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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: I have watched this stock plummet over the last few months and would like to know if you see value here? I have heard a overhaul is being looked at across all operations. Do you know the current cash position and if they can continue to pay the dividend? It looks to be heading toward the 2009 $11.00 -$12.50 area. Do you see deep value here. Thank you for your thoughts. Jason N.
Read Answer Asked by JASON on July 30, 2015
Q: Good morning,
I would like to hear your thoughts on a switch from CTC.A to QSR. CTC has not done much for me and QSR seems to have momentum. There have been very few questions on QSR but I noticed you recommended it on a question by Herb on July 24. This is for a long term hold. Thanks for your always helpful responses.

Ted
Read Answer Asked by Ted on July 30, 2015
Q: Hi 5i,
Seems like it has been all quiet on the EIF front and it has held in reasonably well relative to the turmoil in some other areas. I think they report in about 2 weeks. How lofty are the Street's expectations relative to how the company did on its last report? Is there anything in particular one should be watching for in the upcoming one? Thanks!
Read Answer Asked by Lance on July 30, 2015
Q: I know that your primary focus is on growth stocks, of which Torstar is not one. But, i was wondering what your thoughts are regarding its recent acquisition of VerticalScope. You were happier about Torstar when it acquired some cash. But, some seem to think that they have squandered their cash with this purchase. It has dropped almost 12 percent today. But, the dividend yield is now also close to 12 percent. Looks tempting, even if there is not a lot of growth. So, in your view, are they positioning themselves for the future, as they say, or squandering their assets, as some others seem to think? And is it worth buying now or better to wait to see what happens?
Tanks for the great service, as always
Read Answer Asked by joseph on July 30, 2015
Q: Can you comment on the federal reserve's decision today? I think it is mostly expected, but what kind of affect would it have on the market? Specifically for Canada as it appears we're heading the opposite direction and China with its growth concerns. Will it have an impact on the commodities sector as a whole given that Canada is heavily weighted in commodities?
Read Answer Asked by Chieh-Yao on July 29, 2015
Q: A family member asked for some advice on what to do with sinking shares of Cenovus, in order to preserve capital, after a 50% loss. In the medium term, I thought it might be safe to park the money in Boralex, BLX, with no excessive volatility, and a decent yield, and showing some signs of growth. He would like to recapture some of its losses, since this is within an RSP. Something relatively "safe" but still growing. What are your thoughts? Would this be a wise choice? Any other suggestions would be most appreciated. Thank you, as always.
Read Answer Asked by Sylvia on July 29, 2015
Q: Hi, could you please comment on CGI earnings release of Today morning? Thanks
Read Answer Asked by rajeev on July 29, 2015
Q: I sold my position on ENB (made a 17% profit)and purchased half positions in Fiera and Ag Growth..I plan to repurchase ENB after the utilities and commodities sector improves. Because my thinking was FSZ and Ag have more chance of growing in the short term of the next 1 to two years. Do you agree with this approach?
Read Answer Asked by Shyam on July 29, 2015
Q: My question is regarding TSL (Tree Island Steel) who today released 2nd quarter results.Could you please comment on the latest numbers ? Please state pros and cons with regards to this company being the great entity it once was prior to the housing collapse of '08. Would you know what % of their sales is derived from residential, commercial , industrial & agricultural sectors ? are they as vulnerable to the Chinese dumping very cheap fasteners on the market today as they were in their heyday ? thanx Norm
Read Answer Asked by NORM on July 29, 2015
Q: I appreciate a comment about this stock and why is going down daily.thank you.ebrahim
Read Answer Asked by ebrahim on July 29, 2015
Q: Why the dramatic drop in share price? Thanks, Austin
Read Answer Asked by Austin on July 29, 2015
Q: Hi Peter,
Our 13 yr old has 19% each of BNS, ESL & T. What and when would you buy with the remaining 43% cash ? Thank you !
Read Answer Asked by Paul on July 28, 2015
Q: Peter and Co
Is it too late or wrong time to get in to CXI or EFN?
Thanks
Margita
Read Answer Asked by Margita Elisabet on July 28, 2015
Q: Further to Paul's MISC question; What is the best way to rebalance? A simple calendar approach? If so how often? At one extreme, one could rebalance daily, but incur heavy transaction fees and possibly sell one's winners way too early.

At the other extreme, one could rebalance annually, or some longer period. Transaction fees would be minimised. But this approach might miss cycle tops (and bottoms).

If a calendar approach is not used, then how is discipline maintained?
Read Answer Asked by Douglas on July 28, 2015
Q: Peter
Any thoughts on its extensive fall recently? It can't all be related to oil sector can it? Is it a 'keeper'? Thanks
Read Answer Asked by Dave on July 28, 2015
Q: Do you have any further opinons on this since May 27/15?
Read Answer Asked by Garnet on July 28, 2015
Q: What's your assessment of this new auto REIT and the safety of the 8% yield? Do you know when they will pay the first dividend?
Read Answer Asked by Gordon on July 28, 2015
Q: Hi Peter: A while ago you commented on huge trading activity of funds at the end of a quarter. Would the end of the quarters be end of March, June, Sept. and December or some other end points?

Derek
Read Answer Asked by Derek on July 27, 2015
Q: Hi,
Do your comments to Blake's question this morning apply to both First Service and Colliers? If not, perhaps you could also comment on Colliers. Thanks for taking the time to clarify.
Read Answer Asked by Christopher on July 27, 2015
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