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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: How do you think the TTP agreement will affect MG and LNR? Are they a sell or hold?

Thanks, really enjoy your service!
Read Answer Asked by TK on October 05, 2015
Q: Hello Peter & Co,
A follow-up on my previous question regarding your ranking of my holdings CRH,CXR,GUD,PHM,PLI,RX and VRX; you ranked GUD,CXR and VRX as the best by a wide margin and that PLI is good but expensive; you did not comment on or ranked CRH, PHM and RX
Thanks,
Antoine
Read Answer Asked by Antoine on October 05, 2015
Q: Hi,

Has the dividend on VDU gone down a lot? I'm sure when I looked at it a few months ago it was about 4% and now it is under 2%. What would account for this change?

Best,

Carla
Read Answer Asked by Carla on October 05, 2015
Q: Hello Peter,
Loads of insider buying in this company by directors and a foreign holding firm (would not try to pronounce the name of the firm). Think a buyout is in the works?
Read Answer Asked by Alain on October 05, 2015
Q: Peter, with new governments seemingly trying to get rid of coal,how will that effect generators such as Northland Power or Capital power? One better than the other? Any other generators that will be effected? Thanks Ken
Read Answer Asked by Ken on October 05, 2015
Q: Like everyone else I have to have some US exposure to my portfolio as it is the dominant market. I know you don't deal heavily with US stocks, but you have a lot more access and knowledge than I have. Could you give me a brief opinion of these 5 US stocks. #1 VICM (VIMICRO); #2 - SRPT (SAREPTA); #3 - MOH (MOLINA); #4 SWKS (SKYORKS); #5 SIMO (SILICON). Some I own and some I am considering buying. Thanks for your great service. Dennis
Read Answer Asked by Dennis on October 05, 2015
Q: May I have your thoughts on MYR Group?
Thanks
Read Answer Asked by James on October 05, 2015
Q: After holding Brookfield Renew Energy (BEP) for a number of years and having a nice profit I sold my holding in a taxable account. My main reason is that it caused me problems every year when filing my CRA returns. I would like to replace BEP with another utility. I am considering Enbridge, Fortis, Algonquin, and Emera, or ??? Please provide me your best suggestion(s).
Thanks and kindest regards. Gord
Read Answer Asked by gord on October 05, 2015
Q: Hi 5i team,
I was fortunate enough to have sold some of my winners earlier this year in my cash account, so need to take some of the losers off the table. I'm pretty sure I'll sell AHF and CHW (I've been disappointed with these for quite some time).
I'd like your advice as to which of these should go (please list the ones you feel strongly about not keeping first). Choices are: ACQ, AVO, CXI, DHX.B, FCU, IT, MDA, SYZ, TD and TOU. Also, do you think I "should" pick up any of these at a later time?
Thanks for the amazing service!
Read Answer Asked by Brenda on October 05, 2015
Q: What do you think about the patent deal just announced. Would it be good for CPH in terms of share price? Would you buy into this news?
Read Answer Asked by Imtiaz on October 05, 2015
Q: Hi, I hold DIV and AD for some time but have been intrigued with the stagnant share prices towards the low end of the range, for past several months. Alaris has glowing reports from analysts with price targets between $35-$40. The overhang is a CRA dispute and problem with an investment. For Diversified Royalty, now there are 3 steady revenue streams with recent deals with Sutton and Mr Lube. Still price is stuck in $2.55-$2.60 range, despite a high of $3.10, a few months ago. The yield for DIV is almost 8%, now. I am at a loss to understand, what is ailing these companies. Do you see any catalysts, which could lift the share prices in near term? I like predictable income stream but would rather allocate this capital to companies with more visible growth and income potential like BYD.un, SJ, PKI and CCL.b (I own all but could add). Thank You for your valued analysis.
Read Answer Asked by rajeev on October 05, 2015
Q: Hi, cos has an offer in today from another company. I have a substantial amount of cos. Is this offer a good thing or a bad thing? Will I make money or loose more?

Dave
Read Answer Asked by David on October 05, 2015
Q: May I have your thoughts on Algoma? The stock has been weak recently possibly due to general market weakness or possibly due to problems with the delivery of latest self-unloaders. I know the company puts you to sleep but if you wouldn't mind unloading on the unloaders I would appreciate it.
Thanks
Read Answer Asked by James on October 05, 2015
Q: Can you compare expected earnings growth rates between IT and AYA for me? And compare their valuations? Thank you.
Read Answer Asked by Michael on October 05, 2015
Q: Hi there

Very much enjoy your service. I was going to add one more REIT to my portfolio to bring it up to 9% weighting. I was looking at Killam versus Pure Industrial knowing they are in very different sectors - apartments in Canada (Killam) versus Industrial in the Canada and the US (Pure Industrial). I need some guidance as to the stability of earnings going forward, the adequacy of the payour ratio looking ahead, and any possible likelihood of dividend increases. Both have dropped lately so don't know if that is a sector thing or other factors. Mainly looking at long term income here.

Much thanks

Stuart
Read Answer Asked by Stuart on October 05, 2015
Q: Hello Peter,
these three have the same chart pattern, the 40 DMA moved below the 9 and 20 DMAs, sign of buy! Do you agree? How will they respond to an eventual Bank of Canada interest increase?
Many thanks, J.A.P. Burlington
Read Answer Asked by Joseph on October 05, 2015
Q: Can you please give a update.. Thanks for the great service.. Rgards Cliff
Read Answer Asked by cliff on October 05, 2015
Q: Just wandering about the recent pullback in these two stocks do you think it's just collateral damage from Hilary's remarks or are the underlying stories still intact,would you consider this a buying opportunity at these levels thanks Greg.
Read Answer Asked by Greg on October 05, 2015
Q: In general, how many stocks are necessary to be adequately diversified? I know that your model portfolios have 20 positions each, but if I owned fewer stocks, it would make if possible to monitor each positiion in more depth. I would appreciate your thoughts.
Thanks,
Read Answer Asked by Hans on October 05, 2015