Investment Q&A

• Linamar Corporation (LNR $73.28)
  • $73.28 P/E (TTM): 16.4X Cap: $4.19B
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Q: re: LNR

Saw your comment a few days ago. I am seriously considering a position in Linamar because I believe the auto industry has a bright future in the next couple of years and I feel Magna is a little pricey at it's current levels which leaves Linamar as an alternative for getting involved.

I think I know the answer to your opinion re: my comment on a the bright future. Do you think my comment on Magna is accurate? And with keeping in mind the Sept market blues (as usual) we are seeing right now, would your advice be to buy Linamar now, wait and see or not buy?

Stock is up today 1.52%

Thanks for all you do

Gord

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Read Answer Asked by Gord on September 13, 2014

• Artis Real Estate Investment Trust (AX.UN $7.21)
  • $7.21 Cap: $700M
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Q: Your thoughts on the REIT sector given its' interest rate sensitivity specifically ax.un is it a hold or sell. Will its U.S.assets help it weather any possible interest rate hike?

Thank you

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Read Answer Asked by lance on September 13, 2014

Q: Can i get your view on conifex cff thanks

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Read Answer Asked by Harris on September 13, 2014

Q: could you give me your thoughts on vnp. thanks brian

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Read Answer Asked by brian on September 13, 2014

Q: When you mentioned that a stock is good for a long term hold.What time frame you do mean by this? 2 years? 5years?
Thanks
Dolores

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Read Answer Asked on September 13, 2014

• BRP Inc. Subordinate Voting Shares (DOO $78.65)
  • $78.65 Cap: $5.52B
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Q: DOO BRP has hit a new low today. Back in April you had some nice words to say about this stock in the Q&A. Well, you liked it better than the parent Co. -- which may be damning with faint praise considering how much you dislike the Bomber. What do you think is the problem with DOO and what do you think of it? It is seasonal!

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Read Answer Asked by Gerald on September 13, 2014

Q: Re Northern Spirit (NS on Venture Exchange) Is this a good entry point? Tx

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Read Answer Asked by hugh on September 13, 2014

• Sun Life Financial Inc. (SLF $79.79)
  • $79.79 P/E (TTM): 14.51X Cap: $45.35B
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Q: Hello 5i team,
Financials represent only 8.2% of my RRIF portfolio; they comprise BNS, EFN, HCG and TD. To gain some exposure to lifecos, I think of adding SLF.
Your thoughts?
Thanks,
Tony

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Read Answer Asked by Antoine on September 13, 2014

Q: Convertible Debt: Boyd Group or other.

Am I right in saying that if a person is not trying to mitigate downside risk or looking for income, buying the equity should always carry a higher "expected value" return than convertible debt?

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Read Answer Asked by Andrea on September 13, 2014

Q: Any idea for the recent weakness in Altius Minerals(ALS)?Thanks for any info.

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Read Answer Asked by Maurice on September 13, 2014

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: I've been watching AYA for quite a while right now, and foolishly still haven't jumped in. Considering it's recent rise, would you consider right now a good entry point? Or do you foresee any volatility in the near future that would be a better time to get in?

Thanks,

Jordan

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Read Answer Asked by Jordan on September 12, 2014

• BCE Inc. (BCE $34.53)
  • $34.53 P/E (TTM): 73.41X Cap: $32.20B
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Q: Would you consider BCE a hold or sell at this time. Tx.

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Read Answer Asked by hugh on September 12, 2014

• Bank of Nova Scotia (The) (BNS $78.01)
  • $78.01 P/E (TTM): 16.21X Cap: $96.79B
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Q: Hello Peter,
I am looking to buy five stock in my new portfolio.I am thinking of KEY,CSS,BNS, CP and CSS. Could you advise please.

KS

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Read Answer Asked by Kuldip on September 12, 2014

Q: Hi Peter and Team,

quick thoughts on Axis Capital Holdings Ltd., AXS.US

Glad to see the trip across Canada is going well.

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Read Answer Asked by Graham on September 12, 2014

• CAE Inc. (CAE $38.43)
  • $38.43 P/E (TTM): 32.38X Cap: $12.31B
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Q: Is this a good entry point for CAE, or is it still over priced? do you like the company?

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Read Answer Asked by Jeff on September 12, 2014

• Aimia Inc. (AIM $3.22)
  • $3.22 Cap: $305M
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Q: Hi, what do you think of Aimia , AIM? Is it a buy here?

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Read Answer Asked by Jeff on September 12, 2014

Q: Hi Peter I am thinking about buying the following stocks. However am thinking I should wait as the market is very jittery and some stock/sectors (oil) stocks are taking a beating. Your thought on waiting verses getting in now would be appreciated as well as your comment on the follow stocks

EasyHome (EH)
Tourmaline ((TOU)
Gilead (GILD)

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Read Answer Asked by Terence on September 12, 2014

Q: hello, just wondering if you could give your opinion on Jive software symbol "JIVE" on nasdaq. i bought it at $10. should i hold on ? thanks, Brian.

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Read Answer Asked by Brian on September 12, 2014

• Element Fleet Management Corp. (EFN $37.47)
  • $37.47 P/E (TTM): 28.34X Cap: $15.04B
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Q: are you still recommending element financial, EFN? does it have a dividend?

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Read Answer Asked by Astrid on September 12, 2014

Q: your opinion on icb-n ( ICICI bank )

Also AXP -n vs V-n your preferance ?

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Read Answer Asked by walter on September 12, 2014