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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: Hello team,
Sometimes, I like to look at charts to see how a company is doing in the absence of any news. Rogers Communications' (RCI.B)chart is showing a rounded top which suggests that the company's shares are about to head south. Do you see anything on your Bloomberg terminal that suggests the company is experiencing difficulties. What do you think are its prospects for the near future?
Read Answer Asked by Robert on February 12, 2014
Q: Hi Peter,

Can you please provide an update of your opinion of PNI Digital Media(PN), which you last commented on in September 2013.
Thanks
Dave
Read Answer Asked by David on February 12, 2014
Q: Going through a very difficult, unappealing process of re-balancing. One of three companies I like very much has to be sacrificed. Of Enghouse (ESL), Solium (SUM), and Macdonald Detweiller (MDA) which two would you keep. The only consideration is long-term risk-adjusted returns.
Thank-you.
Read Answer Asked by William on February 12, 2014
Q: DDD... 3D Systems Corporation : This really seems to be the stock of the future . that is the only answer,.. the rest are questions .
Is it the best in what it does, or should I be looking elsewhere ? ... It really plunged on a selloff, so it may be a good timing play now ? ... is it liquid enough or ridiculously risky ? Is $66.66 a good omen or a bad one ? it bounces 5% in a day .
... Thanks /Cheers
Read Answer Asked by Thomas on February 12, 2014
Q: Hi Peter and staff,
Congratulation on your 34 percent return. GREAT

Peter will you be starting a new model portfolio the first of march 2o14?
Thanks again Shirley
Read Answer Asked by SHIRLEY on February 12, 2014
Q: Hi Peter

One of the first books I read on investing was "One Up on Wall Street" by Peter Lynch. Of course, he advocated doing things such as going to mall and observe which stores were busy.

In that vein, I keep thinking of Costco as every time I go to one of their stores all I see is a steady stream of people going through the registers.

I don't think there is a COST question on the site and I simply just wanted your thoughts on this company. As I read through their Edgar filings, it just seems that this stock is ridiculously expensive. Is this just a great company but a lousy stock?

Thank you
Read Answer Asked by Brad on February 12, 2014
Q: I currently hold Entrec ENT, and Enterprise E. I would like to only hold one of these companies. Which do you think is the better company to hold for the next 3 years?

Thanks as always
Darcy
Read Answer Asked by Darcy on February 12, 2014
Q: Any potential minefields( or gold mines) for investors in yesterday's Federal Budget? It looks benign at first glance.
Read Answer Asked by Marilyn on February 12, 2014
Q: Hi Peter,
I see that Royal Nickel (RNX) today announced the departure of their CEO, any thoughts? Also what do you have their NAV as? With them approaching receipt of their construction permit by mid year, a potentially tighter nickel market in 2015 with the Indonesia export ban and a financing/partnership announcement could get this stock moving.
Read Answer Asked by Chris on February 12, 2014
Q: Reading through my Enghouse 2013 Annual report. EPS of 0.94 which is up 15% over 2012. This implies a P/E of 33.85/.94 = 36 times. With duplicate growth in 2014 of 15% this implies a P/E of 33.85/.94 X 1.15 = 31 times. QUESTION - Does 31 times not seem a little rich for forward earnings?
Glad you put a limit on questions. Although occasionally insightful your time spent on company analysis is much more valuable. Thank you.
Read Answer Asked by Bob on February 12, 2014
Q: Hello Peter and 5i staff,
My wife and I are retired with sufficient pension income to live on with no debt. Our portfolio ( 5 accounts total ) leans toward dividends and I'm not really sure we need (fixed) income in our portfolio.
Our financial advisor has convinced me to buy several issues of convertible debentures in our RSP accounts which I am not totally comfortable with. The issue that really stands out is Atlantic Power 6% due Dec 2019 currently trading?? at $58. Will we ever see the return of our investment or should we attempt to extricate ourselves from this, take the loss, and move on?
Thanks for any suggestions,
Larry
Read Answer Asked by Larry on February 12, 2014
Q: Hi Peter, Is it true that CNL has 500 Mill cash in their account, I was planning to add one or two solid mid cap names cnl and bto but they both have gone much higher in last ten days. Please advise me which two solid names to be added in my rrsp for 2014. I have $8000 to invest. Thanks
Read Answer Asked by Andy on February 12, 2014