Investment Q&A

Q: Could the following analyst be asking a valid question or is his POV just a ploy in the old game of getting one to trade?

"Alimentation Couche-Tard Inc.’s share price has soared 60 per cent in the last year thanks to factors such as falling gasoline prices, a rising U.S. dollar, low interest rates and access to credit. But how long can the highs last?

“Seven years ago, a reverse scenario prevailed and we couldn’t convince enough investors to buy the stock,” David Hartley of Credit Suisse said in a note to clients on Monday. “Could we be at reverse point of inflection now?”

Also, just how important to ATD's profitability are gas margins compared to the rest of the business?

Full story is here: http://business.financialpost.com/investing/trading-desk/how-long-can-the-highs-last-for-alimentation-couche-tard-inc-shares

Thanks, J.

Q: I've been sitting on some cash in my NR lately and would like to pick up some new companies, presently, I am holding CSU, BNS, SYZ, FSZ, BEP and SJ. (equal weights + or -). I'm looking at AYA, ENB, ET,STN,DH,SLF,CPD and SPB. I'd prefer to buy something on sale with a dividend but primarily, I only want to hold high quality companies. Proportionally, I should be able to pick up approx. 4 new positions. Thanks

Q: SunEdison has a strong move today... What is opinion on SUNE?
Thanks

Q: All the technical analysis I have seen lately on NXPI has been bearish yet it is suddenly up 7% today. Any idea why that is?

Q: Your opinion of IWG Technologies please? They just released FYE2015 with record sales and profits. It’s their 13th consecutive profitable quarter. 5 year highs on the weekly chart means limited overhead resistance from past shareholders wanting to exit. Can you envision a long run way (pun intended) and can you tell me the real time position size Pender has in this company? I fully realize the risks of owning nanocaps ($13M mc). Thank you.

Q: Hi Peter and 5i team,

Canadian Utilities(CU) has been weak recently. Is this due to its exposure to the current Alberta Government policies? Do you still think it is a solid company that is worth holding for income and growth?

Thanks in advance for your opinion on this company.

Q: I have been following WP Glimcher since it got a positive mention in Barron's. My main concern is their high level of debt. Your thoughts would be welcomed.

Q: I sold Capital Power for a loss earlier in fall, with the plan of buying it back - never did - whew! Now I am looking at Emera or Fortis, to keep my utility weighting. Do you have a preference, and why? I am more interested in dividend sustainability/dividend growth than capital gains. If you have a better idea, or would just stay away from utilities for now, please comment.

Thank-you

Q: Do you know what the book value of cse might be and what someone might pay for it. I have shares and am above water and wondering if I should hold or sell.

Q: Can you tell me why it has taken off in the last 2 days? I am sitting on a loss, and am looking for an opportunity to sell. Any other general comments? Thanks!

Q: what are your thoughts on Torc Oil & Gas and Northern Blizzards and crescent point energy? which mid cap oil stocks do you believe are best to face the headwind of lower oil prices?

Q: I currently own WEF and was thinking of adding some ADN. I like the yield and the fact that Brookfield is the major shareholder. Do you prefer one over the other? Would also appreciate your industry outlook. Thanks

Q: Could you please give your latest opinion of cj and your outlook going forward, and out of the following stocks could you give me the one most likely to do well and survive in the low oil pricing environment cj spe rrx cpg sgy rmp. I currently have a position in wcp.

Q: How can you tell if this fund is currency hedged or not?

Tnx for the great work.

Q: At present I hold three tech stocks (DH, MDA, and ET) and would like to add a fourth. Which of the following would you suggest at this time: ESL, CSU, or DSG. Thank you.

Q: Concerning question November 24, 2015 (asked by George)

Should we worried about pho's sales of 6 MM vs last quarter sales of 9 MM if I remember? Do you have any sales numbers for next year. Thx.

Q: Hello team, Just to clarify....Kerri asked today (24 Nov) about your 5 picks in US market and you mentioned OSIS. You have, in the past, mentioned ISIS and was wondering if you meant ISIS instead of OSIS.
Thank you,
Silvia

Q: Every time there is a quarterly reporting, there are a flurry of questions seeking your opinion of them.

While there may be annoying aspects to this, I do find it useful.

Whenever I read a companies PR release on earnings, everything seems fantastic to me (until I look at market reaction and see negativity where I thought all was roses)

Could you give a short (3-5?) list of the most important figures to look for in order of importance in your opinion so that I can do a realistic down and dirty evaluation on my own immediately?

Q: Peter and Team:

Do you have any knowledge on the 5% spike in Encana today?

I did see one rating agency had changed from hold to buy.

What are your thoughts on the company going forward.

Thanks as always.

Phil

Q: Peter and His Wonder Team
I thought the $200M investment in TA would have been good news...but the stock is down almost 5% at mid day. Please provide your insight into this transaction. Does it have much benefit if you are a TA shareholder?
Thanks in advance for your assistance!
Dr.Ernest Rivait