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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: What are your thoughts on SLW at these low prices, both from a trade perspective and for the longer term.
Read Answer Asked by Russell on July 22, 2015
Q: Hello on such a fine morning. My memory must be fading faster than I imagined. I seem to remember reading your answer to a question concerning the relative merits of PM and SIS but I can't find it. As I recall, you preferred SIS over PM. If PM is C+ with tendency toward upgrading then SIS would surely be B- if it was covered? Of the two, which one would you own? Is it OK to own both? (Is there much overlap in terms of product mix?) Thanks as always. Henry
Read Answer Asked by Henry on July 22, 2015
Q: Good morning Peter and Team,

I am another unfortunate soul who has a position in G (down 48% at the present). Thank goodness though for diversification, as my overall portfolio is up a lot in large part because of 5i's picks.

Having said that, since gold is normally held in a portfolio to add stability in tough times, and since the Canadian dollar is currently very weak, wouldn't an investment in a US dollar currency ETF such as DLR accomplish the same goal with substantially better safety and much lower volatility? I'm not saying this "theme" would be valid forever, but what do think about it for the next little while?

Thanks as always for your insight.
Read Answer Asked by Jerry on July 22, 2015
Q: I wrote you on MIL.us in Oct 2014. Your comment resonated with me and I held on(I have a large capital loss which I cannot use). I am still perplexed about MIL. Biases aside, I would throw MIL overboard. However MIL shows it is as generally an excellent value-growth situation. MIL looks very good on commonly used metrics ---except for momentum.

MIL has proposed to buy a small bank in Europe and is making changes on its board. I am hard pressed to find anything overly negative on MIL-- certainly nothing that would prevent it from winning the passionate love of investors.

Are you aware of reason(s) that prevent MIL’s share price from getting off the mat? Is the attractive dividend vulnerable to cuts?

Read Answer Asked by Adam on July 22, 2015
Q: Could you give your thoughts by running the numbers on the recent news releases and strategic investments made by Knight. My last calculations showed by the recent new releases/reports the company had approximately $6.35 to $6.45 a share in cash. What are your rough calculations for the current cash position and could you try and analyze the revenue growth going forward. I have heard many Bay street money movers have expressed lack of willingness to wait for the CEO to get the cash invested. Thank you Jason N
Read Answer Asked by JASON on July 22, 2015
Q: What is the best source for earnings eatimates on Canadian stocks? I am looking for earnings estimates for Cipher. I've found a few different but am curious what you use. Thank you!
Read Answer Asked by Chad on July 22, 2015
Q: Peter I have large holdings in Interpipe. Pembine and Veresen. I have talked to the companies and they all say the lines are busier than ever. They also told me the div, is safe for years and in 2 cases the dividends will rise, Your thoughts please. They have been stellar performers for me, Thanks Ken
Read Answer Asked by Ken on July 22, 2015
Q: Hello Peter, Saw your recent column on mutual funds. Would you list a few that meet your recommendations? Thanks, Lavern
Read Answer Asked by Lavern on July 22, 2015
Q: Would appreciate your views on this company. I bought a small position in April at $23.75. Should I add, hold or sell? It is in my rrsp account.
Read Answer Asked by satish on July 22, 2015
Q: I own the following tech stocks: CSU, ESL and MDA

I'd like to add two more tech stocks to my portfolio. What would you suggest? SYZ, OTC, GIB, something else?

And should I buy them now or wait for the fall?

Best,

Carla
Read Answer Asked by Carla on July 22, 2015
Q: Hi,

Any good reason why BCI keeps dropping in price? I'm up 40% and wonder if I should sell?
Do you still recommend XTC as a slightly risky growth stock, even with it's recent increase?
Although the two companies couldn't be more different, I can only own one risky small cap, and of the two, which would you prefer for the next two years?


Read Answer Asked by Graeme on July 22, 2015
Q: I noticed at noon today that BTE is at approx $14. I bought these shares originally at $37.37 and saw them go up to approx $49.00. Do you think I should sell them at a loss and use the money to buy White Cap or should I hang in there for the long slow term of recovery from low oil prices?
Gary
Read Answer Asked by Gary on July 22, 2015
Q: Hello,

Are you able to provide an opinion on these www.solarshare.ca bond offerings?

Thanks,
Read Answer Asked by Greg on July 22, 2015
Q: Are these Buying Opportunities: BNK, COS, RMP, LRE & YGR? Thanks! Austin
Read Answer Asked by Austin on July 22, 2015
Q: Bottom dwellers ripe for picking: AGI, BTO, RMC, MND, TXG & NSU & YRI?

Many Thanks! Austin
Read Answer Asked by Austin on July 22, 2015
Q: I have read some info that suggests this is a disruptive technology for processing of claims and it has started to turn a profit. Do you have an opinion on this stock?
Read Answer Asked by Catherine on July 22, 2015
Q: Hi Peter I have noticed companies you have recently recommended that do business or generate revenue in the US.Why do you not include RPI.Un most of their sales are in the US and one of there big input cost is petroleum and the stock has been positive all year .What am I missing I am a large holder and the stock like PBH has served me well
Kind Regards Stan

Read Answer Asked by Stan on July 22, 2015
Q: Why is this reit trading at such a low multiple? Lowest in the retail sector along with a 9% yield and a good payout ratio.
Read Answer Asked by John on July 22, 2015
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