Investment Q&A

Q: Magna is down over 5% today and still falling. Is this Brazil business responsible, and is it that serious?

Q: mg- Should we be concerned about Magna's investigation in Brazil?

Q: HCG is down 10% from its recent high. Would you view this as a buying opportunity or are you concerned about the impact of rising interest rates on the housing market?

Thanks, and great service.
Hans

Q: Why is Home Capital HCG falling lately. Is it a buy, sell or hold. Thank you very much.

Q: Good evening,

Further to Russell's question on DHX and the proposed share proposal and it's negative impact on small shareholders and detrimental impact on possible buy out opportunity, what is the benefit to DHX to go down this road?

Thanks,

Eric

Q: Hi Peter,
Regarding the question on the potential DHX media share structure, is it best to put a stop loss on the stock if it is a structure that limits its upside (potential take over )? The official announcement(after earnings ) alone could bring pressure to the stock

Q: I just received information on a special meeting for DHX Media on September 30.

They are wanting to create three new classes of shares

Variable Voting Shares
Common Voting Shares
Non-Voting Shares

What is your opinion on this senario and would you vote against this?

Thanks so much.

Q: ECI - EnerCare I have a half position and looking for dividends. With a soft offer, my thinking is the stock should have a $13.00 floor. What are the pit falls of adding some shares here. What are the chances of the offer turning into a real offer? What are the chances of a better offer?

Q: AFN - Ag Growth seems to be struggling here and I am wondering why. I thought their last report was good and they seem to be bulking up internationally. Any thoughts?

Q: Hi Peter,
Awesome job on your cycling journey. I enjoy reading your blogs and have financially supported this cause.
Do you have any insight as to why Horizons North Logistics is losing ground today?
Also, do you think this is a good time/price to pick it up to include in a balance portfolio?
Thanks!

Q: I've noticed HR.UN has dropped for several days but can't find any news that it might be reacting to. Can you help?
Edgar

Q: Can you provide a selection from either the model portfolio or the income portfolio to replace Brookfield Infrastructure Partners (BIP.UN) or should I continue to hold it?

Q: I am a new sudscriber.
Re your model portfolio: I don't see the initial amount of money invested in each stock, the number of shares bought and the total at the start of the portfolio.
Given that the portfolio has had an 8.7% performance rate to date, how would one emulate this portfolio without coming in at a high level?
I look forward to being a subscriber to your excellent site that I have been aware of for some time now.

Q: Parkland (PKI)
Would you recommend adding to an existing position in light of the Pioneer acquisition, as part of a long term hold strategy for PKI?
Thank you.

Q: I am looking to add to my small, initial $10,000, TFSA. It presently has 4 stocks in it BDT (32%), BEP.UN (12%), CF (45%)and ESN (10%). The portfolio is up 20%.
I am looking to add $5-10,000 between now and the end of the year and would appreciate suggestions on what to add to the mix?
Thanks for the help!
Ken

Q: CSS/TFI What do you think of the TFI extension announced today. I found it notable that Contrans approached TransForce about the selling of the Co.

Q: Transforce TFI has extended the offer for Contrans CSS to October 7 but have not increased the offer to shareholders.
http://www.newswire.ca/en/story/1412666/transforce-extends-all-cash-offer-for-contrans-group-inc

Can you comment please.
Thank you GO PETER GO-LOVE WHAT YOU HAVE ACCOMPLISHED

Q: CSS Contrans.
Transforce extended it's takeover offer until October 7. Your thoughts please.

Q: Contrans CSS extended offer from transforce to October 20. Reaffirming they will not raise their offer and the deal will not be done if shareholders do not tender. Do you believe they will not raise the offer?

Q: I am looking for a financial stock to augment BNS, AD, TCN and a mix contained within 3 dividend-distribution mutual funds(RBC Cdn Equity Income, Sentry Cdn Income, Sentry REIT).

I am a retired, income-oriented investor who likes to hold for the long term and get regular dividend increases and some capital gains. I also hold ZLB, AQN, ALA, BCE, WEQ, BTE, CPG, SGY, along with an insured annuity and I receive a pension.

Within the banks, I have narrowed it down to RY or TD. Excluding the banks, I am considering SLF, MFC and PWF. I know you recommend SLF, yet the bulk of the analysts lean towards MFC, even though they cut their dividend in the latest crisis. The insurers seem to have more total return upside than the banks.

Question #1: Given my current portfolio mix, which financial stock would you recommend? Is there another stock for me to consider that I have not mentioned?

Question # 2: While I am not a market timer, would I be better to keep my cash on the sidelines for a few more weeks for a better entry point. I know I can always start with partial positions.

Thanks for your help,
Steve