest in any solar manufacturers or battery producers because they all seem so risky.

Thoughts?
Read Answer Asked by Marc on April 20, 2016
Q: Hi Guys. I bought AFN last June @ $46.60. It fell like a knife bottoming end of Feb to $25 and then began rising nicely until 6 days ago, hitting $39. Now 4 straight days down and back to $37. It reports Apr 28. All the gain-back off the low is evaporating, the ag industry (fertilizer at least)seems out of favour (AFN had been bucking the trend), and I worry it is headed right back down. It does have the cash to continue the 6% div. It doesn't seem to be making money, ROE is terrible & book value seems high at 4.5x. Should I get out now while the loss is "only" 20%, wait for the Q1 result and then decide, or simply hang on and when it nears bottom again buy some more on the hope the company will either make some money or that something will act as an upward catalyst someday? Thanks for your thoughts & suggestions.
Read Answer Asked by Mark on April 20, 2016
Q: I like HCG for its decent and growing dividend as well as low P/E multiple and O.K. growth prospects. However, I have been trimming it to get it down to a 5% position. What stock with a decent dividend and valuation profile would you recommend as a replacement? I already have full positions in BNS, NA, TRP, OTC, CNR, MDA, ATD, HCG as well as 2/3 positions in BAM, FTS and AD plus a 1/2 position in T and some broad US ETFs. I really appreciate your service and the recent changes to the site are excellent.
Thanks
Read Answer Asked by Hans on April 20, 2016
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