Investment Q&A

Q: Hi Peter Comments on bns
regards Stan

Q: Can you tell me does Canada have any listed companies that make components , modules or parts for hybrid / electric vehicles? Are any of them invest-able yet in your opinion? Thanks!

Q: How would you ranks these engineering companies based on current levels and why?

Q: Would the possible strike by Unifor workers in Canada affect the stock price?

Q: How do you decide whether to use a DRIP or not for companies in your portfolio? Do you base it on whether you need dividend income or not or is it more company specific? We can use SIS as an example since I own some shares and wondering if I should drip the 2% dividends or take the cash.
Thanks

Q: would you move from Canadian Western to Home Capital?? Thanks Jim

Q: Of course, nobody knows the future, but anyway what is the future in the next year or longer for DH Corp. good or bad? Are the short sellers going to keep the stock price down for the next or longer? In addition, is there too much competition to help their margins grow in the future?

Q: Hi, with sis at an all time high, do you still see it as being a strong buy for the long term (multiple years)? I feel like with baby boomers getting older their products may become more sought after.

Thanks

Q: The Target Price Data Report of July 29 has AW.UN at minus 46% and all the restaurant trusts with minus targets by analysts, AW being the worst, and the best at minus 11%. All except one has a Buy rating. Can you suggest a reason for this anomaly?

Q: Would you recommend taking an initial position on PBH at $63? This is more or less at its all time high. Your insight is much appreciated.

Q: Parkland announced a $300 million Senior Notes Offering which will be used to fund a portion of the CST assets. The announcement said that it has entered into an underwriting agreement to sell, pursuant to a private placement, $300 million aggregate principal amount of 5.75% senior unsecured notes due September 16, 2024. The offering is expected to close on September 16, 2016.
After issue, do notes trade like an equity stock? If not, please explain "notes".
What is your opinion of this offering? Would it be a good holding in an RRSP which must soon convert to a RRIF.
Thank you.
Nadine

Q: I own DBO,PHM,PTG,QHR,SYZ and TNC in a TFSA. I am up in all but for a small loss in PHM. Without considering risk or sector I am looking to either add To my existing holdings or another stock entirely and would like to hear your unvarnished opinion. Thanx Robbie

Q: I find the most difficult thing to do is buy hold or sell lol!
I bought ESL at around $66 a share--having never owned it in the past. I am holding on and with the contract they just received and momentum I think I should average down. You prefer averaging up but when a good company starts showing signs of strength should we not average down and lower the cost base?

Q: I'm up nicely with MG, but there's some press about 'peak auto' having been in 2015. If there's a nascent economic recovery in the US, why would we not expect continued strong auto sales? What does this bode for MG?

Thanks as always.

Q: I have sold AVO and would like to know which stock out of balanced portfolio who you replaced this stock as this was my only tech stock.I would like to replace it with another stock.I am looking at ESL and wonder if this would be a good choice.

Thanks
Dolores

Q: Hello, I've been waiting for DHX to come out with their next quarterly financials. It seems they are behind all the other companies I'm following. Is there any reason you are aware for the delay? Also if there are any other insights you can provide on this company that would be great.Thanks
Cheryl

Q: SJ seems such a reliable stock, railway ties and telephone pole replacement. Why the continued fall?
Thanks

Q: what is your thinking about afn and do you see more share price appreciation?
would you prefer agt over afn? and why?

Q: opinion please on gil (gildan activewear), read your report.new or newer plants coming on line? looks to me like this might be a pretty good growth stock and growth is what i'm after or is there a better one out there,any stock,any sector? tkx pat

Q: I don't own this company (DSG) but it seems to have a pretty good price trend for several years. In particular from Mar2010 to Mar2016 its stock price rose from aprox. 6.3 to 23 or about 265%. Looking at its financials, it reported AEBITDA of .36 in Mar2010 and .80 in 2016 for a total increase over the same period of 122%. That seems odd given the price appreciation. In addition this is a growth rate in per share AEBITDA of only ~14% over the 6 year period resulting in a PEG ratio (using AEBITDA) of ~ 2.41. So my question is: Why is this stock so loved? Yes it has consistent "earnings" but they don't match the stock price appreciation. In their latest annual report they say they have a CAGR of 24% but that is not on a per share basis. So again what am I missing?
Cheers & thanks for the great service.