Investment Q&A

Q: This is a mortgage insurer with great fundamentals: TTM PE 5.8, ROE 11.6%, P/B of 0.65, D/E of 13%, low P.R. and has beat EPS last 3 Q 2015 & increased it's dividend in Nov. 2015. The company does not think we are going to have a real estate crash - neither do I - only caveat is AB - what is their exposure there as a % of their total book? This is a pure negative sentiment play, I guess? Stock is down a lot since Nov. 25 th even with the D > & EPS beat. What am I missing here??

Q: With today's announcement and Shaw moving forward with the Wind acquisition do you agree that Shaw will need to commit increasing amounts for Capex to build out Wind's network to take advantage of the unused spectrum that Wind owns? Will this have an impact on Shaw's dividend?

Q: Hi team,
I am aware of your positive view on this company and am a follower of BNN,and noticed that Peter will be guest of Market call this Friday,Jan.15. He will possibly be asked by a viewer/follower about his opinion of PHM.
Fabrice Taylor was a guest on BNN, 2015-12-04,and mentioned that this company would"probably be sold in the next 12 months" I have not heard that they were up for sale,and as a speculation what would be a fair price should it be taken over?
Many thanks,
Jean C.

Q: I see that DFN is dropping like the rest of the market. Rob Carrick from The Globe and Mail is recommending preferreds in the form of CPD. Are preferreds in any form a good safe haven right now?

Vern

Q: What do you think of cnq at this level, trading below book, at this level appears to be a buy. Is the balance sheet good enought to get them through this ???

Q: this stock has taken a hit in the downturn. Would this be a good time to get in. thanks

Q: Could you please share your opinions of closed end funds? For example, I own both NXC and PCF.UN from Purpose Investments in my registered account, as I found them to be interesting contrasts to how I invest as an individual investor. I greatly respect your opinion, and appreciate your 5i approach.
Many thanks,
Mary

Q: Could you please explain why AQN has significantly outperformed BEP over every time period despite a significantly higher yield offered by BEP. Which one would you favour for purchase today? Thanks.

Q: Hi Peter, Ryan & Team
I am interested in HBM and LUN for a three year hold.would you please reveal your thoughts on these two companies. I am mostly concerned about survivability and future prospects. Which one do you feel is the better value? Thank you.

Q: Please provide your opinion on XSR's results today.A small position,but losing 48%.Buy,hold or sell.If sell,please provide 3 to 4 stocks(growth with dividend like those in BE portfolio).This market is making me very neverous.Appreciate your normal great services & views. Will be watching You on BNN this friday

Q: I Would appreciate your comments on XSR Q1 2016 results released after the close today including the impact in the decrease in free cash flow from 2015 Q1? Also, do you know what is their payout ratio?
Thanks

Q: I glean the pundits sensing a capitulation in the energy stock pricing... as well perhaps with the price of crude. Having a 4 or 5 year 'level of patience', might you suggest this timing as a buying opportunity? If so, which Canadian companies would you suggest as opportune buys?

Q: Recent press releases from the company have argued that"a low oil price is good for NAT." According to what logic can this be so? Thanks.

Q: Good morning...I am currently down on majority of dividend paying companies (AD, EP.un,ENB,SIA,TD,CSH,HR.un,IPL,TD,SU,BNS, WSP)from ranging from 10% to 30%...I understand very turbulent market so I am more or less steady...I like the fact I can average about $2500 a month in dividends..while I wait it out..I understand we still may see further decline...however, if I am looking more at the continuation of a dividend stream over the next 12 to 18 months...waiting it out for a little market improvement..what positions would you add to ...top 5..can include new recommendations...ideally above 4%...no tax concerns...also read an article about loonie to .59 by year end...what impact could this have on the overall market on dividend paying stocks? Thanks

Q: I see that AVO is setting up an Investor Rights provision in case of unsolicited takeovers. Maybe I'm a cynic, but I find a concern about shareholders from this company out of character, to say the least. I would love to see an unsolicited bid or an activist investor get involved right now. Is this for real, or are they just increasing the chocolate ration? I'd appreciate your opinion.

Q: Hi, although I have learned plenty since subscribing to your service about two years ago, iam now realizing that my portfolio consisting of about twlelve total stocks from your portfolio's, majority of which are growth stocks, that my beta is about two at least, Do u think I should rebalance or stay the course in this tough market? I can handle it but it is more difficult than I thought, I won't need the money for about five years, thanks?

Q: Do you think the dividend is at risk?

Q: I own Bam.a Is it worthwhile to add bep for income or is one Brookfield company enough? I have a portfolio of 15 stocks and 5 ETFs,20% in US plus 15% GICs. I'm about to retire later this year.

I really appreciate your service.
Thanks

Q: I have a question about Equity Financial Holdings . I thought for sure, that you would have covered this company, since it is praised by every analyst on BNN and since it meets one of your most important criteria - the beginning of a dividend.
Why is it not covered?

Q: Assuming the market recovers at some point, will CAD & anticipated lower rates cause banks to recover last on a relative basis from this point onwards?