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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 and Team,
What would you think about the quarterly result?
Thanks.
Read Answer Asked by Pui on March 11, 2016
Q: Why is the stockprice stagnating?what are the metrics here and are they losing their cash cushion?
When are their results due and what do you know about insider selling/buying.
Would you put this in a tsfa?or in non reg.
Read Answer Asked by Josh on March 10, 2016
Q: I am looking for a home for a bit of extra cash - 3-5 year time frame. I own all of the stocks in your growth portfolio at roughly your pro-rata weightings. What are your current favorites for an additional investment. Thanks
Read Answer Asked by Gary on March 09, 2016
Q: Could you please clarify the recent deal where Imperial Oil has sold its retail ESSO stations to various entitities, including PKI and ATD? In one news article, it seemed to suggest that PKI purchased all of the "On the Run" convenience stores and some of the gas stations. Howefer, in reply to a previous question, you stated that ATD had bought some of the gas stations but it would seem to me that they would want the convenience stores as well, so I am left wondering who purchased what.

Could also comment on how you see the acquistions affecting both ATB and PKI.

Thanks for the insight.

Paul F.
Read Answer Asked by Paul on March 09, 2016
Q: I am looking at adding ATD to my consumer staples portfolio. Could you please tell me the difference between ATD.A & ATD.B. They both have the same dividend, but ATD.B share price is approximately a dollar less. Naturally I would choose ATD.B, but is that right decision. Also, do you believe there is a better company in the consumer staples sector other than Couche-Tard. Thanks for your insight … Cal
Read Answer Asked by cal on March 09, 2016
Q: There are some technicals (MACD, S-T DST) that have turned positive on KST. Would you add to your position at these levels and with future prospects in mind?

Thanks

Sheldon
Read Answer Asked by Sheldon on March 08, 2016
Q: Concordia reports Q4('15) on March 23 and TD shows Non GAAP EPS of $1.46 (7 analyst average). Not sure if this is an upgrade from your Jan.27 estimate of $1.12 (GAAP?) or if currency conversion is in play because they report in US$ or it's Bloomberg numbers vs Broker's?

As Ryan mentions in the Oct. blog piece on CRX leverage is the issue to focus on so if they hit their 2016 numbers of ~$6.50 US how much of their $3.48 US BB debt would you expect them to pay down by end of 2016 FY and could this remove the "mini Valeant" tag if they were able to pay down a bunch? Thanks, J.
Read Answer Asked by Jeff on March 07, 2016
Q: One of the may investing lessons you have communicated clearly and frequently .... and so many customers seem to be keen on applying .... is the theme of "diversification". So many questions!

Would it make sense for you to simply refer us to your Growth, Income and Balanced portfolios as indicators of your current thinking regarding sector allocations for these 3 types of investors?

I know that these portfolios frequently have a small cash position, but statistically that should not change the other sector percentages by much.

Read Answer Asked by Donald on March 07, 2016
Q: I think you still have SYZ in your growth portfolio. Do you intend to keep it there for the immediate future?? ( yes or no) - thanks.
Read Answer Asked by jim on March 07, 2016
Q: Hi - I currently own the following growth portfolio positions: AVO, BCI, CXI, DHX, DRT, IT, OTC, PEO, PUR, QHR and XTC. I got burned with my GLX position.

What would your next top pick from the growth portfolio be? I am still sitting on some cash from when you recommended selling the Com Dev position.
Read Answer Asked by Jonathan on March 04, 2016
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