Investment Q&A

Q: hi there
i have 2 companys in tfsa acc.
flowserve and oneok (oke) i bought them after the oil price dropped
thinking after a rebound i would reduce or sell out
what do you think of theses copmpanys
tks
sam

Q: With the additional insight provided by recent bank earnings reports do they present value here considering future prospects?

Q: Hi Peter, I'm just starting out with a view to manage the bulk of my portfolio myself. I would like to take advantage of the stronger returns in the US market, and thought I would allocate about a third to this market. What are your thoughts?With a 3-5 year view, I am wondering whether the loonie will be stronger by then and as a result, I could realize a currency loss - the loonie couldn't get much weaker it seems, and will surely rebound by then, or is this the new "normal"? I'm guessing most people believe the potential of the US economy vs the Cdn, more than outweighs the possibility for future currency losses, correct? I also would like to know whether most people put in stops, or not - what is the general strategy bebind doing this, putting them in near purchase price or well beneath it. Do stop positions have priority in the queue ahead of on the day sellers? Thanks, Kristine.

Q: Hi,

Thanks for suggestion that VRX would be a good candidate for a covered call. I bought 100 shares around $270 in early May and wrote a July $300 call for about $1,500. (Un)fortunately, the stock rose quite a lot so now option is in money. Any suggestions what to do? (i.e., do you like VRX enough to suggest I should buy option at a loss so my position isn't exercised?). Thanks for great service!

Q: Would you recommend a few stocks or ETF's for Long term hold. My daughter has just started investing and only has $5000 in an RRSP to work without this time.

Thanks for your great advice.

Q: Which stock do you believe has more upside potential, IT or AYA.
Thx\Jim

Q: Would you consider today's price a very good entry point? I understand there may be some uncertainty surrounding the intended use of funds from the US asset sale but that seems way over done? Also, someone on BNN mentioned that it would likely soon not be considered a "REIT" by definition based on it's income mix and therefore, was being dumped by REIT focused funds regardless of fundamentals. If this is the case, I would think that stock price here is an excellent buying opportunity or is it going even lower? Your thoughts/comments are appreciated

Q: I have had quite a nice return with Enghouse but how does one decide when its time to lighten up or dispose of a position completely? It still only represents a 5% position of my portfolio but I feel that it must now be fully valued if not overvalued. Notwithstanding its attractive fundamentals (no debt, high growth rate, dividend increases) given its high P/E I'm thinking that there will be little upside over the next 12 -18 months with the possibility of a significant drop if there is a market correction. Your thoughts would be appreciated.

Q: The BMO shares are down over $1.00 at the moment, far more than the other banks. Yet BMO raised their dividend and the results for the quarter slightly beat expectations. Why the drop in value?

Q: Could I have your views on QST's first quarter earnings. The price of oil seems to hang over the results but they still seem decent considering this. Any thoughts you have are appreciated.

thanks

Q: Mr. Hodson, this stock gets a rather low rating from analysts.
For example, at TD WebBroker, the ratings are Under Perform (2), Hold (5), Buy (1) and Strong Buy (0).
At RBC Direct Investing, the Consensus Recommendation provided by Thomson Reuters is 3.13 (on a scale of 5 to 1, 5 being a Strong Sell). How could analysts have it so wrong, when the stock is clearly a strong performer for quite some time ?

The matter is entirely different when it comes to AYA (Amaya), and presumably rightly so. Amaya is much appreciated by analysts. Why the difference of treatment ?

CSU is a good stock, but is not much appreciated by analysts, while AYA is the darling of analysts. Is this a game for analysts ? Of course AYA has been a star recently, but CSU is clearly a good value stock. Maybe AYA is reaching for the stars, while CSU is only an outstanding performer...

Q: What is your take on IM's problem?

Q: Hi,
In your opinion, is the MMT deal going to go through? The share price doesn't seem to be moving very fast and the buying price is reported to be .80 cents/share. I am debating to buy more so I can minimize my losses.
Thanks

Q: The recent IPO for Crescent Point Energy has not sold out. The new issue was offered at $28.50 but it has been trading well below that, dropping briefly to 27.85 in intra-day trading this morning. What happens if the price remains depressed and the IPO is not successful? Will CPG re-issue the IPO at an even lower price?

Q: Having looked at the US government spending it appears that medicare, medicaid and social security are rising at a double digit pace making a balanced budget impossible. Makes sense given the baby boomer impact. But my question is, do you take this into account when assessing investment risks or do you file it away for tomorrow's worries.

Q: What are your thoughts on QLD. Seems to be a steady performer

Q: Hi Peter & team, Is there anything you know is causing GUD to keep falling.
Thank you!

Q: Would appreciate your comments on today's results from HRX.

Thanks!

Q: Your comments on today's results would be appreciated.

Thanks!

Q: Hi- your comments on the results today and outlook. Also can you explain the Amaya deal - will they need to do a financing and what is the upside potential? thanks