Investment Q&A

Q: Hi Peter, I am looking in buying cp or cnr. Any thoughts.? Thanks. Alnoor

Q: The laggards in my portfolio are currently NFI, CCL, GTE (only oil & gas exposure) and CBL. Would you suggest dumping any of these names/replacing them with other names or would you suggest holding them for now? Thanks for the great service.

Q: Someone mentioned APH was de-listing on TSX and listing elsewhere. Can someone please tell me WHEN and to WHICH exchange?

Thanks!

Q: I have owned MAXR/MDA(in my RSP; approx 2.5% of my Portfolio) since 2015 and currently Market Value slightly greater than the Book Cost . I am a long term investor ,however, I am undecided re keeping MAXR or to sell and invest in another stock. Your input would be appreciated. Second question-what two stocks would you recommend regardless of sector/weighting at this time?

Q: with all this online buying there's probably a need for cardboard pkg. and the like. I was thinking winpak or Richards pkg. or...? any good names out there, what's the best way to play this angle or am I chasing a rainbow. tkx pat

Q: Hello Peter
As a recent new member, I am both impressed and a little overwhelmed with all the information. I started making a lists of potential companies to invest with, but decided to cut to the chase and just ask you....I am looking for your recommendation for both income and growth companies.... perhaps 4 or 5 of each. I am fully invested in TD, which has done well for me this last year, as well as a couple energy stocks.... Spartan and Ring. I am retired but have a steady income flow with pensions and dividends from an ongoing business. Thank you for offering such a great service and look forward to a bright and lucrative future. Brian

Q: YGR is seemingly highly rated and has been up more than 200% this year already. Is it still a buy at this level (closed at $4.79 on Friday)? Energy stocks could be back in vogue and with every sector almost already fully priced, it may be their turn.

I have dedicated about 5% of my total capital for very short term (say, no more than a month) high risk investments. Right now I am holding ENB in this slot ( a result of my recent bottom fishing) and I would like to flip it for something else before the Enbridge media day in December. Just in case Enbridge may say something untoward and jeopardizes its pledged dividend increases, or lower its guidance for 2018. After all this company had missed its earning targets for about six quarters. I could lose my modest ENB gain so far, and perhaps more.

Would YGR be a better choice for a bigger short term gain than ENB? Thanks for your take on this idea.

Q: Hi Peter
Wondering if Empire has finally turned itself around . I had the stock ,sold it . Lately as I walked into Whole Foods ,I wondered what the grocery stores were worried about . Amazon ,from my point of view has not done much to change the pricing in their take over . Companies like Costco and Kroger in the US just need to keep doing what they have successfully done all these years .would you get into Empire today .

Q: I'm looking to invest in Thomson Reuters. I think it's a very solid company with buy backs. This drop is a good opportunity to buy some. Please provide your in-depth analysis of this company.

Q: Could you explain about the delisting from TSX and transfer to another exchange.
Will this have a negative effect on the share price?
Would there be any benefit it selling my Aphria shares and buying WEED - all else(taxes) being equal, for this reason only? I have done well with the APH so far?
Thanks
Jeff

Q: I am looking to buy up to 10Growth stocks, the US and Canadian and medium risk, I am not worried about sectors, but momentum stock will help?.

Q: 65 percent of their business is printing.
Flyers and newspapers.
Soon both will not exist.
This reminds me of DH corporation.
Cheques will save us until we get into another business.
Will it end the same say?

Q: What is your opinion on this company, as an investment?

Q: Hi Team
Metro reported today with fairly positive results although their results covered 13 wks compared to 12. Could you give me your opinion on their results and their future prospects with the purchase of the JCP Drug store chain,
Thanks John

Q: In a 250k investment portfolio we have over 20 stocks. We would like to trim some of the smaller positions and top the others.From larger to smaller holdings HR.UN, GIL, ET, STN, GH,ECN,TCN. 2 to add to, 5 to dispose or 3 and 4. Which would you keep.
Thank you.

Q: I see that Scientific Games already has purchased 10.72% of NYX shares under their amended agreement. William Hill will have to make a decision quickly. Do they have options other than making a hostile bid or just dropping this altogether? Do they have legal recourse?

Regards,

Robert

Q: Peter & co., greetings,

Respected studies show that most investors, pros included, cannot beat a broad market index. Adjusted for inflation, the Toronto Stock Exchange composite index lost money over the last decade while the S&P500 composite index more than doubled.

Why would future returns be much different? Wouldn't investors be better off holding the S&P500 index via say, VOO or SPY or QQQ and sitting in their rocking chairs?

And more questions - what can I do when I run out of my 24 questions? Are you considering a way of allowing subscribers to ask more than 24 questions (for a fee, of course)?

Thank you for your good work.

Milan

Q: Hi guys, I'm looking at your response to 'who's likely to suffer when NAFTA gets torn up' (which seems increasingly likely)... I have held these for a long time and been VERY happy with all of them, but is it time to trim them down? Do you think the NAFTA threat is sufficiently priced in? I'd love to get your thoughts on each one. Thanks! PS -- you can ding me for 5 questions :-)

Q: Hello, I would appreciate your feedback about Neptune Technologies. I am up 50% on the stock and want to know if you consider it a buy, sell, or hold.
Thanks

Q: How would you assess the likelihood of a ‘take private’ of CLR? Thanks.