Investment Q&A

Q: Do you know the P/E ratio on EPS estimates for 2018 & 2019 for the:
- S&P500
- TSX

Thanks!

Q: With respect to Chorus' earnings and significant price drop, wasn't their a significant one time tax hit or am I reading it incorrectly?
Cheers

Q: Allocations in my Balanced portfolio don’t match recommended % in the 5i model:

Above: TSGI by 3%, PKI by 8.1%, BNS by 4.4%, WSP by 1% , CCL.B by 1.7%

Below: TOY by 1.8%, ENB by 1.1%, AEM by 1.2

Don’t own GC, CLS, SLF but Telus with 1.6% allocation. SLF own in Income portfolio.

% for all other stocks in my Balanced portfolio do match 5i model. My Balanced portfolio is for 5 years or longer hold, currently at -17.6% loss.

Would you be recommending any changes to my allocations considering current prices / market conditions? Thanks in advance for your valuable opinion.

Q: Any thights oir infor on the price drop with Fiera today?
Slainte

Q: As you have suggested for GC one should not buy more than $100000.00 in view of insurance coverage. I have 2 question
1-Is there a 5 year ladder type GC available-as package ?
2 -if one buys 5 of 100000.00 ladder type GC from 1 financial institution ( bank or trust- 1 year ,2 year and etc. ) how the insurance coverage would work ?.Is it each one is covered separately or only 1 insurance is covered for all, max. coverage is 100000.00 for all ?.Thank you

Q: Can you comment on Badgers recent results. Thanks Gerry

Q: Hi,
I would like to deploy some cash that I had set aside for sometime. Could you please share your 3 best ideas right now, from your balanced portfolio? Thank you.

Q: I was looking at a lot of the negative comments about your stock picks - I think your service is the best value for money of any of the services I subscribe to - I have always subscribed to the idea - if something doubles I take some money off the table - usually half and then I let the other half do what it will do - I never get greedy and sometimes I have to take a bit of a loss. You have given me more good ideas over the years that I have done very well on - when markets turn - investors always want to "blame" someone - markets go up and down and it isn't always pleasant - but if an investment you own is down and the fundamentals are still overall positive - why wouldn't you buy more. This current investment environment seems to punish any company that misses analysts' expectations even by a small amount. All the investors that looked at the US markets especially and didn't take some money off the table - only have themselves to blame - nothing goes up forever and no one - even you guys - have a crystal ball - but you are pretty exceptional in the service you provide - especially for the subscription price.

Q: Pho is down by so much, would you consider it a bit? I have read the comments and you’ve said you expect it to be flat for sometime. What is the long term for semi conductors?

Q: I would like to add to PKI to increase holding from 2.6 to 3.7 weight and KXS from 2.8-4.4 weight. Would you consider these weight holding appropriate?
Thanks

Q: Would you buy a full position in CAE or 1/2 for now?
Thanks

Q: The drop seems to be a harsh reaction to the issuance of new shares at 0.27 including half a warrant. Is the lower price taking into account a predicted value for the warrants? Does this become an entry point in the open market? I already have a very small position in my spec allocation.

Q: Would you be e a buyer of HWO? I currently only own WCP for energy sector and am thinking of buying this and maybe LGO. I know this sector is out of favor at the moment so would be best to avoid for now or okay to add 2 mores companies to this sector.
Thanks

Q: of the stocks listed can you please rank in order from 1st to last for adding to at this time as I have some cash to add to these stocks that I currently own.
Thanks

Q: Would you be comfortable in buying more shares of WCP if already own, at the moment it is only a 1.9% total weight since the price has fallen and thinking of buying more to bring the weight up to 2.8 %. or would it better just to buy another stock in this sector ? I already own VET and ALA.

Q: If I sell a stock before year end with, for example, a capital loss of $5000 and have no offsetting capital gains how much of the capital loss can be deducted from my total income for the year ? Thanks, Joe

Q: Could I get your perspective on today's earning report? At first glance, the results don't look that good but the market seems to be liking them.

Q: Hi Peter and Team,

It definitely has been a wild ride on the markets recently. Thanks for your messages about taking a measured approach during times like this. The portfolio approach definitely works, as the valuations are not swinging as much as if I had only a few stocks.

That said, I have set aside cash for times like this and I am trying to figure out what to buy. I follow the balance portfolio model and have some stocks from the growth portfolio added to the mix. Would it be a good time to add to one or all of my positions to PBH or KXS or BNS?

Thanks.

Q: What a great Quarter and the future looks bright. China is a great growth area for Goos. They are using BABA as well. WOW !! RAK.

Q: I have owned this company for quite some time and I receive a good dividend each month but the share price has taken a beating over time.
I have tried to find out why but have had no luck getting any information.
Your help would be appreciated