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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: Hello Peter,
Constellation software ping pongs 20-30 dollars a day.The volumes are small so unclear as to why. Any comments. For long term play, is Newalta a good buy given the earnings. What were the estimates please? Would you consider auto canada a good value pick today? I was thinking of buying jean coutu but given the ownership structure, is a takeover possible (similar to Rona). I was thinking of buying on speculative basis (trading only). Would bombardier and teck resources fit this categoy? Is it possible for Bombardier to go bankrupt and restructure as Car companies did in the past? thanks again
Read Answer Asked by umedali on March 03, 2016
Q: Hi Peter and Ryan,

What is your opinion of RIC.

Thanks

Dave
Read Answer Asked by David on March 03, 2016
Q: I currently hold a diversified portfolio in US, Canadian stocks and have some exposure to European and Global stocks. My question is: should I lower my exposure to Appl as it's no longer perceived as a growth stock and increase my exposure to Starbucks as it appears to have a higher growth projectory in the next few years.

Thanks
Read Answer Asked by Valter on March 03, 2016
Q: Peter & Team, What do you recommend for investors who have totally avoided energy, materials and gold in the last two years and are seeing money rotating into these sectors in the last six weeks? Do you see this continuing? Is it ill-advised to chase gold miners say G or ABX (or other names) after approx., 100% gains on a 20% rise in gold price? In copper, other than a slight decline in the USD, are there any fundamentals that explain the rise in copper and should we add say FM? I look forward to your reply. Thank you.
Read Answer Asked by Keith on March 03, 2016
Q: With input from Newalta's year end report (March), would you recommend holding NAL for the chance of a turn-around when oil prices recover or sell NAL and move on? As you've said the risk of a profile has changed. My NAL position is now 0.1% of the portfolio and down 86%.

Thanks for your excellent insights.
Read Answer Asked by Robert on March 03, 2016
Q: An american industrial biotechnology company which produces sustainable chemicals,based in Montreal, with a plant in Sarnia, I understand that it has Mitsui as a partner and sells to major U.S. chemical companies.
What prospects do you see for this company ? How would you explain its recent decline ? What would be a better alternative in the sector ?

Many thanks,

J.D.
Read Answer Asked by Jacques on March 03, 2016
Q: What do you think of today's earnings and the company overall? Thanks.
Read Answer Asked by Curtis on March 03, 2016
Q: Do you think that Jean Coutu may be a takeover target with the recent announcement that Rexall Drugs is being bought out?
Read Answer Asked by Robert on March 03, 2016
Q: Could you please provide a percentage sector allocation recommendation for a growth portfolio with a time frame of 5 to 10 years.
Read Answer Asked by Vineet on March 03, 2016
Q: I’ve had a 34% loss over the last 2.5 years, thoughts on whether Is should forego the loss, sell and replace it with another stock? maybe WEF?Again, idea was to gain from the upside in the US housing market and this was the suggested stock by my advisor then.
Read Answer Asked by Jaleh on March 03, 2016
Q: Hi 5i
I am holding Husky reset preferred shares,with a 50% loss. Husky is are allowing holders to convert series one shares into series two shares until March 1/2016. Your thoughts on this conversion would be appreciated.
Thanks M

Read Answer Asked by M J on March 03, 2016
Q: I currently hold a very small position on $EDT Spectral Medical. As it nears completion of Phase 3, would this be a good time to add to it knowing that there is no guarantee of an approval.

Thanks Valter
Read Answer Asked by Valter on March 03, 2016
Q: I am down app 50% on both painted pony and bonavista energy with the recent bump from its lows would you sell now and take the losses or wait for sunnier days?

Thks for your help

Marcel
Read Answer Asked by Marcel on March 03, 2016
Q: Where do you (we) find out what STOCKS the Canada Pension Plan invest in or hold, and what STOCKS are they? I hope, it helps all the people collecting the CPP payments.
Read Answer Asked by Herbert on March 03, 2016
Q: Hi folks,opinion pls of Q results and guidance going forward.Is stock worth a buy under $2 or just one to avoid,thanks as always,jb
Read Answer Asked by John on March 03, 2016
Q: Hi Peter and Ryan,
Your last update was Oct 28th. Given their (over-subscribed) U.S. financing last night, and their recent solid share performance, do you still see this one as a hold, or would you buy into it? The cross-selling synergies from their 2014 acquisition seems to be what has made the difference for future growth, from what I read.

Thanks for your thoughts on this one.
Read Answer Asked by Warren on March 03, 2016
Q: Peter, true to my past form, after CXI finally seemed to begin a turnaround in its stock price after months of declines, I bought, only to see it fall about 15% within the past few days. How do you see things for CXI going forward? Any explanation for the recent rise and fall? I'm prepared to hold this for the longer term if it's still promising, or do you think it might be better to cut and run on this one?
Read Answer Asked by James on March 03, 2016
Q: Hello, I don't understand why oil continues to go up when there hasn't been any good news and there is more oil in storage than ever before? Stocks like BTE and WLL are up between 12 and 18 percent today. Is this an example of the market not making any sense? Or is there a good reason for the rally?
Read Answer Asked by Carla on March 03, 2016