Investment Q&A

Q: Thoughts on earnings and the future outlook? Do you feel they will be able to continue double digit growth and showing value despite the ongoing Alberta headwinds... Seems to be priced very attractively vs. NAV and their track record.

Q: I've been holding TRP stock for quite a number of years. Looking at long-term chart comparisons of TRP and ENB, it's obvious that ENB has outperformed. Short-term charts, though, are showing that ENB has been dropping considerably more than TRP, so, in a recovery, could one now expect more upside from ENB than from TRP? I'm wondering, namely, whether this presents a good opportunity to trade my TRP for ENB. Thanks!

Q: Is Csw.A still a buy? Can you comment on the valuation? Thanks!

Q: Hi Peter and 5i team,
We have shares of Com dev and we are thinking of selling [ in TFSA ]. Do you still think that MacDonald Dettwiler or another company will make a better offer? Do you have any suggestions for another growth name keeping in mind that we hold the appropriate percentile of large caps and bonds.
thank you for your advice

Q: Hi, I started a position in DOL on the dip today. Do you think this was a good move? Best,
Cala

Q: What is this reason for the big downturn toay?

Q: Would you please comment on Dollarama's earnings release issued this morning? Thank you for your wonderful service. Peter

Q: Your opinion on its results on Dec 10.A real estate & retail business in US & Europe besides Canada, so what is the Euro impact?.I assume US$ will have a positive effect.Is this an entry point for a small position.Appreciate your usual great services & views

Q: The stock price seems to be in free fall on no new company news. Is it just market gyrations, or is something else going on? Thanks as always.

Q: Can I please get your thoughts on results announced this AM.

Q: I am considering adding to my holdings in the following companies, some of which I'm ahead in, and some behind. I'd appreciate your comments on the prospects of these companies over the next year or two. The percentages of my portfolio they account for are indicated, and I'm reasonably balanced as far as sectors are concerned.

DHX.B (1.5%), DH (2%), GIB.A (3%), DSG (3%), GIL (2%)

Thanks for your always excellent advice. Roland

Q: I'm looking at buying 4-5 stocks in the next couple of weeks that might have a nice bounce in the New Year after tax loss selling. Could you please provide a few names that you think might work out well this year. Thanks.

Q: I donate 50% of my CN holdings to a charity which from the looks of things will get less for them than I'd hoped. My initial plan was to buy back the stocks, but I'm wondering, based on some of your recent comments, if I'd be better off buying CP or perhaps another industrial stock. I own some Stantec and Stella Jones, so I'm not totally undiversified in the sector. Many thanks, and in case this is my last before Christmas question, Merry Christmas to you and yours.

Q: I am super down on these companies. Of these, should they recover suddenly as an end to tax loss selling ( Dec 23 I believe ) which would be more susceptible to being a
" Dead Cat Bounce" rather than a fundamental recovery. I will need to raise some cash soon to redeploy but don't want to miss on any true recovery. They were in my TFSA so tax loss selling was of no use to me.

Q: Hi,
Please rank your order of preference for these 3 stocks with any significant reasons why you may have ranked one higher than another. Considering starting a speculative position in 1 or 2 of them for a long-term hold, sector weightings aren't a concern. Thanks.
Chris

Q: Keeping in mind the current meetings in Paris and the possibility that world governments will be more prone to support the development of wind, hydro, solar, efficient lighting (LED),hybrid cars, and other ways to reduce carbon emissions, what companies, in your opinions, are poised to make increased profits right now. I'm not interested in companies that will do well 5 years from now but companies that are currently seeing an increase in profits now because they are ahead of the curve regarding the need to deal with climate change. I realize you focus on Canadian companies but I hope you might give me your opinions on American/global companies as well as Canadian. ETF suggestions also welcome. As always, I appreciate your guidance/opinions.

Q: Company ihas been asleep for the past few years........they do have pricing power.( Thankfully). Due not to brand recognition, but to no competition...where are they going. A buy, hold or sell....

Q: What do you figure on this stock..am thinking on perhaps purchasing 500 shares..would just continue to follow it and possibly be an owner for several years.

Q: What are your thoughts on UNS at this time?

Q: Hi Peter, Ryan and Team;
Would you please render an opinion ob Empire Industries Ltd. What do you think about the current debt levels? Have the debt levels improved? The shares seem cheap, but there is a truckload of them on the market. Do you have an impression of the management?