Investment Q&A

Q: What happened

Q: Could you please comment on today's drop in the stock? Is there reason for concern? Is this a potential buying opportunity. They have had a history of increasing dividends.

Thanks,

OV

Q: Hi Team,
Could you recommend some mid to large cap stocks with a good combination of metrics such as: high ROE, low debt, generates good free cash flow and has the ability to diversify globally. In other words the "perfect" stock lol.
Thanks, you continue to impress and should be very proud of the 5i brand!!

Q: I do not own, but am thinking of initiating a half position. Given how beaten up it has been over the last few months (close to its 52-week low, RSI around 20), would this be a reasonable entry point for a long-term hold?

Q: hi guys just starting to build my portfolio and i would like to do so by buying good stocks when they are out of favor and are cheap. i'm all about growth and have a high risk tolerance. i started by purchasing RE and SGY as they are in the most beaten up sector. can you suggest a stock each from the other sectors that's in this category,time is not a factor . Thanks Garfield

Q: Good day,

Healthy drops on each of these two companies today. Any cause for concern or just profit taking with each seeing all time highs this week? Assuming that both are held at a position size that could be comfortably expanded would you suggest buying more on the dip, holding or even reducing?

Thanks!

Q: Hi Peter, I am looking for investment in the US market, Narrower down to the above two stocks. Both offer dividends and have solid business model for some growth. Would appreciate your choice, perhaps another one you would recommend.
Regards, J. P

Q: Good morning to all,
Do you think SFL is still good for income and is AHF.DB safe to keep for income until maturity? Thank you

Q: Interfor had a significant down day today and West Fraser did not do well either. What do you think might explain these drops? Lumber prices and housing starts may be factors. Should I consider selling my positions in both companies?

Don

Q: Hi peter and team, thank you very much for your great advice. We are extremely happy with these two stocks but as each of them now comprises more than 5% of our portfolio, should we take some off the table, or let it carry on a bit more.

Thanks for your advice
John

Q: hi. could you please give your assesment of the 4th quarter results. thankyou,

Q: Visa is going to split 4/1. Stock aprox $270. Would it be prudent to buy now or wait for the split. Do the shares normally go down after splitting? Would MA or another stock be preferable.
Do you think LUN Lundin mining is a stock to buy now?\How do you value the Canadian banks now?
Many thanks.
Helen

Q: Several months ago I bought TVA.B on a recommendation from an analyst. The holding company was Quebecor, Brian Mulroney was on the board of Quebecor and Desjardins group owned shares in TVA. The book value was $12.50 and I bought in at $9.00. I figured this was good however I made a classic mistake and didn't research the details. When the price declined (I sold at $8.50) I decided to do some research. This structure was so complicated that the more I analysed the more I was confused. I made a classic mistake and confirms the old Ben Graham adage "never buy anything you don,t understand. At any rate, I noticed that they have now announced a distribution of rights at $5.66 and from what I see essentially folding the company. In terms of education can you give me, and members, a brief synopsis of what happened. Who are the winners? Obviously from what I can tell, the common shareholders are the victims.
Thank You

Q: 50yr old looking to start investing with an advisor who would be an active manager. (Not just follow the herd or stick me in a fund for 10 years and collect his fees). How do I go about picking a financial adviser? Is there a book or website where I can research this? For example, is it safer to pick an adviser at one of our Canadian banks or the larger investment firms vs smaller firms? Which qualities should I look for and which to be cautious of? What would you suggest? Any information or direction you can provide would be great.
Thanks

Q: Hello Peter and Team,
I`m looking to chose between AQN and RUS as a long term hold for Income within a diversified portfolio. I am interested in the respective potential growth that is characterized by these two stocks, albeit for separate reasons. Could you please offer your own perspective on the long term growth of each and as well as to the viability of each respective dividend payout? Thank you kindly. Rick

Q: Can you please comment on Cipher's latest earnings and your opinion going forward? I know the health sector has been hot but wonder if I should continue to hold or swap out and add to my half positions of Knight, CRH Medical or perhaps intimate a position in Convalo?

Q: For a health-care stock, how would you rate cxr, gud,rxx, cph ?

Q: Can you please comment on CLR and CPH results released today. Also, Peter Imhof recently suggested ESP as a takeover target. Do you agree with his thesis? Thanks

Q: Your take on Clearwater's report today? It didn't impress the markets. What do you think of Clearwater going forward?

Q: Morning Peter and Ryan...looking for some clarity in self managing a retirement fund(s). Both of my RIF/LIF accounts require cash for the monthly payment ...is there a standard amount of cash on hand (ie 6months,1yr,2yr) that a person would have to avoid being handcuffed on lets say market correction or pullback. Thanks as always.