Investment Q&A

Q: If someone was looking to add to a TFSA account, what would be your best 5 ideas to invest in.


Thanks Valter

Q: Good day,

What do you consider to be the top 5-10 undervalued stocks in your coverage universe or in the portfolios right now?

Thanks!

Derek

Q: I would like to purchase GSY, GS, or COV for a 1-3 year hold. In a well diversified portfolio I am looking for dividend income with some growth and would like to know your preference today.
Thank you. P.S. Love the new website!

Q: Hello team, The new website looks very good and user friendly. Congrats!
I have the following in my TFSA account with nearly equal weightage.
CCL.B, CPG, ENGH, XTC,KXS,GSY, SHOP, TOY,SIS.NFI
I am thinking of adding more to thIS with some extra money that I have.
What 3 stocks that you would recommend ? it could be an existing one in my portfolio too.
Thanks
Sriram

Q: Now that the growth of ZCL has slowed, do you have any suggestions for other growth stocks with a decent and growing dividend?

Q: Please comment on earnings. Thank you.

Q: I am trying to break my need to hold on to my losers. I have held KPT for 4 years with nothing to show other than the dividend. I like the dividends but I don't have need of them at this time and I want something with some growth too. Should I give it up? If so any suggestions for a replacement?

Thank you

Q: I own GSY in both my RESP and TFSA accounts, somewhat by mistake. I'd like to switch one of the two to ECN for diversification. Would you consider ECN (larger, seems less volatile) as the best fit for RESP and GSY for TFSA? Or the other way around?

Q: Hi Peter, Ryan, and Team,

With the demise of Sears and the "old news story" about the relationship between Sears and Easy Financial, does this have any negative implications for GSY going forward?

http://www.marketwired.com/press-release/goeasy-announces-point-of-sale-financing-venture-with-sears-canada-tsx-gsy-2107178.htm

There's been bad press about Sears not honoring warranties among other aspects of Sears demise, and Easy Financial was mentioned since they took over from Chase Bank when, I presume, Chase Bank "saw the writing on the wall".

My wife holds GSY in her RRSP and it's been a stellar performer so far. Hopefully it will continue to be.

Thanks in advance for your insight.

Q: I have owned GSY for a few years now and I'm very happy with my returns but how can a company that is showing good growth, has a growing dividend, consistently beats earnings (with several blow out quarters), be trading at around 10x next years earnings. I realize people don't like the industry but it just makes no sense. What am I missing?

Q: Goeasy is halted this morning. Please let us know when you know what the news implications will be for the stock. Thanks.

Q: You recently commented that 18% of a portfolio in utilities is fairly high, especially in a time of rising interest rates and might reduce across the board here.
Can you recommend your top 3 stock picks with dividends that you feel will benefit the most in this time of rising interest rates? Not including the big banks.

Q: any news supporting the drop in goeasy today

Q: Hi Peter and team,

Reading some of your past comments on Cascades Inc your main concern is with their large level of debt. Looking at MSN.com, they show that the company has a debt/equity ratio of 1.2. When comparing this to another company that you really like (GSY), MSN.com shows that it has a debt/equity ratio of 1.5 - much higher than Cascades, but you don't ever mention the higher debt/equity ratio of GSY.

Could you please tell me why Cascades debt level is a much greater concern for you than GSY's debt level, even though GSY has a much higher debt/equity ratio?

I'm considering purchasing one or both of these stocks and just trying to understand why your much more negative on Cascades than GSY (and I know they're in different sectors and tough to compare the two).

Cascades trading much lower than price to book and looking pretty attractive at these levels.

Thanks in advance

Q: Hi,

What is your list of 5 stocks which seem to you to be irrationally under-priced today?

Thanks,

Gord

Q: First off I am 30yrs old slightly more growth investor and plan on holding for long term. I have a 25 CND stock portfolio of approx. 300k and Pension of 100k split between a Global Fund and CND Fund. In reviewing my personal portfolio I feel my financial exposure maybe needs some work (17% Weighting). I have a full position in GSY, TD,SLF and a half position in CXI. My question is because TD and SLF are probably already represented in my pension fund and they don't really fit the style of my portfolio would you look at switching them out? If so what suggestions would you have that would compliment GSY and CXI. Thanks

Q: Hi, There are a number of stocks in the 5i balanced portfolio that I don't have yet. If I were to buy only three from the following list, which three would you pick for its growth and its value? My portfolio is well diversified so the sector allocation isn't a big concern:

GC, AIF, BYD.UN, CAE, CLS, PKI, SYZ, or GSY, PHO, ECN,

thanks

Q: i am comsidering buying one of the above3 small cap with potential.
so i dont inc holdings i plan to sell one of my curent holdimgs VIZ
CBL HOT EFN . Appreciatee advice

Q: I own half position in the 3 financial companies noted as well as some solid banks (BNS as an example). I am down in both CBL and GSY while doing alright in ECN. GSY has been on a move in the right direction lately, is it worth selling cbl with loss and go full position in GSY (I am down some as well)? Should I stay the course. My weighting in financials is at max. A little trimming would be OK too

Q: Peter was on BNN recently and GSY, TV and AVO were his top picks. But what does that mean? How do these picks relate to the model portfolios? If I was to buy new positions today, should I use the top picks as a guide or continue with filling out my holdings with the balanced equity portfolio?