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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: I'm down considerably on CFW. I'm wondering if this is a good time to trade in to a better name in the sector. Which names would you recommend?
Read Answer Asked by Brian on November 11, 2015
Q: Could you comment on their recent earnings, I continue to hold this for income. Thanks for your help.



Read Answer Asked by Tom on November 11, 2015
Q: Hi, what are your comments in CGI earnings ? Looks like a nice beat on all metrics. Based on the current bookings and backlog, do you think, company is showing positive signs of stable growth? Last quarter, stock sold off due to market concerns about future growth !!! Thanks
Read Answer Asked by rajeev on November 11, 2015
Q: Good morning,

There was an interesting article in the Globe and Mail this morning on the subject of Restaurant Royalty Trusts. What are you thoughts on these type of trusts such as PZA and AW.UN? Is there an etf that covers most of them and is this a better way to go? If not, would you recommend any individual name? Thanks
Francesco
Read Answer Asked by Francesco on November 11, 2015
Q: Could I have update on your view on TOS. I've noticed some insider buying and results have just come out. Thanks
Read Answer Asked by Bruce on November 11, 2015
Q: Seems like a good quarter recently, does the stock get the credit it deserves, Would you sell on the recent run .Also is it safe to hold Reits with the Feds looking to increase interest rates. Than again if Canada doesn't raise rates how would it effect there borrowing .
Read Answer Asked by glenn on November 11, 2015
Q: I can't find the article you wrote about dividend investing that mentioned a company initiating a dividend is a very good sign. Could you please help me find the article. And would EFN thus qualify as a good buy now? Thank you.
Read Answer Asked by A on November 11, 2015
Q: Hello Peter & Team,

I apologize for asking all the US equity questions as I appreciate you have said many times it is a challenge to cover both north and south of the border BUT... the US appears to be the place to be right now if we are going to enjoy some success.

I bought TWX @ $64 and have held it for almost 2 years. There has recently been some "not so great" news coming out of this company and this sector in general as the landscape in US Media appears to be going through some changes.

I did sell 50% of my position @ $88.61 in July and now feel very happy I did so.

It is always wise to buy & sell on news and my question now is should I consider getting out completely all things considered and look elsewhere or, hang tough? And have you noticed any further rumors about a take over as this has been an item for some time?

And if I do sell, where would you suggest I look to reinvest the capital? I have approx 40% of my portfolio is U$ and presently own WFC, APPL, DIS, MCK & CBI which I am patiently treading water with.

As always thanks for all you do

Gord



Read Answer Asked by Gord on November 11, 2015
Q: any thoughts on cvd equipment? i see it mentioned from time to time in reference to graphene plays, it seems like the company has a good balance sheet and decent earning and tight share structure, any thoughts? thanks
Read Answer Asked by michael on November 11, 2015
Q: Hi, could you please comment on Boyd Group earnings released this morning. Also, with respect to co's recent decision to redeem all debentures maturing next year, assuming all holders decide to exercise conversion options to units of common shares, what will be total dilution ? Is it material, based on expected growth in earnings? Thanks
Read Answer Asked by rajeev on November 11, 2015
Q: I'm looking for Canadian blue chip stocks on the order of BAM.A and WN that in themselves are like mini-etfs. Are there many others like those? I know there are companies such as EIF that acquire diverse businesses, but I'm looking more for the blue chip category. I've owned CSU for quite a while, which I consider the kind of blue chip I'm interested in, since it it solid and serves every sector in many countries. Thank you.
Read Answer Asked by Jerry on November 11, 2015
Q: Overall, I have a faily well balanced portfolio based on your Balanced Equity model. However, my TFSA is now a bit of a disaster and, after Amaya's (AYA) results today, is firmly in the red. Not a place I like to be. In addition to AYA, I also own Concordia (CXR), Currency Excahnge (CXI), Macdonald Dettwiller (MDA), and Boyd. Thank goodness I own Boyd since I have large losses in the other positions.

What to do? I need to get back into my comfort zone. I have a 2-3 year horizon so unless these companies are set to recover in that time frame, I am prepared to move on.

I'd appreciate your comments and recommendations. Michael
Read Answer Asked by Michael on November 11, 2015
Q: DRA.UN reported Q3 results yesterday. they seemed pretty good to me but I am having a little difficulty interpreting their statements. For companies like this what should an investor concentrate on when reviewing results? And what do you think of the results?

As always, thank you in advance for your thoughtful analysis.

Don
Read Answer Asked by Donald on November 11, 2015
Q: Do you think this stock be sold or is it worthwhile holding?
Read Answer Asked by William J on November 11, 2015
Q: Attended a company presentation the other day and the growth potential of this lithium company in Quebec seems quite amazing. The amount of lithium that will be required verses the available secure supply is quite astonishing. Can you give us your take on the lithium market and the status of this co.?
Read Answer Asked by michael on November 11, 2015
Q: Your opinion for ALA future please Peter. Long term hold with some div growth? Seems there is many changes at the top. Thanks Ken
Read Answer Asked by Ken on November 11, 2015
Q: With a strong us dollar affecting some companies earnings negatively.How does a strong us dollar impact cxi.Less transactions?
Read Answer Asked by glenn on November 11, 2015