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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: With oil price rising and bullish sentiment seemingly on the upswing what would be your favorite stcoks or etfs at this point?
GUY R
Read Answer Asked by Guy R. on April 16, 2018
Q: Which of the listed companies do you reckon has the best prospects for a 1-year hold from current levels? How about for a 10-year hold?
Read Answer Asked by Andrew on April 16, 2018
Q: I know you are not a fan of market timing. However, with all the action coming from the Mueller investigation of Trump I can't help but digest and interpret the news as a tightening of the noose around Trumps neck. I've gone to 20% cash and might not be done yet. I've committed to sitting here until Mueller resolves one way or the other.

My question is how have markets reacted during previous impeachments (eg. Nixon, Clinton)? Obviously negatively, but to what degree and for how long? Would international equities be less effected?

Best.
Read Answer Asked by Cameron on April 16, 2018
Q: Peter and His Wonder Team
I have heard several analyst on BNN say that no one cares about the oil and gas sector...that there is absolutely no interest in this sector. Therefore if there are no buyers the stocks will stay at rock bottom. Can you see any hope for long term investors of this sector? Thanks?
Read Answer Asked by Ernest on April 16, 2018
Q: My wife and I currently have 6.8% of our combined retirement savings invested in ENF. As we have made this acquisition quite recently, we are neither up nor down on this investment. We've just received the company's 2017 annual report and I'd appreciate your confirmation of a key financial metric, I see noted within the information we've received.

On page 4 of the 2017 Annual Report I see an indication that the company's Dividend Payout Ratio climbed from a level of 86.9% in 2016 to level of 96.1% in 2017. My first question is: Am I correct in understanding that the firm therefore paid out 96.1% of all it's net income in 2017?

The reason I ask that question is that the information we received includes a very clear statement of the company's intention to continue to raise their already very generous dividend by 10% in each of 2019 and 2020. They point to planned future projects, they seem to feel should make those targets eminently achievable.

If they are already paying out 96.1% of their net income, won't they likely need to grow that income by at least 10% in any year in which they might wish to increase their dividends by 10%; if they wish that dividend level to be sustainable over the longer term?

How likely do you feel their targets for income growth and dividend growth might be?
Please know that we can tolerate substantial swings (declines) in the price per share of this holding, provided we believe the dividends are both sustainable and likely to grow at least at the rate of inflation, going forward. Thank you!
Read Answer Asked by Richard on April 16, 2018
Q: Hi Peter
Please help me understand.
In your column in the Post today you claim “our model could care less about the TSX” and as independent investors we are “ free to see to our portfolio far more diversified than the Canadian market”.
So why does the Income Portfolio only have 7 % outside Canada?
Thx Frank
Read Answer Asked by Frank on April 15, 2018
Q: Why would not GUD take a run at TH....both Montreal based cos. TH has 2 FDA approved drugs, one of which is life-saving and the market has not given this co a much better valuation. Plus TH has about 32 mil in cash and little debt!
Read Answer Asked by george on April 13, 2018
Q: Hello Peter,
On your april 9th reply to QSR, the dividend that was indicated was above 3 percent; I am seeing a dividend of 1.9 percent on google. Any idea? Also, I am planning to keep QSR , GUD, SIS, ADW.A, Shop, and Spot as long term holds. Any concerns here? My weights range from 2 to 4 percent. Lastly, I I know you have had lots of questions on Knight, but from a shareholders perspective, are we not waiting along time to get some results that are meaningful to increase stock price? What are the analysts saying about Knight as I am sure their clients are not happy with the stock price. Thanks again for the great input.
Read Answer Asked by umedali on April 13, 2018
Q: Gentlemen,
In your answer, there is a typo on the first SJ, I understand it is MX ?
We like SJ and it is showing excellent momentum. It might be a takeover target and earnings growth looks good. But.....it will act very differently than SJ and will likely be far more cyclical
Thanks
Best reagards
Read Answer Asked by Djamel on April 13, 2018
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