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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 would like to hedge $100k CDN in case the Loonie falls further against other currencies particularly the $U.S. I was going to simply buy $U.S. but thought there might be a more effective means. Can you recommend something, maybe a composite that is easy to buy?
Read Answer Asked by Douglas on May 05, 2014
Q: TN.UN
Hello Peter,
I noticed True North Apartment REIT appears to have bottomed out and is now moving in a
positive direction. I have not been able to find any news as to why this may be happening. Is this a good time to buy and is the dividend safer now (previously a 94% payout ratio)? Thanks.
Read Answer Asked by Linda on May 05, 2014
Q: I was hoping to get your opinion on Oaktree Capital (OAK). Do current fundamentals look attractive? I was looking at this for its dividend (is it safe) and for its potential to outperform and act as a hedge if/when the market takes a downturn. Thanks
Read Answer Asked by Clinton on May 05, 2014
Q: Tetratech(TTEK) dropped quite a bit Friday after announcing what I thought was better earnings and starting up a quarterly dividend.Your thoughts please on the future?Thanks
Read Answer Asked by Don on May 05, 2014
Q: Hi
I want to invest $100,000 in 5 Canadian dividend paying stocks. I want each company to have a solid history of paying dividends. I would like the portfolio to be well diversified. Would you please recommend 5 stocks to accomplish this. Or if you think there is a better way to do the same thing, I would like your opinion.
thanks
Read Answer Asked by Bryon on May 05, 2014
Q: re: NOC - Northrop Grumman

I know we aren't necessarily covering US equities at length quite yet. "Greenblats Magic Formula" (John Greenblatt) which according to "Seeking Alpha" has had very good success in finding equities with a high ratio of profits to value has consistently identified names which have vastly outperformed the broad market.

NOC which pays an excellent dividend is one of their top names.

Do you have an opinion on NOC?

Thanks for all you do

gm


Read Answer Asked by Gord on May 05, 2014
Q: Hi Peter and team,
Please advise your thoughts on Canadian Solar Inc (CSIQ) there was positive talk about this when I bought in and it is presently
down 23%. Its a very small part of the portfolio but should one hold out or just sell and move on? Any suggestion as a replacement.
Read Answer Asked by Peter on May 05, 2014
Q: re: CVL Cervus Equip

Trading Volume remains considerably off (65%) daily averages and value is down 10% in past 60 days with the majority of that drop taking place mid March. It has now been holding where it is for the last 6 weeks.

Any update since we last looked at it beginning of April? Would you consider this a buy or hold?

Thanks for all you do

Gord
Read Answer Asked by Gord on May 05, 2014
Q: Hi Peter and team, I own Atrium Mortgage Investment (AI). They just announced a $30M public share offering at $11.40. I am wondering whether this is positive, negative or neutral. The chart looks good. What do think or the stock generally? Also, is it better than Timbercreek (MTG) in your view. Thank for your input. Always appreciated.
Read Answer Asked by Bernard on May 05, 2014
Q: re: PRW - Petrowest

Back on Jan 13 Dundee Securities raised their price objective for PRW from $1.20 to $1.50. And Bruce Campbell on Market Call was excited about their prospects considering their highway expansion projects and the infrastructure needs the Canadian Oil & Gas sector would have in the coming months.

Since then share prices saw a brief time between $1.02 & $1.08 before falling to between $0.92 & $0.97 (majority of time closer to $0.92) where we have seen it for the past 6 weeks.

The all of a sudden yesterday is closed at $1.00 and today it is at $1.02 with trading at 2.85 times average daily volume

PRW has one of the larger "Big Yellow" equipment fleets and I have been expecting them to enjoy plenty of new projects as a result of the healthy Oil & Gas Sector and specifically the LNG project in BC.

Can you give any advice re this equity and if in fact there are any reasons to expect PRW to begin heading to the levels The "Experts" expected when they reported at the beginning of the year?

Is this a buy low sell high opportunity?

Thanks for all you do

Gord

Read Answer Asked by Gord on May 05, 2014
Q: why are you so hot on a stock like Concordia healthcare which has been become very expensive compared to a stock like merus labs which is way cheaper by half-- same business, I know merus is much smaller, but gains should be much greater. you seem lukewarm on merus at best.dave
Read Answer Asked by david on May 05, 2014
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