Investment Q&A

Q: good morning:
considering all three stocks at todays prices which stock do you like for growth/price appreciation best. MCR,AYA, DMX

Q: Peter and Team,

Can you please provide your thoughts on Arsenal Energy's (AEI) results? They look "ok" to me but I am having trouble deciding if its any better than that.

Thanks!

Q: Good morning. I would appreciate your comments on CPG Crescent Point which released Q4 results today. They do continue to grow production and reserves but also net debt was up 18%. They use the metric net debt to funds flow which is down 9% reflecting production and revenue growth. Does this make you feel any better about the company's balance sheet?

Q: For a young new investor just starting a RRSP, in which product would you accumulate initial savings? Would something like XWD be an appropriate starting point, and how much would you accumulate before diversifying to a typical portfolio approach.

Q: Re: CMI.V

I bought CMI.V right after your research report. Should I add more on this weakness after earnings?

Thank you!

Q: Good Comments on CSU. If they do an equity financing which will cover the cost of Total Specific Solutions (recent company purchased)what would be the expected % of share dilution that current share holders could expect? Since this info is now in the market place will this put a short term top on stock?

Thanks as always
Darcy

Q: Good Morning,
What is your opinion on SPE.V, Spartan Energy? Thank you so much.cheers

Q: SPE.may I have your update , eric nuttal on bnn had this as a top pick ,thou I think share price is a tad too high I really don't want to miss the bus on this one.now or never or wait and see? tkx pat

Q: Good Afternoon Peter and Team,
Presently I have $42K in a TFSA. I would like to run with a portfolio of 10 high quality growth stocks. I don't plan on taking any money from this account for 10 years or longer.
Right now I have holdings in:
BNS
BAM.A
FSZ
WSP
SCL
LNF
Cash
I would appreciate your opinion of my present holdings and any suggestions as to how to better construct a diversified, 10 stock, long term, growth oriented portfolio. Dividends are nice but not absolutely necessary.
Any help that you could provide would be greatly appreciated.
Thanks, DL

Q: I have a preferred share coming up to the reset date March 31 CCS.PR.D and it will reset to GOC 5 year ~1.46% + 5.21 bp. What will likely happen to the share price on this date? I will get my dividend for sure but the yield will drop hence will the share price drop, stay the same as current price or what?

Derek

Q: what is your opinion now of wsp after this deal and subsequent share offer and it's dilution to fund the deal.
thanks

Q: Why is Shore Gold, SGF going up so much recently?

Q: Hi Peter,what are your thought on WEQ
I am underwater on this stock and need your opinion.
Sell,hold or buy more?

Q: My 100 year old father has a few dividend paying stocks but most of his portfolio is in GIC’s. One GIC just expired and I am looking to buy something new for him. I find that a one year renewal will only achieve a 1.4% interest. He will not need money from this source for about 5 years thus can invest in anything fairly safe. The only issue is death which I believe would result in selling to satisfy estate requirements. I was thinking of banks, pipelines, etc because of limited downside and relatively high dividend rates compared to GIC’s. Can you please comment and provide some suggestions? Thank you. As always I very much value your comments.

Q: Hello Gentlemen,

May I have your thoughts on the 2013 earning report from K-Bro Linen Inc. (KBL), and will the latest results result in a rating change? Many Thanks.

Q: Hi peter, I'm looking for stocks with strong fundamentals and cheap valuations that you expect to perform well this year. I know you mention Macro MCR quite a bit. What are 3 other ones you would recommend?

Q: Pl advise if GM is buy at current prices keeping in view the current problems?

Q: Hello Peter could we have your take on MCR's earnings report. Thank you, Bill Y.

Q: Please recommend some uranium stock to buy.I only know CCO.Txs a lot.Peter

Q: WSP Global
In the news today: WSP Global is acquiring Focus, a Canadian engineering & geomatics company. WSP is also doing a bought deal of commons (~$180 million value) - shares offered at $33.75. The offering closed very quickly. I missed it.

What do you think of this acquisition? Do you think their intent is to grow by acquisition? I would like to see solid evidence of organic growth as well. Their earnings, also out today, were okay.

Do you think the price will drop to $33.75 (or a bit lower) with the stock issuance? I would like to add to my position (got in at $30.51).

Any plans by I to do a WSP report?

I'm really enjoying my 5i membership - your dedication to responding to questions is awesome!

Thanks,
Heather