Investment Q&A

Q: Hi there,

I have owned this company for sometime and the results have been consistent over a long period of time. It has dropped recently - it would appear that is in sympathy with the Autoparts industry as a whole. Does this make sense and would you continue to hold if you owned. Thanks

Q: I own some BAM.A shares and would it be wise to add a further position or diversify and start a position in OCX at this time or wait for a pullback in these shares.
Thank you

Q: I am a 72 year old income investor. I currently have 17% of my portfolio in "Pipelines/Utilities" including ENB 5.8%; TRP 2.7%; IPL 2%; PPL 2.7%; ALA 2.9%; VSN 1.2%; all held for several years. My questions are 1. How do I allocate each of these between Pipelines and Utilities? 2. Would you recommend consolidating some of these to fewer names? Thanks for your great service.

Q: Hi there, may I get your opinion on (MAL) Magellan Aerospace Corp.
I'm thinking of buy it.
Thanks.

Q: What are you re top 3 canadian picks to short,and why.

Thank you

Q: Please comment on today's results. Would your view of the company change in view of the recent quarterly results or is too early to determine if this is the beginning of a growth trend. Thanks.

Q: Hey Peter & Team,

I bought a full position 2 years ago @ $19. Enjoyed a good dividend but eventually lost patience with the Capital Gains expectations and the lack of prospects for a positive future and sold in April @ $21.28.

Today I saw recent results and they looked very good with metrics being up across the board and interestingly enough, much of the success attributed to the stronger U$.

I would like to hear your thoughts on the results and, considering we can expect the U$ to remain strong for the foreseeable future, if you think renewing my position at these levels is a good idea or a bad one?

Thanks for all you do

Gord

ps... been sitting on 50% cash since Aug which is why all of a sudden back I have so many questions. I think we could see some recovery happening for many undervalued stocks after the recent correction in the new year. Trick is finding those undervalued companies.

Q: Would appreciate your choice & why. Thanks, Austin

Q: I am currently underweight these stocks and would like to get to full weight. What would be your order of preference on buying these today?

Q: Is it possible for you to list these stocks in order of risk from highest to lowest?
Thanks for the great service.

Q: Would this be a good time to add to a position in atd.b and DH and to initiate a position in enbridge? Is there any reason not to?

Thank you

Q: After the recent drop, is the stock a buy, hold or sell.What is your long term outlook. Is the dividend sustainable? Thanks.

Q: Brendan Caldwell manages a Value-Momentum Fund. He says
that cars are not moving off the lots as before, and is
negative towards MG and LNR.

Have you seen stats to prove this?
I bought LNR recently and it has dropped sharply.

Q: if ccl is too pricey, would wpk be a suitable substitute?

Q: 1) I understand uranium(yellow cake) is on an upward trend. Is there a website where one can access this information.
I understand U-TSX(labrador iron) is not a true indication of uranium prices.
2) Iron ore, it is my understanding that some of the production for this commodities has been closed down. So is there some way to check to see where the supply/demand ratio is changing to a positive outlook. So the question is, LIF-TSXLabrador Iron) do you feel the div. for this stock is safe.
3) Quarterly reports,what is the easiest way to fine out when a company is going to submit the report, & would they be the same time each year.

Q: Hi Peter and Ryan,

Can I please get your opinion of Bird Construction. What rating would you give it.

Thanks !

Dave

Q: Your thoughts on Bird and their latest quarterly results - thanks

Q: Can I get your comments on the latest earnings report and special dividend? Thanks for your service!

Q: 5-I

I currently own BCE and Telus. I want to increase my exposure to Telco for dividend income purposes 7 years down the road. For diversification and income purposes do you see any reason to add any other names such as Shaw Rogers Quebecor or Corus or simply add to the two that I own.

Many Thanks for the great work.

Paul

Q: What are your thoughts on ITP earnings. Is it a buy/hold/Sell. What would your grade.