Investment Q&A

Q: Hi Peter, now that HLF has dropped so much, is it a better entry point than CLR? It has a a higher dividend. Also, off late a lot of BNN Guests are suggesting that Dividends * Buy Backs are a Bad thing, and that they should be reinvesting those funds for Growth. Your thoughts?

thanks, Austin

Q: On Aug 4,CLR reports strong Q2 results & positive outlook for 2015.The 2nd half is normally much stronger.In june/2015 raised $46m @ $12.25 per share in addition to a non-brokered private placement of $15m @ $12.25(bought by insiders)As per 5I,directors owns 69%.CLR has been talking of acquistions & buying assets Your expert opinion & is it buyable now. Thanks so much for your usual opinions & services

Q: MNW's ceo Rick McBee appeared on BNN this morning stating that the sell-off on Aug 6 does NOT reflect its growth.Solid growth in Cloud(21%) & Mobile(35%).Executing well vs profitable growth strategy.Recent acquistion,Mavenir is integrating well & will grow revenue. A report fr.CIBC today stating $13 target price basing on 12 x 2016 EPS of $1.10 & a rating of Sector Outperformer.Further,the street modelling is off due to acquistion & normal Q3 seasonality.(EPS--7-13 cents(MNW) vs 18(street)vs 11(CIBC) ).Likes as 1)revenue growth fr.Cloud & Mobile.2)EBITDA is tracking on expectations.3)trading @ 8 x 2016 EPS.Free cash flow yield of 11%. Your expert view & is this a good entry point.Appreciate your usual great services & views.

Q: Hi Guys
Last week you answered my question regarding investing $40,000.00 outside my RRSP.Thank you.
Next and last question, is now the time to invest or should I wait and if waiting,where should the TSX be when I invest.
Thnaks
Michael

Q: Which stocks 5i covers and have been bitten down? and do you still recommend dhx.b?two questions.

Q: CSU has fallen dramatically in the last week and I can only attest to 'one' proven fact -- the Frank Effect. My brother purchased this stock this week, and true to form, every time he purchases a stock, it plummets. If you feel it would be of use to your members, I would be pleased to share with everyone when Frank wishes to buy shares in a company -- in that way, we could all avoid some serious losses in our chosen companies. I am concerned enough about this stock market phenomenon, that I make a point of having a portfolio diverse enough from his. Share if you think it's important. : )

Q: If I may ask a follow up question seeking further clarification to my query from yesterday.
As I interpret your answer, now is the time as good as any to deploy new money; instead of holding on to the cash until the new year.
The second part of the question is where I request some clarification. The question is about the market. I am looking for your opinion on what would lead(define) the market going into 2016? Will it be the small mid caps in the growth portfolio or companies in the balanced portfolio? Is it going to be Wells Fargo or the Russell Index? Is it Magna or is it AirBoss and Intertain Group?
I have a mix of the Balanced Equity and Growth portfolio 70:30 and the new money will not change the mix by much. In your opinion what kind of stocks will impact the market higher over the next 6to9 months?
Regards

Q: Today's Before the Bell news release encourages investors to take advantage of stock rallies and take some profits off the table on stocks trading at high valuations. Besides Concordia Health Care, can you list a few more stocks that you think are trading at high valuations. Thank you.

Q: could I have your thoughts on the Martinrea results.
Would this stock now be considered a buy?
Would it be wise to try to buy it at the open ?

Thanks
Rob

Q: I took a position in SLF thanks to your advice the other day and it is already up $900; many thanks. I also took a 1/2 position in WSP and it is also up surprisingly. Now I would like to have your take on WSP and TRI for future gains. - Ted

Q: Hi Peter and Team,

I currently still own some oil/services stocks that I'd like to get rid of. They include WCP, ARX, SES, and BDI. A couple of parts to my question... Which of these would you continue to hold? I was thinking either only WCP or WCP and ARX. What stocks would you recommend to replace them with that will have more short-medium term potential. I already currently own TD, ATD.B, ESL, CCL.B, SJ, BOS, AVO, AYA, DRT, BAM.A, SYZ, MDA, CXI, KXS, XTC, GUD, DHX.B, OTC, and PHM. For simplicity assume my larger caps are 5-7% of my holdings and my small caps are <5%. And would you recommend making this switch now, or wait until there's a bit more of an upswing in the price of oil? They are held outside my TFSA so I can take a tax loss on them.

Thanks,

Jordan

Q: Hi Peter,
I am still contemplating selling WSP to capture the gain and move it to STN, but another thought was to put the monies in Home Capital Group (HCG). This would be a long term hold for 3-5 years as a good value play. HCG has had a great ROE for long time and think the company will find its way of this current doldrum. Any comments

Q: Do you think drt and pur will be much better buys at today's prices after their recent drop,thanks again?

Q: PSG has been weak since May.
Anything more than the market?

Read all questions every day.
Such a great help, and thank you.

CV

Q: In modelling a portfolio, what would be your expected yield on a stock portfolio at today's price levels. Neutral weight with respect to higher and lower dividend payers.

Q: As a senior with little need for additional income, I'm considering a investment in BAM.A, BIP.UN, or BEP.UN. Which would you recommend and why? It is a suitable time to initiate a sizeable position?

Q: The market was way down today, but not all sectors. Mining was way up. Oil and gold did very well, too. What puzzles me on days like this is that everywhere I look all the 'experts' are saying to stay the heck away from commodities, that there is no sign of increasing demand from China, that they don't yet see a bottom in oil (Iran has yet to release all its oil onto the market) and gold is unlikely to go anywhere fast. So who is buying all these stocks on these days, and why? There seems a kind of obsession among Canadians for oil and gold in particular, based on all the questions you and BNN get on them. My portfolio is up 15% YTD because I have no gold, oil or mining stocks. Why are people buying them? And is it possible to know why are they all piling in on mining stocks today?

Q: A follow up on LNR:
thanks for your comment on linamar...
is profit taking and earnings miss by 1 penney enough for such a large drop?
I am wondering what kind of 'cycle' this stock might follow ( I'm sure I dont understand the nature of 'cyclical stocks') Is there a seasonality or does it depend on the pressure of buying automotive and/or what sort of (other) predictability factors would be involved in the cycle that linamar ( and others in this sector) would be subject to
Thanks

Q: Hi Peter,
I am sure WSP holdings will move higher given their earnings, and stantec may move a lot lower with their miss. However, I am thinking of selling wsp and add to stn. Is this wise for longer term hold for stn? Constellation moves 20-30 per day. Do you think it is simply trading eventhough it is thinly traded stock. Fairfax is having challenges lately. I am thinking long term hold. Any comments and Concordia seems to have risen too fast in a year. Is this something to worry about and finally Currency Exchange is flat. Any comments. Much appreciated for your advice.

Q: Although linamar's results were "outstanding" and in line with consensus it is tanking... What am I missing inthe report? Is it worth holding at $78. Please give an analysis re what reasonable expectations are for this stock
Thanks