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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: I have a current capital gain on stocks sold this year of about $28,000. The only stock I hold that has a capital loss opportunity is Wilan which at today’s prices would net me a $12,000 capital loss. I sold ½ my position in Wilan last year to offset similar capital gains and it worked out well.
My question is should I wait till later in the tax year or should I just do it now. I don’t need the funds and I would just look at re-investing.
And thanks Peter & 5i, the gains have very much been due to what I have learned from you and your team.
Read Answer Asked by John on July 08, 2014
Q: hello Peter:
a question about the PEG ratio. As someone who questions the things I myself do and believe (self critique), I now am wondering about the validity of the PEG ratio. This is a general question, so hopefully your answer will address it that way, but I will use BDI, who I know you like, as an example. Morningstar lists BDI as having a PEG ratio of 0.3. For a value stock, this makes sense (to me), but BDI is hardly a value stock. Is it just that much undervalued by the market? And I could cite numerous other examples of stocks with very low PEG ratios: hopefully your answer will address my conundrum with a measure I like (I think!). I also believe others may be a bit confused with this ratio.
thanks
Paul L (seems there are more than a few Paul's that ask questions lol)
Read Answer Asked by Paul on July 07, 2014
Q: CFN Carfinco Just wondering what you make of the most recent news coming out of CFN? Record loan originations does not speak to rising delinquencies of loans but...
Read Answer Asked by Gerald on July 07, 2014
Q: I own 200 shares of Enghouse ESL, so around $6,500 worth. I cannot decide if I should add another $6,500 to ESL or by Sylogist syz for that same amount. I seem to think I will reduce risk having two companies in the same space in case one goes up and one goes down. What do you do? Buy more of the same company or diversify with another one in the same sector. Thanks for everything.
Read Answer Asked by Helen on July 07, 2014
Q: AYA
I just heard that Amaya is considering a dual listing with either New York or London being the secondary exchange. Firstly, would this generally be considered positive, neutral or negative for the stock price on the TSX?; secondly, would there be a greater benefit for the stock to be listed in one over the other?
Thanks!
Cheers,
Mike
Read Answer Asked by Mike on July 07, 2014
Q: As for DH and the TD numbers: the lower number is "*GAAP = prior to non-GAAP analyst adjusted earnings" and the higher number is "*Non-GAAP = analyst adjusted earnings and revenues". GAAP= Generally Accepted Accounting Principles.

It seems to me the difference for most companies is not so vast. It might be interesting for an accountant to analyze why this is so for DH in particular.
Read Answer Asked by Jeff on July 04, 2014
Q: Hello 5i,
I am holding qst, efn, hwo, and cpg in my TFSA. I am ok with riskier stocks in this portfolio and I'm looking to add to it with either dhx or sgy. I know these are very different stocks but I'd like your opinion on what will provide the most growth long term. Also, while I'm looking to diversify, sgy seems to be at a good entry point and the dividend is added incentive.

Read Answer Asked by David on July 03, 2014
Q: Greeting, Peter & Co.
I am pleased to read that Peter should make a good recovery from his accident.
I have been reviewing analyses of Davis & Henderson (DH) from a variety of sources including 5i. In contrast to 5i's positive view of the company, TD Waterhouse shows a trailing 12 month PE of 44.67. Isn't this a bit rich for a moderate growth company?
With appreciation.
Ed
Read Answer Asked by Ed on July 03, 2014
Q: Question about DHX valuation. I am considering initiating a position but am unsure of its current valuation relative to its growth rate or historical valuation range. The stock is up 30% since the last 5i report only two months ago and 100% in the past 12 months. Is the current valuation relatively high, low or about average for this company?
Read Answer Asked by Joel on July 03, 2014
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
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