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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: Hi Peter,

Can you give me your opinion on their latest results? The results appear lackluster considering pulp prices were strong for the qtr, oil prices were down, Cdn Dollar weak....my expectations were higher.

Would you consider this a long term hold or is it time to sell.

Thanks
Read Answer Asked by Reinhold on February 05, 2015
Q: Hi Peter and Team,

I am in an MBA stock picking contest, which runs from Feb 2nd until the end of March. We are all given '100k' to 'invest' in US companies.

Are there any potential home runs (short or long) that you can think of (keeping in mind that it's just for fun)? Most players are trying to time the market with triple leverage funds, but I thought I'd check in to see if you have any other ideas that might be interesting.

Thanks for all you do. The XIT call options that I had previously asked about are now up over 200%, so thank you!

Mike
Read Answer Asked by Michael on February 05, 2015
Q: In 2010 Starbucks decided to sharply focus on return on invested capital (ROIC) as a metric of success as opposed to solely earnings + revenue growth. Lease portfolios were growing faster than revenue and profits - costs were going up and performance was sub-optimal even though revenues were going up. Deploying increasing levels of capital into high-growth, high-return areas has been a winning formula for them - as well as closing under performing stores. Where can one find a list of companies with high ROIC's?
Read Answer Asked by John on February 05, 2015
Q: Hi folks,please ask your opinion of Q results last night for rkn;EPS of +.02 vs est of +.04 but thought overall was good Q,after big misses Q4 & Q3.Your thoughts going forward and would be buy,sell or hold,thanks as always,jb
Read Answer Asked by John on February 05, 2015
Q: Likely this has been asked, but could you clarify what your A,B etc rating means. I currently invest in most A to B+ rated companies. You touched on this in yesterday's market call segment.
Read Answer Asked by Greg on February 05, 2015
Q: Per IShares website, CPD's current trailing and distribution yield is 4.82%, or 5.32% pre MER which looks attractive. However, in scanning the current yield of Scotia Capital's preferred share universe holdings it is hard to envision the universe yield is nearly that high. IShares reflects CPD's monthly distribution simply as a cash amount of about 6.2 cents, no other break-down is provided. While CPD may not exactly represent the Universe it is very diversified and appears relatively representative. Do you have any thoughts? Thanks.
Read Answer Asked by Gary on February 05, 2015
Q: For U.S. exposure I have concentrated primarily on two ETFs, VIG and COW. I am thinking of adding IGM. Please provide your thoughts on the latter. Many thanks.
Read Answer Asked by Glen on February 05, 2015
Q: I am holding MAS.US,it hit a new high today. What are your thoughts on the company and do you think I should continue to hold.
Read Answer Asked by Ron on February 05, 2015
Q: Please provide me with your opinion on Service Now. Thanks
Read Answer Asked by Don on February 05, 2015
Q: What is your current view of TV....is it a buy/hold or sell?
Read Answer Asked by Don on February 05, 2015
Q: Hi Peter & staff:
In the event of a 25-30% market correction in what order would you rate the above stocks in order of safety? Thank you for all your help.
Ron Noble
Read Answer Asked by ron on February 05, 2015
Q: Flex appears cheap with a forward p/e of 10, it has had a nice run up in 2014 do you still see much upside in this one?
Read Answer Asked by Richard on February 05, 2015
Q: I need your advice on the fixed income portion of my portfolio, currently 17%. The equity portion is a well diversified mix of dividend payers, mostly 5i companies. Current fixed income holdings are:

CBO (2%)
XHY (2%)
CVD (2%)
CPD (2%)
CF.PR.A (1%)
5 year GIC Ladder (3%)
HISA/Cash (5%)

The first rung of the GIC ladder recently matured, but I have been reluctant to purchase another 5 year GIC with rates being so low (~ 2.05%). Would I be better off with a floating rate ETF like HFR or FLOT, or should I just continue with the laddering strategy knowing that eventually it will adjust to rising rates? I am also aware that I lack any government bond exposure. I am considering CLF, but with a YTM of .75% I wonder if I would just be better of with a HISA at 1%. I am 40 years old with a 10-15 year time horizon. Your input is most appreciated.

Read Answer Asked by Stephen on February 05, 2015
Q: Hey Guys, your thoughts on Gildan ' s press releases yesterday.
Thanks,
Jim
Read Answer Asked by jim on February 05, 2015
Q: Hi All, I concur with Neil's suggestions regarding your forthcoming growth portfolio. Would not need to be extensive reasoning. More just one or two liners on each selection with a rating system. Thanks in advance for your consideration. Have only been a member for a short while but can see your good work already.
Read Answer Asked by dale on February 05, 2015
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