Investment Q&A

Q: Appreciate your thoughts on recent quarterly results.
Thanks
John

Q: Hi Peter,

Do you personally use technical indicators to inform your buy or sell decisions? If so, which ones are you looking at most? Scott Barlow at the Globe and mail often summarizes the trading week looking at RSI levels for equities. If you don't use technicals, what are you using to inform your buy and sell decisions? Thanks very much.

Q: Peter have just sold my Catamaran...am looking to stay in the same sector I already own GUD + PHM + MRE...do you have any suggestions. Staying with a health care provider would be first choice (I think) I am about 4% invested in the sector.

Q: Hi Peter
I have this company and have made my money on it This rail company will be hit by the reduction of coal .do I sell and go elsewhere ?

Q: I have both Baytex and Surge and am down on both. I don't mind waiting for a recovery over 1 to 2 years but would I be better off to sell one or the other in order to buy Whitecap? Appreciate your advice.
Gary

Q: Hi- your comments on todays financing please. What would the payout ratio look like assuming they get the funds fully invested. How does it compare to DIV? thanks

Q: I have been looking for an entry point into Amaya. The weakness today has me interested. I don't see a catalyst for the down trade today unless I'm missing something...?

Q: Greetings. any idea when the Bell takeover of glentel happens?

Q: Where can I find your recent emailed report on the re-alignment of stocks in your different portfolios. ie removal of HCG etc.

Q: Merus made a move yesterday involving 60 million dollars. Do you see this as a good move and is it worth adding stock to my position?

Thanks, Charlie

Q: I use Canadian Insider on a daily basis as part of my ongoing checklist of investments. Would you please clarify the term "acquisition under a prospectus". A recent example - DH - 3/10/2015. Thank you.

Q: Since your most recent adjustment to your model portfolio, I have been looking at Progressive Waste Solutions (BIN). Today, I was planning to purchase until I noticed a PE ratio of about 27. Since this is much higher than the 10 -15 that I usually target for buys, I thought I would investigate further. Their growth is about 5% which indicates a relatively poor PEG ratio of about 5 and I see that their cash flow for the year indicated borrowing to pay a large portion of their dividends and share buy back. Also the dividend is relatively low at about 1.7%. I am certain that you would not place this company in one of your portfolios if the negatives I have described above was the basis for your decisions. Can you explain what I am missing and why this is one of the new replacements to the portfolio? Thank you very much. I always value your analysis and opinions.

Q: In your excel spread sheet, for the portfolios can you add a column with start date after the symbol column? This will really help..

Q: In follow-up to Friday's question on STZ (expensive in your mind), if I like the theme, where should I look from a value perspective? US (DEO) or Canadian (perhaps ADW.A or CSW)?

Thanks for the great service!

Q: Hi Peter, Ryan & Team;
I am having nightmares about LSI. Is there any indication of when the company will come out with the year end financials?
Shareholders appear to be jumping ship.
FYI: Teenburgers at A&W for $3.00 (+ taxes). Thank you.

Q: Good afternoon 5I team,
I would like to have your opinion on DuSolo, would you consider this a buy at this time?
Thank you for your help, David K.

Q: Peter, could you comment on Mandalay's first quarter results and the shareholder rights plan just announced. Was the recent 10 cent drop to 82 cents related to the "in-the-works" rights plan ?? Are you still positive on this stock going forward??

Q: Hi Peter & 5i. Would this stock be a good time to buy, also in the Stock Charts its a 3 box reversal, what does it mean. Thanks Gene.

Q: where would you rate this co.? b or c . and is the div safe at this point.

Q: Dear Gentlemen,
These two companies ATB.a & L, are in Consumer Defensive sector, together they are weighting 9 % of total PF.
For re-balancing my PF, do I classified them with Consumer disc or Consumer Staples sector ?
Thank You.
Best Regards.