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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 Peter, How do you analyze the current situation? I heard on CNBC that it is not in debt holder's interest to serve them default notice as then debt will go down more in short term. What else is unknown? If we all agree with the guidance it is 2.5X 2016 earnings now. Do they have to issue any new debt? If not then there is no question of their borrowing rate going up. Am I right? So how does this temporary situation have any real business implications? You can figure out from my tone that I am long on this name. Now here is my reason for being long. 1. Every day 10000 people in north america turning 60 until 2030, so they got tailwind for derma and GI. 2. Also they have diversified across eastern Europe and mexico, so again well diversified. 3. US congress and senate still held by republicans, so even Hillary/Sanders cannot pass anything to curb drug prices in 2017-2018. 4.They have 3 very successful activist(2 valueAct, 1 pershing) on their board, who will extract value, also I hope they did/still doing extensive due diligence. 5. Debt- it is not mining or oil, they will have strong cash flow around $2 billion to pay the debt. Anyways, can you please come up with some points that a guy with short position will think at this price point?? Also please correct me if I am wrong in my long assumptions. I would better be wrong than loose money.
Read Answer Asked by Sridip on March 18, 2016
Q: What is the consensus in US dollars for Q4's revenue, adjusted ebitda and adjusted eps?

thx

Read Answer Asked by sandy on March 18, 2016
Q: If you need the sector for a stock, it's listed on Bloomberg.com/quote. Using that source, we can increase the 5i time for more interesting questions.
Read Answer Asked by Tim on March 18, 2016
Q: Which on of the three companies would you prefer?
Read Answer Asked by Emery on March 18, 2016
Q: I own a small position in this microcap (1% that has grown to 2%)on Benj Gallanders advice. It has moved up sharply from my purchase price. I am contemplating what to do with it now. Any advice is greatly appreciated.

Thx Blake
Read Answer Asked by blake on March 18, 2016
Q: For companies with US dollar distributions (such as BEP.un and TRI), is it better to hold them in registered or non-registered accounts?

I am under the impression that companies with distributions in US dollars are better held in registered accounts, to avoid the US withholding tax. At the same time, dividends from Canadian companies are taxed preferentially if kept in non-registered accounts.

What should I do with BEP.un and TRI?

Thanks for this tremendous website and service!
Read Answer Asked by Jonathan on March 18, 2016
Q: A follow up from my question yesterday about ADW.A.
It is down another 6% this AM. Something was be going on.

Craig
Read Answer Asked by Craig on March 18, 2016
Q: I believe I heard something on BNN this morning about a rumour of a takeover of SH. I can't find any news on this item. Do you have knowledge of this?
Read Answer Asked by Edgar on March 18, 2016
Q: Under symbol TDB976, I have the only 2 questions (Sept 28/15 and Feb 19/16). They contain my background information.

My weighting in this fund is 3% and am still waiting to top it up a bit. It has fallen significantly lately, which I believe is currency related, due to the fund not being hedged.

Question 1 = from here, what does your speculative crystal ball think about where the Cdn-USA currency rate will go, especially now that the Fed is slowing down the normalization process? Oil seems to also be having a currency impact.

Question 2 = should I top this fund up now that it is even more on sale, or wait until the USA election rhetoric subsides? OR, should I sell?

Basically, do you see upside potential for this security? Since buying, I am a little underwater. It is held in my TFSA.

Confused. Thanks,
Steve
Read Answer Asked by Stephen on March 18, 2016
Q: I am looking to eventually replicate one of your portfolios. I plan on eventually using my tfsa for this portfolio (growth probably ). I do not have a lot of capital in my tfsa yet. I started contributing $225 biweekly. I do have roughly $6000 in it now with roughly equal holdings of aya, gud, and yfi. How should I proceed with my contributions? Should I start contributing to a d series mutual fund to build up capital or should I save $1000-$2000 and then pick a stock from your portfolio? If going the mutual fund route, would there be a low cost option you would suggest? I'm 38 with time on my side. Thanks as always.
Read Answer Asked by Seamus on March 18, 2016
Q: Hello Peter,
Do you think the surge in metals is on an upward swing for a while as teck and hudbay keep rising higher and higher? Also, would you say natural gas stocks will continue to be pegged to oil stocks or do you think they will be considered a sector on their own? lastly, if you had a choice between gold stocks and base metals like teck,, would you rather focus on gold given the low interest environment or would you put half and half. Thanks very much.
Read Answer Asked by umedali on March 18, 2016
Q: The market seems to really love the 2015 YE, Q4 results and latest reserve information as evidenced by the over 10% jump in SP today. What is your expert opinion on the CJ results. More importantly is that optimism sustainable in the long haul. Thanks.
Read Answer Asked by Victor on March 18, 2016
Q: Could you please provide your feedback on DR's Q4 and F2015 earnings released today. What are the valuation metrics (P/E, P/CF, etc.) and outlook for this company?
Thank you.
Read Answer Asked by Yvonne on March 18, 2016
Q: Do you think MPV is a take over candidate by DB or some one else and at what price range?
Read Answer Asked by charlie on March 18, 2016
Q: Good morning. A couple of questions this morning. In regards to the infrastructure that provides drinking water to communities. question 1. What are the names of some go to companies that would provide services required to maintain /upgrade our water systems including testing services of existing facilities/water lines. Question 2. Of these names who do you think would benefit the most from future need to upgrade these facilities
Thank-you. I stop here everyday for updated analyses
Terry
Read Answer Asked by Terry on March 18, 2016
Q: What do you think of the companies results? Is is a buy, hold, or sell?
Thank you
Read Answer Asked by patricia on March 18, 2016
Q: Would you comment on their recent YE report please. Seems earnings growth has certainly slowed. Thank you.
Read Answer Asked by John on March 18, 2016
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