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: Quick follow up question on PBH you said you show a forward PE of 20.9 I was quoting (I guess) current as shown on Globe Investor and other sites as 257. Forward PE is indeed 20. So which is most useful in the present market. Is the EPS at .17 based on the current or forward PE. Should I be bias to one or the other as a general long term investor using it a tool for entry. Thanks for you service.
Read Answer Asked by James on February 08, 2016
Q: Peter and Team,

I've been a holder of CSU for a number of years, trimming the position as it gets overweight in the portfolio. With the recent down draft, I am at approximately 4% weighting.

Any thoughts on topping up the position and, further, why the big downdraft in the stock now? I have seen these down drafts with CSU leading into earnings announcements in the past only to have them beat and the stock rallies a lot in the following weeks.

Thoughts? Is this a case where we should sell and wait on the sidelines until we see a bottom start to form from a technical perspective and then buy back in?
Read Answer Asked by Marc on February 08, 2016
Q: The Banks exposure to the Oil and Gas debt(losses)and non-payments of loan losses in particular Bank of Nova Scotia. Therefore, how many are not paying, behind in their payments and how many will never pay them back or written off. In addition, how much does BNS have set aside(Reserves) for direct and in direct loan losses(debt), and any other helpful figures and etc.
Read Answer Asked by Herbert on February 08, 2016
Q: See Exco sold off substantially here on Friday, I guess market didn't like the flat sales once currency was backed out this quarter. Good opportunity to pick up some shares here? Appreciate your insight.
Read Answer Asked by John on February 08, 2016
Q: On Feb. 3 XTC released what appear to be quite acceptable results, but the stock has since been punished-- today down over 9%. Is there something else out there other than the rising CDN dollar?
Harold.
Read Answer Asked by Harold on February 08, 2016
Q: So in mid 2013 I bought 500 shares of this at $18.50 a share. Wanting to protect my gains, I got stopped out of half my position in Jan at $38.50. Of coarse its now over $44 and is a media darling with a Globe investor 5 star rating, a favorite of Gordon Pape's newsletter and yours. I think it is ahead of its self and I want to know if you think its still good value and if further profit taking is prudent or if I should average up here. It's only a 1.25% holding for me now. I am wondering why the PE is showing a whopping 262? Thanks
Read Answer Asked by James on February 08, 2016
Q: What do you think of this equity for a rising stream of retirement income?
Read Answer Asked by PAUL on February 05, 2016
Q: Is today's news the announcement we've been waiting for? The word 'bank' does not appear specifically.
Read Answer Asked by Richard on February 05, 2016
Q: Hi Team,

In an answer to a question from Paul J. about when to sell Magna you said the balanced portfolio is "a little more focused on one-year performance."

Much of you Q&A commentary is about long-term investing and performance.

It would be easy for members reading the Q&A regularly to get the impression the balanced portfolio should be a long-term portfolio - but maybe it is not.

Do you think it would help if you clarified for each model portfolio what the intended investment time horizon is and include that information with your explanatory/cautionary statements about each one?

Otherwise things are a bit confusing.

If in fact the balanced model portfolio is not for long-term investors, do you have any plans to introduce a portfolio that is?

Many thanks for the great service and for taking my question.

Michael
Read Answer Asked by Michael on February 05, 2016
Q: Do you know the reason for the large jump in this stock today?

Thanks. Dave.
Read Answer Asked by David on February 05, 2016
Q: What is your exit strategy for cyclical stocks?

I am referring to Magna. It has been noted many times that is it a cyclical stock. Your start cost of MG in the Balanced Equity portfolio is $55.72, You rode it up to $74, and back down to $44 and never seemed to consider selling it along the way. So when do you sell it, or are you "buy and hold"?

Paul J.

Read Answer Asked by Paul on February 04, 2016
Q: Why is the share price of this company just can't seem to get ahead? In particular whenever the company makes a positive announcement of some sort - like yesterday - share price takes a hit. It has happened too many times to be just a coincident. Are the shorts playing games here and just won't let go? Your insight is much appreciated.
Read Answer Asked by Victor on February 04, 2016