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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,
Constellation software keeps dropping. Is this just a reaction to the current market conditions and that it has had a good return of the year, and hence profit taking? Also, I thought (from what I read) Fairfax had its portfolio setup such that it would be protected somewhat to declines in the market, yet it is dropping like other stocks. Any comments please? Thanks again.
Read Answer Asked by umedali on August 12, 2015
Q: There is relentless selling going on with PHM, and it seems there is no bottom for it. There are 46 millions of shares financed at $1.50 will come to free trade in September. Do you think PHM will be under more pressure around that time? Should investors just take a loss and move on? Do you know any company can make a turn around like this from your past experience?

Read Answer Asked by Rebecca on August 12, 2015
Q: I am looking to invest for income as well as some growth, for 2 to 3 years, would appreciate your assessment, suggestion.
Many thanks. J.A P, Burlington
Read Answer Asked by Joseph on August 12, 2015
Q: A technical question: Yesterday I bought 1000 BRE via CIBC, another 1000 via Interactive Brokers. Still all the news sources only reported 450 shares trading. Were my 2000 shares bought on alternative exchanges? In general, hat percentage of trades go outside of the TSX?
Read Answer Asked by Kurt W on August 12, 2015
Q: Can I get your opinion on the quarter and you outlook on the shares. I'm down about 40% and wondering if I should sell and move on.
Read Answer Asked by Rob on August 12, 2015
Q: Hi Peter and Team,

Please comment on the results out of GUD this am.

In general what numbers do you look at in quarterly reports?

Thank you
Read Answer Asked by David on August 12, 2015
Q: Hello team, GUD just reported earnings....your comments pls.
Thank you.
Read Answer Asked by Silvia on August 12, 2015
Q: What do you think about Emera earnings? They don't look that great to me, but the market loves the big dividend increase and higher predicted dividend growth rate. Can they do this based on predicted cash flow growth, or will it be by increasing the payout ratio? Thanks for you comments.
Read Answer Asked by Noel on August 12, 2015
Q: air canada earnings just announced seem excellent, your opinion.
and just a comment, knight announced earnings which do not matter,but they list the deals they have done since april 1 and each one is more brilliant than the next, i see why you are so favrorable on this company, management is excellent, it is my biggest holding. i did own paladin until the end. dave
Read Answer Asked by david on August 12, 2015
Q: Hi Peter, I have just read in the financial news this morning "Germany's 2-year yield fell to a fresh record low of -0.29 percent as investors feared the deflationary pressures of a slowdown in China - which devalued its currency on Tuesday - would sap growth around the rest of the world". (Ref: Reuters). Question: how can a yield of minus 0.29 percent be possible? Thanks, Gervais
Read Answer Asked by Gervais on August 12, 2015
Q: I was considering purchasing CDZ - the dividend aristocrat concept seems good - the ETF information indicates that each holding -" have increased ordinary cash dividends for at least 5 consecutive years;"

I note that the largest holding in the ETF is Bird Construction but on a search for the dividend history it hasn't increased the dividend since March, 2013. This doesn't fit with one of the qualifying conditions as quoted above. How then can this company be in this ETF?

You have made favourable comments on CDZ as an investment and expect you still think it to be?

Thank you for your valued information. Len
Read Answer Asked by Len on August 12, 2015
Q: Please recommend CAD ETFs for each sector in TSX

Thanks
Read Answer Asked by Steve on August 12, 2015
Q: I would very much appreciate your opinion on the fixed income portion of my portfolio. I assume that laddered bond ETF's such as CBO and CLF will do well in a rising rate environment (am I correct?) but what about the following bond elf's?...... XBB, XHB, XQB, ZCM, and ZCS??? How will they do as rates rise? Are there other bond strategies that will preserve capital for the long haul? I have recently renewed my membership for another year and appreciate very much all the excellent advice your firm offers. Thank you for your response.
Read Answer Asked by Paul W on August 12, 2015
Q: Any thoughts on this - in particular, am I mainly getting ROC?
Thanks.
Read Answer Asked by David on August 12, 2015
Q: What do you think of their earnings and do you think this is worth keeping.
Read Answer Asked by don on August 12, 2015
Q: I recently bought the following health care stocks: Merus, NHC, PHM and CRH Medical and they are all down a lot now, some as much as 40%. I’m not sure whether I should sell and take the losses or hold on? And why is health care selling off? I thought it usually did well in a recession?
Read Answer Asked by Carla on August 12, 2015
Q: Any opinions on this security as a proxy for US variable rate prefs.
Thanks
Read Answer Asked by David on August 12, 2015
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