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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: I am up about 1% on MA and 7% on Visa. Am wondering what your opinion is on the growth of these two companies this next year compared to the Canadian banks. Am thinking of swapping them out.
Value your opinion. Peter
Read Answer Asked by Peter on October 27, 2014
Q: Than you for your continual great investment and educational advice and responses.

My question relates to the future building of LNG plants in BC. Although this might be many years away before building actually begins, are you able to identify any companies that may be in a position to benefit from the construction aspect at this time. Given that there is very special need for very specific types of either construction or manufacture of specific types of infrastructure for these plants, I would think that there may be a limited amount of companies that could provide the product or the expertise.

Any thoughts you may have for this potential long term investment would be appreciated.
Read Answer Asked by Michael on October 27, 2014
Q: I have been holding shares of SSL for some time now and am wondering why it is doing so poorly for a gold royalty company. The bigger ones seem to be holding up much better. What is your prognosis for this company? Thanks so much for your advice.
Read Answer Asked by Pat on October 27, 2014
Q: Is there any merit in these NOTE's other that ROC payments ?
TD Canadian Companies-Linked Barrier ROC Notes, Series 2 Principal at Risk
Read Answer Asked by Ben on October 27, 2014
Q: I was talking to Peter at the Money Show along and so were many others. I put in limit orders and would it be a good thing if I put the limit order for more than one day? Asking about a couple of my holdings SYZ has large daily swings of almost 10% - is this indicating something? DEE (Delphi) has been in a downwards trend about the biggest downward trend of the resource sector and I noticed some negative news on it on October 23 and it escalated the fall. Is there any hope for this security?

Dennis
Read Answer Asked by Dennis on October 27, 2014
Q: Hello Peter
The recent stock prices decline has given me an idea to open new portfolio "an exceptionally concentrated portfolio" that I found idea in your 5i Research Blog from July 20,2014.
Please give to me your 5 best at this time candidates for this type of portfolio that one can double down on them.
Thanks Andrew B.
Read Answer Asked by Andrzej on October 27, 2014
Q: What do you think about a RME and CVL vs ACQ for a long term BUY (5yrs)?

ACQ is roughly UP 40% on a YEAR CHART vs RME & CVL DOWN roughly 20%.

I have looked at basic ratios.

P/E RME 14%, CVL 14% ACQ 30%
YIELD RME 4.1% CVL 4.5% ACQ 1.5%
PAYOUT RME 54% CVL 77% ACQ 44%
GR MARGINRME 13.8% CVL 18% ACQ 17%
ROE RME 9.27% CVL 9% ACQ 21%
DEBT/EQ RME 24% CVL 38% ACQ 141%

To me looks like AGRI is the low side of a cycle and why it is a laggard right now compared to increasing high cars sales in Canada.

Can you give me your thoughts on RME and CVL vs ACQ?

Thank you
Regards
Stephane.M


Read Answer Asked by Stephane on October 27, 2014
Q: Hello team

Can you please tell me what symbol we are to use for Mellon Bank? And do you have any commeNts in its metrics and future?

Thanks for all you do

Gord
Read Answer Asked by Gord on October 27, 2014
Q: Hi Team. Just a general question. What is the relationship between share price and net asset value of companies? Is book value and net asset value the same? Some companies trade at multiples of book value. Thanks for the help. Joe
Read Answer Asked by Joseph on October 27, 2014
Q: I have a sum of new money to invest and would like to invest 20% of it into the 'bond side' for balance. Ignoring what I may already hold in bonds, could you suggest an ETF or ETF's that would be an appropriate purchase? Would the ETF's in your income portfolio be appropriate?
thanks
Read Answer Asked by Joe on October 27, 2014
Q: I'm considering investing in sm cap energy cos. that are focused on the Monteney and Duverney and Horn River Basins. Which of the following would you prefer: Donnycreek (DCK-V), Yoho (YO-V), Artek (RTK-T) or Storm (SRX-V)?

Thanks for your insights and analysis. Appreciate your efforts.
Read Answer Asked by Owen on October 27, 2014
Q: Hi Peter,
Do you expect gold and silver stocks to get hit with tax loss selling by year end again as was the case last December, and if so, would you expect a rebound in the new year? THANKS!
Read Answer Asked by Terry on October 27, 2014
Q: Hi team: any insight into how the IPO is going. I understand they are still proceeding and are trying to get it done. any sense as to final price? thanks
Read Answer Asked by Scott on October 27, 2014
Q: What caused stagflation in the 1970's? Do you think we are at risk of stagflation again?

Thanks,
Hans
Read Answer Asked by Hans on October 27, 2014
Q: I want to buy above US index in Canadian $.Please advise how(mutual fund,ETF etc) Thanks a lot. Looking forward to seeing You on BNN"s Market Call on monday morning
Read Answer Asked by Peter on October 27, 2014
Q: Which one would be your preferred choice in the restaurant casual dining space, Boston Pizza or A&W? It looks like the cash flow is not covering the A&W dividend.
Read Answer Asked by Andrew on October 26, 2014
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