Investment Q&A

Q: CF has fallen over 20% from it's one year high and shows continued weakness. What are your thoughts on the company going forward?

Q: On Oct 2 Elann wrote Enghouse (ESL) is dropping a fair amount in the last 5 days and TD is notifying to SELL.

I don't know who at TD said sell, but the last word I have from TD was on Sept 12 when they updated their report after ESL's results were released on Sept 10 and they called ESL a Buy and raised their outlook from 40 to 43.

Q: Hello team. Enghouse (ESL) is dropping a fair amount in the last 5 days and TD is notifying to SELL. Thoughts????
Welcome home Peter ..congratulations on your ride

Q: Could you share your thoughts on the recent 8% drop suffered by Exco? I don't see anything news related, can this simply be attributed to the tough market on Oct. 1st? Thanks.

Q: There has been a pretty good sell off already in growth stocks like BYD, BAD, and ACQ along with oil/gas names. Can you recommend 3-5 companies that look like the best value bet for a bounce back and recovery? Thanks!

Q: Hi there, with today's court decision re Apple, do you it makes a material difference to the stock?
Thanks

Q: Given the present volatility, the recent correction, and we know you like AW.UN, FM and WCP, which Companies from your 5i Summary would you suggest to add to a fairly diversified portfolio with cash from some recent profit taking? Tom Burri

Q: A Globeinvestor commentator lists overbought and oversold stocks using a 1 year daily RSI chart. According to that method the TSX index is oversold today at 25.16 If we use a 3 year weekly chart the TSX index is at 45.54. Which chart duration would you use if you wanted the RSI of PKI? Thanks

Q: Change in movie landscape?

With the recent news about netflix entering in to the Movie business, and planing on simultaneous viewing online and in Imax theaters, do you think this will pose a threat to the box office, and strength of CGX? Wi

Q: Hi 5i,

I was excited to see the new report on WSP but then got a bit worried when I saw the overall rating. A B- rating is only one above noninvestment grade from your previous comments. I was very surprised especially because in the past you seemed to have put STN and WSP comparable. Was it the recent acquisitions that is the main concern or was there something else that pulled it down?

Thanks!

Q: Hi Peter and Team:
I contribute my TFSA account in a monthly basis. so far I have $3500 cash. can you please recommend one or two stock with good growth. this is for about 5 years holding.
Thank you so much
Adriana

Q: Do we know when the Carfinco deal will be closing?
Would like to receive Special dividend, but also would like to have cash to deploy as the market pulls back. Any timeframe?

Q: Hi team
Shareholders voted by 70 percent to approve the two share classifications as of Oct 6 There will be DHX.A for Variable Voting Shares (original shares owned by non-Canadians) and DHX.B for Common Voting shares ( original shares owned by Canadians) I am Canadian so my shares will be converted to DHX.B
What impact do you think this will have on the market price and volume of DHX.B shares?
Since their stated intent is to attract foreign investors who obviously can only buy DHX.A . How can this possibly be good for my share value? or am I missing something?
Thanks
Kathy

Q: What percentage of ENB's business/ revenue is generated in Canada vs USA?
Have they provided any guidance on new projects or where they plan to make significant capital expenditures in the next 3-5 years? Will they need to issue more shares in order to finance these projects?

Thanks for your help.

Q: Hello Peter, I have new cash in my already-diversified RRSP. I have a moderate risk tolerance and am seeking long-term growth in plan value (whether the growth is from dividends or gains.) I currently have half positions in BIP.UN, BPY.US, CVE, CCO, CJR.B, ECA, POT and WIN. Can you please suggest which two or three of these to 'top up'. And if you would suggest jettisoning any of these completely, please share your thoughts.

Q: Hi Team,
I wanted to buy more Magna shares and noted it has been going down recently. Would now be a good time to buy the stock?

Thank you for your past help

Q: DHX keeps hitting new highs in this market. For sure a sign of a good company? If you were to readjust the growth portfolio would it make the cut?

Q: Hi Peter and Team,
I hold full positions in the model portfolio except AYA, DSG, FSV, G, MG, SYZ and T. I hold full positions in BEP.UN, SLF, and SGY. I hold what started as full positions in AVO, DHX, TOU, BAD and QST. Thanks to your guidance my portfolio is up. I’ve trimmed some winnings down to full positions and would like to re-invest.
My question is more specifically on AVO (down 35%) and BDI (down 30%). I’m very concerned about AVO.
I am somewhat considering topping up on AVO and/or BDI back to full positions. I was also considering selling one or both ......or keep holding them and invest in 1-2 names in the model portfolio that I don’t already own?
Are you comfortable with AVO and BDI at this point in time? What 2-3 names would you recommend from the model portfolio (or outside the portfolio) if I were to buy new positions? I am a long term medium risk investor. Your guidance as always is much appreciated.
Thank you for the service you provide. It is very well worth it and you’ve helped me with my investing.
Best Regards,
Marco

Q: So is the sell off overdone? I vowed never again to let a position drop more than 25 per cent before I bailed and I am getting close to that mark. Move on to a better opportunity while there is still some capital left?

Q: BDI is taking a big hit today, along with HNL. Is the threat that Petronas will not go ahead with its BC investment being blown out of proportion here as to its affect on BDI (HNL was the actual subject of an analyst's comments re: Petronas) or is it a case of a similar company falling due to "sympathetic sentiment"?

Thanks so much for your invaluable advice.

Paul F.