Investment Q&A

Q: Good morning team, Your comments pls. on their Q# 3 results.
Thank you!

Q: ho folks:

in feb 2011 i purchased this at $30.30 (in rrsp)

-- the income rec'd is very close to the drop in capital value

-- ie, i have rec'd about 2k in income and the shares are down about 2k - so i am about breakeven (ish)

question: understanding the oil/alta problems; am i better to sell and buy say a SIA/EXE or ZRE/XRE or ??, OR is D.UN a blue chip that is suffering unduly?

sell, or hold and wait for eventual recovery?

this is my only real estate holding

thanks

Q: Hey Peter & Team,

I took a look at the recent reporting as of Nov 5. From what I can tell, poor crop expectations, resource prices and related uncertainty,regional economic uncertainty surrounding oil prices, which primarily impacted new equipment demand in the Alberta construction market, the increased Canadian dollar cost of new equipment due to appreciation in the US dollar are all creating a significant head winds for CVL.

I am in at $24.20 (4% position)

From what i can see my options are to cut the loses and put this capital to work elsewhere or, hang tough and wait it out.

my questions...

Would you advise I move or hang tough?

ps... dividend is very good... do you think it is safe?

Thanks for all you do

Gord

Q: Could I have your thoughts on KBRO's third quarter earnings and are you optimistic about this company's future? Thanks

Q: I wonder why the P/E is so inordinately high at close to 100:1. I hold a large position.

Q: What is your opinion of the Cho 100 fund? I have held for a number of years and have capital gains to pay if I sell. However seems to be underperforming the last couple of years. What would you consider as a reasonable alternative for a world growth vehicle. I own predominantly stocks and etfs with a light sprinkling of mutual funds.

Many Thanks

Q: Could you give me your opinion on Street Capital Group's latest quarter?


Thanks Darren

Q: Please your expert views on CQE's results today.Also,your opinion on its future given that it has dropped very sharply in this very weak sector,Thanks a lot for your usual great opinions & services

Q: Hi, can you please comment on Carmanah and the QR? Still thinking about covering it? Thx, Dom

Q: Hi Peter and Team!!!! I have made a good profit with CCL so far. Do you anticipate the stock doing even better in 2016? It represents about 8.9% of my holdings and I was wondering if I should take a profit. I do not need the money at this time. I am sitting on the fence and getting splinters. Your opinion would be greatly appreciated. Cheers, Tamara

Q: I currently own CU, EMA, ENB and FTS. Building an income portfolio to start paying in 7 years ( with some growth ) do you think there are any other utilites you would also recommend holding in addition? Also if you are not a fan of any of my holdings let me know. ( I have many non utility holdings )

Many Thanks

Paul

Q: Hi, With the downturn in oil which of these two stocks would you prefer? Would you consider the dividend safe for either of these stocks. Thank you

Q: Lloyds of course is going to have direct leverage to the UK/European markets, and a 9X earnings we think its risk is priced in. The government exit implies a 15% discount to buyers, with a bonus share for every 10 bought.
The above was a quote from your response to my LYG.US inquiry. Does this mean if I buy the shares, I will get a ten percent bonus in shares? Haven't heard of this before.
Thanks.

Q: Any new thoughts on Under Armour? Is it still the new Nike?

Q: PHM continues to hit new lows. Is it time to double down, stay the course or to cut losses? I took a position earlier this year for the speculative part of my portfolio.

Q: Your thoughts on this high yielding (12% effective yield) approach to eventually owning Emera shares. How did you view the TECO acquisition? How significanlty do you anticipate rising rates affecting EMA share price?

Q: 1) I understand uranium(yellow cake) is on an upward trend. Is there a website where one can access this information.
I understand U-TSX(labrador iron) is not a true indication of uranium prices.
2) Iron ore, it is my understanding that some of the production for this commodities has been closed down. So is there some way to check to see where the supply/demand ratio is changing to a positive outlook. So the question is, LIF-TSXLabrador Iron) do you feel the div. for this stock is safe.
3) Quarterly reports,what is the easiest way to fine out when a company is going to submit the report, & would they be the same time each year.

Q: Any thoughts on this fixed income fund? There is also a US version and an Investment Version.
Thanks!

Q: Appreciate your views on results and the announcement of a stategic review.
Thanks
john

Q: To the issue of portfolio structure. Currently I have 20% of my invested funds in indexes. Dow, S&P, Nasdaq, Russell and TSX. Evenly split. What sector would you allocate this to?