Investment Q&A

Q: Hello Peter
Please comment on the lower canadian dollar and the rise of the US dollars , which 2-3 stocks you think would benefit going forward that i can add to my portfilio .
I understand that it is hard to recommend not knowing my current stock holding .

Thanks for daily comment from other subscriber questions.
Claudio

Q: Good afternoon, I would appreciate your comments on our exposure to reits and utilities/infrastructure holdings in view of today's bank rate cut and the anticipated opposite U.S. rate increases. I am 71 and we rely on our investments for almost half our income. Currently fixed income + cash represents 44% of our investments while reits and utilities each 5%. I note in the Model portfolio utilities is 2.3% with no reits and the income portfolio 15% utilities & 6.5% reits.
It seems to me that the canadian bank rate will go up eventually but I've been wrong for years.
Currently our utilities/infrastructure holdings are BIP.UN, PPL, VSN, VNR, BEP.UN & CPX. Which would you recommend trimming, if at all.
You're general comments on our current allocation would also be welcome.
Thanks as always!

Q: Shred-It International Inc. is going to IPO soon. Looking at their prospectus, what do you think of their offering?

Q: Good Afternoon

Any reason for the recent weakness in Input? You mentioned the quarter looked strong but the share price has dropped from $3. Any change in your previous views going forward?
Thank You

Q: Amaya seems to be at its range ceiling. I'm thinking of selling for a 17% profit and buying Csu. Thoughts?

Q: I understand that Fission investors think that Denison's offer (1.26 DML shares 1 for FCU share) is mingy, but why are both companies' share prices declining? That is, shouldn't Denison be perceived as the smart operator, getting superior assets for cheap? (I'm guessing that Fission's poor price reflects market pessimism as concerns competing offers.)

Q: Hi
Could you please tell me how you feel about Corus?
Do you think the dividend is safe? North of 7% today.

I have a half position. Would you add or just hold for now?

Thanks

Q: The ceo has been talking about a possible complementary acquisition to help fund their growth. What public company do you think could be of interest to them or would they look at a private company? Are cvd and mda and bos in the same space? I own Heroux and was wondering if Airbos of America is in the same space. Thanks.

Q: In your answer to a question on Inspira you showed its symbol as LND. TD Direct has Inspira's symbol as NYN.P
Please comment,
Thanks, Tim.

Q: Good day, I have cash to buy either CDV or OTC in a diversified portfolio. Long term hold.
Thx for the Great Service!

Q: Hi,

After ATD's recent results, what do you think of the companies prospects for the rest of the year and beyond.

Q: I'm retired and need to sell some stock from my margin account.

Which two would you sell from this list?
IAG IGM FTT TFI GWO DH SLF HLF BAD

Thank you,
Hal

Q: Hi
2 stocks - same problem . I have held full positions in Potash and Precision Drilling for over a decade . I get a decent dividend but I am ridiculously under water on both stocks ( although Potash has come back a bit ) .

Both are in my taxable account so at least I can record the huge loss on my taxes ... Maybe I should by Ag Growth and replace these two . Thoughts ? / Thanks

Q: Just curious how you consider CP having a growing dividend when they have not increased it since 2011, wheras CNR has increased
EVERY year since becoming a public company in 1995?

This refers to your reply to Jeff's question earlier today.

Feel free to publish if you wish...
Thanks

Q: Hello Peter et al, could you please comment on PHM's recent results and the appointment of a new CEO?
Thank you so much!!
Dave

Q: Hi Peter, How do you feel about the railroads right now? Which if any would you buy at these prices?

Q: Whatever happened to Legumex? I seem to recall a few years ago (2012?) that a few analysts were all over this stock as a growth company with unbounded potential. Ever since, there has been hardly a peep or a pea bean out of them. Why is it failing so miserably, given the (presumably) untethered growth in this sector -- i.e, pulses. I never owned it, and was always waiting for something to happen. Is it likely that anything will ever happen with this stock? Thank you.

Q: Peter and His Wonder Team
As you have stated... historically you told your colleagues never to let you buy BB because you could never figure this company out. Well I am in your camp...I have never bought BB for the same reason. Analysis and predictions have been all over the map which explains its roller coaster volatility. However as it is heading to a new annual low I am looking at it with interest...I know Chen has done a good job and the company still has assets and potential...I read about a possible Android type phone. Please give me your current assessment... Do you think this is a $15.00-$20.00 stock at best? Or do you think that in the end they will be sold? Or is the future of this company too unpredictable with the risk out weighing any potential gains?
Thanks for your consistent high quality service...
Dr.Ernest Rivait

Q: I have enjoyed good profits with this stock and good returns. I see there are no questions logged with 5i and would like to know your thoughts on this stock. I expect it to do well moving forward, but based on other sector stocks, am wondering if it's time to move on?

Q: You rate AFN & XTC as B and WSP as B-. Do you prefer one company over the others at the present time? Which company has the bigger capitalization and share float?
WSP has been acquiring smaller engineering companies and I heard on the grapevine that some of the "Principal" level engineers in one of the acquired companies are thinking of leaving. I am in the engineering & construction business myself. Turn-over in this line of work is not unknown however generally "principals" don't leave. (Just small fries like me tend to hit the road).
Thanks