Q: Has the Toronto Star printing opportunity changed your less than positive outlook for this company ? I have never followed the company's progress but am now trying to decide whether or not to buy some shares. It does look attractive to me but I may be missing something.
Thanks in advance .
Q: Peter and His Wonder Team
I realize aluminum is in the "doghouse"...oversupply and underdemand. However I have read a few analysts who think the balance may tip within 6-12 months. So I am looking for a longterm contrarian play. Are there any Canadian companies that might qualify...they must have a decent balance sheet with low debt, good management, safe jurisdiction. A junior company usually has more upside. Your thoughts would be appreciated. Does such companies exist or am I dreaming?
Respectfully...Dr.Ernest Rivait
Q: Growth stock 5i favourites are KXS, TNC, SIS and NFI which is on sale. Also oil stocks are on an uptrend. Rank on which order you would buy 5 these entities? Here are some of my under-performers which I am considering selling a couple of in order to help purchase buying your top rankings. List the three worst performers of the 6. PLI, CXR, IT, ESP DSG and DRT. Thanks Dennis
What is your view of Rogers recent earning report, and didn't increase the dividend? What's the company's outlook for 2016? What is your recommendation for the stock, hold, sell or buy more if already has a small position. Thanks
ITP, is coming down lately, and I been looking into it for a possible long term investment for about 5% of my holdings. My investment brokerage have it at 15.6x time earnings and undervalued. It pays a US dividend which is approximatelly 40% of cashflow (I could be wrong here) which seems safe and they have been increasing it. Do you recommend it? If yes or no can you tell me why?
Q: Would like to hear your stock recommendations for an RESP that so far consists of all broad market Cdn and US ETFs. It would be 15 years before accessing. I'm looking for steady growth.
Q: I am trying to determine how/if to incorporate foreign exchange gains or losses when doing my portfolio weightings. Assume I started with $100k Cdn and I buy 9 Cdn stocks and 1 US equally. If none of the stocks changed in value, except the one US stock was now worth $14,000 due to foreign exchange gains, that one stock would now represent 12.3% of my portfolio when valued in Cdn dollars. If I wanted to keep my original 10% per share holding Would I then sell 2.3% to get back to my original 10% holding or do I ignore the conversion for now and say it is still just 10% of my portfolio.
Q: Hi Peter and Team - Recent comments on BNN Market Call indicate that now is a good time to invest in small craft brewers due to increased shelf space in the beer stores as well as the decision to allow grocery stores to sell beer. Brick Brewing was mentioned as a good company in this space but it is expensive. Are there any other small craft breweries you would recommend and perhaps even one of the larger breweries. Thanks.
Q: I was thinking of buying for my RIF because of tax tx of distribution. I can't analyse as there is not data available via CIBC Investors Edge to determine PE, ROE, debt etc etc. Is this a solid hold for my RIF?
Q: I hold a small position in a number of stocks (about 2K to 3K per company). Trying to raise 10K. Which 4 of these 8 would you sell ?
Alaris Royalty Corp
Painted Pony Petroleum Ltd
Pembina Pipeline Corp
Inter Pipeline Ltd
Terra Firma Capital Corp
Great Canadian Gaming Corp
Lundin Mining Corp
Patient Home Monitoring Corp
Q: I want to start a position in the consumers sector and was hoping you might be able to suggest a few that have maybe been excessively beaten down by the market.