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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: Stock has been acting poorly since they bought their sister company MOB recently. Thought this would make this a stronger co. not a weaker one. Comments please?
Read Answer Asked by george on June 24, 2015
Q: Hi Peter

I have had exceptional success in buying positions in all 3 portfolios and to date have almost a full complement.

In the growth portfolio the following stocks got away from me, didn't seem to correct and therefore I don't yet hold. They are. GIX,PEO,CDV, and QHR.

I'm not asking you predict the future, so let me put it this way.... If you were in this position would you say to hell with it and buy at market open today or would you exercise patience as I have done to date and simply put in a bid and leave it there.

You opinions might vary per stock mentioned.

Thanks
Read Answer Asked by Sheldon on June 23, 2015
Q: goodmorning . could you give me two ETF, one us&one Canadian holding us banks.Thanking you.. Regards Cliff
Read Answer Asked by cliff on June 23, 2015
Q: Hi Team, I hold full positions in the above ETF's , do you think there is a bit of overlap between VV and VIG? If so , any recommended alternatives. Thanks for your expertise and wise counsel.
Read Answer Asked by Jerry on June 23, 2015
Q: I heard this name mentioned. Can you tell me about this company. Does it have lots of potential? Is it a buy?
Thank you
Read Answer Asked by patricia on June 23, 2015
Q: with phms announcement today of its latest deal and when it closes they will have adjusted ebita of 44 million with about 236 million shares outstanding, my question is the stock seems cheap by any metric. am i right or wrong. dave
Read Answer Asked by david on June 23, 2015
Q: Could you please comment on the exactEarth IPO announcement and what it might mean for COM DEV?

Thanks.
Read Answer Asked by Paul on June 23, 2015
Q: Given the uncertainty over Oil (in Alberta) and Provincial Govt (NDP, Royalty Reviews, etc) what do you think about Crescent Point Energy Corp?

It has assets outside of Alberta, has either Buy or Strong Buy recommendations from TD and RBC research. Seems to be at a low point for the price.
Read Answer Asked by Nilesh on June 23, 2015
Q: Hi 5I: currently my portfolio holds only Canadian growth stocks. We feel that we are missing US growth, so therefore would appreciate your help. With 150K (Canadian) to invest, could you give 4 or 5 suggestions that we might enjoy the same measure of growth and dividends we get from the model portfolio.
Read Answer Asked by John on June 23, 2015
Q: HI PETER ET AL.
JUNE22 SCOTT asked about LOYALIST. I would appreciate knowing
where he gets the latest news concerning this and others.
Also, concerning my question on IPL- YOU failed to comment on the large amount of revenue they receive from the sands and how significantly a review could hit the sands compared to other deposits.
THANKS AGAIN
Read Answer Asked by BEN on June 23, 2015
Q: Good Morning
I was wondering what your opinion is of STB. It pays a great consistent dividend but stock price has been falling lately and I am nor sure why. Would you be a buyer or seller
Thanks
Read Answer Asked by Susan and Philip on June 23, 2015
Q: Further to the question asked today by Ernest re: ipl. Is it not true that the big IF here is the alberta royalty review?
50% of the GOVT royalty revenues come from the oilsands, and 40% of ipl's revenue is from the sands. according to the RSI it is way oversold. The financial metrics according to you are
within limits, yet it won't break out of the descending triangle. If I am incorrect, what in your opinion will make it move. Thanks as
always. Sorry that I didn't put a salutation at the beginning.
Read Answer Asked by BEN on June 23, 2015
Q: Hi there,

When you last referenced VGO in late May the comment was it was high risk, good potential with a high valuation given limited earnings. With it selling off below $2/share is it something you would start to see as being worth a small position for someone willing to accept risk?

Secondly, is there significant risk of concept failure here (ie it goes to zero) or is the greater risk slow progression and the need for patience before things move ahead?

Thank you for your insights.
Read Answer Asked by Tim on June 23, 2015
Q: April 2014 is the most recent review available for this company. Will you be updating this anytime soon? or can you confirm the B- rating of that date
Thank you
Read Answer Asked by Dale on June 23, 2015
Q: If there were to be a competing bid for RLC how soon do you believe this would occur and what odds would you give it? Given this offer for RLC do you believe this will precipitate future take-overs of other healthcare REITS. Thanks.
Read Answer Asked by Gary on June 23, 2015
Q: Hi Peter,

A colleague of mine recently rented an RV through CanaDream and loved the experience. He mentioned they were public, so I did a bit of work and found that the company is quite cheap given it's relatively stable earnings (annual basis) and consistent growth. Can you give it a quick look and let me know if you see any red flags? I'm thinking of making it a 2-3% position.

Mike
Read Answer Asked by Michael on June 23, 2015