Investment Q&A

Q: My thinking around the recent shorting and possible near in the future shorts in the next, say month or so, is "Bring them on!"

I say this because if the companies are sound companies, then they will continue to be good holdings going forward. Nothing has changed regarding the actual companies. So these short term share price drops are Excellent opportunities to buy a new stock from one's watch list or to add some more shares to an existing holding. Or nice opportunities for some shorter term trading, such as over a few weeks are being presented.


As far as VRX is concerned over my years I have noticed that on the TSX when a company grows very rapidly and becomes the biggest on the TSX that it shortly afterwards will get knocked down in price significantly. There will be different reasons for each specific stock but it happens. The reason's may be fact based or not fact based, it does not matter. The important part is that it will happen. Think Nortel.


Stan

Q: Is 8-9 drop in share price due to disappointing earnings warranted or an overreaction? Sell or hold a small position? Thank you.

Q: Hi, Can you advise what the estimates are ahead of the Q3 releases this afternoon for MDA and CSU please. I am sure there will be questions regarding your assessemnt of the release tomorrow for follow up. Second, I unfortunately own some IRL (Minera) which is requesting to be delisted from the TSX. Can you advise what typically is the next step for shareholders in these cases outside of using share certificates for kindling?

Thanks,

Eric

Q: please tell everyone that a stock which is down 2% - 3% is not "plunging" or "getting hammered"

that's a media term for "please please please watch/read more here"

I think "plunging" should be reserved for 20%+ drops and "getting hammered" should be reserved for Fridays

Q: I understand that Canadian rules are more lax than those in the US and that is one reason why they are shorting Canadian stocks. Also, that the hedge funds have underperformed in the last number of years,so this is another way for them to boost their bottom line.

Q: Please give me the debt level on the CHR and is their dividend safe.

Q: Peter and Team:
What are your thoughts on this company? You did comment back when it was "Tweed", but that was a while ago, and prior to a Liberal Majority win. Is it purely a speculative play, or is there some substance behind the smoke?
Also are there other companies in this sector that may stand to benefit from the potential legalisation of marijuana.
Thanks

Phil

Q: Do you think all roll up companies will sell off. I currently hold 3% ATD.b should I sell have a little gain. It is down today 2.50%.

Q: Are there any other roll-up companies that you see as potentially being at risk of a short attack? None of the tech consolidators have been hit - could they be next? I bought a fair bit of puts on OTC and GIB.A today just in case.

Mike

Q: Good morning,

Could you explain the following concepts and how they are used to interpret what is happening with a stock:

1) Overbought (example DOL)
2) Oversold (example VRX)
3) Short interest (BNS @ 2.5%)

Many thanks

Q: Peter, can you provide any comments on my Consumer stock allocation. Each of the following stocks represent between 4 and 5% of my total portfolio: AYA; ATD.B; BYD.UN; CCL.B; DOL; and L. Please let me know if there are other Consumer stocks I should consider.

Thank you, Stephen

Q: These are both financing companies and I'm trying to choose between them. You seem to like both. While Alaris has a pretty appealing dividend, I'm more interested in what my total return might be after 5 or 10 years, and less in how it's comprised. Which of the two might you suggest? (If one seems lower risk than the other, please factor that into your suggestion.) Thanks as always.

Q: Is ATD too expensive at this point? Would you have an entry point if so?
Thank you.

Q: Hi team:

I currently own WEF and is underwater. I like to switch WEF to SPB (at heir current prices) for better yield and growth. I think with SPB buying Canexus it should have a much better long term prospect than WEF and it already provides a better yield as is. Am I right in this thinking?

Please help me out here, especially on which company is in a better position to maintain that dividend yield.

Thanks.

Q: Good morning. I have funds in both my income and growth portfolios that I would like to put to work.

For income I am thinking taking of small 2% positions in Exchange Income Fund (EIF), DH Corp (DH) and Canadian Tire REIT (CRT.UN)

For growth 2% positions in Espial Group (ESP) and Noblis Health Corp (NHC).

Do you have any dire warnings or better suggestions?

Thanks!

Q: Peter - I know your opinion on STB however, I am looking to park some cash in one of my Wife's non-registered accts. Also considering KEG.UN; AW.UN; or BPF.UN. The rational is simply to pickup a 5-10% dividend over the next 6+ months until the market turns. Your guidance is appreciated.

Q: hi
wondering your thoughts on Trez, looks like the share price is on the mend. divi is 10%
David Cockfield gave it a thumbs up and he owns it to night on Market Call. thanks

Q: I've enjoyed holding ATD.B through several splits, but it's now 16% of my otherwise reasonably balanced portfolio. I will need to reduce. Can you suggest a stock to buy that might shine almost as brilliantly as ATD.B? I have some DOL, BYD.UN and wonder if I should buy more? Thanks for all your help.

Q: Could you please give me your top two recommendations for each of the following sectors: consumer discretionary and consumer staples?

Q: Hi
I already own some CUS and would not mind adding to it at these prices since the offer from SPB (at 0.153 shs.)seems to be a lot higher than the present $1.40 for CUS. Am I missing something here? Thank you for your invaluable service. H.