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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello Peter & Team,
I have no exposure to Food related stocks except indirectly through ATD and DOL; How would you rank CLR and MTY at current levels?
Thanks,
Antoine
Read Answer Asked by Antoine on February 11, 2015
Q: hi peter, i have quite a bit of cash, looking for 1 or 2 stocks, aggressive in the small to mid cap range, have to be liquid, and my time frame is 3 months, i understand the risks. dave
Read Answer Asked by david on February 11, 2015
Q: Hello Peter & Team,
I think it is important to classify holdings by segment because holdings in the same segment respond to the same drivers; this in turn gives us an additional picture of our exposure to a segment.
Let's agree on the following 11 segments: consumer discretionary, consumer staples, energy, financials, health care, industrials, info tech, materials, real estate, telecoms, utilities.
How would you classify CCL Industries, CNR (transport), Stantec (engineering), Alimentation Couche Tard, Dollarama, Boyd Income Group, Cineplex, First Service, Altagas (utilities or energy), Clearwater Seafoods, MTY Foods, Badger Daylighting, Progressive Waste.
Thanks,
Antoine
Read Answer Asked by Antoine on February 11, 2015
Q: Hi guys thanks for your great guidance. I bought ENF to collect div.and look for other opportunities for awhile and its gone almost parabolic over the last year. Its my larges 5.9%) holding.Should I hold or dump some. Greg--- Think you guy are doing a great service.
Read Answer Asked by Greg on February 11, 2015
Q: Hi 5i Team,
Can you comment on earnings for Sun Life and Home Capital. On a quick glance HCG came out with fabulous numbers as usual, while SLF's numbers look terrible!
Thanks again for the great service,
Shane
Read Answer Asked by SHANE on February 11, 2015
Q: I made an error and have both Ford and GM in an RSP. I would like to sell one or both to free up some US cash. Each would incur a small loss.

Which one of Ford or GM would you sell? Perhaps both? In the alternate would you simply reduce each one and keep some of each? (The only other industry exposure I have is a small position in Martinrea)
Read Answer Asked by Adam on February 11, 2015
Q: after the recent earning release, what are you current opinions and advice with respect to this stock, and company
Read Answer Asked by john on February 11, 2015
Q: Good morning,

I read an article in the Toronto Star this morning regarding the expected strong growth in robotics (manufacturing etc.) over the next 10 years .Quoting the article, growth quadrupling by year 2025.

Can you please provide two or three of your best ideas in this space from a best risk/reward perspective(either US or Canadian) that would stand to profit the most if these projections come close to fruition.

Thanks
Tom
Read Answer Asked by Thomas on February 11, 2015
Q: I read in the Intelligent Investor that one good measure of a stock valuation is to multiple the PE ratio with the PB ratio. If the result is under 24, that's good. Canadian banks currently fall under that threshold. However, Glusheff is far above that threshold (PE = 12, PB = 6.6). (1) Do you like this measure (2) Does it apply to most stocks, even money managers? (3) Could educate me on how you use the PB ratio in your evaluation?
Read Answer Asked by Matt on February 11, 2015
Q: Hello Team, I'm considering attending PDAC in March. How do you feel about this conference? Do you think it would be worthwhile for a retail investor like myself to attend & if so, what can I expect to gain from it? Any insight you can provide is appreciated. Thank you.
Read Answer Asked by Michael on February 11, 2015
Q: Would you suggest buying any etfs for Europe, India, emerging, China and if
So any suggestions
Read Answer Asked by jason on February 11, 2015
Q: Fixed Income portion of my registered accounts investment is 22.5%, and I want to increase it to around 30% I currently hold HFR, XSB, HYG, and CBO. I also hold a small amount of funds in Royal bank Bond fund. Should I add to these or can you suggest some other alternatives? I am 66 years old but does not the income from RRSPs at this time.
Thank you
Read Answer Asked by satish on February 11, 2015
Q: hi folks:
there was a 'report' that seth klarman's baupost group recently bought 21mm shares of bxe. I cannot confirm this action and only see orange as being the sole 'big acquirer' can you tell me where I could look for confirmation of this (assuming it is not an internet 'rumour')
thanks
Read Answer Asked by Robert on February 11, 2015
Q: What do you make of Seth Klarman taking up an 11% interest in BXE...thanks as always for your insight...
Read Answer Asked by Curtis on February 11, 2015
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