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Investment Q&A

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

Q: Hello Peter & Co,
My exposure to the US Housing market is through Tricon Capital (TCN) and Interfor (IFP) and I'm up on both; however, the latter one is lagging significantly lately and I wonder if I should sell and move on to another Canadian company participating in this sector.
Could you name a couple? What do you think of Hardwoods Distribution (HWD)?
Thanks,
Antoine
Read Answer Asked by Antoine on September 10, 2015
Q: HI Peter,
Apologies. This relates to your answer to my previous question. If Bombardier decides to IPO part of the rail business, is it worth buying BBD now to potentially get some shares in the Bombardier rail IPO or is it possible that existing BBD shares holders may not get any shares from the IPO? Any idea. Thanks again.
Read Answer Asked by umedali on September 10, 2015
Q: Hi peter,
Do you have a view as to why Fairfax taking a big dip on a daily basis? Also, do you feel the surge in Bombardier stock is simply speculation (i.e. selling of the rail business for higher price). thanks
Read Answer Asked by umedali on September 10, 2015
Q: Hi team:
the above took a big hit today, was there any news that are accountable for the dive ? for a long term investor, is it prudent to put in a 1/3 buy position for yield and growth ? thanks
Read Answer Asked by Michael on September 10, 2015
Q: Hi Peter and crew
I currently own small positions in BEP as well as Brookfield Properties and was wondering whether or not I should add BAM. Do you think this is a good strategy? Can you suggest an alternative?
Thanks, as always for this great service.

Joanne
Read Answer Asked by Joanne on September 10, 2015
Q: Sorry,
To be more specific regarding my question earlier today, my objective in these two accounts is growth. What stocks would you recommend today with this objective in mind?
Read Answer Asked by Roderick Jay on September 10, 2015
Q: Hello Peter & Co,
I appreciate your quick response to my sector query for a particular stock; I just found a great source for such info.
Go to TMX Money, click on Investor Tools, click on Stock Screener, make your sector choice and you will get a list of companies in that sector.
Hope that my co-subscribers will find this useful.
Thanks,
Antoine
Read Answer Asked by Antoine on September 09, 2015
Q: Any plans to initiate coverage on Brookfield Infrastructure Partners L.P. (BIP.un-T)?
Read Answer Asked by Paul on September 09, 2015
Q: Hi - The Alberta Gov't recently announced their intention to increase their infrastructure spending markedly. What companies do you think might benefit the most from such a program?
Many thanks in advance!
Read Answer Asked by Doug on September 09, 2015
Q: I am looking at three buys over the next while. They are OTC, PHM and DRT. I realize that I am trying to get maximum mileage out of my last question for the year, but I hope this is OK. Would you rank these in order of both which is the best buy and which order you would buy them in. No need to consider my portfolio as a whole but do consider me an aggressive investor with patience. If any of these companies have red flags please mention that also. Thank-you for a great first year!
Read Answer Asked by Alex on September 09, 2015
Q: Hi
I'd like to add US and International Index ETF's to my non-registered portfolio (C$).
Would you recommend currency hedged index ETF's or not?

For Example, RBC offers US Index and US Index Currency Neutral funds. Which would you pick for the long term?

Thanks
Read Answer Asked by Carlo on September 09, 2015
Q: Evertz's latest results seemed rather weak (down 15% in revenue)and its years growth lacklustre. Is it time to seek an alternative income stock and, if so, what might be your choice(s)? Thanks for the input.
Read Answer Asked by richard on September 09, 2015
Q: Your expert comment on ET's results & conference call today.What will be the impact on its share price going forward?.Appreciate your usual great views & services
Read Answer Asked by Peter on September 09, 2015
Q: This is a different type of question.

With the recent mini-correction in the stock markets, what Canadian stocks do you still find repugnant and still want to avoid at all costs?
Read Answer Asked by Eugene on September 08, 2015
Q: In March 2014 I purchased positions in the materials sector and all declined in value. They are G and CS, FM, and P with declines from 40% to 75%. The 4 positions now make up 2% of current portfolio. My gut tells me to sell and utilize losses, as no positive momentum for them in sight, nearer term, and overall weighting is very small. But first i would like your reasoned take/advice.....thanks....tom
Read Answer Asked by Tom on September 08, 2015
Q: If you held this stock would you sell it or hold it for the dividend income? Thanks, Bill
Read Answer Asked by William J on September 08, 2015
Q: Good Afternoon Team,

According to the Globe and Mail site, BAM has a Trailing P/E of 7.82, but a forward P/E of 34.42. Could you please explain how a forward P/E can be so far removed from the trailing P/E? Who establishes the forward P/E - the company or analysts?

Thanks,
Richard
Read Answer Asked by Richard on September 08, 2015
Q: I own roughly 5% weighting in the following equities CSE, GRC, HCG, SYZ, WEF, WIN, XSR that are down over 15% in market value. Would you continue to hold them for a better times or sell now for a tax loss?
Read Answer Asked by David on September 08, 2015
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