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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: 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
Read Answer Asked by Ian on April 11, 2015
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.
Read Answer Asked by Cameron on April 11, 2015
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!
Read Answer Asked by Gregory on April 10, 2015
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
Read Answer Asked by john on April 10, 2015
Q: I;ve been watching mx for a while & it continues upward except a drop of 2% today Is this a buy? Thanks
Read Answer Asked by John on April 10, 2015
Q: Hi Peter can I have your thoughts on SOX and how safe do you feel the dividend is.
Kind Regards
Stan
Read Answer Asked by Stan on April 10, 2015
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!
Read Answer Asked by Kim on April 10, 2015
Q: Hi There

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

Thanks
David
Read Answer Asked by David on April 10, 2015
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.
Read Answer Asked by Alex on April 09, 2015
Q: Hi Peter What do you feel is pushing this stock hi volums today
Kind Regards Stan /
Read Answer Asked by Stan on April 09, 2015
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.
Read Answer Asked by Helen on April 09, 2015
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
Read Answer Asked by Gerry on April 09, 2015
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
Read Answer Asked by Terry on April 09, 2015
Q: Hi 5i:

I'd appreciate your comments on two companies. First, DHX seems to be on a steady slide and RBC Direct gives no news. Is there any news? Second, ATS has also been disappointing for a while. What do you think of its prospects over the next year or so? Thanks.
Read Answer Asked by Roland on April 08, 2015
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