Investment Q&A

Q: Hello Peter,

I would just like to say that for me this has been the best perfoming equity in my portfolio and I have held it since 2012. This was a company that I had never heard of until I joined your group so kudos to you guys. It has become a larger holding in my portfolio and has provided stability in this ugly Canadian market.

Thanks Guys

Peter

Q: Can you please respond to CPH earnings, the stock appears to be taking a hit.
Thx

Q: Hi, Quarterly results seem strong. Would appreciate your comments. How is the FX working for the co. with a large portion of revenue from US operations? Thanks

Q: Now at 3.4% in the B.E. portfolio Sylogist I believe the position started at 5% as an original component; has any been sold along the way or has the position reduced because it has underperformed the p/f as a whole? Would it be prudent to add to a smallish position here held for 2 years now in a TFSA? Thanks, J.

Q: Good moring team. Would you still consider Wi-lan reasonable for long term income? My current holding is 0.75% of my portfolio. I would move up to 1.5%. Thanks

Q: Comments on results and the outlook ahead.. Stock has been very sluggish this year.

Q: MDA or ComDev for a TFSA ?
Thank you.

Q: You've rated GC as a 'B' in your reports. It is down 25% from it' high, down 8% today alone and is flat on the year.

Why has GC taken such a hard hit? and how do you feel about the outlook of continuing to hold the stock?

Thanks and ouch!

Q: What is your opinion about the current drop in the stock price. Down 20% in the last week

Q: I have a non stock specific question but Enbridge is a good example. Can you explain how stocks balance out across borders when they trade in different national markets in different currencies. In the case of a stocks like Enbridge for example how do the various markets reconcile say a rising interest rate environment in the U.S. versus a falling or steady interest rate environment in Canada? There is the currency question but there is also some intrinsic different potential reactions to a steady dividend payer in these different rate scenarios. So how does the Mr. Market "know" what to do? If there is any literature you can point me to that would also be much appreciated. Thanks once again.

Q: down a lot today. any reasons.( besides a bad quarter).
Any value here?

Thx

Q: I would appreciate your comments on Amaya's earnings release and its second release regarding the acquisition of Victiv.Thank you, Peter

Q: Please comment on results. Where is a good place to find earnings and revenue expectations? When you mention P/E ratios do you typically look at the current quarter EPS and the following three?

Q: Hi, Cineplex results appear to be strong on all metrics but a bit shy of estimates. Could you share your analysis please? I have been waiting for an opportunity to add. Thanks

Q: Their recent $15 million dollar purchase of CFF Bank, would you rate it as a wise purchase?

Q: Hi Peter I have held 10000 BNS for 2 years I have generated $4942 in dividends and am under water $3737 fot a total gain of $1215 or a annual gain of less than 1% almost dead money .
Would you recommend I move to another sector or reit
Kind Regard Stan

Q: Magna is down quite a lot today. Is it a good entry point?
Is it still a good mid term buy?

Q: Good morning....I would like to start adding to my positions ie..CSU..would you start adding or wait a few days for things to settle..

Thanks
Matt

Q: Your comments on earnings report. Stock has sold off? Any major concerns here. Thanks

Q: I bought XTC based on your report touting this name as the "perfect stock". I see it as a growth stock with a negligible dividend. So far its SP popped heading into the announcement of the last two quarterly results and so far have slide back thereafter. It just does not seem to have any traction to hold onto those the gains, or advances based on the growth reported.

Has XTC hit the "proverbial wall" that all stocks do? Even Disney and Apple hit that wall eventually. I'm sitting on a small gain with XTC now, other than advising patience, would you recommend that I should sell before the next run up to Q3 earnings, say when its SP hits $18+? After all a growth stock that stops growing is dead money and I should really move on.

Your take on my view is much appreciated. Thanks.