Investment Q&A

• Obsidian Energy Ltd. (OBE $8.42)
  • $8.42 Cap: $565M
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• BlackBerry Limited (BB $5.67)
  • $5.67 Cap: $3.34B
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Q: Peter and His Wonder Team
Here is an impossible question for you because I know your opinion on these individual stocks is negative at best. If you had your feet to the fire and had to chose one for the long term...what would it be and why?
Thanks for your excellent insights and attentive service...
Dr.Ernest Rivait

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Read Answer Asked by Ernest on October 25, 2016

• Hudson's Bay Company (HBC $10.99)
  • $10.99 Cap: $1.55B
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Q: According to an article in the Globe, HBC has real estate assets estimated at $30/share. Would this satisfy the value investor thought on buying something for $0.50 that is worth $1.00? What are your thoughts currently on HBC and if held for 5+ years, do you think the real estate will be restructured as a REIT?

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Read Answer Asked by Rob on October 25, 2016

• Miscellaneous (MISC)
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Q: Can you tell me what you think of a portfolio I am considering putting together consisting of some 5i all stars. Your thoughts on how this may compare to the BE portfolio performance, volatility, Saftey. Equal weights would be purchased. Sis, Syz, Zcl, toy, Pbh, Sh, Tnc, Esl, adw, Kxs, Gud, Rrx, Wcp, Cxi, Csu, Pli, xtc, Crh, sgy, Otc, Dbo, SJ. And a bank of you choice. Would you make any changes? If you don't think this would outperform then it will be the BE portfolio.

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Read Answer Asked by Andrew on October 24, 2016

• Stella-Jones Inc. (SJ $83.49)
  • $83.49 P/E (TTM): 14.28X Cap: $4.58B
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• West Fraser Timber Co. Ltd. (WFT)
  • P/E (TTM): 15.3X Cap: $5.62B
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Q: Has anyone heard any information about a merger between WFT and SJ? Your comments on the powerhouse it would create and how the market would react to such a merger would be appreciated

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Read Answer Asked by Tim on October 24, 2016

• Stella-Jones Inc. (SJ $83.49)
  • $83.49 P/E (TTM): 14.28X Cap: $4.58B
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• West Fraser Timber Co. Ltd. (WFT)
  • P/E (TTM): 15.3X Cap: $5.62B
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• Western Forest Products Inc. (WEF $11.38)
  • $11.38 Cap: $120M
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Q: Can you please provide your updated opinions on WEF vs. WFT? Of the two, which one do you like better, and would you buy one of these? My only position in the materials in Stella Jones (about a 7% full position), so would like your thoughts on this. Thank you for a great service!

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Read Answer Asked by Mike on October 24, 2016

• Aecon Group Inc. (ARE $27.87)
  • $27.87 P/E (TTM): 272.8X Cap: $1.76B
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Q: What are your current thoughts about ARE.

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Read Answer Asked by Wallace on October 24, 2016

• Miscellaneous (MISC)
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Q: I would like to increase my portfolio exposure to Consumer Discretionary and Consumer Staples. What would be your favorite stocks in these 2 categories. Thanks

Glen

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Read Answer Asked by Glen on October 24, 2016

• Bombardier Inc. Class B Subordinate Voting Shares (BBD.B $231.78)
  • $231.78 P/E (TTM): 43.38X Cap: $22.11B
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Q: BBD.PR.B It seems to me that Bombardier cannot go broke - government support etc. Would this not mean that the preferred shares of BBD.PR.B ( cum redeemable ) are relatively safe? And if so why is the dividend so high (8.21%) ?

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Read Answer Asked by Lucy on October 24, 2016

• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR $21.97)
  • $21.97 Cap: $562M
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Q: I was thinking of purchasing some stock in this company, just wanted to get your thoughts on them, would now be a good time to enter for a 2-3 year period.

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Read Answer Asked by Don on October 21, 2016

• SunOpta Inc. (SOY $5.14)
  • $5.14 Cap: $607M
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Q: Can you please comment on the recent deal of SOY with Oaktree and do the other hedge funds still hold their positions. Thanks

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Read Answer Asked by Aubrey on October 21, 2016

• iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP $70.05)
  • $70.05 P/E (TTM): 27.0X Cap: $13.75B
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• Vanguard U.S. Total Market Index ETF (VUN $127.31)
  • $127.31 P/E (TTM): 27.14X Cap: $14.37B
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Q: I have about 50K US to invest. Which do you think best MSFT or... HON or... should I just buy XSP Can hedged OR.... SDY the S&P div ETF.?
Any other suggestion welcome. I want growth without crazy risk. Helen

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Read Answer Asked by Helen on October 21, 2016

• Canexus Corporation (CUS $1.64)
  • $1.64 P/E (TTM): 27.9X Cap: $1.66B
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Q: in your opinion is 1.50 a good sell to chemtrade? thanks

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Read Answer Asked by JAMES on October 21, 2016

• Brookfield Infrastructure Partners L.P. (BIP.UN $50.36)
  • $50.36 P/E (TTM): 54.7X Cap: $23.22B
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Q: What is the best account to hold this in?

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Read Answer Asked by Andrew on October 20, 2016

• Prime Restaurants Inc. (EAT $7.57)
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Q: Hi, what is your opinion on EAT? It's been going up a lot since the beginning of this month and I noticed that the trading volume has also substantially been a lot higher. Is it worth it to keep? Bought at 11 cents.

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Read Answer Asked by TJIENNY on October 20, 2016

• Lucara Diamond Corp. (LUC $0.19)
  • $0.19 P/E (TTM): 0.99X Cap: $86M
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Q: Gents:

What are your general thoughts on Lucara Diamond Corp ( LUC) ?
Are there any potential catalystto drive stock appreciation ?

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Read Answer Asked by Peter on October 20, 2016

• Miscellaneous (MISC)
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Q: What would be your top 3 REITs, Dividend stocks and Growth stocks going forward for the next year (considering small, mid and large cap stocks)?
Thank you.

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Read Answer Asked by George on October 20, 2016

• Canadian Pacific Kansas City Limited (CP $100.50)
  • $100.50 P/E (TTM): 22.01X Cap: $90.53B
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Q: Can you review CP report?

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Read Answer Asked by Morris on October 19, 2016

• Brookfield Renewable Partners L.P. (BEP.UN $39.03)
  • $39.03 Cap: $25.68B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $50.36)
  • $50.36 P/E (TTM): 54.7X Cap: $23.22B
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Q: Looking to add $100,000 to an existing RIF which currently holds AQN,EIF,KXS,ESL,IPL & AMGN & SAP(US)- totalling approx. $800,000.
Considering BEP.un &/or BIP.UN. Your suggestions & guidance would be appreciated. Thank you.

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Read Answer Asked by Robert on October 19, 2016

• Gold Springs Resource Corp. (GRC $0.09)
  • $0.09 Cap: $24M
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Q: I have a question about Grenville Strategic Royalty's announcement yesterday about their stopping their dividend (which I expected) and their new partnerships (which I did not expect). Do you think that these new partnerships are a good idea? Do you think that their debenture is a safe investment at this time (as part of a diversified portfolio)?

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Read Answer Asked by Daniel on October 19, 2016

• Firm Capital Apartment Real Estate Inves (FCA.U $2.82)
  • $2.82 Cap: $21M
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Q: The price has been going up recently on high volume. Any reason that you are aware of?

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Read Answer Asked by Ron on October 19, 2016