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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: Just comments.AIF-basing on better than expected Q2 revenue & eps,3 firms(TD,CF & RY) raised target price to $36 & upgraded stock.Reportedly best one day performance since 8/15 PKI-RY & BNS downgraded target price to $31 & $33.75 CGX-6 out of 7 firms downgraded to $46-$52.1st time in the last 3 years that Ellis Jacob is not that upbeat in interview on BNN after release of results. In this strong earnings season,strong results will be handsomely rewarded(eg AIF,SHOP,TOY),& vice versa.
Read Answer Asked by Peter on August 04, 2017
Q: I'm (still) planning an income portfolio and have decided on the above companies. I think they are solid and the income is attractive. I expect to hold them 5 years.

My concern about all of them is the electric car overhang. I see the trend to E-cars as a long term annual dissipation of the energy sector. Think of a successful 20 year short on the energy sector. There will not likely be a major event, just a gradual decline in earning etc. You have mentioned in another reply that PKI and ATB can use their locations for other purposes, but there's not a lot of uses for an oil refinery or pipelines.

Please provide your views on my conundrum. Thanks.
Read Answer Asked by Tim on July 25, 2017
Q: Good morning Peter et al. I have $68K in a rrsp and $80K In a cash account to invest. A full position in each account is $20K. Time frame is 3 to 5 years. I have full positions in other accounts of shop,pbh,gud,nfi,sis, and toy. My thought was to add Boyd, CAE in each. I also have 1/2 position in Photon. Can you give me some direction on what else to add other than going bluechip defensive.
Thanks in advance david
Read Answer Asked by David on July 11, 2017
Q: Down on this 5 stocks.AIF(down 9.5%;Real below IPO price),CLS(12%),TV(7%),PKI(5%) & HWO(31%).Add,sell or hold with very short rationale.Appreciate u normal great views & services. Voliate markets. US markets are ok,but TSE has been declining mainly due to energy & materials.
Read Answer Asked by Peter on July 10, 2017
Q: Thank you for your prompt reply to my question re PKI,AD.
I should have also asked that if you did not favour AD then could you recommend something else that has a decent yield and some positive movement in the near term.
Many thanks
Read Answer Asked by george on July 04, 2017
Q: Hi, I am thinking about taking some profits from PKI and adding to my position in AD. This will lower my average cost,and increase the dividend I receive, but mainly I would hope to catch some of the upside momentum the stock has shown lately.
So really the question is, do you see the positive upside movement to continue. Many thanks
Read Answer Asked by george on July 04, 2017
Q: At the beginning of the year I had to liquidate 30% of a taxable portfolio. I managed to sell stocks that minimized my income taxes, however, as a result I sold all of my Financials, Materials, Utilities and Energy stocks. I now have 10% to add back and will be contributing another 20% sometime later this year. I do not think I will be needing these funds anytime in the next 5+ years. I am looking at taking half positions in PKI; GSY; BEP.UN and AEM. Your comments about my stock selections would be appreciated.
Read Answer Asked by stephen on June 13, 2017
Q: Hi Peter,

Great job on BNN yesterday !! In addition to your Top 3 Picks (I already own), could you please give several additional picks which are good buys at this time.

Thanks !

Dave
Read Answer Asked by David on June 07, 2017
Q: Trying to mirror the BE Portfolio and I am just missing the 4 listed stocks..I have started to buy some PKI but don't have any of AIF,AEM and WCP.WCP I know is down YTD and from inception but maybe this is good time to buy .Or would you suggest buying the other 3 stocks first.Thanks.Paul
Read Answer Asked by Paul on May 17, 2017
Q: Do you see any compelling investment opportunities where the current share price clearly doesn't reflect the strength of the business?

Read Answer Asked by JR on May 11, 2017
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