Investment Q&A

Q: I know you do not focus on US stocks but can you give me some reasons why in your view this high quality commercial REIT is declining for the past six months. Aside from the interest rate moving higher and the sector moving lower, I do not see any reason for the move lower.
Thank you
Jean

Q: I have the above two stocks but would like a bit more European exposure. Do you have a stock recommendation with solidity and growth in mind?

Q: Your view on the latest earning would be appreciated.

Thanks,
Stéphane

Q: Hi, Peter
I own both companies,make up 12% of the total portfolio,6% each, should I sell one,which one? Thank you.


selina

Q: If you were an owner of BAD would you buy sell or hold?
Thank you

Q: The share price of MX has been kind of free falling of late since it released its Q1 results, which was not great but no that bad either. It did reported higher earnings and raised its dividends. Why would its share price be under so much pressure?

Please advise.

Q: Of these 2 which would you pick going forwards and why?

Q: Would this be a good time to sell Vsn.pr.a or keep?

Q: Can you please comment on GC earnings? Thank you

Q: hello'' I have 3000 shares of iae. please advise as to what or how to handle same.. Also how do you view HXS. Thanks in advance, CLIFF

Q: Could I please have the earnings estimates for sis and pbh. What do you think about open text's quarter? Buying opportunity?

Thank you

Q: Hi Peter &Ryan
When I look today at IPL Q1 results they are in my opinion good .
They market yawns at the results as I said in the past this has been a core holding and they results indicate that I am right but the market does not agree .
Perhaps I am DEAD RIGHT
Kind Regards
Stan

Q: Can I get a thorough dissection of Colabors earnings release. Also, given that the last two quarters have been poor, would you recommend selling?

Q: NY buys 110 buses for $95m fr.NFI.Any material effect?Reporting on May 10,what are the expected eps & revenue.Appreciate your normal great services & views

Q: Following balanced equity portfolio. Don't own syz,telus, wsp pki. I can purchase 1 or 2. Which 2 would you suggest and why? I will be holding for atleast 5 years. T as always Steve

Q: Thoughts on Open Text's earnings?

Is a dip an opportunity to add to long term holdings? If so how long does one wait before making a purchase?

Q: Based on available historical data, the above have compounded earnings > 10%. I intend to put these good companies into a RRIF to boost the return of a mostly bond/gic content.

In your opinion would you regard each of the above as a good company that should be able to provide a relatively stable future annual return of 8% to 10% with the exception of a market meltdown. Looking for some reassurance regarding the picks. Thank you.

Q: What do you think about Hydro One bought deal of $2.8 billion dollar by the government of Ontario? Do you think is a good deal for income investors thanks

Q: Me again, Thanks for the quick response. Just to clarify...I think you meant the target to be $6.00, not $46.00...right?

Q: Hello Peter, Ryan et al:

A while ago you had shared your experience after reviewing portfolios for the members. I vaguely recall you talking about sector allocation , asset allocation and such.
Is the magical number of 100 k per year income/withdrawal ( that seems to the number most articles seem to suggest that one needs to retire comfortably) realistic in the current climate? To me it looks as though one needs enormous amount of money to generate this kind of steady stream of money.

What type of portfolios you suggest to would be seniors to generate this kind of steady stream with a lot less money!
I know you can only give broad stroke suggestions.

A suggestion: You can also through your blog give your recent experience after reviewing members' portfolios, of course masking the identity etc., That will be useful.
Thanks in advance.