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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: Hi, What do you think about Dorel Industries? Is this a good entry point? Jeff
Read Answer Asked by Jeff on November 09, 2014
Q: I have small positions in RMP, KEL and SGY. I need to increase my oil and gas exposure as it is only about 3% of my exposure. in addition to adding to RMP, KEL and SGY could you please suggest several larger cap companies I could add? Thank you for the wonderful daily education you provide - it is a tonic!
Read Answer Asked by Peter on November 09, 2014
Q: Hi Peter & Team,
I am thinking to invest in VGR, but with the Canadian $ is so low, does it make sense to invest in the US stock market these days, with about 14% up-charge? (maybe by the time I'll sell it, the Canadian $ will strengthen and I will lose the exchange rate - I don't think the exchang rate will be lower)
Also, I could not find any Canadian tobacco listed in Canada.
Do you know and recommend any?
Thanks,
Read Answer Asked by Morris on November 09, 2014
Q: What is your opinion on the latest news that Veresen is seeking jv with Japanese interests on the Jordan Cove project and does this add more value to the stock?
Read Answer Asked by kenneth on November 09, 2014
Q: Could you expand your answer to Richard in regards to gold, when you said " you consider gold important as insurance within a portfolio."
I understand the concept, what I want to know is what you are talking about, physical gold, etf's, stocks etc.
If you need this type of insurance what should you hold and why..

Thank you again..

Read Answer Asked by John on November 09, 2014
Q: Hi Peter and team, Would you pls. give your opinion on 3Q results. I'm way under water on this one. Would you reco. to sell/hold or maybe add to average down?
Thx a lot!
Read Answer Asked by Silvia on November 09, 2014
Q: how would you rate this etf for exposure in an rrsp presently holding only can. stocks no mutal funds nor other etf. it would be 3.9% of a 200k portfolio.or do you have a better suggestion for international exposure.
Read Answer Asked by Ross on November 09, 2014
Q: Have you guys taken a look at oil going forward, Western Canadian select in particular.
Read Answer Asked by Clarence on November 09, 2014
Q: Peter, CXS is going to report this Friday Nov 14th. What is the street estimate? What do you think the catalyst is for this stock to go higher? It's been a disappointment at least for 3 quarters in a row now. Thanks in advance.
Read Answer Asked by Iskandar on November 09, 2014
Q: I always seem to buy more of a company just before they do a financing and then the stock goes down to the financing price or below usually a few bucks or more. My question: do you foresee a financing for aya, dhx, acq, bdi or bad in the near term to shore up their balance sheet? Which of these companies would require more money in order to grow or are they all well financed and can grow organically?
Read Answer Asked by Helen on November 09, 2014
Q: I am wondering what you think of CMI for a purchase at the current price (opening a position). 2 negatives I see are the 17% sales in Russia and increased share count (36 from 35 mil). Positives are declining CDN$, 4% div and cash @30% of stock price. Valuation appears better now than your report in February.Would you note anything else to consider?
Many thanks
Mike
Read Answer Asked by michael on November 09, 2014
Q: I would appreciate your comments about their earnings report. Should I continue to hold for the long term and possibly add more?

thanks

Dave.
Read Answer Asked by David on November 09, 2014
Q: Gents,

I have room in the "speculative" part of my fixed income allocation and was considering the convertible debentures of CUS. I realize you do not like the common shares at the moment but how do you feel about the debt side?

It's a simple question with a difficult answer. Do you think CUS will have the resources to pay off the convertible debt in 2021?

Regards
John
Read Answer Asked by John on November 09, 2014
Q: Could you please give a update p has been beaten up in this market and gold seems to be coming back in favour again.
Read Answer Asked by dennis on November 09, 2014
Q: I know you have liked Priceline in the past but what do you think of their recent earnings release and the market reaction to it? Is the valuation reasonable?

Thanks so much!
Read Answer Asked by Mary on November 09, 2014