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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: Metro just announced its quarterly results. Everything is up: net income, same store sales, EPS, etc. Metro has raised their dividend each year for more than 10 consecutive years. In 2010 it was 22 cents and is now 47 cents per share - an increase of 113%. The ROE is consistently above 15%. It is buying back shares at a rapid rate - possible financial engineering because total revenues have not increase in past few years. All the metrics are what I look for in a stock (except for the lack of revenue increase) - high ROE, increasing dividends and EPS, share buybacks.

But MRU is in the food retail business. With fierce competition from Empire, Loblaws, Wal-Mart and Costco this stock scares me despite the numbers. Should I be scared or can I pull the trigger and buy it?
Read Answer Asked by Michael on August 12, 2015
Q: Good Morning Peter,
For some time now I have been wanting to replace Artis Reit AX.Un. I want to replace it with PBH or a similar company in the food business. With global warming and food shortages looming would this be a good choice? Although the dividend is lower, on the long run do you think a change would be merited. Thank you for your help.
Read Answer Asked by Dan on August 12, 2015
Q: Good morning....I would like to start adding to my positions ie..CSU..would you start adding or wait a few days for things to settle..

Thanks
Matt
Read Answer Asked by Matthew on August 12, 2015
Q: Your comments on earnings report. Stock has sold off? Any major concerns here. Thanks
Read Answer Asked by christopher on August 12, 2015
Q: I haven't been interested in Patient Home Monitoring PHM, until now, because of the price drop. What does PHM mean when they describe themselves as "focused on rolling-up annuity-based healthcare service companies..."? I believe that "rolling-up" means buying and consolidating companies. But what do they mean by "annuity-based"? I googled the term and there's virtually nothing except the quote I just gave.Thanks!
Read Answer Asked by Jerry on August 12, 2015
Q: your comments please on LRE after the proposed new financing. Will they survive and how bad is their debt load? Thanks
Read Answer Asked by george on August 12, 2015
Q: Which of these 2 stocks stock would be better to buy during this downturn caused by the Chinese yuan being devalued?
Read Answer Asked by ken on August 12, 2015
Q: I bought XTC based on your report touting this name as the "perfect stock". I see it as a growth stock with a negligible dividend. So far its SP popped heading into the announcement of the last two quarterly results and so far have slide back thereafter. It just does not seem to have any traction to hold onto those the gains, or advances based on the growth reported.

Has XTC hit the "proverbial wall" that all stocks do? Even Disney and Apple hit that wall eventually. I'm sitting on a small gain with XTC now, other than advising patience, would you recommend that I should sell before the next run up to Q3 earnings, say when its SP hits $18+? After all a growth stock that stops growing is dead money and I should really move on.

Your take on my view is much appreciated. Thanks.
Read Answer Asked by Victor on August 12, 2015
Q: Hi Peter,
Constellation software keeps dropping. Is this just a reaction to the current market conditions and that it has had a good return of the year, and hence profit taking? Also, I thought (from what I read) Fairfax had its portfolio setup such that it would be protected somewhat to declines in the market, yet it is dropping like other stocks. Any comments please? Thanks again.
Read Answer Asked by umedali on August 12, 2015
Q: There is relentless selling going on with PHM, and it seems there is no bottom for it. There are 46 millions of shares financed at $1.50 will come to free trade in September. Do you think PHM will be under more pressure around that time? Should investors just take a loss and move on? Do you know any company can make a turn around like this from your past experience?

Read Answer Asked by Rebecca on August 12, 2015
Q: I am looking to invest for income as well as some growth, for 2 to 3 years, would appreciate your assessment, suggestion.
Many thanks. J.A P, Burlington
Read Answer Asked by Joseph on August 12, 2015
Q: A technical question: Yesterday I bought 1000 BRE via CIBC, another 1000 via Interactive Brokers. Still all the news sources only reported 450 shares trading. Were my 2000 shares bought on alternative exchanges? In general, hat percentage of trades go outside of the TSX?
Read Answer Asked by Kurt W on August 12, 2015
Q: Can I get your opinion on the quarter and you outlook on the shares. I'm down about 40% and wondering if I should sell and move on.
Read Answer Asked by Rob on August 12, 2015
Q: Hi Peter and Team,

Please comment on the results out of GUD this am.

In general what numbers do you look at in quarterly reports?

Thank you
Read Answer Asked by David on August 12, 2015
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