Investment Q&A

Q: I keep hearing so many positive reports about the management team at TOU. I've held it for a while and I'm down 15%. It's about 10% of my holdings (I know ...too high !!!). I have a 10 year horizon so time is on my side. Gas prices don't seem to want to move and listening to guests on BNN you always get 2 or 3 different stories. What's the real deal on TOU ? Sell or Hold ?

Q: Hello Peter & Co,
Would AFN fit as a single stock holding (combination of yield and growth) for exposure to the Agricultural segment? If not, which?
Thanks,
Antoine

Q: What's going on with this one? Every day seems to find a new 52 week low. Sector is week but this stock seems much weaker. Do you still consider it in the top quartile of names in the sector?

Q: Hi guys. Was there anything in the previous Saputo's earning report that may lead one to suspect future earnings contraction?

I have 22% in what I consider the "consumer" portion of my portfolio made up of names like atd.b, gil, emp.a, l, hlf, dol and the only stinker of the group, SAP, with 2.3% position. Going forward, do you think SAP is the type of company you can slowly allocate a 5% position at current valuations?

Thanks, again.

John

Q: Hello Peter and Ryan,
NWH.un March $10.00 July 10 $7.63
At 6:10 PM a news report indicated Paul Dalla Lana acquired more trust units. He now owns 34.15% of the REIT. Plus he has an automatic plan to buy up to 5% more. Please comment on whether it's a hold or a loss sell? Also, in general when one person acquires such a large part of a company, does the interests of small shareholders suffer? Thank you, it's always interesting!
Bruce

Q: Peter, while I have several energy companies in my well-diversified portfolio, as well as some utilities, the only pipeline company I own is Enbridge (1% of total portfolio). With some cash to put to work, do you think that adding a second pipeline company makes sense - or perhaps just add to Enbridge. If so, which company would you suggest (for a 'forever' hold period)? Thanks, James

Q: I use TMX powerstream by the TMX group. Not cheap but very good for tracking more complex portfolios of stocks. Provides me with quick analytical tools. Cannot work without it now.

Q: I am thinking of buying Stella Jones (in a registered account) soon. I see your A- rating and think it will be a good solid company. Hoping you could advise me if this is a good time to buy it? Thanks very much
Marilyn

Q: I believe in never being 100% out of any sector.That said my oil and gas weighting is now 6%. FRU,WCP,and CPG each making up 2%.Do you think this is too high at this time in cycle? My main concern is CPG and its new "Shelf Prospectus" that really is being taken viewed as a negative today. My cost base is $32. I like its div. but I'm curious as to whether this is news is helpful or harmful to its value going forward. Thanks

Q: I was fortunate to hold a full position in Regal Lifestyle, and sold when the take-over bid was announced. Now I have some capital gains to deal with. Currently my 2 worst performers (in a loss position) are Medical Facilities (DR), a fairly recent purchase and Gamehost (GH), which I have held for years. The combined capital losses in these would offset my gains in Regal. I am thinking of selling both, with the intention of buying them back after 30 days, as I don't expect significant changes in their price in the near future. Does this seem reasonable to you? Do you have a preference of one over the other (ie would you buy back both, just one or just move on)? Both stocks are held for income and combined make up about 3% of my portfolio

Thank-you

Q: Hi Peter, would you buy Auto Canada at this price or is there more down side?

Q: Hi Peter & team,
You've recommended SIMO, CALM, QRVO, many times. They've all decline lately, do you still like them? Would you recommend adding/buying today?
Thank you!
Silvia

Q: Your comments on their Q2 results posted today, please. Same-store sales growth was flat, do you know what they have historically been able to grow this metric at?

Q: You have probably written an article about this and I would like to read it. I see a lot of questions that start with the phrase "there is a lot of SELLING of BLANK (example "phm). Could you not insert the phrase "there is a lot of BUYING of phm".

It seems to me that when the volume goes up on a stock it could be caused by a number of people seeing an opportunity to get in cheap on a stock and start making ridiculous bids in the hopes of picking up a growth stock at a great price.

Day traders must love a stock like phm. If they know what they are doing they can make 5 or 6 percent a day.

Q: I see PEO has been in a tumble of late. What sort of valuation is it carrying now and what do you think of it over all? Should I wait a bit more or try a nip and tuck?

TIA

Q: Hi Peter and Team,
Do you know what happened to People Corp?
It dropped another 5% today. It took a tumble from 4.80 to 3.64 closed today just in about two weeks.
Thanks for your opinion.
Pui

Q: Hi Team,

Blake asked about Canadian blue chips that have never cut their dividend.

There is a list here of Canadian dividend all-stars that have increased their dividend for 5 or more calendar years in a row: http://www.dividendgrowthinvestingandretirement.com/canadian-dividend-all-star-list/

It might provide some ideas although not all on the list are blue chips.

Q: Hi , DHX took a tumble at the end of the day with some large volume yesterday. Only thing I could find was an announcement they were going to proceed with a public offering of their shares . Could you comment on this?
Thanks

Q: Can you recommend any publicly listed Mortgage Insurance Companies?

Q: Hi Peter, Ryan, Team,
In answer to Peter's question today, we have used INVESTOOLS.COM owned by TD Ameritrade for 15 years now. They allow you a very large of portfolios- 50 or 60... Costs about 400$/ yr. Very user friendly. Easy on the eyes. We make sector portfolios and track them.
If anyone has a better suggestion, i would like to know. sarah