Q: Thanks Peter for your reply on Patient Home Monitoring. You mentioned about some large trade blocks. How does one find those specifics? In other words, is there a web site that tracks large blocks from an institution or investor? Also, at these levels ($9.50), if I were to add to DHX Media, would a 5% weighting be considered too high. Currently, it is at 2%. I am deciding whether to add to energy holdings such as TOU or to DHX media? This would be part of aggressive portfolio. Thanks again for your replies.
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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. Could I get your thoughts on ARE after another revenue and earnings miss? CEO says this was a result of project delays, not cancelations, and 60% of the growing backlog will translate to revenue in 2015. The misses, cost management and exposure to oil/gas and mining concern me. Thoughts for someone who bought around $15? Thanks.
Q: Should we sell at this price now that they have been baught out.Thanks Don
Q: Morning,
Can I have your views on MRE earnings? The stock dropped more than 20% in reaction.
Can I have your views on MRE earnings? The stock dropped more than 20% in reaction.
Q: I am currently looking at 4 stocks and need to decide on two. With growth in mind and a window of one to two years, which of the following would you recommend for me to consider? A and W royalties Inc Fund (aw.un), Enerplus (ERF), Avigilon (AVO) or Amaya (AYA). Thanks
Dennis
Dennis
Q: Hello Peter,
Can you please comment on why AVO is going down despite good results? Is it because it went up alot after the good results and now investors are taking some profits (if they bought in at 15 or so). Also, i cannot seem to find any press releases to suggest why PHM is going up every day. Thanks very much.umed
Can you please comment on why AVO is going down despite good results? Is it because it went up alot after the good results and now investors are taking some profits (if they bought in at 15 or so). Also, i cannot seem to find any press releases to suggest why PHM is going up every day. Thanks very much.umed
Q: Good morning,
I read an article which stated the government is dropping SNC Lavalin and going with Brookfield Johnson Controls to maintain their buildings. What effect will this have on Bam.a if any.
Thanks Carl
I read an article which stated the government is dropping SNC Lavalin and going with Brookfield Johnson Controls to maintain their buildings. What effect will this have on Bam.a if any.
Thanks Carl
Q: Could I have your thoughts on last weeks earnings for Altus Group - AIF.
Thank-you
Thank-you
Q: Hello Peter
Canadian Tire has had a great run over the last 2 years. Is it time to sell and move on or do you think that there is more to come? If your answer is to sell, can you suggest an alternate Canadian retail stock?
Thanks
David
Canadian Tire has had a great run over the last 2 years. Is it time to sell and move on or do you think that there is more to come? If your answer is to sell, can you suggest an alternate Canadian retail stock?
Thanks
David
Q: I always seem to buy more of a company just before they do a financing and then the stock goes down to the financing price or below usually a few bucks or more. My question: do you foresee a financing for aya, dhx, acq, bdi or bad in the near term to shore up their balance sheet? Which of these companies would require more money in order to grow or are they all well financed and can grow organically?
Q: I would appreciate your comments about their earnings report. Should I continue to hold for the long term and possibly add more?
thanks
Dave.
thanks
Dave.
Q: Have you changed you opinion on chorus?I've owned it for income and it hasn't disappointed.I would think lower fuel costs would be a great benefit to the company.
Q: Hi Peter,
I would like your thoughts on HBC.
I would like your thoughts on HBC.
Q: Could you please rank these five stocks in order of preference to increase a half position to a whole position? And why please.
Thank you very much!!
Dave
Thank you very much!!
Dave
Q: Good morning,
Reko International had a nice pop in stock price and quarterly earnings recently.
Can you please give an update on the companys' fundamentals (debt, future earnings growth etc.)for a long term hold position.
Thanks once again for your outstanding and very timely unbiased service!
Reko International had a nice pop in stock price and quarterly earnings recently.
Can you please give an update on the companys' fundamentals (debt, future earnings growth etc.)for a long term hold position.
Thanks once again for your outstanding and very timely unbiased service!
Q: My energy stocks are the following: BNP,CNQ,PRW and TOG. I need to get out of all or three of them. Which do you recommend to keep or should I sell all and buy Tourmaline that seems to be a better managed company. It seems to me that the oil stocks are not going to do better in a long time.
I also would like to know if it is right time to buyAmaya gaming, Home Capital Group. Or is it too late.
Margita
I also would like to know if it is right time to buyAmaya gaming, Home Capital Group. Or is it too late.
Margita
Q: Good evening!
If I were to sell RSI (one of my income stocks)RSI for tax reasons (My ACB 11% higher) would you have any suggestions for a "parking" stock that would trade in sync? I am happy to buy Rogers back in the new year (as in day 1!) as I do, in fact, expect better future earnings based on upcoming sugar shortages and lower fuel costs.
Thanks!
If I were to sell RSI (one of my income stocks)RSI for tax reasons (My ACB 11% higher) would you have any suggestions for a "parking" stock that would trade in sync? I am happy to buy Rogers back in the new year (as in day 1!) as I do, in fact, expect better future earnings based on upcoming sugar shortages and lower fuel costs.
Thanks!
Q: Hello Peter & Co,
This is a follow up to my first letter on sectoral split and content of my RRIF portfolio
Energy; 10% BTE, CPG, HWO, TOU, VET and WCP; thinking of switching from CPG to POU? any other suggestion?
Health; 11% you consider too high and RX too risky; I'll reduce to half position, same as GUD
Metals 0%; you have FM in your portfolio, how about XBM?
Consumer staples 0%; you have L in your income portfolio, I thought DOL could be considered both retail & consumer staples.
Thanks, as usual
Tony
This is a follow up to my first letter on sectoral split and content of my RRIF portfolio
Energy; 10% BTE, CPG, HWO, TOU, VET and WCP; thinking of switching from CPG to POU? any other suggestion?
Health; 11% you consider too high and RX too risky; I'll reduce to half position, same as GUD
Metals 0%; you have FM in your portfolio, how about XBM?
Consumer staples 0%; you have L in your income portfolio, I thought DOL could be considered both retail & consumer staples.
Thanks, as usual
Tony
Q: I noticed that Trimac was one of your top picks on BNN and wondered if I should sell Transforce and buy Trimac. I am an income investor. Thanks for your thoughts.
Q: Andrew peller was doing well today and then dropped over $1. Any idea why? Do you still like the company?
Thanks for your help.
Lois
Thanks for your help.
Lois