Investment Q&A

Q: Your opinion on KPT and ACC?
Both yielding close to 5%.
Any other equivalent safe choices?

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Read Answer Asked by S on May 22, 2014

• Westshore Terminals Investment Corporation (WTE)
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Q: Hello Peter & Co.
I hold Westshore Terminals WTE since April 2010 and have doubled my capital since then + another 25% in distributions. I keep holding it because it has an unbelievable, hard to replace, infrastructure asset. Besides, I feel it is going to be very hard to add another terminal like that on the West Coast.
Your opinion is most valued
Tony

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Read Answer Asked by Antoine on May 21, 2014

• Extendicare Inc. (EXE)
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Q: Extendicare should see some catalyst soon as their review should unlock some value ?

SCP and MAR are both trading well below NAV, do these interest you ?

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Read Answer Asked by Charles on May 21, 2014

Q: GXE -vs- RMP -vs- RRX -mid-term prospects?

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Read Answer Asked by don on May 21, 2014

Q: Peter can I have your thoughts on Conifex CFF its management team is stellar including George Malpass the old owner ceo of primax which never lost money in its history . It ipo on tsx today
Stan

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Read Answer Asked by Stan on May 21, 2014

Q: Do you see Russia's Natural Gas deal today with China having an effect on Canadian Gas companies, pipelines etc.

Thank You
Craig

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Read Answer Asked by Craig on May 21, 2014

Q: Should REITs be in an RRSP account?

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Read Answer Asked by Mark on May 21, 2014

Q: What is your opinion for long term hold on the following:
IPL, SJR.B and CGX
Jay

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Read Answer Asked by Saroj on May 21, 2014

• Western Forest Products Inc. (WEF)
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Q: Morning Peter and All,

I am planing to establish a position of a lumber stock in my long term holding portfolio. My preferred screening result is WEF:TSX for its low valuation, good geo-location of its reserves, export to Chinese market and reasonable dividend yield. Normally, I can bear 30% price correction for a stock in my long term holding portfolio, provided my buying conditions are still kept well.

Looking for your comments? If my choice is fine, what is your suggestion about the buy prices?

Thank you.

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Read Answer Asked by Eric on May 21, 2014

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
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Q: Hello. CTC.A has had 6 down days in a row...touching the lower Bollinger band on a 1 yr chart. Is there a catalyst for this weakness? If so would this be an entry point in your humble opinion?

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Read Answer Asked by nicholas on May 21, 2014

Q: At any given time I have between 10-20% of my portfolio in cash to take advantage of dips in the market . I do worry about this cash sitting "idle". Several years ago a broker recommended I keep the funds in a money-market fund but I found it actually lost money... Not sure what I should do with the cash. I need quick access to it and would be happy with anything beyond a 0% return! Looking forward to hearing your advice. Thanks

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Read Answer Asked by Chad on May 20, 2014

Q: BAD was B+ in the June 2013 report and A- in the April 2014 5i summary. Do you log when and why the rating was changed somewhere?

Please provide your top 5 growth stocks that I can buy over the next month and hold for a few years.

Thanks

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Read Answer Asked by Willie on May 19, 2014

• Aecon Group Inc. (ARE)
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Q: could you please comment on any reasons for the recent decline in are

thank you

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Read Answer Asked by michael on May 16, 2014

Q: Canwell - CWX
As I was inputting this question, the screen jumped out of query mode and back to Q & A. I'll repeat what I was asking. CWX is consolidating shares at some point. Today's SP has jumped substantially. I have CWX in RBC and BMO investment accounts and both show the share price increase but do not reflect any changes in the # of shares. Is this a timing issue or a legitimate increase in SP?
Thanks, Bev

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Read Answer Asked by Beverly on May 16, 2014

Q: I own a small amount of Ainsworth Lumber (ANS). What do you think of selling it and buying Western Forest Products (WEF)?

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Read Answer Asked by Larry M. on May 16, 2014

Q: It is becoming more common to use enterprise value/EBITA to determine if a stock is in a buying range. How does this compare with price/earnings and price/cashflow for the same company.

Thanks

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Read Answer Asked by ken on May 16, 2014

Q: Not sure if anyone else raised this point. With full respect I believe your May 15th comment on CHR.B changing the monthly payout to quarterly, should be the other way around (quarterly to monthly). If I have my wires crossed please count this as one of my questions.

Great Q&A , it is a pleasure to review at the end of each evening

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Read Answer Asked by Mike on May 16, 2014

• Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
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Q: Going forward, and all things considered, if you had to sell one of these three...RCI.B or T or BCE
Which one would it be and why?

Thank you for your great service

Stephen

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Read Answer Asked by Stephen on May 15, 2014

Q: ANS - I am holding shares in Ainsworth Lumber which is steadily going down since the deal with LP tanked. What is your outlook on ANS for the future.. is it worth holding?

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Read Answer Asked by Susan on May 15, 2014

• Just Energy Group Inc. (JE)
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Q: What are your thoughts on Just Energy's Q4 2014 report?

Thanks, David

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Read Answer Asked by Robert on May 15, 2014