Congratulations on the money you raised this summer with your ride! I've been watching the pipelines correct over the last 3 weeks. I sold my pipeline holdings on the way since I thought they became quite expensive. I'm now looking at getting back into ALA, IPL, PPL AND KEY, but the P/E multiples are still around 30x forward earnings. How do we know what earnings multiple to attach to a particular sector of the market and is this a good time to re-enter the pipelines?
E or MCR, which falling knife do you prefer standing behind? I own small positions in both as part of a basket of small caps, but they are both back under my 1% threshold where I either have to add to the position, or cut it loose. I'm thinking of selling one, and topping up on the other. thoughts?
Q: this is a bit of an unusual question and I am putting you on the spot but the markets have been crushed the last few weeks, so peter is you went on bnn market call today what would be your top 3 picks.i keep looking at avo but cannot pull the trigger something going on there we do not know, but you must have 3 others you like, a surge or something. dave
Q: Hello 5i. There was an interesting article in Monday's Globe & Mail about retirement investing strategies. Intent is to help retirees protect their capital, given that their ability to recover from a major market crash could be more difficult due to more limited time horizons.
Q: Hi Team,
I am getting very tempted to buy some stocks that have sold off(pembina, td bank etc...). I keep telling myself to be patient and wait for some evidence of buying however, there seems to be some good opportunities to at least start a position or add to an existing one.
Seeing this great clip from Warren Buffett is also influencing my decision (clip #4) http://thereformedbroker.com/2014/10/02/warren-buffetts-tv-appearance-october-2nd-2014/.
I am normally against averaging down, but I have noted that it can work well with GOOD QUALITY companies in case the correction still has legs. Anyways, could you and the team recommend how you handle the correction and give 2 names from each sector that look attractive for a long term investor.
Thanks again guys
Q: I was considering investing in Cogeco for the telecom side, what is opinion on that? I already have some Telus which are not doing great but not too badly thanks to dividents. But cogeco I was thinking of as a growth stock also Cogeco has CGO or CCA does it matter which one? I was thinking of CGO because I understand they are thinking of entering the wireless sector.
Q: Hi, Superior Plus just announced completion of their strategic review and decided not to sell the construction products distribution business. Would it impact company's ability to pay down debt and increase dividend? Does it change your view on the co.? Thanks
Q: AVO was awarded a patent for high definition Oct. 2. About the same time it started to rapidly decline. Would this have anything to do with it? Also, could you please rate these 3, 1 being the best. CXR (Concordia), GUD (Knights) and DND (Clipper). Thanks Dennis
Q: In your opinion is it too late to buy CPacific with a 5 yr holding plan?
Why is CNR which is apparently a bigger company, not performing in the market as well as CP?
Q: My cousin has never invested in the stock market. She has 100k and is thinking to invest in a portfolio of 20-30 different stocks now. Her time frame is 15-20 years. Understanding you don't have a crystal ball, what do you think of the timing?
Can you please give your thoughts on creating a new position in CP today? I really like the transformation the company is going through and am really sad I didn't click buy when I was looking at it at $70. I feel like it is a way better company today than it was then, though.
Q: a bit more about WEQ please.
The bought deal at $8 by brokers means that the brokers got a discount on this.Is there a way to know what the discount was?
Does this also means that WEQ got this discounted price in extra capital per share,so the $8 means nothing?
Also how long will this share dumping last by the brokers in this deal?it might take a long time for this huge amount.
All sounds the small investor is getting stung again.
Q: Best wishes to all, your family and friends. What does goodwill really mean on a balance sheet? Can any value be ascribed to it, and if so, how is it calculated?
Thank you,
Bill