Investment Q&A

Q: Hey guys,

I am really tempted to buy a half position in Corus, with the huge dividends and the way the market overeacted to the earnings reports. Forward PE seems really low as well.

What is your take on CJR.B today?

Cheers!

Q: Hello Peter and team,

I own both IPL and ENB in a non registered account. I've done well with both, but am considering selling one and replacing it with Enghouse to add diversity. Which would you let go and would you add Enghouse at these levels.

Thanks

Q: Both CGX & SJ have been trading just below their 52 week high the last few weeks & unable to break out.Both have a 18.5% & 22.5% increase in a year.What does this mean,especially from a technical standpoint?.Is it time to take some profit as May is nearby("sell in May & buy in Nov) Appreciate your usual great services & advices.Looking forward to seeing you on Market call on Apr 15

Q: Hi Peter! I have collected a few names in my portfolio that have shrunk to little value and am wondering if you think I should hold on to these names or just exit the positions and move on. I'm not losing much by holding on to them but am unclear on whether there is much upside with any of these names? Ian

Q: Hi is it too late to get in on US biotech @ h/c. Do you think these elf's are good vehicles. Thought elf's were best as stock picking in those areas is not easy for me anyway. What is a hot Canadian sector thanks.

Q: (Follow-up to my question earlier today)
Thanks for the answer. However, I am curious as to where you obtained this info. Neither the Investors section of the Mitel Website, nor the business news feed on iTrade or NBDB shows any mention of this. (I also checked Google news - nothing there either.)

Thanks!

Q: First off, thank you for not making the Growth Portfolio, released on April 1, an April Fools joke. I was having nightmares of you guys pulling a April Fools prank and filling the growth portfolio with names like Jaguar Mining and Lightstream Resources.

(just kidding)

Amaya (AYA) vs Intertain (IT). If you had to pick one for a fairy conservative portfolio which one would it be and what percentage would you go up to? I presently have a 9% position in tech represented by DH Corp (DH), MacDonald Dettwiler (MDA) and Open Text Corp (OTC).

Amaya and Intertain both look pretty attractively priced if 2015 eps estimates are met. Intertain looks a little cheaper but Amaya is growing faster. Amaya also has a larger market cap (which would presumably mean "safer") however the stink of the regulatory investigation hangs overhead. What are your thoughts regarding Amaya vs Intertain? Would you split the difference and buy smaller positions of both or just pick one?

Thanks, again.

John

Q: I;ve been watching mx for a while & it continues upward except a drop of 2% today Is this a buy? Thanks

Q: Any idea why Mitel has dropped so much this morning on large volume?

Q: Hi Peter can I have your thoughts on SOX and how safe do you feel the dividend is.
Kind Regards
Stan

Q: Was going to give up and sell my WJA---thought I would check it over again with all my sources and ended up doubling down because I couldn't find any real negative---Whats the problem -it just keeps going down

Q: You've been lukewarm but trending more positive on Chorus. Some of the base metrics look fantastic:

Forward PE: 7.79
ROE: 43% +
Payout Ratio: under 30
Yield: 7% plus
YTD Total Return: 33%

I know the debt is high but it's not easy to find this combination of metrics. Where are you at these days and debt aside am I missing other negatives?

Thanks!

Q: Hi There

Any thoughts on the latest? Does it look like a permanent dividend cut?

Thanks
David

Q: What in the devil is happening with Biosyent? I don't see any news on it but it continues to go down. Is it time to buy more or just hold off until something tells us maybe we should be selling?

Q: Could I have your thoughts on Mercer overall?It seems cheap and looks like a value play in a stock universe where value is increasingly difficult to find. Also could you comment on currency tailwinds that might benefit them in the near and medium term. And am I right to say that the Canadian equity seems to have very low trading volume or is it close to none for some reason that I have missed? Thank-you.

Q: Hi Peter What do you feel is pushing this stock hi volums today
Kind Regards Stan /

Q: Have some American shares that are not doing as well as I hoped. I thought that I could sell some of them and purchase some Canadian shares, because of our devalued dollar. What do you think.
Do you like the potential of Dollarama, or do you prefer something of this calaber?
Thanks.

Q: I would like to invest in a company directly in Transportation or related to this sector with good growth potential and would appreciate your recommendation. Thanks.
Gerry

Q: Good Morning
Today BIP.UN announced an equity offering of $890,000 at the issue price of $45.00. The stock fell 2.2% to $55.95. Will this offering affect the price of the stock?
I will also appreciate any comments on BIP.UN going forward. I am ahead about 27% on this stock and wondering whether I should sell.
Thank you as always

Q: As the share price of WEF was declining yesterday, the volume of trading doubled from its average of 2M to 4M shares. Does this indicate a single acquirer for a good portion of the transactions on the day? Trying to read the unusual activity as the share price declines.

Thanks