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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: You have not commented on Norbord for a few months. Lumber futures have jumped nearly 20% in the past month while osb is barely creeping up. Looking forward, Europe and Asia are now both prime targets for Norbord and single family housing is picking up in the U.S. Do you think it is time to buy NBD or would a lumber company such as WEF be a better bet?
Thanks.
Read Answer Asked by Jim on June 08, 2015
Q: There are changes to your webpages recently which really detract from reading through the questions and answers. Each time you click on 'read answer' another web page loads, and then returning to questions, takes you back to the top of the page, versus where you were reading, perhaps half way down through 20 questions. I very much appreciated the previous format, read a question, click on the answer and you stayed right in the main body of questions. Why have you changed the format? Thanks, Linda
Read Answer Asked by Linda on June 08, 2015
Q: Exchange Income Fund has taken a sharp drop this morning of nearly 2%. Is there any news that would warrant this sell-off or is it just market related? Thanks!
Read Answer Asked by Paul W on June 05, 2015
Q: Would appreciate your comments on the press release this morning "Sharp Shipping AQUOS™ 4K NEXT UltraHD TV featuring Espial HTML5 Client Technologies". How significant do you think this will be for Espial and a resulting momentum in its share price?
Read Answer Asked by Gordon on June 05, 2015
Q: I hold BNS and RY in my TFSA, both with large unrealized capital gains. I'm considering selling both and buying a Health Care ETF. If you consider this a good switch, what ETF would you recommend?
Read Answer Asked by George on June 05, 2015
Q: what do you think of Saputo (SAP) in the $31s? Its taken quite a hit today but given the, almost for sure, earnings per share revisions downward, its not really trading any "cheaper" than it was before today.

I like the stability of the company but I didn't like how the stock fell on higher than normal volume today before the noon earnings release.
Read Answer Asked by john on June 05, 2015
Q: With valuations of Cogeco and Cogeco Cable looking cheap, what do you think of their prospects and which company would you prefer? Thank you.
Read Answer Asked by Michael on June 05, 2015
Q: Hi Peter,

Could you pls give me your views on the latest quarterly results of input capital and what are the prospects for this streaming company going forward.


Thanks
Paul

Thanks
Read Answer Asked by PAUL on June 05, 2015
Q: Your comments on today's results would be appreciated.

Thanks!
Read Answer Asked by Gregory on June 05, 2015
Q: Do you think CSE has a high probability of being taken over? What other 5 names would you think would have the highest probability of being taken over and are also buyable at current price. Thanks
Read Answer Asked by Imtiaz on June 05, 2015
Q: It seems like a pull back is imminent between now and November. I would like to keep my gains I have made in my TFSA over the past few years. Would FSZ be a good place to hide or can you suggest somewhere else to hide.
Read Answer Asked by Burt on June 04, 2015
Q: hi.. Any new coverage on nyx. also notice S is getting some attention lately, any particular reason? Thanx in advance for your grat efforts. Cliff
Read Answer Asked by cliff on June 04, 2015
Q: looking for growth stock or ETF suggestions for monthly contributions for kids under 18.This will be a taxable account. Monthly amounts would be small ~$100.
Thanks
Read Answer Asked by Dan on June 04, 2015
Q: Hello

REIT, UTILITIES, and TELECOM I believe are 'Interest Sensitive Sectors'?

Are there other 'Interest Sensitive Sectors'? in the TSX like maybe the Consumer Discretionary sector? or other?

Are these 'Interest Sensitive Sectors' affected as much by the US fed rate as by the Cdn fed rate?

If you were to give your best 'guesstimate' how much would these 'Interest Sensitive Sectors' fall in price (% wise) if Interest rates were to increase say 1/2 a percent?

Thank you very much

Stephane
Read Answer Asked by Stephane on June 04, 2015
Q: Hi,
I purchased FSV on June 1 and I wasn't completely sure whether I purchased the pre-split entity or the post-split entity as Colliers has not shown up in my portfolio. Yesterday, it showed a loss of about 60% (another member commented on this drop) and a price of approximately $20. Today, my price on BMOInvestorline is showing about $80 but the TSX is showing it today at about $34. I called BMO and they said I had indeed purchased it pre-split and that Colliers would appear in a few weeks (which I thought was odd).

Do you have any thoughts on the above? Are there more than one FSV trading now? Are any other members facing a similar situation?

Thanks,
Read Answer Asked by Robert on June 04, 2015
Q: What do you think are the implications for the coming King vs. Burwell US Supreme court verdict on PHM's business model? I haven't heard to much about this case but it appears relevant to PHM as I think they target highly subsidized indications with large reimbursements. Please correct me if I am wrong.

Which side is better for PHM and do you think they will win?

Thanks
Read Answer Asked by Scott on June 04, 2015
Q: For the past few weeks,guests from BNN, and other news media have really been expressing their concern about valuations and 10 indices being at an all time high. Examples I have heard we are somewhere into the 9 inning.
Should we be stock piling cash for a severe pull back.
What is 5i expectations over the next few months? What are your honest thoughts going forward. I will hand up and listen to your answer:)
Read Answer Asked by Rick on June 04, 2015
Q: Good afternoon, Tweed is about 1 1/2 weeks late with their Q1 results. Thought there was a 45 day deadline on these reports?

Read Answer Asked by Dave on June 04, 2015
Q: I am currently working towards a more balanced portfolio (was overweight in energy). Could you provide some suggestions for growth stocks in INDUSTRIAL (currently holding WSP); TELECOMM (currently holding BCE and T); and TECHNOLOGY (currently holding CDV). Thanks for the valuable service you continue to provide.
Read Answer Asked by wayne on June 04, 2015
Q: Hi Peter and team
I would like to add to my son's RRSP account but not sure which sector to add to with what stock choice.
Following is current holdings:
Consumer Discretionary 4% with DHX.B DHX Media
Healthcare 4% with PHM Patient Home
Telecom 15% with Telus
ETF 19% CDZ
Utilities 14% with BEP.UN Brookfield
Industrials 22% with BIN and WSP Progressive Waste and WSP Global
Energy 4% with SGY Surge
Info Tech 14% with SYZ Sylogist and CXI Currency Exchange
I am thinking of EFN Element Financial for Financial Sector
or ATD.B to increase Consumer Discretionary. Or do you recommend something else with more growth opportunity.
It would be about a 5% weighting.
Thanks for your help.
Kathy
Read Answer Asked by Kathy on June 04, 2015