Q: The stronger canadian dollar seems to be having a negative effect on USA or Global mutual funds invested in Canadian even when market upticks.Could you explain this. /
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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 Ryan,
For an RESP lacking Tech exposure, what would be your 2 top picks at this time.
Thanks
Dave
For an RESP lacking Tech exposure, what would be your 2 top picks at this time.
Thanks
Dave
Q: What is your take on onr.un at this and reits in general
Thanks Mike b
Thanks Mike b
Q: In light of the expected infrastructure spending in the upcoming federal budget, which of Aecon, SNC Lavelin, or WSP Global is best positioned to benefit? Are there other companies that you would prefer?
Q: Almost three years ago your views on this company were extremely negative. Has anything happened to this company to change your views? Ted
Q: Of these 4, which 2 do you rate highest? Do any other similar
non-mining Au and Ag operators come to mind? I am staying away
from Sprott Physicals because any increase in the metals may be offset by the drop in the US dollar.
non-mining Au and Ag operators come to mind? I am staying away
from Sprott Physicals because any increase in the metals may be offset by the drop in the US dollar.
Q: I have held this for a while, and regrettably let it slide to the point where I am barely even, including dividends (all ROC). My initial thought was that as rates rise and their loans mature, they will roll over at higher rates, thus protecting or even enhancing the dividend. Now, rates don't appear ready to move by any substantial amount any time soon. Is there a danger that they will issue new loans at lower rates and reduce the dividend? Do you know what their current payout percentage is? This is held solely for income - would you hold for now or sell?
Thank-you
Thank-you
Q: ACQ announced results at market close yesterday Same store results were ugly:
Same store revenue decreased by 5.9% in 2015, compared to 2014. Same store gross profit decreased by 11.7% in 2015, compared to 2014.
Free cash flow decreased to $38.7 million in 2015 or $1.57 per share as compared to $63.7 million or $2.70 per share in 2014.
Adjusted free cash flow decreased to $38.8 million in 2015 or $1.59 per share as compared to $62.1 million or $2.67 per share in 2014.
Same store new vehicle retail revenue decreased by 14.2%, or $119.7 million, to $722.0 million in 2015 from $841.7 million in 2014.
Same store used vehicle retail revenue increased by 10.4%, or $27.5 million, to $292.3 million in 2015 from $264.8 million in 2014.
On a more Same store parts, service and collision repair revenue increased by 2.8%, or $4.9 million, to $177.3 million in 2015 from $172.4 million in 2014.
Pre market bid/ask looks weak. Is this a buying opportunity? or a time to run. or hold tight?
Same store revenue decreased by 5.9% in 2015, compared to 2014. Same store gross profit decreased by 11.7% in 2015, compared to 2014.
Free cash flow decreased to $38.7 million in 2015 or $1.57 per share as compared to $63.7 million or $2.70 per share in 2014.
Adjusted free cash flow decreased to $38.8 million in 2015 or $1.59 per share as compared to $62.1 million or $2.67 per share in 2014.
Same store new vehicle retail revenue decreased by 14.2%, or $119.7 million, to $722.0 million in 2015 from $841.7 million in 2014.
Same store used vehicle retail revenue increased by 10.4%, or $27.5 million, to $292.3 million in 2015 from $264.8 million in 2014.
On a more Same store parts, service and collision repair revenue increased by 2.8%, or $4.9 million, to $177.3 million in 2015 from $172.4 million in 2014.
Pre market bid/ask looks weak. Is this a buying opportunity? or a time to run. or hold tight?
Q: Hi there, I am currently holding about 65% in cash and am looking to add a few names from the BE portfolio. I currently own ATD.B, CXI, ESL and DSG from the BE portfolio and CRH, CXR and FRU. Which names from the BE portfolio would you be adding at this time. Are there any specific names that seem more like screaming buys than others? Thanks!
Q: Is this a good entry point to buy DSG? Thanks a lot for your usual great views & services.
Q: What do you think of the historical gold silver ratio.
Q: What do you think of the deal of TRP to buy Columbia Pipeline Group?
Q: CXR is really testing my patience.
I understand that there's a guilt by association issue concerning what's going on with VRX. Wouldn't the market realize this? CXR is down over 60% from its high's. The way I see this means one of two things. They too have accounting issue's....or...the stock is an incredible buying opportunity. Could you please bring some light to the present situation. Thanks
Nicholas
I understand that there's a guilt by association issue concerning what's going on with VRX. Wouldn't the market realize this? CXR is down over 60% from its high's. The way I see this means one of two things. They too have accounting issue's....or...the stock is an incredible buying opportunity. Could you please bring some light to the present situation. Thanks
Nicholas
Q: With the C$ up I was thinking of buying a U.S. eft or 5-6 stocks (I have none).I was thinking of good solid companies that would likely be buying back shares with the low interest rates available
Q: An RRSP portfolio has been designed with some ETFs and high yield/dvd payers/growers based on some of your recommendations I've picked up over time. The yield is required for withholdings so its a delicate balance between high yield for a safe distribution and increasing yield potential. Holdings listed below.
Do any of these concern you as too high risk? Considering switching the weakest 1-2 to ECI which should have more short term growth potential given the accretive acquisition value that is not being reflected at this time. Many of these are under water but some have had some good short term momentum.
CSU.DB, AI, TMC, AD, ENF, BPF.UN, BIP.UN, BEP.UN, BPY.UN, DIV, DRA.UN, EIF, NVU.UN
Do any of these concern you as too high risk? Considering switching the weakest 1-2 to ECI which should have more short term growth potential given the accretive acquisition value that is not being reflected at this time. Many of these are under water but some have had some good short term momentum.
CSU.DB, AI, TMC, AD, ENF, BPF.UN, BIP.UN, BEP.UN, BPY.UN, DIV, DRA.UN, EIF, NVU.UN
Q: Hi Peter,
Could you pls let me know about the prospects for input financial and what percentage of shares is management holding.
Thanks
Paul
Could you pls let me know about the prospects for input financial and what percentage of shares is management holding.
Thanks
Paul
Q: See that Cervus has rolled back their dividend based on poorer year over year results due to lower western canadian demand. Any thoughts on their YE and worth holding here for a recovery in the western canadian market, or should I dump it and move on?
Q: B2Gold released Q4 and 2015 YE results. They took some one-time charges/impairments, but also made (I believe) a good deal to advance their Fekola project, which many see as a 'game-changer' for the company. Their 2016 target for AISC is pretty decent around $900. They are also increasing production. What are your thoughts/comments?
Q: Hello Pater & Co,
I'd like to have some exposure to Gold with small positions in Agnico Eagle, Detour and Franco Nevada; but the RSI's indicate they are in an overbought position; the purchases would represent a timid 2.5% of my portfolio. Is it OK to buy now or should I wait for a pull back?
Thanks,
Antoine
I'd like to have some exposure to Gold with small positions in Agnico Eagle, Detour and Franco Nevada; but the RSI's indicate they are in an overbought position; the purchases would represent a timid 2.5% of my portfolio. Is it OK to buy now or should I wait for a pull back?
Thanks,
Antoine
Q: Are IPL and RNW both utilities? Thanks.