Investment Q&A

Q: Hi Team,
I am getting very tempted to buy some stocks that have sold off(pembina, td bank etc...). I keep telling myself to be patient and wait for some evidence of buying however, there seems to be some good opportunities to at least start a position or add to an existing one.

Seeing this great clip from Warren Buffett is also influencing my decision (clip #4) http://thereformedbroker.com/2014/10/02/warren-buffetts-tv-appearance-october-2nd-2014/.
I am normally against averaging down, but I have noted that it can work well with GOOD QUALITY companies in case the correction still has legs. Anyways, could you and the team recommend how you handle the correction and give 2 names from each sector that look attractive for a long term investor.
Thanks again guys

Q: I was considering investing in Cogeco for the telecom side, what is opinion on that? I already have some Telus which are not doing great but not too badly thanks to dividents. But cogeco I was thinking of as a growth stock also Cogeco has CGO or CCA does it matter which one? I was thinking of CGO because I understand they are thinking of entering the wireless sector.

Q: Please update your recommendation for gib.a
And thank you for our excellent service.
My subscription renewal is on the way!

Q: Hi, Superior Plus just announced completion of their strategic review and decided not to sell the construction products distribution business. Would it impact company's ability to pay down debt and increase dividend? Does it change your view on the co.? Thanks

Q: AVO was awarded a patent for high definition Oct. 2. About the same time it started to rapidly decline. Would this have anything to do with it? Also, could you please rate these 3, 1 being the best. CXR (Concordia), GUD (Knights) and DND (Clipper). Thanks Dennis

Q: In your opinion is it too late to buy CPacific with a 5 yr holding plan?
Why is CNR which is apparently a bigger company, not performing in the market as well as CP?

Q: My cousin has never invested in the stock market. She has 100k and is thinking to invest in a portfolio of 20-30 different stocks now. Her time frame is 15-20 years. Understanding you don't have a crystal ball, what do you think of the timing?

Q: Peter and Team,

Can you please give your thoughts on creating a new position in CP today? I really like the transformation the company is going through and am really sad I didn't click buy when I was looking at it at $70. I feel like it is a way better company today than it was then, though.

Q: Why don't you own DOL in your model portfolio?

Q: Please provide your comments on this stock. Yield of 11.% seems high. Is it worth taking a small position ?? Thanks

Q: a bit more about WEQ please.
The bought deal at $8 by brokers means that the brokers got a discount on this.Is there a way to know what the discount was?
Does this also means that WEQ got this discounted price in extra capital per share,so the $8 means nothing?
Also how long will this share dumping last by the brokers in this deal?it might take a long time for this huge amount.
All sounds the small investor is getting stung again.

Q: Best wishes to all, your family and friends. What does goodwill really mean on a balance sheet? Can any value be ascribed to it, and if so, how is it calculated?
Thank you,
Bill

Q: Hi Peter,
HCG, AYA, MG, KEY, ALA and CNR all have pulled back quite significantly. Is this a good entry point to start a new position? Should I be concerned with housing market, rising interest rates that will potentially hurt these stocks? Which one do you prefer the most from these 5 names? Thanks in advance for your feedback.

Q: Can you comment on the current news for IMAX? They have a new deal with Netflix and it seems to be pissing off the theatres AND the studios (which are they existing partners). What do you think of this deal and is this a negative or a positive?

Q: WPT dropped 25%, can you please share your thoughts on the future prospects of this company?

Stephan

Q: I recently interviewed a broker and I asked him what stocks he would recommend to buy tomorrow. He recommended ARX, BNS, DH, SU, WTE.

All of these stocks strike me as great recommendations in 2012 and are too expensive to buy now.

What is your view? Thanks.

Q: Hi Peter,

I've had a friend (new investor) ask me to suggest a few books to help him learn about investing and the markets. I've seen similar questions asked on here before, but can't seem to find them. Can you repost a previous answer?

Thanks for all you do,
Mike

Q: I cannot access the model portfolio in PDF. It dow not show up in latest reports only in excel and I do not have excel. Thanks.

Q: Yellow Media -- Sell OR Hold?

Thanks. Hanna

Q: Hello 5i team,
I hold MacDonald Dettwiler (MDA)and it does not seem to go anywhere; I heard about Magellan Aerospace (MAL).
Could you please give me your comparative evaluation?
Thanks,
Tony