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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 am a bit light in Industrials .At 11% as opposed to 15% suggested in my Portfolio Review. I I have large positions in SIS and WSP ,quite large in NFI and growing based on the last 5i report ,and a smaller position in CAE.Sold my STN awhile back. Note you have PEO in the Growth Portfolio but it is thinly traded. So of these Industrials which would you increase so I can get closer to my 15% target. Would like to keep to the stocks listed as I am at 30 stocks and would like to keep it at that number. Great website .Thanks Paul
Read Answer Asked by Paul on November 10, 2017
Q: Hello Peter,
Is it correct to say that the time to buy cyclical stocks are around the peak of the cycle? Where do you see the auto sector in the cycle and would you recommend adding to stocks such as LNR/MG/XTC?
Also, if you heard the CEO on the conference call or BNN; is the intent to diversify into Agricultural equipment sector a show of bravado w.r.t nafta or is it a sign of full steam ahead ?
Regards
Read Answer Asked by Rajiv on November 09, 2017
Q: Hi,

It seems that many of your members have noticed the decline in TEVA and are optmistic for its recovery. This situtation reminds me a bit of TECK from 2015. I never purchased TECK back in 2015 when it was sub $5 because you cautioned about its debt level. TECK has since gained to $27. Do you have more concerns about TEVA now than you did about TECK two years ago? There is certainly upside to TEVA, but a cheap stock can always get cheaper.

Even now, the short interest (according to my RBC account is less than 7%). Have the short sellers moved on from this one?

What is the probability of bankruptcy? If this isn't likely, how much worse can it really get?
Read Answer Asked by Cameron on November 09, 2017
Q: Gentlemen.
I did not find the 5I all Covered companies list (summary)
Thanks
Best regards
Read Answer Asked by Djamel on November 08, 2017
Q: Congrats on the new web site. Most definitely a big step in the right direction. Excellent work! Thank You. Greatly appreciated.

Few questions re web site or web site related.

I recently saw that somebody asked you for the consensus estimates for AVO. You stated "$0.22 EPS; $107.7M revenue".
- Looking at your web site (assuming I properly understand) it shows current estimate (and for last 2 months) "$0.20 EPS". Are you using the same source for your data? I am hoping to be in sync.

- Does the web site provide consensus numbers for Revenue, Net Income in addition to EPS?

- Side question. Analyst consensus numbers - are these #s based on the top line and bottom line numbers or "adjusted" top line and adjusted bottom line or "adjusted diluted".... or can it vary from one company to another (as I feel I have seen situations of the latter)?

When referencing the company section, are there restrictions to which companies you have in your database. I tried to access Amedisys (AMED on Nasdaq). No luck. Same challenge with CNI (on NYSE) but CNR present.

On multiple occasions there are questions pertaining to P/E in the Q&A. You always mention that you use forward looking P/E. Is the web site providing the forward P/E or other? Hoping to be in sync.

What is the update frequency for the "News and Media" section in the Company section?

Thank You!
Read Answer Asked by Walter on November 08, 2017
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