Investment Q&A

Q: Good morning
Would appreciate your view on CPH quarterly report today. How would you rate prospects for CPH in comparison to PHM?

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Read Answer Asked by richard on February 24, 2016

Q: Peter and Team:
I am looking to add to a position that is currently down 25% from purchase. Current thoughts on BOS for a 5 year+ hold. What does the balance sheet look like, current p/e, and thoughts on what it will take to get this stock moving again.

Thank you as always. I will be renewing my subscription shortly.

Phil

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Read Answer Asked by Phil on February 24, 2016

Q: Earlier this year, in response to a question about the usefullness of holding gold, you responded that gold can provide portfolio insurance against inflation and investor fear. Could you expand on this idea that investors turn to gold out of fear. What kind of fear drives this behaviour? What kind of events could cause gold to increase in price, because if it is only inflation, it would seem hyper inflation is a long way off. Is gold as "portfolio insurance" no longer applicable?

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on February 24, 2016

• Stantec Inc. (STN)
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Q: Hi Peter and 5iResearch Team,
Can you please provide an update on Stantec. Economic outlook based on Canadian Government infrastructure fiscal stimulus. Is this a good time to purchase this stock for short to medium term investment? Thank you.

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Read Answer Asked by Linda on February 24, 2016

Q: Hi Peter .wondering if you might provide some current thinking on Knight...any sense of how to go about valuing the name??KIM

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Read Answer Asked by Kim on February 24, 2016

• Constellation Brands Inc. (STZ)
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Q: Owned it for quite a while and hence have done well with it. Would you suggest keeping it going forward or would you suggest something else going forward. Thank you.

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Read Answer Asked by Maureen on February 24, 2016

Q: Their stock hasn’t done much in the past 2 years, however their earnings and other financials seem to be pretty solid. Only paying out a small dividend with little growth is there something that I am missing with this stock (e.g. - its time is coming after its solid last report) or would it be beneficial to sell and start putting money into stronger performing companies in that sector (e.g. - A&W). I love what A&W is doing the last year (i.e. food and renovations). Your thoughts on both?

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Read Answer Asked by Michael on February 24, 2016

• Hudson's Bay Company (HBC)
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Q: HBC released some sales results this morning. They looked good to me. What is your analysis?

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Read Answer Asked by Donald on February 24, 2016

Q: Would you prefer the Xhy bond etf over the us Bond etf because of hedging currency? Or because the yield is higher for income investors? Would pimcos bond etc be more stable?

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Read Answer Asked by Kim on February 24, 2016

• DH Corporation (DH)
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Q: Hi, Looks like a strong beat by DH on all metrics, in Q4 earning release, today. Could you comment please. Do you believe this to be a strong reaffirmation of company's stand on the short sellers report ? I think stock deserves to be finally rewarded. Thanks

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Read Answer Asked by rajeev on February 24, 2016

Q: Large volume change and price uptick today. Were there any news?
Thanks

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Read Answer Asked by Theresa on February 24, 2016

• NFI Group Inc. (NFI)
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Q: Do you know why NFI has not declared or paid a dividend for the month of Feb.2016 ?

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Read Answer Asked by Ronald on February 24, 2016

• Parkland Corporation (PKI)
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Q: Parkland has recently been downgraded by TD Securities from a target of $25 down to $23. Is there any reason for concern?

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Read Answer Asked by Giovanni on February 24, 2016

• Whitecap Resources Inc. (WCP)
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Q: Hi Peter,

In preparing for the eventual oil recovery, what would be your top 3 names in the sector right now for capital appreciation and medium risk (i.e. survival during this down turn)? I assume WCP would be included since it is held in the model portfolio?

Thanks for the great service!
Angelo

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Read Answer Asked by Angelo on February 24, 2016

Q: Do you recommend using trailing stops? And if so, what levels would you recommend setting them at?

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Read Answer Asked by Andrew on February 24, 2016

Q: Hi, I'm looking for low-fee ETFs similar to CBO in makeup and yield but priced in USD. Any suggestions? Specifically, I'm looking for somewhere to keep bi-monthly USD cash contributions to a USD TFSA before making equity purchase decisions (I don't like seeing cash sit in an account without getting any yield). My account has relatively low commission fees (none to purchase ETFs) so transaction costs aren't a huge concern. Maybe I'm thinking about this incorrectly, however, and any other suggestions on how to best hold monthly contributions would be appreciated. Much appreciated!

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Read Answer Asked by Jordan on February 23, 2016

• Enercare Inc. (ECI)
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Q: Does the company have much growth potential or is it best viewed as primarily a good solid dividend stock? If a dividend stock, does the business model provide for an increasing dividend?

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on February 23, 2016

Q: Had a look at this today. Was surpirsied to see a yield just under 6%. I thought it had been marketed on the basis of about a 4% yield. I don't see our interest rates going anywhere for a while. Is this not a buy here? Can they grow dividend at all or is that doubtful?
Thanks
John

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Read Answer Asked by john on February 23, 2016

• Potash Corporation of Saskatchewan Inc. (POT)
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Q: Hi Peter,

Could you let me know what percentage stake has potash got in sqm
which is a lithum producer and if lithium prices shoot to the roof top is there a possibility of a by out by potash

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Read Answer Asked by PAUL on February 23, 2016

Q: I am wondering why the share buy back is being done. Does Dr. Peller's Holding Company, Jalger Limited, feel the stock is getting a little rich and he wants to offload a portion. I don't imagine the Doc needs the cash. Seems to me that this company has a tremendous amount of intrinsic value and as such, there is plenty of up side. Why now? Albeit the price is reasonable relative to the current price. Who knows what lurks in the mind of man. Notwithstanding I would appreciate your take.

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Read Answer Asked by roland on February 23, 2016