Investment Q&A

Q: Hey folks, you have an update out on AFN rating it a B. Could you please compare AFN to AGT. Which is more stable? Which has more growth? With AFN at B, what would you rate AGT? Thanks for your comments.

Q: Hi guys,

I'm looking at adding a growth stock with a modest yield to my RRSP over the next few months before October. Why would you recommend at today's prices from the following: Constellation Software, CCL Industries, Brookfield Asset Management or Magna. I know the companies and sectors are all a bit diverse, but I have room to add to all of these sectors without being overweight. I'm leaning towards Magna, but I wanted your opinion.

Thanks,
Jason

Q: Good Morning.
On July 6, you indicated to Peter that BOS is Materials or Industrials.
TSX says it is Consumer Cyclicals.
Your final decision? Thank you. sarah

Q: Hello Peter & Co,
Would AFN fit as a single stock holding (combination of yield and growth) for exposure to the Agricultural segment? If not, which?
Thanks,
Antoine

Q: I am thinking of buying Stella Jones (in a registered account) soon. I see your A- rating and think it will be a good solid company. Hoping you could advise me if this is a good time to buy it? Thanks very much
Marilyn

Q: I was fortunate to hold a full position in Regal Lifestyle, and sold when the take-over bid was announced. Now I have some capital gains to deal with. Currently my 2 worst performers (in a loss position) are Medical Facilities (DR), a fairly recent purchase and Gamehost (GH), which I have held for years. The combined capital losses in these would offset my gains in Regal. I am thinking of selling both, with the intention of buying them back after 30 days, as I don't expect significant changes in their price in the near future. Does this seem reasonable to you? Do you have a preference of one over the other (ie would you buy back both, just one or just move on)? Both stocks are held for income and combined make up about 3% of my portfolio

Thank-you

Q: Hi Peter, would you buy Auto Canada at this price or is there more down side?

Q: Your comments on their Q2 results posted today, please. Same-store sales growth was flat, do you know what they have historically been able to grow this metric at?

Q: Hi , DHX took a tumble at the end of the day with some large volume yesterday. Only thing I could find was an announcement they were going to proceed with a public offering of their shares . Could you comment on this?
Thanks

Q: Are there any other canadian blue chip stocks that have never had to cut their dividends. I bbelieve the canadian banks fit this bill but not the telcos. I think maybe SLF. as well from the insurers has not cut its divvy.

Thx Blake

Q: One of my designated long term investments - XTC just went over in the "overbought" territories today (RSI - 72.02). What usually follows after it reaches this threshold? Do SP a). usually retreat for good, b). retreat and then restart the climb again shortly, or c). going sideways from that point on?

If it's b). I might try to lock in the profit now and buy back at a lower price later. Is that a sound strategy? Your insight is much appreciated.

I have no experience in handling runaway winners. I'm good at dealing with losers though, lot of experience there.

Q: Thinking of purchasing some shares in my TFSA. Of the Canadian Banks which do you feel is the best one to buy now? I do hold a full position of Royal, and a smaller portion of TD, and BNS in our Taxable account.
Your thoughts on this or another stock for the TFSA would be greatly appreciated.

Thanks John

Q: Would you please give me your favourite 3 (non energy) buys today from each of the Model and Growth portfolios?

Thank you. Cathy

Q: I had a bond get called in the fixed income part of the portfolio. I'm looking at Great Canadian Gaming July 2022 6.625% bond. The bond is callable in July 2017. Do you think the consent solicitation earlier this year is a sign they will call the bond early?
I know your not really into bonds, in your opinion would it be a better idea to consider giving up some yield to possibly get some capital gains in one of these 2 convertible bonds:
Element Financial Jun 2020, YTM is only 2.3%, but its convertible 22% higher than todays equity price.
DH Corporation Sep 2020, YTM is only 3.5%, but its convertible 30% higher than todays equity price.

Q: Hi Team,

What is the current P/E ratio of the these companies?
ESL
PHM
CRH
ATD-B
BYD-UN
XTC
DRT
CSU
Thank you, Shane

Q: Any comments or thoughts on today's meltdown? Would you buy hoping for a bounce?

Q: Good morning...with the ongoing turmoil in the markets....I am looking at selectively adding my portfolio over the next 2 to 3 months if we see things settling down...what would be your top 5 picks for potential l 'SCREAMING BUY" based on quality stocks beaten down.... based on overall market sentiment...buying opportunities for 4 to 5 year hold...not really a question of timing..

Thanks

Q: Hello Peter & Co,
I am very pleased with my 8.6% portfolio performance in the first half of 2015; this performance continues the trend of 17%total return per annum for the past 6 years.
However, my exposure to the industrial / infrastructure/ transportation sector is quite narrow with only BIN, BIP.UN and CNR; I also hold LNR and MG but I have placed them under Consumer discretionary.
Could you please suggest a few names to fit in that category?
Thanks,
Antoine

Q: Please compare AFN with AGU. My tendency would be to side with AGU based on its size and more favorable stock performance but I see you have some positive comments on AFN.
Thanks for the great service.
Rob

Q: DHX has just announced proposal of a share offering. Is this due to the Nasdaq listing and will this dilute current shareholders?