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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: I have a decent holding in this co. and read your recent comments on Stella-Jones. There appears to be no logical explanation to sharp drop in stock price from a high of $54 to a low of $41.50 within a span of 4 weeks. Even on market up days, stock's advance is fairly muted. I feel that 20% decline could not be entirely market related. My suspicion is that market is punishing the stock due its association with railways. What percentage of its business is from railway ties? Utility polls business should be stable ? Is there a large short interest ? How is its valuation on current and forward basis? Do you believe it's an excellent time to add at current levels? Thanks
Read Answer Asked by rajeev on January 25, 2016
Q: PAR Value: 5,000
Security Type: Corporate Bonds
Issuer: IPE
Maturity Date: 14 Jul 2028
Coupon: 6.1%
Approximate Annual Yield: 4.679%
Approximate Semi-Annual Yield: 4.626%
Rating*: BBBH/Baa2/BBB+
Amount of Inventory: 291,000
Special Term: CALL D+16
Approximate Price/100 CAD: 113.84 CAD
Hi, I dont have much experience in buying fixed income corporate bonds. What do you think about this one as a part of my fixed income allocation. The bank charges a $50 commission so a $5000 par value comes to about $5,703.85 CAD at todays rates. My other fixed income buys are etfs like VSC, BXF, VAB for about 15% of my portfolio. Thanks very much. Have a great cruise! Cheers, Shyam
Read Answer Asked by Shyam on January 25, 2016
Q: Greetings and my best wishes to all. BRB recently set a new high. I am interested on your outlook for the future and your opinion as to whether a takeover is likely. Thank you, and my best wishes to you, your families and friends.
Read Answer Asked by william on January 25, 2016
Q: Back in August, you mentioned that there is likely an opportunity cost in owning Badger. Given more recent results, with a greater move to the US and management delivering on everything they said they would, do you still believe this to be the case?

In an otherwise diversified portfolio, I currently have about 8% in industrials (WSP, NFI), and am looking for a third company to boost the allocation, with a mix of some dividend and growth. Do you think BAD would be a reasonable addition? I have also been considering MDA.

Thank you.

Alan
Read Answer Asked by Alan on January 25, 2016
Q: Stock was up 25% on Friday. Don't see any news, but volume was double normal. CEO has lots of shares and seems to be a believer. Any ideas on this one?
Read Answer Asked by Madeline on January 25, 2016
Q: Encana and Crescent Point are my biggest investments from the old days. I was ridiculously overweight Energy ( and still am ) ... Now that I've absolutely lost my shirt on these , should I sell one , or both , or part of each . or do I stick it out . I can't stand the agony of losing hundreds of dollars a day ... If I dump these, where should I send the remains ?
Read Answer Asked by Thomas on January 25, 2016
Q: In your Balanced Portfolio you have a holding in Goldcorp because you want to have a stake in gold for strategic reasons. Recently, in answering questions on investing in gold stocks, you have consistently referred to AEM as a better investment than G. Why are you not swapping G for AEM in your balanced Portfolio?
Read Answer Asked by Bryan on January 24, 2016
Q: Hey guys, great service. I've been slowly building the balanced portfolio and have some cash. It seems like a good time to buy. The four stocks I'm missing are MG, DSG, CXI and ESL. Which do you think is the best buy today? Thanks.
Read Answer Asked by Matthew on January 24, 2016
Q: General Comment:

For information of other members. Here is an interesting article with a few clues as to what to look for when the market might be at a bottom. Its from a UK investment newsletter but the principles are essentially the same for North American markets.

http://tinyurl.com/ju24sld
Read Answer Asked by Andrew on January 24, 2016
Q: Hi Peter,

Thanks for answering my question. If you can kindly check yahoo.com and go to finance type in the symbol et.to and then check insider transactions you will find that sales force dot com purchased on july 12 2013 7,362,248 sharesat 33.75
If it is correct what is the relevance to their business as I see at some time they being bought out

Thanks
Paul
Read Answer Asked by PAUL on January 22, 2016
Q: If holding for the long term, does it make more sense (taxes) to have these stocks in a RSP instead of a cash account?
Read Answer Asked by Brenda on January 22, 2016
Q: Hi Peter,

Could you pls let me know whether sales force is holding 10% of evertz shares and if so what is the relevance to their business.

Thanks
Paul
Read Answer Asked by PAUL on January 22, 2016
Q: Hi Peter n team,
Is now a good entry point for this stock? I notice the p/e is high. Is the dividend safe?
Is ithis appropriate in my tfsa account? Do you have a couple names that are better for renewable energy? Time frame is 5 years. Thanks as always. Rossana
Read Answer Asked by Rossana on January 22, 2016
Q: Why such huge swings in the oil stocks. Is it institutional investors buying large lots and buying and selling to make quick money? But someone is buying expecting to sell at a higher price. Every time crew goes up I think I should sell and then Ibdon't just to see it fall again. It is so confusing. There is an oil rout so why are these things moving up?



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Read Answer Asked by Helen on January 22, 2016
Q: Again & again I hear about the great opportunities in INDIA.
Would app. your current opinion as well as recommendations for a reasonable position - likely a broad 1 or 2 ETFs &/or large growing multinationals. Thank you.
Read Answer Asked by Robert on January 22, 2016
Q: My current financial sector weighting is 10% . Do you feel this is a good time to look at increasing it - up to 13-15%, perhaps.
If so, my current holdings are BNS,CXI,EFN,GS,SLF,TCN & CDZ. (very small positions in CXI, TCN & CDZ). I have room in both my TFSA & SDRSP. Would appreciate your thoughts on what current holdings, if any, I might increase,(and/or eliminate) Or, if there are new names you would consider adding ?
Read Answer Asked by Alexandra on January 22, 2016
Q: Hi, how do you feel about csw and should I consider a or b shares. Greetings, Peter
Read Answer Asked by peter on January 22, 2016
Q: What's going on with PEO? 13% down today only!
Read Answer Asked by Brenda on January 22, 2016
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