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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: The % of my portfolio that is correlated to oil/gas is at an all time low since the oil price meltdown. I also dumped a few hydro carbon stocks on the way down (Husky/Atlas/EnCana). I am now looking to wade back into the sector to a minor degree. Dividends are not important to me. What is important is relatively decent financial strength, lower cost reserves and good management.
What would you recommend taking a look at?
Read Answer Asked by DAVE on October 06, 2015
Q: Hi Guys,
I am interested in your take on AYA, PHM and SCR.
What are your thoughts on the respective companies and would you be recommending buying at the current share price levels?

Thank you for your feedback
Read Answer Asked by Louis on October 06, 2015
Q: I am confused on the dividend of Corby Distilleries which is either $1.38 per year (7.3%) per BMO Investorline or $0.76 (4%) per Ford Equity Research. Appreciate your help, as always.
Cyril
Read Answer Asked by Pat & Cyril on October 06, 2015
Q: We've seen that GUD's share price has not been significantly affected despite the market sell-off in the past couple months and the recent sell-off/scare in healthcare. GUD's significant cash position is likely playing a part in this regard acting as a safety net in its valuation.

Are there any other similar early-growth companies out there that have significant cash positions or financial strength that would not be easy targets for a market sell-off?
Read Answer Asked by Arneh on October 06, 2015
Q: Could you please comment on what is going on with these companies. Are these still trading and what is the future of these companies.
Thanks
Read Answer Asked by satish on October 06, 2015
Q: Hi Peter and team:
This is a curiousity question. Geoff commented today about a question submitted by Sylvia on cxr. I tried to find this question and cannot. I then went to the company lookup section and when I type in crx it of course advises that their have not been any questions as yet. When I type in CXR, I as expected get the q&a's on concordia,however, when I change to Search all text
I get Concordia for both CXR and CRX. Please explain?

Thanks for your time,
Ben
Read Answer Asked by BEN on October 06, 2015
Q: Hi guys,
When are the September 30 portfolios going to be posted to the website?
Thanks
Read Answer Asked by Brian on October 05, 2015
Q: Hey Guys, these three are my "dogs" right now, fortunately, I have a small position in each, less than 1% of my portfolio. Would you keep all three and wait for the recovery or sell two and double down on the other one or sell all three. Time frame 3-5 years.

thanks,

jim
Read Answer Asked by jim on October 05, 2015
Q: Been a happy shareholder of Dollarama. If one looks at the chart, it's like the late-summer correction didn't even phase it.

There's always talk of increased competition from the dollar stores from the US (Family Dollar, Dollar Tree, Dollar General). Just how much of a threat is this to Dollarama's moat? And if US dollar stores are not a threat, what is their main risk?
Read Answer Asked by Eugene on October 05, 2015
Q: Hi Peter and Team,

I've written to you before about COS. I'm a long term shareholder of this company. I own 100K shares. Will I get a chance to vote on this deal offered by Su - and what's your take? Personally, I think it's a good fit and I think Su will be able to finally! get the syncrude project moving in a better direction (i believe that operation suffers from too many cooks in the kitchen syndrome). many thanks!
Read Answer Asked by mark on October 05, 2015
Q: you stated that Emera is cheaper then Altagas, yet AFFO clearly show that Altagas is much cheaper then Emera .Please comment.
Read Answer Asked by John on October 05, 2015
Q: Hi Peter,

I bought this stock at 11.49, is it ok to average down based on this news of should I wait.

Thanks,
Paul
Read Answer Asked by PAUL on October 05, 2015
Q: Pembina is up around 4% with decent volume this morning. Any reason for this?
Read Answer Asked by Donald on October 05, 2015
Q: I would appreciate your opinion on this company.
Is it a "buy" at this low price?
Could it be a target for a takeover by another company?
Thank you.
Read Answer Asked by Uli on October 05, 2015
Q: Both Concordia and Valeant are down 8.5 and 10% respectively at the moment. Is this due to normal volatility or any consequence of the TPP deal? Would you consider either a bargain over the next three years and which one would you prefer?
Thank you.
Read Answer Asked by Steven on October 05, 2015
Q: Hello, I currently have about 2.3 million in stocks and rrsp mutual funds. I am 56, retired and seem to be doing ok. I'm spending a lot less than when I was working. :)

I am possibly selling my home and have already purchased a home in Florida, spending summers in Canada. I'm clearing about a million dollars. Very tempted to put it all in oil stocks such as surge, wcp, rrx as I think these will be huge gainers once the oil market and overall market starts to cycle back into better waters.

What would you do? I won't need the money for 2 years. I'd like to get a substantial return of course and feel nows a great time. What are your thoughts?

Dave
Read Answer Asked by David on October 05, 2015
Q: How do you think the TTP agreement will affect MG and LNR? Are they a sell or hold?

Thanks, really enjoy your service!
Read Answer Asked by TK on October 05, 2015
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