Investment Q&A

Q: Hi Peter, I am thinking about selling my WIN stocks at a loss in my TFSA. What would you recommend as a replacement. As I'm underwater I'm looming to make up for this to regain some equity in my TFSA,so maybe not too high risk but still with growth potential, it doesn't have to be in tech.
Thanks

Q: If no one else has asked, I'd appreciate your comments on Sylogists purchase yesterday? Otherwise just delete.
Tks.
John

Q: Could you provide an opinion on AHF --both the company and Eric Tremblay and the management team Thanx Robbie

Q: Hi peter

any thoughts of the recent pullback on DH?
Your recent mishap will not affect your marathon I hope.
Kind regards
Stan

Q: Hello Folks:
Thanks to you I have done very well with Boyd and Badger. I would like to reduce my holdings in one of these stocks to increase my position in Johnson and Johnson. Which of these names (Boyd or Badger) would you reduce/sell.
Thanks again for your great service
brian

Q: Stantec - puzzling

He guys

Saw your answer June 17 when asked about an assortment of options and you suggested STN was still your favorite. Knowing how you analyze in general, I have no doubt STN numbers look very good as does their long term history of quality results.

Mid Feb I took a 10% position and since then (not counting dividends) am down 1%. Long and short of it thus far this year there has been very little capital appreciation at any time. I do plan on holding for the long term but am curious if there are any reasons in particular that might explain the lethargic growth thus far this ear.

Thanks for all you do

Gord

Q: As a holder of ACQ what would you suggest after digesting the latest news from the company? My thanks to you and your staff.
Garry

Q: Hi, could you please comment on present insider holding (%)of Auto Canada(ACQ)currently and after this large secondary offering by them. Co. release states CEO's estate planning and his financial flexibility to invest back in new dealerships, as some reasons. Sounds reasonable? Thanks

Q: Any news on SYZ? Halted trading at the request of the company pending news.

Q: AutoCanada just announced a bought deal $350 mln of common shs @ $78.00 Would you be buying this issue? Or is it too high?

Q: Hello Peter, this is a follow up to my previous question regarding positions in daughter RESP, where you advised no "need" of both ENB and TRP and 1 can go. Which one should be kept,looking at next 4-5 years time frame. Or you recommend any other in lieu of these 2.

Q: Trading in ACQ is halted...I am guessing as the result of the huge financing deal just announced. Any thoughts on how this will affect share price. The deal at $78 is $5 less than today's price.

Q: AutoCanada (ACQ) has not done much recently. Is there a problem, or is it just a matter of being patient ? Sold some Amaya (AYA) recently to buy ACQ. Since then, AYA goes up, and ACQ down.

Q: So i am going to ask a question on avigilon a different way than john did, if you did a growth portfolio today would you include avo. Dave

Q: MTY
I was just wondering what is going on with MTY I am down about %10 since Dec. I can't seem to find much news. Thanks for the great service.

Q: Hi Guy's

Why are the Amaya (AYA) preferred shares not going to be listed on an exchange? How would a retail investor obtain them or does this mean they are intended for the "in" group of backers only?

Regards
John

Q: as you've mentioned, although AYA has had a good run a number of things could derail the train eg a negative earnings report, or a negative response from US regulatory agencies. Do you know when the regulatory response is expected and the date of the next earnings release? Thanks

Q: In many instances you have mentioned AVO (Avigilon ) as one of your top growth picks, yet it is not in your model portfolio. Why not?

Q: Hello Peter and crew, I have been a member for just over a year and have to say my portfolio is up about 35% all thanks to you and your crew! I am 46 years old and will be retiring from my current career in 5 years. I will have a very good pension and will likely find something else to do. I am would say a bit aggressive in my investing. So here is my current holding all about equal in amount....except for aya which is currently 3X everything else...woohoo!!! I have placed a sell on 1/3 of my position. I hold BNP, SGY x2, TPH,AQN, CPX, CSH.UN, LRE, NPI, VSN, WCP, BEP.UN, CSE, PPL,RBI X1/4. I was going to add BNS with the sell of AYA.....do you have any suggestions, like a good replacement for BNP or others...I do like my dividends they have helped me grow with other purchases. But a good growth stock would be good too. Thanks Ed

Q: REITS: I just read your report on MRC and, despite a low yield %, the B+ rating makes it tempting. Would it make sense for me to switch out of one or more of the following in order to then add MRC to my portfolio? Other REITS currently held include: CWT.un, GRT, DI.un, AAR.un, AP.un and HR.un.

Thank you again.