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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: To round out recent comments on ATD.B (Alimentation Couche-Tard), here are excerpts from a couple of recent articles:

In a research note, senior analyst Bonnie Herzog said she believes positive trends in the convenience-store sphere will continue as “the industry is embarking on a new era of sophistication and growth.”

As the industry continues to grow, it remains fragmented and larger chains continue to get stronger. Strong fuel margins, despite soft gallon trends, will help to drive future growth across the industry, the report said.

Full article here: http://www.cspnet.com/industry-news-analysis/corporate-news/articles/analyst-bullish-state-convenience

Like all large convenience-store chains—especially those that have grown excessively through acquisition— The Pantry lays claim to some “premium” locations and others “in worse shape than average.” Therein lies the biggest challenge and greatest opportunity for new owner Alimentation Couche-Tard as it begins to integrate The Pantry’s Kangaroo Express c-stores into its business, according to a new report from a convenience-store analyst.

Full article at http://www.cspnet.com/industry-news-analysis/corporate-news/articles/challenges-opportunities-integrating-pantry
Read Answer Asked by Jerry on May 04, 2015
Q: Hi,
I realize you get asked about sector allocation percentages often but could you give me your thoughts today on what you think they should be. We r moderate/aggressif investors. Would you be holding cash right now?
What would you buy in the US for the industrial sector?
Thank you
Read Answer Asked by Josette on May 04, 2015
Q: Hi Peter,

Since I bought it at start of this years portfolio the stock has been down a little over 10% in a very short time period.

Any developments of note in the past month that would cause this drop?

Thanks
Read Answer Asked by Sheldon on May 04, 2015
Q: I just funded my non registered account with some money. I may purchase on margin at a later date. Just curious if you could give me some ideas on some companies that pay a dividend for a long term hold preferably that qualify for the dividend tax credit but it could be interest dividend as well. I was thinking AW.UN, HWO, DRG.UN, PZA and CHP.UN Also if any uou recommend that I didn't mention Thanks.

Jimmy
Read Answer Asked by Jimmy on May 04, 2015
Q: I noticed on your Summary for April that HNL was the best performer, up 44%. It had fallen off my radar list after my selling at a loss months ago.
If one were willing to take on some risk right now which of the 3 would you recommend HNL,CHW or BDI - or do you consider all too risky and the 44% jump in HNL akin to a dead cat bounce? And therefor look elsewhere for some "wins".

Thanks for your help.
Read Answer Asked by Donald on May 04, 2015
Q: When I was in high school, I read a book called "PS... Your Cat is Dead." It was about a guy, as best I can remember, while on the road went through a series of incredible bad luck - everything went wrong, he lost all his money, girlfriend, broke some bones, and then when he finally got home, he found out his cat had died. It was a comedy. Reading the IFP press report last night made me think of that book as sentence after sentence relayed bad circumstance, everything was bad. Certainly not a comedy. I have a decent position, what are your thoughts of this ugly earnings report?
Read Answer Asked by Christopher on May 04, 2015
Q: How in the world did MBT – Manitoba Telecom get added to TSX Composite Buyback Index?
The S&P/TSX Composite Buyback Index provides exposure to the 50 constituent companies in the S&P/TSX Composite Index with the highest buyback ratio in the last 12 months. The buyback ratio is defined as the monetary amount of cash paid for common shares buyback in the last four calendar quarters with interim reports available divided by the total market capitalization of common shares at the beginning of the buyback period..
Insider shareholding total including directors, seems to be less than 50,000 total. Everybody owns rights or options instead.
Absolutely no buybacks that I can see. Also no insider activity other than right or options. Is this a mistake or a joke?
Read Answer Asked by Madeline on May 01, 2015
Q: what impact will the recently announced class action suit have on loblaws? I was considering buying it - should I wait or is this an appropriate entry point?
Read Answer Asked by deirdre on May 01, 2015
Q: My only exposure to the oil and gas sector has been ENB and BAD, which has been great for my portfolio, but now that oil is recovering I'd like to add one more. I'd like it to have a good dividend, good prospects and not go out of business if oil stays low for a long time. What stock would you suggest?

Also what would you suggest for real estate exposure? I'm looking for only one company or ETF that I can buy and hold for at least 5 years. Or do you recommend the sector be avoided due to how overvalued real estate is?
Read Answer Asked by Carla on May 01, 2015
Q: Can you comment on the earnings released today? Thanks.
Read Answer Asked by Iskandar on May 01, 2015
Q: My investment in the Brookfield group of companies (BAM.A, BPY.UN, BIP.UN & BEP.UN) have taken a beating of late, down almost 3.5% collectively in less than a week alone this week. The group has been free falling prior to that. Can you put a finger on the cause?

I know BAM.A issued more shares recently but that alone should not cause the other three to tumble as well. BPY.UN issued a what I would consider a stellar 2015 Q1 results yesterday and yet SP keeps on falling today.

Please enlighten me on the possible causes. I'm totally perplexed on why this Canadian conglomerate stalwart falters so badly of late.

Thanks.
Read Answer Asked by Victor on May 01, 2015
Q: hello 5i:
I am looking at investing in the "Income" part of OUR portfolio, and have been examining POT and AW.UN. POT pays a 4.6% dividend, trades at an 11.1 P/CFL vs a normal 13.8 P/CFL. AW.UN pays a 4.9% dividend, and trades at a 17.4 P/CFL vs a normal 13.1 P/CFL. The numbers I've quoted for normal are long term price/cash flows. Dividends look quite similar, and neither company is growing quickly (though POT should have more potential, I'd think). You have been strong advocates of AW.UN. Help me out here; don't the fundamentals favour POT. Isn't AW overvalued here and POT undervalued (I realize this is only one metric - what else should I be looking at?)
thanks
Paul L
Read Answer Asked by Paul on May 01, 2015
Q: Watching the movement of CXI. Bought sml position to check it out. Based on the fluctuing US $ would this be an opportunity to add to my portfolio. CNR should I keep or move to another opp. Dirt was reported by someone on BNN as having reached its plateau. Diversified with an extensive US port. Many thanks
Read Answer Asked by Helen on April 30, 2015
Q: Morning folks: A number of my stocks such as ET,VNR, are tanking. What do you think about selling the losers and going into high quality bonds for the mid to long term. What Canadian bonds would you recommend?
Read Answer Asked by Charles on April 30, 2015
Q: Hi i would appreciate your thoughts on this company.
Thanks
Read Answer Asked by kevin on April 30, 2015
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