Investment Q&A

Q: Trying to think of away to avoid two mistake made recently, or at least increase odds of avoiding in future.

PHM purchased and then up over 100% in few weeks/months, then down to minus 30%-50% range few weeks/months later.

CXR purchased and then up over 70% in few weeks, then down to minus 30%-50% range in a few more months.

Gross losses manageable as portfolio weighting was responsible.

PHM I guess fundamentals did not justify the increase and was popular stock at time is best thought I can think of and maybe a soft sell signal?

CXR seemed to go up on short covering, then down dramatically, then slightly back up on takeover rumours. No idea what to have done differently on this one. Feel like the CEO and CFO just dishonest on it.

Ideas? Lessons?

Q: Hi folks,opinion please on Q for Amaya aya/t,seem pretty good & continuing talk of takeover. Finally back over $21 and looking better imo. Rate stock buy,hold or sell. Thanks as always. I need some good words after my Cxr/t disaster hehe

Q: Please comment on the quarter, the special committee work and DB.

Q: ideas for replacement in healthcare on growth side? CAN ideally, US okay too

Q: how do the resuts look?
thx

Q: Please your thoughts on the quarter, what were the estimates?

Thanks,
Dave

Q: Please comment on their results, dividend suspension & revised outlook

Q: 13.74 is pre market do i sell

Q: what are your thoughts on the earning release? would you still hold ?

Q: Do you prefer Nvidia or Amazon for a 5-year hold?

What are 2 of your favorite US stocks (excluding tech & consumer sectors)?

Thanks

Q: Is this the worst possible scenario for Concordia (CXR)...big writedown, suspended dividend, CFO resigns, lower guidance..etc. Does this constitute enough of a "change" to lead you to conclude that its time to move on?

Q: please give your opinion on cxr s quarterly report,thank you.

Q: Which of the Brookfield funds do you prefer for a retirement income portfolio. I'm looking for something with reliable income and some capital growth. Is this a good time to buy any of these funds as they have had quite a run, should I wait for a pull back?
Thanks

Q: publish if you see fit: companies that have increased their dividend payments for 25+ consecutive years in a row.
3M (MMM)
Abbott Laboratories (ABT)
AbbVie (ABBV)
Aflac (AFL)
Air Products and Chemicals (APD)
Archer-Daniels-Midland (ADM)
AT&T (T)
Automatic Data Processing (ADP)
Becton, Dickinson & Company (BDX)
Brown-Forman (BFB)
Cardinal Health (CAH)
Chevron (CVX)
Chubb (CB)
Cincinnati Financial (CINF)
Cintas (CTAS)
Clorox (CLX)
Coca-Cola (KO)
Colgate-Palmolive (CL)
Consolidated Edison (ED)
CR Bard (BCR)
Dover (DOV)
Ecolab (ECL)
Emerson Electric (EMR)
Exxon Mobil (XOM)
Franklin Resources (BEN)
Genuine Parts Company (GPC)
HCP, Inc. (HCP)
Hormel Foods (HRL)
Illinois Tool Works (ITW)
Johnson & Johnson (JNJ)
Kimberly-Clark (KMB)
Leggett & Platt (LEG)
Lowe’s (LOW)
McCormick & Company (MKC)
McDonald’s (MCD)
Medtronic (MDT)
Nucor (NUE)
Pentair (PNR)
PepsiCo (PEP)
PPG Industries (PPG)
Procter & Gamble (PG)
Sherwin-Williams (SHW)
Sigma Aldrich (SIAL)
S&P Global (SPGI) (formerly McGraw Hill Financial)
Stanley Black & Decker (SWK)
Sysco Foods (SYY)
T. Rowe Price Group (TROW)
Target (TGT)
V.F. Corporation (VFC)
W.W. Grainger (GWW)
Walgreens Boots Alliance (WBA)
Wal-Mart Stores (WMT)
Un fortunately I could not find the same info for Canada... a constant problem

Q: I am up nearly 40% with A&W and it still pays over 4%! Should I consider trimming some of it or stay fully invested? If I should trim it, any recommendations on what I could do with the proceeds?

Thanks

Q: In this morning's globe and Mail healthcare is touted as the best sector to be in for 2016.
My portfolio does not not have much in this sector. What securities would you recommend at this time?

Q: Could you comment on Q2 results, year over year oz produced and specifically on the CEO's optimism for future gold production. Share price seems to have stalled and I note a wee bit of insider selling? Are metrics cheap at this level. Thanks

Q: Hello Peter & Team, I hold LIF in my portfolio mainly for the 7.3% dividend it provides. Is the dividend at risk? Is there a negative outlook on the sector right now? Should I keep or sell my LIF shares? Thank you, Gervais

Q: Andrew Peller reported results last evening and today the stock is trading down. There are no analyst covering the stock. I would appreciate your evaluation of its results and your opinion for its grown potential for the next year. Thank you, Ian

Q: Can you please comment on Macy results. Is it a good buy and dividend safe for long term hold