Investment Q&A

Q: I have a 2% position would 5i add on this latest weakness this week or wait for earnings ?

Q: GEI recently increased their dividend and their latest results sound disappointing. Why would they have increased their dividend in the first place, it sounds like a mixed signal?Should one not be too concerned with one quarter. Your comments please.

Q: Good Morning: Would like your assessment of the q1 results. Clearly the street is not impressed, but do you think this materially changes either the long term viability of the company or their ability to pay their current dividend?

Q: I have held a small position in GH since Feb. It has behaved well and I like the dividend.

Could you provide a sense of what implications the wildfire in Fort McMurray might have for GH going forward. Currently the stock is down about 8% on the news. Is there an outcome that would lead to a sell recommendation. At this time, the Boomtown Casino has been spared but is vulnerable as is the rest of the town. (Fortunately no loss of lives to date but big property losses).

Q: Hi Peter and Gang,
I currently have a 200% gain on PLI and my PLI position now represents about 3% of my portfolio. I am thinking of taking some money off the table and would like to get your comments on PLI. Thanks.

Harry

Q: cannot find questions on solium when entered SUM

Q: neulion and shopify, your take on earnings, i thought both were ok, market seems to disagree. dave

Q: Hello, I am looking for a very safe mutual fund for my daughter's RDSP. I am looking to get her out of equity funds as much as possible for a while and into something which pays reasonably more than the fee and is at the same time RDSP eligible. Thank-you

Q: Please comment TH

THANKS

WAI

Q: I'm looking to invest in one of these two companies after the current pullback ends, for growth and income. Your thoughts?

Q: Good Morning,

Out of the O&G drillers in Canada, which would be your top picK?

Thanks

Q: I bought IMG earlier this year at 2 and harvested half my bet at 4. Released earnings today. Anything to get excited about with your expert advice. Momentum on these stocks has been impressive.

Q: May I have your opinion on QSR for my TFSA, or maybe DOL. I have ATD.b ,PBH , AW.un, BCE and SLF. My total portfolio is short consumer discretionary, otherwise it is fairly well balanced. Your option would be appreciated. Thank you.

Q: Melcor Developments (MRD) has a very long and distinguished reputation as a reliable and profitable developer and property manager based in Edmonton, Alberta. In 2013, MRD spun off some of its properties into Melcor REIT (MR.UN). The Reit’s stock price suffered a dramatic decline in 2015 from $10 to $7. Presumably this was due to “Alberta phobia” on Bay Street. However, the 2015 financial statements showed a 50% increase in net income. Debt remains around 55% of book value and the monthly distributions continue unaffected at a very sustainable 80% of net profits, for a current yield of 8.28%. The stock price has recovered somewhat to the $8 range. With oil prices seemingly stabilizing around $40 it would appear that the risk of property related defaults in Alberta is receding. While this is a small cap Reit, its management is top-notch and its financials seem sound.

What is your take on this stock ? Is it a Buy, sell or hold ? Too early to get in ?

Q: Hello Team,
Would you prefer Pfizer or Bristol Myers in this space, or, given the electioneering going on in the U.S. would something like Walgreens be your preference in the Health Care space?
Thank You,
Barry

Q: Hi Peter,
Please can you comment on BP stock for a long term investment. It has a good 7+ div and looks good for jump on oil recovery over a long term horizon. my other oil investment is WCP and SGY (will increase my sector allocation to 12%)

Q: Peter and His Wonder Team
I have read your previous comments about BB and agree it is a unique puzzle and enigma! Ha!Ha! Currently it is only $1.00 above Book Value and approaching it's annual low. Could I please have your current opinion on this stock? Does the low price justify the risk? Could they be eventually bought out for there patients and security features? Does this qualify as a reasonable contrarian play?
Your opinions are always thought provoking and invaluable.
With respect...
Dr.Ernest Rivait

Q: Peter,
What do you think about IBG? I already own SNC and WSP and they represent 10% of my portfolio. My ARE position is 1.5%

Q: What are your thoughts on Agrium? Is it a good time know to enter the stock?

Q: Peter and Team,

Can I please get your thoughts on Xylem's earnings today? Looked pretty good to me but the stock is down a little following the announcement even though they raised 2016 guidance.

Thanks!