skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: IS FRC A BUY, SELL OR HOLD AT THIS LEVEL. IT HAS BEEN FALLING LATELY. THANK YOU FOR YOUR OPINION.
Read Answer Asked by Francis on September 23, 2014
Q: Could you comment on MSL. Merus Labs International Inc ?
Thank you!
Issaku
Read Answer Asked by Issaku on September 23, 2014
Q: Could you please give us your opinion on Capstone Mining after recent news. Is the share price freefall a result of this, or does it relate more to the collapse of commodity prices. Thanks, Mark
Read Answer Asked by Mark on September 23, 2014
Q: Congratulations on a fine bike ride. How do we honour our pledges, i.e, where do we mail the check and who is it made out to. Thanks
Read Answer Asked by Don on September 23, 2014
Q: Veresen (VSN)

Hi Team - I was hoping you could please explain the apparently high payout ratio of Veresen. According to CIBC Investors Edge, the payout ratio is 439.63%. From what I can see with FASTGraphs, the payout ration has been over 100% (sometimes well over) since 2001.

I don't understand how this can be possible over such a long time period. I've noticed this with other companies as well from time to time. Generally though, the commentary you provide suggests a low payout ratio is best.

Could you please help educate me?

Thanks very much. Michael
Read Answer Asked by Michael on September 23, 2014
Q: My portfolio currently is a little overweight in REITS and light on US exposure. REITS have generally gone sideways or declined somewhat over the last few months and I realize that you generally are of the view that REITS should not be expected to have any capital appreciation of note over the next year or so. Accordingly in order to seek some capital appreciation and some US exposure I am thinking of selling a significant portion of my REIT holdings (Calloway, American Hotel, Artis, Summit) and purchasing some of AAPL, GE, BCR, DE, MFST, NWL, PG, TXN. Do you see anything questionable in my logic or do any of these US holdings present a concern? Thanks in advance.
Read Answer Asked by Mark on September 23, 2014
Q: Altius Minerals ALS:TSX is down to $11.25. Please comment
on the news and the sector with respect to new buying.
Regards, Gord
Read Answer Asked by gordon on September 23, 2014
Q: Is there something going on in the market I haven't caught? Friday's 200 point drop on seemingly no news was strange enough. Now we have another triple digit, across the board loss and the only explanation is perhaps speculation about a report due on Chinese growth. Yet I'm seeing some of my lower beta, stable, conservative stocks plunging even more than the high beta momentum stocks. Easyhome down almost 6%, IPL down almost 5%, even Saputo down over 3%, none of which would seem to have anything to do with China. I'm not seeing people moving into anything else (certainly not energy, tech or materials) so what's the money doing?
Read Answer Asked by John on September 23, 2014
Q: What are your thoughts on Agrium vs. Potash? Are they at attractive valuations/do you think investing in such a company is a good way to play the inevitable global population growth from a long term prospective? Also, when is the seasonal strength time for agriculture stocks and is seasonality something you take into consideration when choosing stocks.

Thanks for your thoughts!
Read Answer Asked by Arthur on September 23, 2014
Q: Could you please give me your recommendations for the three best growth companies at this time?
Read Answer Asked by Curt on September 23, 2014
Q: The market seems to be correcting quite drastically today. Are there any companies that you would see as "great deals" if the "sale" continues? Thanks,
Read Answer Asked by dan on September 23, 2014
Q: Hello Peter and company. I was hoping to have your view on Teck Resources..TCK.A.. I am looking at cash levels and prices on its various business segments on a forward basis. It looks like there is a significant misunderstanding of impacts and there could be a floor and $21.00-$20.00 area. I already have a position. Is the Dividend safe in your view. Thank you Jason
Read Answer Asked by JASON on September 23, 2014