Investment Q&A

Q: Why had this stock down $20.00 since Late Sept. Is there concerns here, or a buying opportunity?
Thanks in advance

Q: Hi Peter
My thoughts are to trim DH by 25% and use the proceeds to expand my position in WIN which would by about 2.5%
Can I have your comments on this
Kind Regards Stan

Q: It seems every time ESL gets back to around $55, insiders unload a sizeable amount of stock. Does this suggest they see limited upside to the stock?

Q: In view of the decline in share price, would this be a good time to add to MG or, because of the TPP, is it best to take a wait and see approach.

Q: Is DH Corporation a good stock to continue holding in my Portfolio. Thank you. Eddie.

Q: Yesterday, Gord said that BEP.UN in his unregistered account causes problems every year when he files his returns with CRA. What would those problems be?

Q: Hi Peter & team, Since Sept. 2, WIN has entered into 9 patent license agreements. The settlement and terms of the license agreements, as usual, are confidential. One would think the stock would do better. Your comments pls.
Silvia

Q: Hi I still own some Canexus. What do you recommend with the Superior Plus offer? Sell, take the Superior Plus shares and hold them or sell them?
Thanks

Q: You recently commented that you expected that xtc would do well from the TPP, especially with the low Cdn dollar. But media reports are highlighting both dairy producers and ATO PARTS producers as the likely domestic losers under the deal. I realize the terms of the deal are not fully known. But is your 'best guess' that XTC will do better - or worse - than it otherwise would have absent the TPP's execution. Thanks!

Q: Hi Peter, Fiera seems to always announce good results and the stock usually bumps a bit after earnings only to drift lower in the following weeks. It is now at a 52 week low and down again today in spite of the strong day on the market. What is your view of some of their recent moves? Is this still a stock/company you believe in? What is the expectation for Q3 earnings? Thanks Rob

Q: Lots of insider buying. Time to buy before next earnings. Thank you

Q: If we sold AVO at a 30% loss what would you replace it with.

Q: Hello Peter,
Loads of insider buying in this company by directors and a foreign holding firm (would not try to pronounce the name of the firm). Think a buyout is in the works?

Q: What do you think about the patent deal just announced. Would it be good for CPH in terms of share price? Would you buy into this news?

Q: For diversification,if reducing exposure to Canadian Banks,would you provide some recommendations of companies with comparable quality and expected market performance.Thanks.

Q: HI Folks: I know you like Goldcorp. What are your second and third favourite gold miners and would you consider a gold royalty company (other than Franco N) at this time?

Q: This has been very lonely stand up stock in my portfolio. Rather unusual for it to be as it trades thinly at points. Now I can see a reason for it in it's recent purchase of Healthmark. I can't recall when the last time was that it bought something. Do you think this might represent a change in corporate thinking? What does the purchase mean to your thinking on RPI and how significant do you think it is for the company?
I am looking to sell some shares. Hopefully at higher prices?

Q: Good Morning Peter, Ryan, and Team,
I noticed after looking through the Ink Insider Report for WSP that there are two very deep pocketed 10% + holders of the shares:
Canada Pension Plan Investment Board- 17,524,815 shares held
Caisse de depot et placement du Quebec- 15,699,525 shares held
Total shares outstanding look to be 90 million. It appears that both pension funds take their quarterly dividends in shares as opposed to cash which dilutes the other shareholders over the long term. On one hand WSP will likely never fail due to the deep pocketed backstop of the two pension plans but on the other hand the CPP Investment Board received 148,810 shares in July in lieu of cash. I guess WSP can grow faster if it is able to redeploy the cash that it would have had to pay out to CPP (and the Caisse). I would like your take on this issue. Thank you for your sage insights. DL

Q: Hello Peter,
I bought this stock at near all time high and thus down quite substantially while holding for a fairly long period now with nothing to show for it.
Your downgrade reflects the risk even if the growth is attractive. For a new investor in the stock the rating is appropriate. But for an existing shareholder here is the dilemma. If I sell, I have the tax loss (which I cannot use now maybe sometime in future) as the only positive. On the other hand, given the steep fall, there could be a nice rebound and therefore an above average return from this point on. What would you suggest? Would I be making the classical mistake of being in love with my loser if I held on? Or should I switch to one of KXS, PEO, QHR, TC in the growth portfolio?

Q: you just had a fairly positive report about high liner foods.
Now the stock is down almost 10%.
What are we suppose to do?It looks like a falling knife here.
Nobody seems to be able to get a grip at things.