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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,

SPB hasn't been performing too well lately, and I'm wondering if their recent announcement "Superior Plus Announces December 2015 Cash Dividend and Reestablishment of Dividend Reinvestment Program" will help the stock going forward. The DRIP will apparently have a 4% discount. Should I hang on to my position in SPB in an otherwise balanced portfolio, and enroll in their DRIP? SPB is held in my RRIF but their are other dividend payers that cover my mandatory withdrawals.

Thanks as always for your valuable advice.
Read Answer Asked by Jerry on December 11, 2015
Q: Hi, I have my portfolios set up similarly to the three 5i portfolios. With the recent drop, I'm looking to invest more cash. Could I please get your top 5 picks from each of the three portfolios? Also, thanks for updating the site for mobile, it's so much easier to navigate than before. Cheers,
Read Answer Asked by dan on December 10, 2015
Q: I own DR, NWH.UN, CSH.UN, SIA, and a small bit of EXE. I hold them for income. What other names in this sector can you suggest as reasonable additions to the stable. Income is my primary focus, but I am not averse to capital gain as any addition will be in my margin account.

TIA for any suggestions
Read Answer Asked by William on December 08, 2015
Q: Some of the BNN language that they use are a "trailing P/E". Please explain. Is a lower or higher number better? Same goes for a forward one year P/E - higher or lower number better? A PEG ratio. Please explain. What is better a higher or lower number? Two for one questions -- I have for one year now - DRT and IT which are down 30% and you say everything should be looked at as holding for 5 years. In other words, four years from now will these stocks be in the green? Will they be in the green enough to be as good or better than a GIC for the same time period? Thank you. Dennis
Read Answer Asked by Dennis on December 07, 2015
Q: This security's price action continues to disappoint. Comments?
Read Answer Asked by Norman on December 07, 2015
Q: I purchased some names to start building the growth portfolio about a year ago.
I started with CXI, DHX, PHM, PUR all are in a position of retreat, I now plan to add another name, is there a particular name you would suggest adding at this time.
Read Answer Asked by Peter on December 06, 2015
Q: I know how you feel about knight, I feel the same way and have a large position. my question when does that massive cash balance on the balance sheet become a hindrance, I know goodman is a patient shrewd investor, but without any new agreements for quite awhile now the stock is marking time(maybe not a bad thing in this market), and actually with the 30 million coming back from crh, their cash balance increases.dave
Read Answer Asked by david on December 04, 2015
Q: Thanks for your great analysis.For what it is worth today BMO CF & RY 1ncrease target price ranging from $18.50 to $22 with Buy & Outperform ratings. Thanks
Read Answer Asked by Peter on December 04, 2015
Q: You have XHY in the Income Portfolio. It has not performed well overall. I did a graphical comparison with ZWH and ZWH looks far superior. ZWH has increased in the last year whereas XHY has gone south.

I'm thinking of selling XHY and buying ZWH. May I have your thoughts on this move?

Thanks ... Ron
Read Answer Asked by Ronald on December 03, 2015
Q: ATD.B closed at $63 today and it should be its 52 week high or thereabout. Would you recommend picking it up at this price? Please advise.
Read Answer Asked by Victor on December 03, 2015
Q: Is there a significant difference between CBO and the Vanguard short term corporate bond ETF in your income portfolio? Joe
Read Answer Asked by Joseph on December 03, 2015
Q: Et's results today beat EPS & Rev.with $66m backlog, shipment of $30m in Nov.& $97.5m cash.Please advise gist of conference call,if appropriate,& your comments on results.Your advice of buy,hold or sell.Thanks a lot for your normal great sevices & views.
Read Answer Asked by Peter on December 03, 2015
Q: Hello,

Could you please give your comments on the latest acquisition. I'd like to purchase more stock. Do you rate it a buy.

Thanks
Read Answer Asked by Greg on December 02, 2015
Q: Hello Peter & Co,
I usually consult the coverage summary to verify the ratings; but I'm intrigued by the data you also provide eg (1) start date, meaning when? (2) monthly returns...from when? P&L 2015 or total...profit and loss? Perhaps you could provide an explanatory note.
Thanks,
Antoine
Read Answer Asked by Antoine on December 02, 2015
Q: Looking to get some small cap exposure in the industrial space. Two that stand out from your Growth Portfolio are PURE Tech and Dirtt Environmental Solutions, which of the two in your opinion has the better 3-5 year outlook and would you consider either as "Buys" today?
Read Answer Asked by Patrick on December 02, 2015
Q: What is your estimate on the future of this stock over the next three years
Read Answer Asked by Donald on December 02, 2015
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