Investment Q&A

Q: Hi Peter,
We know that you are positive on ATD.B, and would like to know your opinion on Metro (MRU) Scotia Mcleod upgraded the stock today. We are retired and are looking for safe stable company that we do not have to watch everyday (sleep at night stock)and also do you see Metro having growth and dividend increases over the years.

Thank you, Charlie

Q: I would like to buy Canadian Tire stock. What is your analysis and recommendation on this stock. What is a reasonable price to buy. Is it a growth or seasonal stock.

Q: How risky is DRT? I recently trimmed a 6% position to a 3% position considering the recent gains I have made on the stock. What would you do in such a situation. Also, what was the reason for not selecting DRT as your top pick?

Q: Hello
cdv dropped a fair bit today after their meeting. Is there any correlation and were there any significant announcements.
Mike

Q: I see an article expounding the tremendous opportunity of Sling tv and others like it from "how the market works". What's the intelligent perspective here? If it is a good opportunity - how does an average joe like myself gain understanding of this?

Dave

Q: WIth the purchase by Alltech I suppose there is no hope of a special dividend being paid out in May? Is the best thing now just to sell the position at $40.75

Q: Alltech, a private co. is buying all outstanding shares of
RCL at $40.75. Is that just the shares not held by Fairfax?

Why is it trading heavier than usual today, and a little
below $40.75?

Q: Good morning team, I was doing so well w/TFI, but not anymore. Technically, chart looks awful! Any reason you know why? Would this be a good time to add?
Thanks a lot!

Q: Hi- can WEF continue to pay it's dividend if lumber prices remain low for a year or more? Or if the price dipped to levels seen in 2008/9?
Thanks

Q: Thanks for your suggestions. To my earlier query; and you can ignore it if you wish.
At a generic level and in a later inning bull market such as it may be now; would you be comfortable with a leveraged investment strategy considering one has done well in the earlier innings. Or would you favour shutting down and bring your closer earlier in the game i.e. get defensive.
If you thought it was okay to leverage your earlier innings gains, would you suggest investing in growth stocks looking for home runs or load the bases one by one? Too much of baseball analogy, but I always look for Peter's comments be it in print or TV or in this forum.
Thanks.

Q: Hi Peter and Team!!! Since infrastructure is the politial darling,and it seems that we are gearing up for alot of it...what stock would potentially benefit from this and would you consider it a buy now. Many thanks as always, Tamara

Q: I have held Agrium for several years and intend to keep it on a long-term basis. It has been slipping recently; so, I am considering adding more. Your thoughts please. Thank you.

Q: For info via seeking alpha:
Uranium names are showing notable strength today following yesterday's ruling in Japan that will allow the Sendai nuclear plant to reopen, which would be the first plant to be reopened since the Fukushima disaster: CCJ +6.8%, DNN +5.6%, LEU +10.3%, URRE +4.5%, UEC +5%, URZ +2.6%, URG +1%, UUUU +1.7%.
The news is positive for the nuclear industry to the extent that authorities in Japan have not given up on the energy source despite Fukushima.
A MarketWatch article paints a bright picture of the nuclear industry, with uranium prices rising ~35% since last summer and improving public opinion; "China and India believe that the upside from the clean energy from nuclear far outweighs the downside risks of sticking to dirty coal,” says GoldStockTrades.com editorJeb Handwerger.
Last week, CCJ signed a deal with India to provide 7.1M lbs. of uranium concentrate over the next five years.
Publish only if you think it is legal

Q: I am lacking a bit in consumer staples/discretionary stocks in my portfolio. Can you recommend a mix that are reasonably valued and have a good outlook? Dirtt environmental is really looking good to me but I feel as if I would be chasing at this point.
Keep up the great job guys.

Q: For a portfolio that is getting larger, you have mentioned increasing positions in large-cap names to provide some stability. What are your favourite names in this space? Thanks, Janet

Q: Hi there,

I worked in the government for 15 years and I am 41 years old. I am eligible to get a transfer value for my service which would be roughly 250k within RRSP limits and 250K outside RRSP limits (or) I can collect an indexed pension pension of approx $2600 (todays value) at age 60. I did the calculation and I find that if I make about 7% I am better off than the pension plan taking the transfer value..Please give your opinion on this. Is this doable? If I do end up taking the transfer value can you suggest how I should invest it? I have a period of 20 years before I can withdraw from it. Would it be appropriate if I invest a portion of it by mirroring your model and divident portfolio? What should I do for international allocation? US allocation? Are there some investments which I can make which are not very market dependant? This is very important for me and I value your opinions. I realise this is more than one question so fell free to use more than one question credit as appropriate to respond. Thanks very much.

Q: What do you think of CP's answer regarding how they calculate their earnings?

http://business.financialpost.com/news/transportation/canadian-pacific-railway-executives-off-guard-by-bs-comment-in-conference-call

And on a related note, was there anything in CNR's (Canadian National Railway) earnings to cause concern? Management reaffirmed forward guidance and it looks "cheaper" now, on a forward p/e basis, than it has in a long while.

Thanks,

John

Q: Should I prefer LGT.A or LGT.B ?

Q: BAM is down today. what is your opinion of the company and if you like it, is this a good entry point?

Q: I have just read that 7 minutes after the market close, 250,000 shares of ZEN were crossed. Is trading of these shares legal after the market is closed? Thanks