Investment Q&A

Q: Hi Gang,
I already own many of your balanced and growth funds stocks and have some cash to put to work. Can you rate the above going out 12-24 months out.

Thank you Anthony

Q: Hi Peter, Ryan and Team,

In my TFSA, I have FTS, KXS, PBH, PHO, SIS and WPK. Currently I am down on PHO (30 %) and SIS (20%) and the others are doing ok. Do you think the mix is right for a long term outlook? If not, could you recommend what to swap out and replace?

Thanks again for all your great work.

Marvin

Q: I would like to increase my exposure to consumer staples. At this time would you prefer an investment in PBH or ATD.b, or perhaps there is another company you would prefer.

Q: In a June 5 article Gordon Pape spoke highly of PBH and made note that the company maybe in the process of signing a deal with Walmart. The stock has been recovering nicely since the CPP investment. Have you heard or come across a potential deal with Walmart or is this pure speculation?

Q: Hi 5i,
Of the following list which ones will you let go:
PAAS, PHO, MX, SIS, TOY, WEF, NFI, TFII, PBH, and GUD,
and which ones would you keep and why.
I know is not and easy answer, please deduct as many credits as required.
thanks
Fernnado

Q: Hi Peter and Team
Can please rank the following stock first in terms of their risk level and second by their growth prospects
US Stocks: AYX, TEAM, XYL, FLIR, GOOG, ILMN
CA Stocks: TOY, SHOP, LSPD, KXS, GC, GSY, WSP, PBH, ATD.B, TRI, SYS, CAE

Thanks,

Q: Hi Guys,

If one believes that the Canadian dollar is about to strengthen over the coming year, what are good ways to take advantage of that?

Am I correct in that my non-hedged ETFs such as VGRO and XAW would come under pressure? Are there any companies that would meaningfully benefit from a stronger Canadian dollar?

Q: Have the above stocks in a TFSA. Would like to add 3 stock to the collections. Suggestions or should I just add to the exiting stocks. Long term hold 5 years plus. Thanks

Q: Good morning:
What would be a name or names you folks would suggest that is on sale right now and would back the truck up at today’s prices.,
Thx
Mark

Q: Of these three which in your opinion will be best for growth and return in the short and immediate future? Thank you.

Q: Good morning,
Yesterday, I submited this question and never received an answer. My question was "would you invest in one of these companies? if yes, which one? In which order would put them in investment preference?
I am a long term investor particularly in companies who increases their dividend. The four above have increase their dividend in at least the last 6 yrs.

Thank you

Q: Which of these PBH and QSR and LIN shows more promise of growth and return in near or intermediate term?

Q: I own PBH and bought at the high end so still under water. It is a 3.5 % weight in my portfolio. Do you think it would be ok to average down and bring PBH to a 4% holding or just hold at the 3.5 % ?
Thanks

Q: I have some extra cash to add to the balanced portfolio. Can you select 3 of these stocks that present the best purchase opportunities at the moment for a long-term hold?

Q: What are your views on PBH given the investment to be made by CPPIB and other investors?

Q: Hi, I'm considering a swap of PBH for GIL in my RRSP. I know you like both but could I get your opinion and why. Thanks

Q: Can you please comment on the deal between. PBH and CPPIB? Good for shareholders?

Q: I own all of these in equal weighting (7% each). Down quite a bit on NFI. Just seeing if I should keep it and give it the long term (10 years) to provide a good return or sell because there is a better company to replace it with for a better long term performance at this point. Any other recommendations as I do have some cash side lined at this point (30%).

Q: I'm considering cutting a loser to invest in something new that has some growth. SIS, PBH, and TOY have been poor performers for me for a while now and have been dragging down my returns. If I thought the issues were temporary for all 3 of them I would hold and wait it out but I've found each of them has been less than impressive. SIS with the equity raises and mgmt that I'm losing faith in, PBH with a million excuses as to why each quarter has negative surprises (weather, swine flu, minimum wage,etc), and TOY with disappointing numbers that seem to be getting worse with no real catalyst to get back to growth (Toysrus overhang, diminishing sales in their top sellers that are getting stale, no replacement "home run" product to turn things around. These 3 seem to no longer be growth stocks, do you think I should cut any of the three or give them some more time?

Q: Retired, conservative dividend investor. I consider a "full" position to be around 5%, which is reserved for the likes of "true blue chips" (BCE, BNS, RY, FTS, TRP, etc.) and lower weights for non-blue chip. I hold the following securities, with the following weights:
CGX = 4.4%
NWC = 2.7%
PBH = 4.8%
TCL = 3.3%

Q#1 = Regarding topping up, I am virtually at a full weighting with CGX and PBH. Based on today's Qtr results for CGX, would you top it up?
Q#2 = Given my blue chip comments, would you add more to NWC? I was thinking of moving is to 4%.
Q#3 = Regarding TCL, I am down (surprise!). At $15, it is looking very interesting. Depending on the width of your pencil, it looks like a decent level of support right where it is now...versus catching the proverbial falling knife. Current strategy = wait for Qtr numbers June 6...agree or add a bit?
Three questions...please deduct 3 credits.
Thanks...Steve