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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: Hi Peter, How do you feel about the railroads right now? Which if any would you buy at these prices?
Read Answer Asked by Jeff on July 13, 2015
Q: Whatever happened to Legumex? I seem to recall a few years ago (2012?) that a few analysts were all over this stock as a growth company with unbounded potential. Ever since, there has been hardly a peep or a pea bean out of them. Why is it failing so miserably, given the (presumably) untethered growth in this sector -- i.e, pulses. I never owned it, and was always waiting for something to happen. Is it likely that anything will ever happen with this stock? Thank you.
Read Answer Asked by Sylvia on July 13, 2015
Q: Peter and His Wonder Team
As you have stated... historically you told your colleagues never to let you buy BB because you could never figure this company out. Well I am in your camp...I have never bought BB for the same reason. Analysis and predictions have been all over the map which explains its roller coaster volatility. However as it is heading to a new annual low I am looking at it with interest...I know Chen has done a good job and the company still has assets and potential...I read about a possible Android type phone. Please give me your current assessment... Do you think this is a $15.00-$20.00 stock at best? Or do you think that in the end they will be sold? Or is the future of this company too unpredictable with the risk out weighing any potential gains?
Thanks for your consistent high quality service...
Dr.Ernest Rivait
Read Answer Asked by Ernest on July 13, 2015
Q: I have enjoyed good profits with this stock and good returns. I see there are no questions logged with 5i and would like to know your thoughts on this stock. I expect it to do well moving forward, but based on other sector stocks, am wondering if it's time to move on?
Read Answer Asked by Eric on July 13, 2015
Q: You rate AFN & XTC as B and WSP as B-. Do you prefer one company over the others at the present time? Which company has the bigger capitalization and share float?
WSP has been acquiring smaller engineering companies and I heard on the grapevine that some of the "Principal" level engineers in one of the acquired companies are thinking of leaving. I am in the engineering & construction business myself. Turn-over in this line of work is not unknown however generally "principals" don't leave. (Just small fries like me tend to hit the road).
Thanks
Read Answer Asked by James on July 13, 2015
Q: I currently have 20% of my RSP portfolio in US stock. I would like to increase it to 50%. My question is - at the currency levels today does this make sense? I thinking is - I don't see the CDN $ getting stronger anytime soon & I do see the US $ getting stronger over time. My other reason for wanting US is the companies I can't get here.

Your thoughts are appreciated.

Thank You
Craig
Read Answer Asked by Craig on July 11, 2015
Q: In fairness to the principals of PHM, each sold 1.2M shares @ $1.46 for proceeds of $1,752,000. Both men cashed in 3.9M options for a cost of $1,920,000, so it appears they sold just enough shares to almost finance the purchase of their options, leaving both with 2.7M shares with ZERO cost.
These guys are so smart but they are not dumping shares other than to recoup their cost as they obviously see a long term benefit in holding the millions of shares they still own including the free ones detailed here. Oh, to be in their shoes - I own a chunk of this stock and will never sell it before it gets taken out at north of five dollars.
Any opinion on the stream of negativity on future oil prices due to oversupply, low demand, China, OPEC, etc., etc., would be appreciated. Do you see any strengthening in the price over the next two years?
Thank you.
Read Answer Asked by Steven on July 11, 2015
Q: Hi guys. Was there anything in the previous Saputo's earning report that may lead one to suspect future earnings contraction?

I have 22% in what I consider the "consumer" portion of my portfolio made up of names like atd.b, gil, emp.a, l, hlf, dol and the only stinker of the group, SAP, with 2.3% position. Going forward, do you think SAP is the type of company you can slowly allocate a 5% position at current valuations?

Thanks, again.

John
Read Answer Asked by john on July 11, 2015
Q: You have probably written an article about this and I would like to read it. I see a lot of questions that start with the phrase "there is a lot of SELLING of BLANK (example "phm). Could you not insert the phrase "there is a lot of BUYING of phm".

It seems to me that when the volume goes up on a stock it could be caused by a number of people seeing an opportunity to get in cheap on a stock and start making ridiculous bids in the hopes of picking up a growth stock at a great price.

Day traders must love a stock like phm. If they know what they are doing they can make 5 or 6 percent a day.
Read Answer Asked by Bryan on July 11, 2015
Q: Hi Guys, in my long journey of reducing the number of stocks in my portfolio, does selling MFR.UN (under water) an adding to L and PKI make sense. I am looking for income and a little growth.

thanks,

Jim
Read Answer Asked by jim on July 10, 2015
Q: what is going on with Saputo to get knocked down as it has.
Read Answer Asked by rick on July 10, 2015
Q: WITH THIS VOLATILITY GOING ON ARE THERE ANY SLEEP AT NIGHT STOCKS IN YOUR OPINION/.
Read Answer Asked by Nizar on July 10, 2015
Q: Peter and Ryan ... OK it would seem to me that now would be the time for either of you to please give your opinion on where the world economy is going and could you also reassure everyone that it is important to stay the course ...and not panic. TY.
Read Answer Asked by Alan on July 09, 2015
Q: Magna got hit hard today, while Exco did not. Do you think this might be because Magna is exposed to China, and to some extent Greece, while Exco is a local Canadian company with no overseas assets? Might we see continuing falls in Magna?
Read Answer Asked by John on July 09, 2015
Q: CHC announced today that they were pulling the financing and not raising any capital In addition the board has not declared any dividends Generally what does this mean I take it is not a good sign

How will they complete their announced acquisitions I did not buy the stock but I am putting it on my watch list

Thanks
Paul
Read Answer Asked by Paul on July 08, 2015
Q: Am doing a tiny bit of portfolio rebalancing. What would be your best name, to buy today, for growth and dividend, in Consumer Defensive, other than Alimentation Couche-Tard?

In terms of asset allocation overall, I see that the TMX rates BAM.A as Real Estate, and yet I'm sure you've noted in this Q & A section that you would classify it under Financials. (Did I dream this, because I can't find the answer anywhere?) If it's listed under financials, which presently sits at 10.88%, by adding BAM under this sector, would move me to 18.1% in financials. Overall, I'm quite happy with these allocations, but was wondering if I should add anything to Real Esate -- or does BAM.A act as a good cross over for both.

Please feel free to deduct two questions, as they are separate equities -- but it just seemed silly to send in two different questions.

Thanks, as always, for your advice.
Read Answer Asked by Sylvia on July 08, 2015
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