Investment Q&A

Q: Hi Peter and gang,
A few days ago, in a response to a question regarding MDA,
5iResearch indicated that the P/E ratio for MDA was 11X. But according to TD Waterhouse's site, MDA's P/E ratio as of yesterday was 21.5X based on an EPS of $3.07. Just wondering why there was such a big different between the two P/Es given that MDA's price did not move significantly either way over the last week or so. Thanks.

Q: If someone wanted to own NHC and bought today would shares automatically convert into the New York listed shares upon delisting?

Would you say this news has presented a buying opportunity with reasonable (10%) upside or do you think tax loss selling may drive it further south?

Q: Please advise as to any news to the halt in this stock.Thanks and Merry Christmas to you and your staff.

Q: Hi, I have roughly about 120k in a resp for my two children who are 14 and 12. I went to cash before election unfortunately in hindsight as it was 75% index funds and 25 percent bond funds. Going forward, as there are 4 years remaining before university I want to remain somewhat defensive but still have growth as I believe the markets will continue higher over the next couple years as The big Fed day is over, and markets remain resilient. I was thinking about zwb,Zwu for defence and income...7% yield, at 30 k each. Zsp for us market and currency exposure at 30k. mg and gud at 15 k each for some growth. Am I being to aggressive at 5 years away from university? Do you recommend any changes to this approach? Thanks for your opinion and advice and Merry Christmas!

Q: What guidelines do you have for when to stop contributing to an RRSP. Any guidance or research or articles would be appreciated.

Q: Shocked at low emp.a continues to fall. Is their a point at which you feel the dividend could be at risk?

Regards,

Robert

Q: I am resubmitting my question from yesterday.
I would appreciate your opinion on CZO.
Thanks. RAM

Q: Hi, what are your thoughts on Goodfellow (including downside risk level) - thank you.

Q: CGI Group was downgraded today by Goldman Sachs to a sell. This is a long term hold. Any actions required, and if it was in the Balanced Portfolio at what weighting would you hold it at? Thanks!

Q: Goldman reduced its rating to sell. Would you consider this an opportunity to increase my position from half to full? Has anything changed? Thank you and merry Christmas to everyone.

Q: Hi5i,
Do you know how this delisting would be handled for Canadian share holders. Would the shares be converted to US dollars on Dec 30 and then put in your US acct. Would you recommend selling or holding at this point.
Thanks David

Q: falling like crazy with delisting. time to sell?

Q: Is biotech a good bet for this year? If so, who will give me more bang for my bucks? Don't mind risk taking.
Thanks for a terrific year.
All the best for the holidays!

Q: Questions and answers often refer to "positions" half or full. Can you define that please.
Also what ETF's would you recommend for muscular gains. I see some resource units have year performances of over 60%

Q: Good Morning and Merry Christmas: I note today in the Globe that Nobilis will "voluntarily delist itself" from the TSX. Any insight you might have as to "why, significance, impact, etc." would be appreciated. What is your current opinion on this stock? Thanks, Don

Q: With the price of oil at a somewhat higher and firmer level, and anticipating a fully subscribed rights offering (given the price of common is above rights price), is Temple Hotels worth picking up here? Thanks for you for your insights, and have a great weekend.

Q: Hi team,

Just happily renewed my 5i membership. Thanks for all that you guys do.

I'd like (and value) your opinion on the best portfolio-tracking websites, that also have intelligent and independent analysis (market and individual stocks), current stock news (not spam), and strong stock screening/filters etc. Would need to track both US and Canadian stocks of course. Was thinking Morningstar. Is it worth paying for their premium service ($325/3 years)? Any other sites I should be considering? I use Google Finance now and, other than the ability to download my portfolios and view all lists on one page, am not happy with the stock "news" they push. Lots of crap.

Thanks,

Q: When reviewing the 3 year SLF chart, what is it that has happened to SLF the past 2 years, starting around Dec 22 and ending Jan 12...substantial declines? Is it related to quarterly reporting?

If it is not just a coincidence, do you think it will occur again this year?

Thanks...Steve

Q: Comments on Enghouse earnings release ?
Thinking of averaging down my cost after what looks like a solid earnings release. Appreciate your views.

Q: Not all REITs are equal; so, would you say that HOT.UN is more sensitive to the economy than some others - say 50% interest rate- and 50% economy- sensitive? And what about REI.UN? Thanks again.