Investment Q&A

Q: Good morning Peter,
Would appreciate updated thoughts on MEI.to and ORC.b.v.
Manitok's latest update looks great (to me) but the stock has moved very little.
Orca delivered on output but isn't getting paid.
What to do at present ? Thank you, Paul

Q: can you comment on LOY results- revenue growth looks good but the net income is a bit disappointing. Would you call it cheap at these levels? Thanks

Q: Could you comment on Mob.un and its recent halt.Though small seems to be growing and pays high yield ?

Q: Hi

Has anything changed regarding your opinion of SIO following their current financial results?
Thanks
Hersh

Q: Hi team,
What are your thoughts on V.LSI year end earnings and your forward views on the company.

Q: I have some cash I am thinking of deploying either in atd.b or hlf. which would you choose...or would you suggest something from the model portfolio instead. Thank you.

Q: Re: PVG.TO

Any thoughts on Pretium Resources? The results of the February 2014 1000 tonne test on the Valley of the Kings project seem very promising.

Thanks for your great service!

-Jeff

Q: What are thoughts about Nordex earnings (nxx-t). Would this be a good buy.
Tom

Q: What are your current thoughts on Intact (IFC)? It has been on a pretty good run lately, but this appears to be largely the result of PE expansion? Perhaps it is time to take profits?

Many thanks

Q: Hi Peter,

Red knee solutions rkn has been on a slide lately despite being voted as a top 10 growth company. Your thoughts on this going forward. Also the technicals are weak.

Thanks
Paul

Q: Hello Peter,
Could you comment on PHX vs TDG. Both have an upside, but for different reasons. I find PHX to carry more value, but am attracted to TDG`s growth potential. Your thoughts?
Thanks,as always.
Rick

Q: Hi.How low a stock should go down before you should sell i(10%,20%,30% )even if the company looks to be a good company (e.g..AVO,or AYA ) ?.Thanks.ebrahim

Q: You last commented on Pure Multi-Family REIT (RUF.UN on the Venture Exchange) in May of last year. Could I please have your current thoughts on this REIT, outlook going forward, risks involved, and sustainability of the nearly 8% dividend. Thanks!

Q: Tech stock have really fallen off a cliff. Is there still a bull market for them left?

Q: Was wondering if you could please comment on the big US bank stocks. Where do you see them heading in the short and long-term?? I am particularly interested in JPM, C and BAC. Are they buys, hold or sell?? More interested in the long-term outlook. Thanks.

Q: TCN - Tricon Capital
The company has just announced that they have added manufactured homes to their portfolio. The market didn't accept too well, price fell, and has been falling for some time now, and perhaps trying to recover. I purchased at it's high of $8. do you see it ever reaching this level again? Your thoughts of the company?
Thanks for your great service!
Thanks,
Brenda

Q: Not a question but a comment, I am a shareholder of Constellation and did receive notice of their AGM.

Q: Now that I have your model equity portfilio, US and index ETFs, I am focusing on the fixed income part of my portfolio. Truthfully, I'm a bit nervous about fixed income ETFs, as I fear they will go down as interest rates rise, so I've been hesitating to purchase. In a previous post you suggested CBO, XHY and CVD. These look like great ETFs but all seem to be corporate. I will be putting 30% of my portfolio in bonds. Would it be safe to spread it evenly among these three or should I add something with govt bond exposure? I saw VAB which seems to focus primarily on Federal and provincial bonds. If I need VAB would 25% in each of the four work? Also, should I buy it all at once or over time. If over time, how many times should I purchase over what period of time?
Thanks so much for your feedback.

Q: Hi 5I Team,
Panera Bread is a very popular restaurant chain in the US. My wife and I have enjoyed the food there and noticed how busy it is. It recently had quite a drop in share price. What are your thoughts on taking a small position in this Company. Thanks as always.

Q: Free lunch! There's probably one being served for you this week or next if you're a shareholder and go between 11 and 2. This is where you want the better hotels and golf clubs for the best catering, not a convention centre, and be sure to arrive half an hour prior to the start time of the AGM, maybe schmooze with some bigwigs, too.

Our most memorable AGM yet was a few years ago where my wife and I sat cheek by jowl with Pamela Wallin and Hugh Segal to hear the colourful Ira Gluskin hold court on the state of the economy and tell anecdotes such as his Mother griping to him that she hadn't made any money on her GS shares from the time of the IPO, which he assured her she would, in time.

They not all drab and dull affairs. 'Tis the season, so enjoy your dividends.