Investment Q&A

Q: How does one evaluate the order to suspend all production and ongoing work for the New Jersey contract? Does initiating a half position based on this little bout of weakness make sense to you at this time? OR, do you think its better to wait, now that this news is out? Thank-you.

Q: between these two companies, which one would you prefer in terms of safety and return potential? Saveria has had a great run recently. would you still recommend buying in?

Q: can you do a report on concordia healthcare . thank you.

Q: Hello Peter
I am currently down about 30% on MG which is 5% of my portfolio.
I hold 60% of MG in unregistered account & 40% of MG in my TFSA acct.
My concern is would it be wise to sell it now and buy instead NFI or SIS and if so which one would you prefer first NFI or SIS, which one has more "growth" left.

Thanks for great service!

Andrew

Q: I am wondering if you have the 10 year averages for price to book and p/e for Telus. Compared to the current numbers and the expected growth do you consider the current valuation reasonable?
Thanks
Mike

Q: Hi,
You added NFI with a 2.5% weighting. Would you be comfortable recommending someone add it as a full position (ie. 4%)
Thanks

Q: Hi Peter
Don't publish this if you don't think it is appropriate.

Last night I went to the Cineplex and bought tickets for the new Tarzan movie. It was in 3-D and had the new D-Box technology. The two tickets cost $43.00 without food or drink.
I found the seat jerking up and down and sideways very annoying. Probably just me, but if anyone is thinking of investing in the technology they should go try it out first. Luckily I could turn it off. Good, fun movie otherwise.
Bryan

Q: I realize these two companies are very different, but both have had a nice share price reduction recently (well, nice if you're a potential buyer!). Straight-up question: Which would you choose for a better TOTAL return over a 5 - 10 year time frame?
And do you see a material difference in net risk between the two over such a time frame? Thanks!

Q: Is New Flyer Industries TFSA or RRSP material for those of us that have the entire portfolio, but can only fit a select few in the TFSA?

Q: What has more upside - CXR, SIS or BOS ?

Q: What are your thoughts on Intertain at this current price. Looking to buy for a trade. Thanks

Q: Hi,
I'm thinking of adding NFI to my portfolio , but don't want to hold too many stocks. If you had to drop one of the following industrial stocks (these are all the industrials i own) to replace it, which would it be?
MDA, WSP, STN, or XTC? Or would you not replace any of these stocks ?
Thank you

Q: Hello,
I have kept averaging down on this and currently have big losses. Yesterday, a BNN guest said that this is a non investable company.

Should I just sell and bank the loses? It's a registered account so can't even claim losses, keep average down? Hold my nose for a year or so? Can it go belly up?

Thanks
Marios

Q: What are your thoughts on this company? What do you believe is the price target for this stock?

Q: Hi:
Can you comment on your rationale for adding NFI to the Balanced Equity Portfolio?

Thanks!

Q: I own these 4 stocks in my TFSA account in which SIS is 2% holding overall all accounts and the other 3 are 1% overall. From reading the questions that have been asked on theses 4 stocks , you feel that DRT is a hold as well as GUD? I would like to increase my holdings so do think that it would be best to add to PLI and SIS at this time and not GUD or DRT?

Thanks
Dolores

Q: Good morning Peter and Team,

Superior announced the following today:

TORONTO - Superior Plus Corp. (TSX:SPB) is selling its construction products distribution business to a U.S. company for the equivalent of C$420 million.

The US$325-million agreement was announced Tuesday by Toronto-based Superior, a few days after the collapse of a proposed takeover of Canexus Corp., a Calgary-based chemical company.

Superior Plus has a diversified business in three industries, including propane distribution and specialty chemicals.

It says the divestment of its construction products business will simplify Superior's organization and provide cash to reduce debt.

What is your take on this? Do you think they'll achieve their goal of debt reduction? (SPB has been a frustrating stock for me, as I bought it at $11.75, and it closed yesterday at $10.94. However, the yield of 6.75% is nice, given that I hold SPB in my RRIF.)

Thanks as always for your valued advice.

Q: I have about $60,000 to invest in your balanced portfolio. Invest now or wait until after the US election? Do I buy at equal weight for each company or at the percentage you now have?
Thank you
Jean

Q: Hi there,

I am starting to purchase 5% weightings of the 5i BE portfolio. I will have a bit of money left over and am looking to add 1-2 names from the growth portfolio. Which of the names in your growth portfolio would be the best ideas at this current time. I already own the names which overlap between the BE and Growth portfolio.

Thanks!

Q: Do you know if all of Concordia's debt is in British Pounds from the Aimco acquisition? Do you know if the former owners payout happening this year is in British Pounds as well?

Thank you, Shane