Investment Q&A

Q: Good Morning Pete and Ryan,

I've been sifting through some beaten up stocks and was wondering which of these two you would prefer. The valuation metrics on both are pretty compelling, so I'm having a hard time deciding. I know EMP is having some integration issues, but so did Loblaws and look where they are now. HCG seems to be suffering from "fear" about the housing market. Would you start a half-position in each, or is there one you would prefer over the other?

Q: I own CSU, KXS, TNC (small weighting) and SYZ. If any, which of the above tech companies would be best to add or replace at this time?

Q: Hi folks,can u please comment on re-statement of financials for Nhc/t.Is this good or bad,and long term,is this stock a buy,hold or total avoid. Thanks as always

Q: Your opinion on whether Metro or Loblaw would be a better investment?
Thanks

Q: What would suggest to do with there rights offering,would you add
to a position through the rights. Thank you

Q: IOWN THIS IN A RRSP AND WAS THINKING OF SELLING AND MOVING THE MONEY TO THE OTHER ETF ZUB WHICH IS HEDGED OR DOES THE US DOLLAR STILL KEEP GOING UP. ANOTHER POSSABILITY WOULD BE TRICON (TCN). THANKS

Q: Hello Peter and Team,
Just wondering if you might be able to shed some light on the tumble of FCV`s share price after offering what seemed to be a positive Prefeasibility Study for the Bayovar 12 Phosphate Project. Talk about selling on news … the price is down over 30% today. Can`t seem to find anything to substantiate this. Thanks, Rick.

Q: Hi Peter & Team
Morningstar shows that Fidelity Management has 26000000 shares (13.36%) of RRX under the "change" column. Does this mean a recent acquisition? Thanks

Q: Could you please comment on the aqusitions of CCL and MG. Thank you.

Q: I purchased Progressive Waste to get a dividend paying company that would be able to take advantage of the weak Canadian dollar. Since that time they have had some weak earnings and now are looking at possibly selling the company. With the bump in price I am now even on the name. Should I sell part or all of my position seeing as how my investment thesis doesn't seem to be playing out how I expected. Or would you wait and see how this plays out?

Q: Hello, Curious about NFI being added to your coverage soon? How would you rate the company currently? The chart is certainly interesting, your thoughts on the company going forward?
Thanks, Lavern
p.s. Very happy with my portfolio after a few years of following your recommendations, keep up the good work!

Q: I am intrigued by the yield offered on these two Pfd's ...around 7 % with resets 4 & 5 years out at approx 4.8 % (C) & 5.4 % (G) plus 5 yr Cda Rate...Can you give me your opinion, please and thank you , as to the credit worthiness of these two pfd's ...also if you know there credit rating...and whether you would feel comfortable buying them at these levels with the view of holding them longer term...Many thanks

Q: How would you compare Dir.un and Aar.un going forward ?

Q: In a response to a prior comment on this stock you mention how SJ anticipated "the upswing in the spending cycle" I guess for poles and ties. Your April report forecasts a 1 year Revenue growth of 10.4% vs 5 year growth of 25% p.a. and a more recent (Nov.) TD report of forecast 18% growth for 2016, which I can assume is partly extraordinary FX gains to date and partly acquisition based since Apr. What I wonder about is just how cyclical is this business and what a decline in the spending cycle of utilities and railroads might look like. TD forecasts only 7% YOY Revenue growth of 2017 vs 2016 but does not take into account any M&A activity. When was the last downturn in this business and how long did it last? I note they grew EPS in 2008/9 but were a much smaller outfit then. Thanks, J.

Q: Thoughts on currency hedging these days?

http://canadiancouchpotato.com/2015/02/04/stepping-back-from-the-hedge/

"McCreath sees the supply of oil as being the key determinant as to whether the Canadian loonie hits US$0.65, taking stocks down with it, or a perceived recovery of oil prices into 2017 enables Canada to outperform." Your thoughts and to What CDN companies do you like most that are US currency friendly? I will find it even harder to invest in good US stocks for 2016 (i.e. Disney, Costco, Monster Bev etc) since we'll lose out on the currency rate this year.

Q: Happy new year 5i Team. I see that you have answered question on chipotle back in November 2013. What is your outlook of the company at this current situation? Is the price reduction due to the current E-coli outbreak overdone? Can you also share your views on the company financials like debit, eps growth, share count and P/E and its comparison with its peers?What is your opinion on the management team? Do you consider this stock as Buy at this levels for a medium risk investor with a 2+year hold? Thank you for the great service.

Q: Happy new year Peter and Ryan,

Looking to add a non cyclical consumer goods and was hoping to find it in your growth portfolio. Did i miss it as I couldn t find one.

Thank you and I look forward to your guidance through these troubled waters.

Q: 20 million shares shorted when you combine nasdaq shorts and tsx shorts out of a possible 96 million trading shares. time to run maybe another IT attack coming.

Q: I'm underwater on a position in XBZ. Wondering what your thoughts are on the Brazilian economy?

Q: I have looked all thru the website looking for the blog on options and the questions pertaining to it. Could you point me in the right direction? Thanks Ron