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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: Hello Peter & Co:
There was talk of you offering a portfolio analysis service. Is that still in the works? Great job on BNN yesterday. cheers
Read Answer Asked by Andrew on October 28, 2014
Q: Re: Peter's appearance on BNN's Market Call:
This can be viewed on WWW.BNN.CA as with ALL their shows. The following is a link to a 4min/13sec video excerpt:

http://www.bnn.ca/News/2014/10/27/Top-Picks-from-Peter-Hodson-Great-Canadian-Gaming-Exco-Technologies-and-Trimac.aspx.

Also on the same site you can sign-up for a daily e-mail that
provides you with the "Top Picks" for both Market Call & Market Call Tonight (sent out around 21:00 daily). Whet accessing the link embedded in the e-mail you also get Past Picks as well. I find it very handy.
(Complete shows can also be viewed as well)
Read Answer Asked by Scot on October 28, 2014
Q: Hi Peter & team,
Onex declined since June '14 by 10%.
TD & TMX sites have put this solid company in "Hold"
Why is it declining?, Why is it recommended as "Hold"
Please share your in-sight.
Thanks for excellent service!
Morris
Read Answer Asked by Morris on October 28, 2014
Q: Could you give your opinion on vln it's now testing 10year high,insider ownership, div. increase,safety buy sell hold. Thanks for your insight.
Read Answer Asked by dennis on October 28, 2014
Q: Than you for your continual great investment and educational advice and responses.

My question relates to the future building of LNG plants in BC. Although this might be many years away before building actually begins, are you able to identify any companies that may be in a position to benefit from the construction aspect at this time. Given that there is very special need for very specific types of either construction or manufacture of specific types of infrastructure for these plants, I would think that there may be a limited amount of companies that could provide the product or the expertise.

Any thoughts you may have for this potential long term investment would be appreciated.
Read Answer Asked by Michael on October 27, 2014
Q: Hello Peter
The recent stock prices decline has given me an idea to open new portfolio "an exceptionally concentrated portfolio" that I found idea in your 5i Research Blog from July 20,2014.
Please give to me your 5 best at this time candidates for this type of portfolio that one can double down on them.
Thanks Andrew B.
Read Answer Asked by Andrzej on October 27, 2014
Q: What do you think about a RME and CVL vs ACQ for a long term BUY (5yrs)?

ACQ is roughly UP 40% on a YEAR CHART vs RME & CVL DOWN roughly 20%.

I have looked at basic ratios.

P/E RME 14%, CVL 14% ACQ 30%
YIELD RME 4.1% CVL 4.5% ACQ 1.5%
PAYOUT RME 54% CVL 77% ACQ 44%
GR MARGINRME 13.8% CVL 18% ACQ 17%
ROE RME 9.27% CVL 9% ACQ 21%
DEBT/EQ RME 24% CVL 38% ACQ 141%

To me looks like AGRI is the low side of a cycle and why it is a laggard right now compared to increasing high cars sales in Canada.

Can you give me your thoughts on RME and CVL vs ACQ?

Thank you
Regards
Stephane.M


Read Answer Asked by Stephane on October 27, 2014
Q: Hi Team. Just a general question. What is the relationship between share price and net asset value of companies? Is book value and net asset value the same? Some companies trade at multiples of book value. Thanks for the help. Joe
Read Answer Asked by Joseph on October 27, 2014
Q: What caused stagflation in the 1970's? Do you think we are at risk of stagflation again?

Thanks,
Hans
Read Answer Asked by Hans on October 27, 2014
Q: This is a 2 part portfolio editing question:
1. I hold BDT as well as STN and WSP. Should I hold all 3 or sell BDT and split the funds between STN and WSP?
2. I hold CHW and have a paper loss on it as I do with AVO and ACQ. Thinking several years up the road, would I be better off selling CHW and re-investing in AVO and ACQ, both of which you appear to like; or simply hang on to CHW?

Thanks for your help and guidance.
Read Answer Asked by Donald on October 25, 2014
Q: Hi
I am a new subscriber and really appreciate your service! I am building up an RSP portfolio, and have Brookfield Asset Mgmt, Stantec and BNS so far, and would like to add other stocks appropriate for such a registered account. Can you please recommend up to 10 additional stocks I should consider. Thanks!
Read Answer Asked by Lois on October 24, 2014
Q: Hello 5i,
Any reason you know of for the gap down today on Corus?
Small buying opportunity?
Thanks,
RD
Read Answer Asked by Randy on October 23, 2014
Q: The stock seems to be drifting downwards, any thoughts on it? I have had a good run but with no dividend makes me wonder if I should just sell and invest in a dividend bearing equity. Your comments please? Thank you Phyl
Read Answer Asked by Phyllis on October 23, 2014
Q: I have roughly a 14% position in Altagas (ala), Pembina (ppl), and Interpipe (ipl), collectively. I was thinking of selling one entirely or part positions in all three and using a portion of those funds to purchase Shawcor (scl) which is trading around 12.45x 2015 earnings.

To make up for the lost dividend income, I plan on purchasing Sunlife (slf) as I only have a 1.85% exposure to the insurance sector (I have pwf).

Any thoughts? Thanks again, as always.

John
Read Answer Asked by john on October 22, 2014
Q: Hi - your comments on the financing today. Would you be a buyer
of this issue? thanks
Read Answer Asked by Scott on October 22, 2014
Q: If I were to convert the fund in locked in RRSP to LIF, what investment type should I invest in. Note LIF will be withdraw yearly.
Read Answer Asked by Desmond on October 22, 2014
Q: Looking to stabilize my portfolio as I think there is a lesson to be learned from the recent market volatility. Looking forward I want to mitigate my risk by making wiser choices and not falling into the trap of trying to hit home runs. To help in this process I would like your opinion as to the 5 safest Canadian stocks outside of utility and energy stocks. Thanks in advance. Doug
Read Answer Asked by Doug on October 22, 2014
Q: Hi: one of the speakers at market call at BNN suggested that the POW could spin out some of the core assets to benefit the shareholders, but the other company PWF (power financial) would not benefit from the move. It is a speculation
It would be appreciated if you could explain to the investors like us what is the main differences and advantages of holding PWF vs POW ? I have some shares of PWF, should I switch 50% to POW ? Thanks!
Read Answer Asked by Michael on October 21, 2014
Q: After the recent correction most oil and gas companies have recovered to some extent. However Tourmaline continues its downward drift. Is it company related or the outlook for natural gas? A second question if i may - I have some loose change in my RRSP and have been dithering between QST and PRW. Which would you recommend after today's price jump? Thanks
Read Answer Asked by Rajiv on October 21, 2014
Q: Hey Guys, I have held LNR for the past year (2% position) and this week purchased MG (3% position). Should I sell LNR for a profit and purchase more MG or hold onto both and think of them as one.
thanks,
Jim
Read Answer Asked by jim on October 21, 2014
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