Investment Q&A

Q: Hi team,
CLR reported record earnings for 2015,on the 22 and the stock has been in a downtrend since. Were investors disappointed about the company not raising the dividend or did the share price get ahead of itself before numbers were released?
Would a 15.00$ price target reasonable a year out?
Thank you.

Q: I have read Ryan's recent blog on budget spending. He mentions wastewater and water treatment infrastructure spending. Are there any listed Canadian companies that are dominant in this area, and likely to benefit? If not what foreign companies are leaders here already?
Thank you

Q: Hello
Thanks for quality answers

With regard to earlier question......bail in / bns
I have read nothing of the article......but....

Would it be fair to reconsider the inclusion of the word "Depositors" in the content?
To me, the inclusion implies the abcense of our strong protection through Canadian deposit insurance Corp (CDIC)

If not, please let me know and I will have to read about this news.
Dave

Q: Can you give your opinion on this stock? I own it but thought it would have more growth. Thanks!

Q: I hold a lot of health care stocks including Medtronic, St. Judes, J&J all of which allow me to sleep well at night.
I will continue to hold Concordia with avg price about $40 and I own several small caps including Knight Ther. GUD. and Extendicare.
My question is whether I should replace Merck and / or Pfizer. Both pay great dividends in my RRSP. I am looking for overall return but would be willing to give some of that up as I favor safety. Stay with these two or should I consider one of Mckesson, Stryker, Zimmer-Biomet (I like the wide moat with these latter two) or Gilead. Looking at least 3-5 year holds. Thanks you as so many of your other answers have helped me with my portfolio. Please use as many credits as you feel appropriate.
Tulio

Q: I was thinking of buying PYPL. Can you tell me what you make of the latest Apple news: a damaging hit or ?

Q: I realize that neither of these two is your favourite. But I am looking at a simple call writing play for one of these. I realize the calls are lucrative precisely because the beta is high, but between the two which do you think is the more stable, more secure investment? Thank-you very much.

Q: A two part question. Nice reaction to earnings. Do you agree, and what if anything stands out to you? Secondly (Ok maybe thirdly), in reading the transcript of the conference call, the CEO Jonathan Ross Goodman alternates between taking a very serious tone and being something of a jokester. Is this his play book from the Paladin days? And is he really that confident in his role? Thank-you, as always.

Q: Hi Peter, What do you think about Score now-a-days? I bought it from growth portfolio recommendation last year. I am down 75% from my buying price. This is .80% of my portfolio now. Should I just take the loss and move on. I am a Software Architect and recently went to a mobile conference and fortunately spoke to their SVP. He was saying pretty good things about their business and the team(his claim is his team is best in Canada after Google and Shopify). Anyways, I don't know, it is like asking barber if I need a haircut. I can hold on to this for 5 years as it is in My RRSP. But considering your business analysis do you think it is worth holding or should I just switch to something else? Your detailed analysis please.

Q: I saw a segment on Trudeau's proposed Bank Recapitalized Bail in Scheme on the rebel this evening and was of course concerned. How would this affect my stock portfolio for example held within Scotia Itrade? Here is a link to Ezra Levant's piece.
http://www.therebel.media/handsoffmymoney

Q: Hi Peter, I bought it last year on your recommendation and then this wild price movement. Anyways, it is back up again at my buying price. I know you dropped the coverage. Is it still a good company to hold for long term(with future earning visibility) or should I just sell and switch it to something else(more stable and growing earning power)? If you suggest to switch can you please suggest your best 3 stocks today(considering current price) that have highest possibility of total return on a risk adjusted basis?

Q: Will you be keeping HCG in your Balanced Equity Portfolio or removing it because of the buy back offer?

Q: What are your favourite Canadian reits for a 5 year investment ? Thanks.

Q: Why did you choose aem for the BE portfolio when you seem more positive on FNV.
Thank You

Q: Peter and His Wonder Team
Just spent too much time writing my question and got stopped out...so I will be brief. In the event of a global financial collapse... because we are drowning in debt... who will survive? How can we prepare...own hard assets like land, gold or silver coins, the minings stocks, be debt free with no mortgage? Are there any sectors which would benefit? Your thoughts please...so I can sleep better! Ha! Ha!
With respect...
Dr.Ernest Rivait

Q: Hi. What is your opinion of Skyworks Solutions? Also I was wondering what the analysts'’ 3-yr projected revenue and eps increases are for it? Thanks, JR

Q: Your thoughts on this one for income. These are all high quality companies and the common stock version has payed a nice dividend for a long time.

Q: A comment on Roland's question:

The Netherlands listing (UN) is subject to a 15% withholding tax on the dividends, whereas the UK listing (UL) has no such withholding tax. For a taxable account, this doesn't make any difference, since the 15% can be deducted from the Canadian tax ultimately payable. However, for an RRSP account, this 15% tax is irretrievably lost, effectively reducing the dividend you receive by 15%.

Hence, I would recommend buying only the UL listing for RRSP accounts.

Q: I just saw an article probably announced by the Feds in the latest budget that there will be new legislation on "Bail-In" for banks. I don't know too much about the details, but from my understanding the current framework is that the gov't will step in if the economy is bad enough to help support the banks from collapsing or failing.

The latest change will make it that the creditors of the banks will be on the hook and will have an option to swap their bonds to equity?
Is that correct and what is your take on how this will affect the risk of Canadian Banks?

Q: Hello,
As a follow-up to Andreas question,IT,as expected, has fallen on AYA news but the magnitude of its decline is surprising - almost as much as AYA in percentage terms. Can we expect similar bad news to AYA now or in the near future?
Thank you
Ed