Investment Q&A

Q: Can you please take a look at this company. Could you tell me what your views are based on the most recent contracts awarded and the backlog. Looking at the charts and financials this company looks less expensive than many other in the sector. If the current price looks expensive to you, could you share what metrics you would look at for selecting a purchase price. Thank you Jason N.

Q: Hi, this is a bit of a 30 thousand feet question and I'm trying to find investing idea's for the next 5 to 10 years. I am looking at three countries India, Iran and Ethiopia. What options do I have to play these markets now or in the near future. I'm just starting my search, any help would be appreciated

Thanks for a great site

Q: UA recently posted earnings of $0.12 per share (down 14%)and revenues that were up 27% both on a 6 month basis. Guidance is that revenues for this year (2015) should grow 25% and operating income 14-15%. Last year earnings for the year were 0.95 so making a big assumption that EPS will grow also at 14% puts their P/E ratio at about $95/(0.95 x 1.14) ~ 88 !! Seems crazy high to me considering the stock is up over 7% today on the news. Am I looking at this right or is there some hidden value I'm not seeing? Thanks for your help as always.

Q: After a massive price decline over the past year, the projected earnings for this stock are now stable. Despite its high debt and the downturn in oil prices, it seems that several analysts rate the stock a buy. How do you rate TPH ? What would be a buy signal ?

Q: Any issues with these picks for my healthcare and tech allocations or would recommend better alternatives:
IBB
FDN
IYH

Also what would you recommend for exposure to the Nasdaq 100

Thank-you.

Q: At $20 Crescent Point seems pretty beaten up. Even given the dividend and oil price risk do you view it as a pretty solid buy right now?

Q: What are your thoughts on this company and would you hold it for the longterm. Thanks

Q: Hi Peter,

What am I missing...strong insider buying, excellent Q/Q growth, strong F/X, strong margins...SP has not performed. Your thoughts would be appreciated?

Q: Hello Peter,
I know this question is an apples to orange comparison (different sectors), but I was wondering if you can shed some light. I sold my holdings in Valeant as it has done very well. I am thinking of putting the proceeds to Patient Home Monitoring and Auto Canada for long term hold. Does this make sense to you? Thanks very much.

Q: With the continued discussion in the financial media about a recession or not a recession in Canada and a Bank of Canada governor who at any opportunity talks down the CAD and does whatever to lower it, this has certainly heightened the negative sentiment on everything Canadian. Is the time yet here that the risk/return ratio for investing in energy and or pipeline stocks now favourable and would a company like BNP with a healthy dividend and good management be a decent investment?

Q: What is your outlook or base metals and energy sectors for the next one or two years? What potential events could change the outlook for these sectors?
Thanks

Q: Can I have your opinion on this fund which focuses on increasing dividends of companies with solid balance sheets. Would this be appropriate for a registered account which I shall not need to touch for about 5 years?

Thanks

Q: BAD is showing considerable weakness the past few days. Do you have any explanation and could you provide thoughts going forward.

thanks

Q: I am a new investor, have not purchased any stock to date. However, I am ready to proceed . What 10 stocks would you buy today? For a balanced portfolio. Thank you.

Q: What do you think about Cinemark?

Compared to CGX trading at 35X trailing earnings CNK (23X)is a lot cheaper and should be able to grow faster in its markets and do more acquisitions.

I'm thinking about adding some on this pull back and before Q2 earnings are released which should be a record (Furious 7 and Jurassic World)

Q: Could I get your opinion on Transforce with regard to the recent drop?
Would you consider it a buy?

thanks,

Paul

Q: Hi Peter /Group..why does it appear that ACQ is getting hit harder now than before...is it because the reality may be setting in that lower oil prices are here to stay for a while?...Also Would you buy mote LNR on this pullback? Thanks

Q: Do you think Argonaut Gold is a buy right now for a 7-10 year hold? Thanks!

Q: Hi 5i: Many thanks for the opinion on PANW and for the suggestion re FEYE. One problem I have with many high flying new companies is that most of the usual fundamental ratios are either negative or do not exist. What measures and/or ratios do you look at to assess the prospects of such companies? Thanks again.

Q: Hello Peter and Co.:
If you were to suggest one oil stock to buy today for a 2-3 year hold what would it be? I'm looking at VET or WCP but maybe you like a different one.
My only other energy holding right now apart from IPL and PPL (utilities?), is PEY, which I intend to hold onto and possibly add to at these levels.
I could be wrong, but I can't see there's much downside to Canadian energy companies right now. Getting paid around 6% to wait a year or so for the recovery seems like a pretty good deal to me.
Buy low and sell high is the thing to do, we all know that, but actually DOING it is extremely hard because it feels like the completely wrong thing to do! In my limited experience managing my investments, it seems that doing the complete opposite of what feels good generally leads to success...

Would love your take on this.

Thanks for all your excellent advice over the past couple of years.