Investment Q&A

Q: Any thoughts on today's decline? And would you initiate a position in this company today? Thanks as usual.

Q: I noticed the CEO has announced retirement today, and would like to know your thoughts on the matter. I own the stock and it is down 16% from where I bought it. Should I take my losses or wait to see what the new CEO plans ? Thank You

Q: Peter; Thank you for the reply re the Enbridge new issue. I am having a problem figuring out the difference between a short seller going short a stock - which happened in Canada last year quite a bit- and then issuing a derogatory report to drive down the stock and cover his short position. Then you have major Canadian dealers going short ENB in the full knowledge they are going to be doing a new issue at a huge discount. They have no risk as they can buy the new issue to cover their short position- plus they get fees to do the deal. Why is this not insider information? What am I missing- is this just the way all new equity issues are done in Canada- and the U.S.. Seems like a deal to me- but not if I bought stock from the Enbridge dealers at $45.00. Can you explain the difference to me- and maybe other members? Thanks. Might be two questions in here so you can ding me for them. Rod

Q: I am looking for investing in the packaging industry and I want your views on which of CAS, CCL.B or RPI.UN is cheaper and which has a better growth profile and which one should one invest at this time. Thanks

Q: Could I have your opinion on this company please? It has done very well but is it getting overpriced? Would you consider it one of the better buys at this time? I always appreciate your information.

Q: Both Tricon and Element Financial (EFN) are rated highly and the US 4TH quarter GDP was revised upward today but both stocks are hovering close to their 52 week lows. First, is a rising Canadian dollar a major headwind for these companies and second, are they over-rated by the seemingly glowing reviews they are assessed by the pros?
Which one would you prefer over a five year period?
Thank you.

Q: Do you think BNS will meet expectations when reporting this week? And would a sale make sense before or after their numbers are released??

Q: Hello,

Lots of volume today. Any reason for that spike considering the bought deal was announced?

Thanks

Q: Peter; I have my cynic hat on this morning after reading that the short interest in ENB increased by 5.7 million shares or 18.3 %. Then this AM we have the huge equity issue. Is it in the realm of plausibility that the dealers who did the deal were also the cause for the short increase? Seems a good way to lock in a profit. Thanks.Rod

Q: Both companies are in the same business, and have similar dividends.

I know that SIS is now in one of your portfolios. Was this a difficult decision - choosing between the 2 companies? Wuld you see as bright a future for PM as you do for SIS?

Could you build a case to own both?

Thanks.

Q: Would you support selling TMA ( currently down 22%) to buy SIS. Or continue to be patient and hold for growth or privatization?

Q: Hi Peter and team,

I own Enghouse in my TFSA and with the pullback have considered adding to the position. Could you compare it with KSX in terms of growth potential and which one you would recommend.

Q: WSP has not done well and the price trend is down for some time. Should I HOLD, SELL or wait until the FED. GOVT. releases its budget for infrastructure. WSP might gain from infrastructure. I will appreciate your analyses of WSP. Thanks

Q: Hello,

Your last comment about this stock was on Jan 25, when the stock was at 5.26. Now it's at 3.85 (give or take) with a 15+ yield.
Is there a possibility that if the oil stays at the current level for a long time (or moves lower) BDI goes belly up?

Thanks
Marios

Q: Dear Peter-I am starting a TFSA for my 18 year old granddaughter-would you please give me two ideas for 6000$-a safe idea and a more adventurous idea-Thank you. Regards Anne

Q: Can you comment on the latest dividend slash and latest news. Would you consider G's valuation high now?
Thanks.

Q: Commentary on results? thx

Q: I would appreciate your take on Stantec's results today. It appears that the dividend has increased form .10 to .1125. Would you consider it a buy now or would you wait for support? Thank you.

Q: What is your opinion on this stock currently down?.

Q: HI,
Savaria has been going up alot. Have you any ideas what has been the catalyst.
Thank you