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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 Guys, I own both Dollarama and Alimentation Couche Tard and have a 2% weighting in both. I would like to bump one, which one!
thanks

Jim
Read Answer Asked by jim on November 11, 2014
Q: Thanks Peter for your reply on Patient Home Monitoring. You mentioned about some large trade blocks. How does one find those specifics? In other words, is there a web site that tracks large blocks from an institution or investor? Also, at these levels ($9.50), if I were to add to DHX Media, would a 5% weighting be considered too high. Currently, it is at 2%. I am deciding whether to add to energy holdings such as TOU or to DHX media? This would be part of aggressive portfolio. Thanks again for your replies.
Read Answer Asked by umedali on November 11, 2014
Q: Hello. Could I get your thoughts on ARE after another revenue and earnings miss? CEO says this was a result of project delays, not cancelations, and 60% of the growing backlog will translate to revenue in 2015. The misses, cost management and exposure to oil/gas and mining concern me. Thoughts for someone who bought around $15? Thanks.
Read Answer Asked by Ben on November 11, 2014
Q: Should we sell at this price now that they have been baught out.Thanks Don
Read Answer Asked by Don on November 11, 2014
Q: Hello Peter,
Can you please comment on why AVO is going down despite good results? Is it because it went up alot after the good results and now investors are taking some profits (if they bought in at 15 or so). Also, i cannot seem to find any press releases to suggest why PHM is going up every day. Thanks very much.umed
Read Answer Asked by umedali on November 11, 2014
Q: Good morning,
I read an article which stated the government is dropping SNC Lavalin and going with Brookfield Johnson Controls to maintain their buildings. What effect will this have on Bam.a if any.

Thanks Carl

Read Answer Asked by Carl on November 10, 2014
Q: Could I have your thoughts on last weeks earnings for Altus Group - AIF.
Thank-you
Read Answer Asked by William on November 10, 2014
Q: I always seem to buy more of a company just before they do a financing and then the stock goes down to the financing price or below usually a few bucks or more. My question: do you foresee a financing for aya, dhx, acq, bdi or bad in the near term to shore up their balance sheet? Which of these companies would require more money in order to grow or are they all well financed and can grow organically?
Read Answer Asked by Helen on November 09, 2014
Q: I would appreciate your comments about their earnings report. Should I continue to hold for the long term and possibly add more?

thanks

Dave.
Read Answer Asked by David on November 09, 2014
Q: Have you changed you opinion on chorus?I've owned it for income and it hasn't disappointed.I would think lower fuel costs would be a great benefit to the company.
Read Answer Asked by terry on November 07, 2014
Q: Could you please rank these five stocks in order of preference to increase a half position to a whole position? And why please.
Thank you very much!!
Dave
Read Answer Asked by Dave on November 07, 2014
Q: My energy stocks are the following: BNP,CNQ,PRW and TOG. I need to get out of all or three of them. Which do you recommend to keep or should I sell all and buy Tourmaline that seems to be a better managed company. It seems to me that the oil stocks are not going to do better in a long time.
I also would like to know if it is right time to buyAmaya gaming, Home Capital Group. Or is it too late.
Margita
Read Answer Asked by Margita Elisabet on November 07, 2014
Q: Good evening!
If I were to sell RSI (one of my income stocks)RSI for tax reasons (My ACB 11% higher) would you have any suggestions for a "parking" stock that would trade in sync? I am happy to buy Rogers back in the new year (as in day 1!) as I do, in fact, expect better future earnings based on upcoming sugar shortages and lower fuel costs.
Thanks!
Read Answer Asked by Paul on November 07, 2014
Q: Hello Peter & Co,
This is a follow up to my first letter on sectoral split and content of my RRIF portfolio
Energy; 10% BTE, CPG, HWO, TOU, VET and WCP; thinking of switching from CPG to POU? any other suggestion?
Health; 11% you consider too high and RX too risky; I'll reduce to half position, same as GUD
Metals 0%; you have FM in your portfolio, how about XBM?
Consumer staples 0%; you have L in your income portfolio, I thought DOL could be considered both retail & consumer staples.
Thanks, as usual
Tony
Read Answer Asked by Antoine on November 07, 2014
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