Investment Q&A

Q: I got into CRH after reading your comments on it (and other reports on the website), and added more before the earnings report, so kudos to you. Now that the stock has moved up so much, however, I am trying to figure out how one can tell if it has moved up too much, too fast. My question, then, is how do you tell when it is overvalued?

I know this is a difficult question for a stock that is small, with high growth, and depends on acquisitions, but nonetheless, one has to make decisions and I am struggling with it. I only have a half position in this, so its not a huge risk for me, and I love to watch the daily moves and growth in cash flow.......but I don't want to be married to any stock beyond all reason. Your thoughts would be appreciated.

Q: Based on the Trump win, I would like to buy gold. Currently I hold no gold and am looking for a 5% position in one or two companies to hold for the next few months or longer. Please make a couple of gold company suggestions.

Q: I am very impressed with their results and their ability to generate revenues from new and evolving sources. Would this be a time to buy in?

Q: Any idea why trading was halted today by IIROC?

Q: Hi Peter the valuation on pbh is getting very lofty .I would like to test a thought of selling half and retaking a position in DH at the $14.5 mark .What your thinking on this move?
Kind Regards
Stan

Q: Earnings fails on all of these. Do you think they'll be treading water/going down until the next quarter?

Q: I know you are not fans of NHC, and either am I now ;) But it looked like they were starting to make some better decisions and I could possibly get out of this stock with a smaller loss. However they release their financials and the stock tanks again. Do you think this drop is over exaggerated or justified? Should I cut my losses and run!

Q: Peter and Team, Considering adding to a full position in Stella-Jones, on today's pullback. This would be for a 3+ year hold. Your thoughts appreciated.

Q: Now down 15% over the last three weeks. Any idea what might be behind it? Does the market think it's gotten too expensive for its growth rate?

Q: Good Morning
Last summer Vanguard issued the above four Factor ETF's. The funds are still small; but have attractive MER's. I have very little non Canadian equities. Would you suggest any of the above four at this time? They would account for about 5% of the portfolio.
If not the above what would you recommend?

Thanks as always

Q: I am another grieving DH shareholder trying to decide a course of action.I expect that DH will be dead money for some time.At the present time LNR and MG have performed well on various metrics and are trading at low P/E ratios.What is your opinion on selling DH and buying MG or LNR at this time? DH is held in my RRSP. Thanks. Joe

Q: I also need to increase my telcom exposure. what do you you suggest between these three: BCE, T and IYZ-N?

Q: Stb just released their earnings could you commit please.

Q: AS per instructions from 5i I sold my Vanguard Bonds .. the net result was in US dollars ...should I transfer into Canadian $$ ?? TY.

Q: When the date of record for a dividend falls on a weekend or holiday is the actual date of record the next trading day or is it the last trading day before the date of record?

Q: What are the risks for Concordia in the next 12 to 18 months time frame. I saw in the news release that they had available cash of $463 Million. Did they pay down any debt recently. They generated $160M cash this time around. Is there any possibility someone takes them over as they are now trading at almost nothing. Could they declare bankruptcy at this juncture. If they keep generating $100M plus in cashflow every quarter, then why would the EPS be relevant.

Q: CRH seems to be moving up on good volume. Are you aware of any news that might be causing this.

Q: Out of the above list, which ones would you buy today regardless of portfolio weightings.

Q: I use the word gambling in this question as this is what it is-so would Valeant at this point be a better choice than Concordia if one wanted to gamble on a bounce.

Q: I can't seem to find the Q3 earnings for BOS. Could you help me out please?