Investment Q&A

Q: I made money on this when it was over $50, and now, after a positive report from the company, it has been dropping like a stone to about $22. I still believe rail will do well, and most of its business is in the US, so maybe now is time to take a half position?
John

Q: Hi Peter

What is your long tern outlook for these companies,is it a buy,sell or hold. thanks.

selina

Q: I hold shares in Baxalta and am trying to decide what to do. I don't mind selling into the present market at a fair profit but I note shares are trading 10% under the terms of the offer from SHPG, I presume because few want to hold Shire stock, me included. Shire's price action over the last 18 months is pretty ugly and I show a P&F target much lower than here. Any opinion? Thanks, J.

Q: Hi Peter. I am a long-term owner of Tupperware and am concerned that it has been a chronic underperformer these past three years. Should I dump it and move on to another US stock? If so what US stocks do you think have good growth potential? thanks,

J

Q: Hi Guys,
I think Fitbit looks interesting from a consumer standpoint , how does it look from an investor standpoint? It has come off a lot.
Thank-you.

Q: Pilgrim's Pride dropped steadily throughout 2015 before suddenly gaining life in November and moving up again. It has held up well in the recent mess. What do you think of this company and its stock's chances in 2016?

Q: Hi
I have held Qcom for almost 3 years and during that time it has lost 1/3 of its value. (Just slightly underwater with exchange consideration) Your opinion on this company would be appreciated as well as any suggestion as to a preferable US tech. Thank you

Q: Hello Team,
What would your prognosis be for United Technology as a two year investment? Would an ETF with defence stocks be a better option? Would you be able to recommend one?Thank you for your input!

Q: The market has spoken and even the Heroes have come down sharply.(They haven't become Zeroes like Nortel!!)
Which you think is a good one to buy and put it away? Apple,Google or Amazon? Can't afford to buy all of them even in this down market b/c of their price and the low loonie!
Thank you for your informative answers.

Q: I had kept a cash reserve of 12% to use when markets get unreasonably oversold. Recently , with prices falling, I used up much of that reserve which I am now looking to re-build. I have Pepsi in an RSP and thought of selling. My ONLY purpose is to raise cash for future use. I have nothing specific in mind to buy:my purpose is simply and only to top up reserves to take for those market plunge days.

Granted, PEP is holding up well relative to the market. I also recognize you dislike market timing. Nevertheless I would appreciate your insight (with substance). I sold McDonalds for similar reason only to watch it climb 20%. I can't quite see that happening on PEP, and ask your educated thoughts or opinion given I am looking only to top up cash reserve.

Q: 1st quarter financials tabled today with earnings of $2.15 per sh compared to 1.63 estimates,adjusted EBITDA for the quarter was a record $161.8 million, or 20.2% of revenue, declared a quarterly dividend of $0.20 per share payable on February 10, 2016 to shareholders of record as of January 20, 2016.

Business Outlook Based on current business trends, industry forecasts and production schedules for fiscal 2016, Greenbrier reaffirms previously provided guidance for:
• Deliveries of approximately 20,000 - 22,500 units
• Revenue will exceed $2.8 billion
• Diluted EPS will be in the range of $5.65 to $6.15
_What is further surprising the book value is $25.35 and the stock is trading today @$24.86.
-P/E is 4.8x
ROE is over 31 ROI is 36.

I know the markets tanked today however why is this stock,- to me it seems to be a screeming buy. I know it perhaps in linked indirectly with the price of oil, but what am I missing.

I would appreciate you candid thoughts and reply. Thanks in advance

Q: I bought pulte group when it was 15% higher than it is now assuming US housing sector improvement. I also hold Tricon(TCN) also down about 10%. Combined makes up about 4% of my portfolio. Do you think it is wise to hold this for the long term..or should I be looking for better opportunities..

Q: Hi, thanks for your recent response. Although, it wasn't quite what I was looking for. Perhaps I should have been more clear. I understand my APPL weight is a little high, but I was really looking for a view of selling COO to buy DIS. Where do you see more upside potential in the next year or 2? Thanks

Q: Would you buy Apple at their new below $100 price?

Q: In your answer to John, yesterday, on how to play the bear market (if it is one) you stated: "One other option is to own VXX, an ETN (different than an ETF) that is based against the VIX Volatility Index. "

What is an ETN, and how is it different from an ETF? How would this benefit the current situation? Thanks!

Q: What do you think about Kevin O'Learys ETF,s
OUSA .. which I believe in hedged against currency and is supposed to be a high dividend ETF with low volatility.
Wonder if you think it's a good and stable investment and also, as its dividend paying ETF, if it's good for Canadians ... given withholding tax and our devalued dollar?


Thanks

Q: Do you follow this company? I am more than a little perplexed at the reaction to the most recent earnings. Any thoughts? Thank-you

Q: Could I please have your comments on ATVI.us. Could you give me their cash position, insider ownership and outlook going forward. Is it a buy at current price. Thanks

Q: Hi, do you still like the potential of UTX.US after the announcement today on taking a $900M charge. Some analysts seem to think this will reduce growth for the next couple of years and it was downgraded by one today.

Q: I have a large investment in Apple.Assuming the lower sales estimates for Apple products to be true, would you recommend paring the amount when the stock price is plummeting?