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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: Just a comment. ENB is NR in the model portfolio but rated A- in the 'global' portfolio.
Read Answer Asked by Greg on July 02, 2014
Q: hello Peter:
last question about 2 months ago, last report in 2012.
PKI: I have a small postition (about 2% of portfolio) and was looking at deploying some cash. How does this look from a GARP perspective, and how does it look to you from your perspective? The dividend is attractive and I am of the belief that dividends will mean more and more going forward, in a lower growth environment. Do you agree with the latter statement?
Read Answer Asked by Paul on July 02, 2014
Q: Do the new rules surrounding the Temporary Foreign Worker Program have impact to your rating on Tim Hortons (THI)? The key risks in the report cite "almost no labour or wage rate risk", so I'm not sure if such a change was accounted for. Most of the Tim Horton restaurants I've been to are almost all foreign workers and there was certainly about a $2 impact to the share price when the news came out. Is this change big enough to impact the overall business and stock outlook?
Read Answer Asked by Mike on July 02, 2014
Q: what is your view on ATP and its upward stock movement? Anything has changed at the company to justify this appreciation in stock price? It has almost doubled since February. Thanks
Read Answer Asked by Jeremy on July 01, 2014
Q: I am considering the addition of 1 more consumer discretionary stock.
Consumer staples holdings are NWC, CSW.A and CCL.B
Consumer discretionary holdings are MG and CGX.
Weighting for each sector is targeted at 10%, but I am currently a bit underweight in each.
Do you think I should be adding an additional stock, or just adding more to the existing holdings?
I have been considering CTC.A, THI, and DHX, but would welcome other suggestions.
Something offering a growing dividend would be nice.
Read Answer Asked by Stephen on July 01, 2014
Q: I am helping our daughter set up her TFSA, she has 10,000 to invest. My question is, how many stocks would you invest in with this amount and also, some stock suggestions would be most appreciated.
Thanks so much
Read Answer Asked by Rose on July 01, 2014
Q: Any particular reason for the high volume of trading of DHX today?
Read Answer Asked by Paul on June 30, 2014
Q: Any idea when the crtc will make a decision on dhx media acquiring the family channel? I imagine that will be the next catalyst for the stock if favourable decision. Thank you for the best newsletter I have ever subscribed to and over the years I have subscribed to more than my fair share and comparisons are meaningless.
Read Answer Asked by Helen on June 29, 2014
Q: Hi Team..Peter - I do hope you are mending. I have sent in a contribution to your cancer ride and have my fingers crossed for you.
First question; I would like to increase my Info Tech holdings to be about 15% of my stock holdings. I own DH Corp, Enghouse, Constellation, Syologist and Avigilon all adding up to 11.6% of my entire 3 PFs (which have most of your 2 PFs stocks and a few extra. Any sugguestions for good growth over the next 2 years or so - small cap is OK! Or I can add to one of the above (which would you suggest?)My second question is I now have 38 holdings including some CBO CDZ ZRE and BYD.UN. Am I now too diversified??
thanks so much for all you do ...get better!
Read Answer Asked by El-ann on June 28, 2014
Q: Could you provide an opinion on AHF --both the company and Eric Tremblay and the management team Thanx Robbie
Read Answer Asked by Robert on June 27, 2014
Q: Stantec - puzzling

He guys

Saw your answer June 17 when asked about an assortment of options and you suggested STN was still your favorite. Knowing how you analyze in general, I have no doubt STN numbers look very good as does their long term history of quality results.

Mid Feb I took a 10% position and since then (not counting dividends) am down 1%. Long and short of it thus far this year there has been very little capital appreciation at any time. I do plan on holding for the long term but am curious if there are any reasons in particular that might explain the lethargic growth thus far this ear.

Thanks for all you do

Gord
Read Answer Asked by Gord on June 26, 2014
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