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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: Could you please give your views on TransAlta Renewables. I see their dividend payout is greater than their EPS and they have not raised distributions in over one year.
Read Answer Asked by Bernie on March 16, 2015
Q: I have been a long time shareholder of COT and I beleive they are postioned to move to a phase one trial in the US for ovarian cancer. HAve you any opinion on it.

Many thnks
Read Answer Asked by Bill on March 16, 2015
Q: Hello Team, Can I get your thoughts on these 2 companies and if now is a good time to start accumulating these? COP has about 4$ in cash pays a 4.5% dividend and stock price is down about 30% since the summer. They have a long history of paying dividends and growing them. Williams is paying a 5% dividend with a projected 7% increase this yr of its dividend.The price is down 20% over last 6 months. Appreciate your thoughts on these?
Read Answer Asked by pietro on March 16, 2015
Q: I'm showing 42 cents for 2016 earnings for DHX media. This would bring it to a p/e of 22 in 2016 if the earnings work out and an ev/ebitda of 12.5 in 2016. Isn't this actually a reasonable valuation considering the 1) buyout prospects 2) earnings growth through multiple revenue channels 3) worldwide product placement. I'm not getting why some are calling it incredibly expensive. Thx.
Read Answer Asked by Michael on March 16, 2015
Q: May I please have your thoughts on iwn etf please
Read Answer Asked by jason on March 16, 2015
Q: Hi Peter and Team,
Would appreciate your position on stock buybacks. Money managers that appear on BNN tout stock buy backs as a positive akin to dividends. However, the following article questions this practice and would appreciate your take :
http://www.philstockworld.com/2015/03/12/harvard-business-review-throws-up-all-over-stock-buybacks/

Appreciate all you do for us small investor types,
Steve

Read Answer Asked by Steve on March 16, 2015
Q: further to your response to Alexander re: PLI and CRH, could you expand to include comment on MSL potential and any other similar Cdn. health small caps - thanks
Read Answer Asked by don on March 16, 2015
Q: Hi guys,

I want to limit exposure to the financial sector to 20% of my portfolio. I currently own TD and BNS and with the recent pullback in the major CDN banks, I'm thinking of adding 2 additional banks and I'm thinking about BMO and RY. I don't want to invest in an insurance company since no one can be sure when rates go up and I'm not sure about Home Capital Group since it is more concentrated in its business than the major CDN banks and the yield on the major CN banks are twice that of HCG? Your thought? It is risky to hold 4 major CDN banks in my portfolio if overall exposure is capped at 20%?

Thanks,
Jason
Read Answer Asked by Jason on March 16, 2015
Q: The charts on CSW.A and CSW.B look very different. I noticed that all questions on Corby's have been asked using CSW.A. Don't retail investors usually buy the B series? Any concerns about lack of trade volume? How much inside ownership is there? Which symbol should I consider? Best, Don
Read Answer Asked by DONALD on March 16, 2015
Q: Hi team. I have 16% of my portfolio in these energy, with WCP being my largest holding at 6%, and SPE my smallest at 1%, the remaining about 2.5-3.5% each. My portfolio is quite balanced sector-wise. It looks like oil is going down again, and I am wondering if it would be wise to lower one or more of my holdings, or just stay for the ride. Thanks as always.
Read Answer Asked by Kim on March 16, 2015
Q: I have a sizeable position in Qcom and I am under water in what I accepted to be a cyclical stock. After all the damage done in China , and after holding out against Asian competitors coming from all sides , it seems that Intel is going to be swooping in on the Apple . Is losing the iPhone chip business going to murder the stock price of Qcom ? ( I am still hurting big time from my GTAT loss ) .... Would you be a Seller here ? Thanks,
Read Answer Asked by Thomas on March 16, 2015
Q: Buy before or after Earnings Release?
I have done both and invariably seem to get it wrong on both sides. Optimistic about a prospective stock, I buy before and am disappointed by a poor result. Cautious about a prospective buy , I wait and then wonder if I should "chase" after a good result. I have no consistent strategy, but am increasingly coming to the view that's it's better to wait in order to avoid the loss with the proviso that you'll have to pay up for a good result.
What do you recommend as a general guideline in this situation?
Thanks
Read Answer Asked by William on March 16, 2015
Q: Hello Peter & Co.:
I'm a buy & hold type investor. Here's what I hold in my CA portfolio:
Consumer - CGX, CCL.B, MG, DHX
Financial - BMO, BNS, HCG, SLF
Industrial - BIN, CNR
Materials - SJ
Oil&Gas - PEY, VET
Technology - DH, CSU, OTC
Telecom - T
Utility - PPL, IPL, ALA

Between ATD.B and XTC which one do you think fits the best. I'm kinda leaning towards XTC for the higher dividend, but ATD.B seems as though it would be less cyclical and a good defensive stock to own.
Thanks so much for all your help.
Read Answer Asked by Andrew on March 16, 2015
Q: Hi, while trying to balance my portfolio with a target percentage holding for each sector of the economy I realized that I am very light in the following areas; Healthcare (I don't have a single holding) consumer staple (only holding is Loblaw) and finally Telecom (I have holdings in Bell and Telus). I prefer buying companies that pay a dividend & have room to increase these dividends from time to time...Could you please recommend a few solid names in each of the 3 sectors I am looking to add to. Thank you very much. Mario.
Read Answer Asked by Mario on March 16, 2015
Q: Hello 5i,
I am considering buying my foreign holdings (outside North America) in the currencies of their respective countries, currently they are held in US dollars. When a sector is bought into, I generally will purchase approximately 10 different securities to remove the idiosyncratic risk, so I have a lot of companies. Currencies considered other than Canadian and US are British Pound, Euro, and Australian Dollar.
What do you think of this?
Thanks,
Read Answer Asked by Mark on March 16, 2015
Q: Hi Peter, read your article on March break strategies in FP. I will be spending April in Europe. YTD I did very well with some Canadian companies such as AC, VRX, Magna, but especially in the US biotech sector. What should I do? Go to cash? Put in stop-loss orders? Or just monitor the market from Italy - I can trade over the internet, of course.Thanks for your advice.
Read Answer Asked by Kurt W on March 16, 2015
Q: Hello Peter,
Being with Raymond James, they recommended buying Bird Construction as they had it as a Strong Buy beginning of 2014 so we purchased it and have been losing money ever since..now down 30%. Last Friday Raymond James downgraded the stock to market perform with only an $11.00 target. In their notes they say it is a great company but not the best construction stock to own at this time. I am wondering if we could get your take on BDT and if the dividend was safe at this time. The dividend is important to me being a retiree.

Or would you suggest we put our money into something else.

Thank you,
Charlie
Read Answer Asked by CHARLES LA on March 16, 2015
Q: hi peter is ffh a buy at the moment thank you.
Read Answer Asked by suzanna on March 15, 2015
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