Investment Q&A

Q: hi peter, I am looking for one stock to overweight for strong growth, I already own lots of Amaya, avigilon, auto Canada, contrans, enghouse, evertz,enercare,intertape polymer. have lots of cash I need some help. you do not have to be right, just one pick. thanks dave

Q: Hi,
Could you please tell me why the more than average sell off of SVC Sand vine, CS Capstone, and BB Blackberry? SVC was a resent recommendation twice on BNN. BB was highly mentioned on Seeking Alpha. I am thinking of selling at a loss one or more of them and buying PTX or DEE, both in the oil and gas sector (your opinion).
Thank you,
Dennis

Q: Good morning,

Could you please comment on releases from parkland fuel and stella jones, also, if as noted responses are delayed today, could you add crescent point that reports this afternoon as well. The former two seem to have marginal results but would appreciate your take.

Thanks,

Eric

Q: Peter and Crew:

Regarding the Brookfield Group: Which is preferable to hold, the parent company BAM.A or the individual subsidiaries eg BEP.un. They seem to provide a larger dividend for income, but wondered how they compared for growth. Also was wondering about tax implications in a non registered account.Are "units" treated differently than common shares with respect to dividend income.

Thanks
Phil

Q: I would be interested in your opinion of Tekmira Pharma TKM. Is it too late to get on this bus? Thank you Peter and Team

Q: I hold ALA, PPL, IPL, KEY, VET, PEY.

ALA I view more as a utility.
PPL, IPL, and KEY I see as oil services.
VET I see as more oil than gas and PEY I see as more gas than oil.

They're all in the energy sector though and combined they are 30% of my portfolio.

I would like to add an oil growth stock. Between SGY, DEE and RE, which one would you choose and do you think my energy sector weighting is too high?

Q: hi,
can i get your top 5 growth names right now. ( in light of AVO lagging )
thx cia

Q: I want to raise some cash and wonder which 4-5 of the following of my portfolio ( all canadian exept Oran ) are the less desirable ones to keep
AGU ATD.B BBD. BHE.UN XSP LW TCK.B ECA PKI ORAN-N

Thank you

Q: Previous comments on Onex ( OCX )have been positive. Currently share price drifting marginally lower as insiders load up on purchases. Any thoughts on this or any additional comments on company. Patience required?

Q: Hi 5i: I just heard Jerome Haas on BNN describe EIF as an "absolute short" which was part of his company's hedge against a market correction. He essentially endorsed the Veritas report and the article in today's Globe and mail based on it. Besides Westower, he dismissed EIFs other businesses as problematical, and with respect to Westower he claimed that all its contracts were with STT and worth at most 5%. He did disclose that EIF was his company's largest single short. What are we to make of all this? Re Veritas, my amateur reading of the Avigilon results suggests that much of the Veritas claims against that company were not borne out. Are we seeing a conspiracy of the shorts, or is there truth to their claims?

Q: Thinking of buying Bombardier at around $3.85. Looks like orders for its long awaited jet are on the rise. Your opinion of this as a medium term hold.

Q: Please comment on Senvest's (SEC) latest results. I find it hard to understand the huge differences in earnings from Q to Q.
Thank you.

James

Q: What do you think of of ITP (Intertape Polymer Group) earnings and guidance? Thank you!

Q: Norbord: After a brief spike in response to its good earnings report, the share price has resumed its decline, down even more than before the release of its report! On July 30 you suggested to John that now would be a good time to top up his position, but I'm sure having doubts about even continuing to hold. Any thoughts?

Q: Hi Peter and team,
Alimentation Couche-Tard (ATD) has grown to become my largest holding at just over 6.5%. I am just wondering what your opinion is for the company/stock. I am happy to continue holding but I am also considering selling roughly 1.5% to bring it down to a 5% holding. If I were to do that what stock (growth with a small dividend) would you recommend putting it in?

My other Canadian holdings (which are between 2 and 4% of my portfolio) are AVO, BAD, BEP, CNR, DH, EFN, ESL, EH, MG, OTC, RY, RX,and TD.

Also, just wondering if you are considering covering ATD any time soon?

Thanks very much.

Q: Good morning Peter
Would you recommend the purchase of Uni-Select at this price level. From last weeks earnings release sales were flat to low growth but the profit per share has been increasing. I think the market is focused on the revenue number and has missed the earnings growth and the increase in the dividend last quarter.

thank you David

Q: I'm a GIC buyer with extensive experience in writing covered calls, but haven't used that procedure for a while. After a market correction is usually a good time to start buying higher yielding stocks with higher premiums. It's easier to lose a stock to a call rather than watch it go down. Do you have any suggestions on higher yielding stocks with higher yielding premiums to be bought on a correction? In the past I've used BTE,ARX,SLF,SU,HSE,BCE,T,BNS,CM,etc. I'll take the responsibility for the timing.

Another procedure would involve buying quality companies where the sector is out of favour. Recently I've looked at G, AEM, TCK.B and Bad. They have an average premium yield on the second next call (46 days) of about 30%. The DTC yield is about 3.00%. If the stocks go down, I have a higher-than-GIC yield and can hold until the stocks increase and I can start selling calls again. Do you have any suggestions on this type of out of favour stocks. Thanks for your help.

Q: Of the Canadian pipelines, which would you recommend and is it a good time to buy now?

Q: Bell Aliant
Provided I can purchase Bell Aliant at $31.00 per share or less, does it make sense to buy BA when BCE is trading greater than $48.66.
Essentially I would be buying BCE at a discount to the trading price (on august 05 BCE was $49). I have ignored commission on the trade, but its pretty minor at $10 per trade.

Q: Hi Team,

Back in the spring, you suggested the following stocks for RESP accounts:
13 year old going to grade 9: Stantec, Badger, Boyd, Linamar, Enghouse, Stella Jones, Sun Life, Black Diamond, Cineplex.

7 yr old all of the above would still be suitable, but more aggressive names would be DHX Media, Surge Energy, Teck Resources, Home Capital, Tricon, Element Financial, Amaya and Sylogist.

Questions:
1 - Would you still recommend the listed names at current prices
2 - Could you suggests an alternate name for Amaya (non-gambling stock)? QST?

Thanks for your help.

BK