Investment Q&A

• Tricon Residential Inc. (TCN)
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Q: Both Tricon and Element Financial (EFN) are rated highly and the US 4TH quarter GDP was revised upward today but both stocks are hovering close to their 52 week lows. First, is a rising Canadian dollar a major headwind for these companies and second, are they over-rated by the seemingly glowing reviews they are assessed by the pros?
Which one would you prefer over a five year period?
Thank you.

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Read Answer Asked by Steven on February 29, 2016

Q: What are your thoughts on IEP for a buy. Thanks again for all your good work.

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Read Answer Asked by andre on February 29, 2016

Q: Is your team still ok with overweighting in Cdn tech stocks? Which are your top five picks based on reliable strong growth, reasonable valuation and healthy balance sheet?
I currently own CGI (gain) and Intertain (30% loss). I am thinking of selling some CGI and all IT to switch to the top picks. Thanks.

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Read Answer Asked by Willie on February 29, 2016

Q: I like this site that another member suggested for info on short positions. https://ca.finance.yahoo.com/q/ks?s=DH.TO The link takes you to Key Stats for DH but just enter the symbol in the box for any stock and moving averages is in the right hand box. Tons of info on this site. I use it regularly and find new stuff all the time.
Thanks

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Read Answer Asked by Madeline on February 29, 2016

Q: I own both CBO and CBH bond funds. They have not performed well, and I was wondering if these are something that I should hang on to for the future. Are they a safety net when the world is dealing with a low interest rate environment?
Together they are about 7% of my portfolio.

As always thanks..

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Read Answer Asked by John on February 29, 2016

Q: In response to Brian's question on Feb 26 about a stock's technicals and analysis. He might find this site useful StockTA.com http://www.stockta.com/ For Canadian stocks you need to add a .c to the ticker symbol

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Read Answer Asked by Frank on February 29, 2016

• Bank of Nova Scotia (The) (BNS)
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Q: Do you think BNS will meet expectations when reporting this week? And would a sale make sense before or after their numbers are released??

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Read Answer Asked by don on February 29, 2016

• Enbridge Inc. (ENB)
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Q: Hello,

Lots of volume today. Any reason for that spike considering the bought deal was announced?

Thanks

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Read Answer Asked by Mark on February 28, 2016

• Enbridge Inc. (ENB)
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Q: Peter; I have my cynic hat on this morning after reading that the short interest in ENB increased by 5.7 million shares or 18.3 %. Then this AM we have the huge equity issue. Is it in the realm of plausibility that the dealers who did the deal were also the cause for the short increase? Seems a good way to lock in a profit. Thanks.Rod

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Read Answer Asked by Rodney on February 28, 2016

• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: I asked this question in the blog but probably should be here.

My broker told me that BEP.UN was a bad investment because the $2.25 payout far exceeded the $1.11 earnings? When I go online to check this out I get conflicting numbers, so not sure who to believe. Can you clarify as to the integrity of BEP.UN
Thankyou....Jim

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Read Answer Asked by James on February 27, 2016

Q: Both companies are in the same business, and have similar dividends.

I know that SIS is now in one of your portfolios. Was this a difficult decision - choosing between the 2 companies? Wuld you see as bright a future for PM as you do for SIS?

Could you build a case to own both?

Thanks.

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Read Answer Asked by Donald on February 27, 2016

Q: Would you support selling TMA ( currently down 22%) to buy SIS. Or continue to be patient and hold for growth or privatization?

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Read Answer Asked by David on February 27, 2016

• ONEX Corporation Subordinate Voting Shares (ONEX)
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Q: Could I please have your comments on Onex's recently announced earnings and your thoughts in general on this company. Thank You.

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Read Answer Asked by Brian on February 27, 2016

Q: I want EM exposure and think IBN is an appropriate proxy. Does ICIC bank offer a way to play this theme? Any idea on the recent weakness?

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Read Answer Asked by Kenneth on February 27, 2016

Q: Have held for a couple of years, what are your thoughts on their prospects.

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Read Answer Asked by Warren on February 27, 2016

• Pembina Pipeline Corporation (PPL)
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Q: What do you make of the PPL 2015 results?

As well, what is your view in terms of growth in future earnings, and dividend sustainability and increases going forward?

Thanks.

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Read Answer Asked by Victor on February 27, 2016

• Crombie Real Estate Investment Trust (CRR.UN)
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Q: May I have your comments on CRR.un's results reported on 2/24.Have a small portion @ $13.50.Hold,Buy or Sell.Always appreciate your usual great views & services.

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Read Answer Asked by Peter on February 27, 2016

Q: Although you do not specifacally follow US stocks, I would appreciate your opinion on ESRX. It has dropped significantly this year. I still have an 18% profit on it. Is it worth holding or would another US investment be more promising? (My other US holdings being MMM, JNJ, NVS, VIG, IWO). Thank you

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Read Answer Asked by jacques on February 27, 2016

Q: Please comment on latest eps, cash flow and outlook. Thanks

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Read Answer Asked by george on February 27, 2016

• Snipp Interactive Inc. (SPN)
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Q: Hi Peter and Team,

The stock has drop from 0.45 to 0.29 in a short amount of time. It had great support with a 0.45 price stocks. But the stock has fallen so much. Why the company stock drop so quickly. What is the news on the company that was so negative. Is the fundamentals still the same. I look forward to your answer. Thank you.

Norwood

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Read Answer Asked by Norwood on February 27, 2016