skip to content
  1. Home
  2. >
  3. Investment Q&A

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter

In an article recently written by Boyd Erman he painted a negative picture of the U.S. residential rental market.He mentions that early players in the rental market like Carrington Holdings were having problems finding tenants for their properties,and that the returns aren't there anymore,he also mentions Tricon in this aricle.If Tricon experiences the same problems how much would this impact their earnings and cash flow?
Thanks Gord
Read Answer Asked by Gordon on December 13, 2013
Q: Peter and staff
Highliner (HLF) having a big down day. Has there been any material change or is it just some year end profit taking?
Cal
Read Answer Asked by cal on December 12, 2013
Q: Could you give me latest views on BPF.UN. It would appear your last comments were given in April of this year.
Thanks
Read Answer Asked by Peter on December 12, 2013
Q: CSS has been on a downward trajectory (down over 10%) since it announced it was acquiring Best Transfer. Is this an indication of investor dissatisfaction or is it just profit taking - seems like a large draw-down for "just profit taking". Is this a concern or is it a good buying opportunity?
Read Answer Asked by Fred on December 12, 2013
Q: Hi, what do you think of HNL at this level? Would it still be a hold as I currently own it and have enjoyed the recent run.
Read Answer Asked by Andie on December 12, 2013
Q: I have a question about Brookfield Renewable Energy LP.
I have owned BEP.UN long enough to have done fairly well with it. However, Vectorvest shows BEP.UN's earnings as fairly flat and low, give it a lower safety rating, and a '0' dividend rating.
Any thoughts as to why they are bearish and you are still bullish on the firm?
Thanks
Read Answer Asked by Rory on December 11, 2013
Q: Hello,

I really want to add AVO and TCN to my portfolio but I'd have two sell two of my stocks to do so.

I was thinking of selling Magna to buy the AVO. I know Magna is a great company but I already own LNR and ACQ which are doing better than Magna in my portfolio right now and are in the same sector, so I'm thinking I'm overweight in the sector with Magna.

Also thinking of selling Ciniplex to buy Tricon. I know totally different companies, but my ciniplex has gone up 15% since I bought it a few months ago and I don't see as much upside with it as Tricon.

Please let me know what you think of this strategy?

Carla
Read Answer Asked by Carla on December 09, 2013
Q: I would like to add either Fiera Capital or CI Financial to my portfolio. Which has more growth over the next 3 years and which would you recommending holding

Darcy
Read Answer Asked by Darcy on December 08, 2013
Q: Peter, I see that Fiera Capital is selling off today on news that Desjardins is selling some shares. What is your make on this? Is this a good buying opportunity?
Read Answer Asked by christianne on December 08, 2013
Q: I have a question about Aastra Technologies what is going on with the price.
Read Answer Asked by Eric on December 08, 2013
Q: Hello Peter and team,
We took profits on TD bank and would like to reinvest that money in financial related companies. We were considering BNS, Davis and Henderson, Home Capital, Carfinco, or Equity Financial. I like BNS and my wife likes Davis and Henderson. Could you please give us your thoughts for a 2 year investment .
thanks for your great service
Read Answer Asked by john on December 08, 2013
Q: Re WIN.... With the CAD significantly challenged against the USD how does this affect WIN. Since it reports and collects in USD but pays in CAD is this not a game changer in thinking just like a commodity play? Are not most expenses for WIN are in CAD? What currency does it hide under its bed?

Thanks
Read Answer Asked by Glen on December 06, 2013
Q: I am wish to buy a half position in either HLF or CLR. I am looking for growth with a one to two year time horizon. Which would you suggest. Thanks Ian.
Read Answer Asked by Ian on December 06, 2013
Q: I read the US has passed legislation designed to discourage patent trolls from filing law suits. Will this put further pressure on WIN. Is it time to get out even with a 40 % loss? Thanks
Read Answer Asked by Ian on December 06, 2013
Q: Hi Peter,
Can you give me your opinion on canexus. Would you consider this a time to buy? Thanks Clare
Read Answer Asked by clara on December 06, 2013