Investment Q&A

Q: Hi;

Thanks for the great site. If a person was only going to have
"A" companies in 5iresearch opinions would this style of portfolio
be high or low beta?

Q: Peter and Team,

Any thoughts on RMP? Oil and Gas company with a pretty wild chart!

Q: Would you choose Surge (SGY) over Whitecap (WCP) for dividend growth?

Q: Hi Team,

Do you prefer Counsel (CXS) over Home Capital for greater growth at this time? Is it a good long term holding? Also, how negatively will rising interest rates impact them?

Q: Hi, I'm looking to add either VDU and VUN or VTI:US and VXUS:US to my wife's position. She's diversified in Canada but looking for US and foreign exposure for the long haul. The difference between these two sets is one is Cdn and one is US - so essentially this is a currency hedge question. Do you have a preference for which set? Thank you.

Q: Hi Y'all
Could you please tell me whether EMA is a decent buy at these prices?

Q: HI 51 team,

What is your opinion on Toromont Industies or TIH please?

Thanks

Q: agt - when the price to the farmers of the crops they package and sell goes down, is this positive for the earnings of AGT. Thanks.

Q: GS .... What happened ... Thx

Q: I am a new member and must say I really enjoy your site. My question is specifically on short positions on companies. Legacy (LEG) has 34 million shares short out of 157 million float or 21% shares shorted. Is this a high percentage for a company and should this be one of several factors to consider when making an investment decision? Thanks!

Q: Canacol Energy (CNE) reported yesterday. Will the 95 percent increase in reserves outweigh the technical production problems, re:stock price, for the time being.

Q: Hi Peter,

I am looking to get long either in QST (Questor) or Pur?

Thanks

Q: Hi, I'm looking to add to my US position. I'm fairly well diversified in Canada but need to add a US consumer staple, a US utility, and a US consumer discretionary. What would be your thoughts on each of those? Thank you.

Q: Peter; CCL.B seems to be on a downward spiral for the past few months. Would you add to it here? Thanks. Hopefully you are in Tuscany! Rod

Q: Hello, do you believe Clearwater Seafoods (CLR) is worth considering as an investment? When last discussed on this forum your research indicated concern over the debt level. Thanks, Bill.

Q: Is Cameco declining because the Canadian Government has accused them of a billion dollar tax fraud? Cameco evidently set up a fake swiss business to avoid paying Canadian taxes on their euro sales.

Q: Following up on your reply to my Gluskin Sheff (GS) question, I understood from the news release that the dual class shares are being eliminated. Have I got it wrong? Thanks, Tim.

Q: hi guys, thanku for all the good advice. i'am making money in canadian stocks and a few american stocks, but am anxious for american stocks to start moving. my question is what is your best guess on american stocks to start moving. thank dale.

Q: My question is about HRP (HRT Participacoes em Petroleo SATSXV/AlphaV:HRP). I bought this highly spec stock 1.50 and rode it down to its present low value. I've lost 90% of my value on $10,000.

Should I give up and sell? Little downside left tho. What are your thoughts?

Q: Hi Peter,
I bought CTY three years ago at $17.90. I certainly collected a nice dividend along the way but capital gains have been quite very modest. It trades at low valuation (P/E=10, ROE=20%) and is active in its share buyback (bought 1.5% of outstanding shares last quarter). Their Primacy acquisition seem to have worked out, and would hope that they make more tuck-in acquisitions instead of increasing their dividend further.

I know you are very high on MDA. To me, MDA looks like a larger version of CTY, with access to the US markets with their recent acquisition, which CTY does not. MDA has more growth but trades at higher multiple, at least on last 12-month basis.

With the recent spike in CTY shares from $18->20 and the pull-back in MDA from $85->80, would you consider a swap from CTY to MDA as a good move going forward, or would you be patient with CTY?

Thanks!
Jon