Investment Q&A

Q: I see your not a fan of Robert Friedland, but he certainly is a deal maker (must be very well connected).
I have been watching Ivanhoe for a long time and picked some up recently. With the deal with Zijin and the Platreef holdings, plus the commodity market being so out of favour I have a hard time seeing how this can't be a good buy over the next couple years.
Your opinion please and thanks for your fabulous service (I'll be a member as long as I'm in the market)

Q: Hi Peter, in O/G we have only Tou. While the small/mid caps may rebound higher on a percentage basis when things turn, it's certain the large caps will be around a long time to come and likely benefit if they buy up smaller/depressed Co's at lower costs. Of the larger caps who do think will fare the best 2-3 years out ? In the shorter term which of the larger caps do you feel has the best current business (inc refining etc) ? Thank you.

Q: I own DR, NWH.UN, CSH.UN, SIA, and a small bit of EXE. I hold them for income. What other names in this sector can you suggest as reasonable additions to the stable. Income is my primary focus, but I am not averse to capital gain as any addition will be in my margin account.

TIA for any suggestions

Q: Hello Peter,
Would you consider TD, Royal, Bank of Nova Scotia, Fairfax, BCE, Fairfax Financial, Manulife, Brookfield Management, Brookfield Infrastructure, Enbridge, metro, Loblaws, Google, Facebook,Visa as very long term holds where one can simply get the dividends (for some of these) and not worry about ups and downs of the market. I know you have covered these in the past, but am re-aligning my portfolio to focus on very long term holds. Thanks again for your advice.

Q: Hi team, Any reason you know for the sharp drop!
Thank you!

Q: I am super down on these companies. Of these, should they recover suddenly as an end to tax loss selling ( Dec 23 I believe ) which would be more susceptible to being a
" Dead Cat Bounce" rather than a fundamental recovery. I will need to raise some cash soon to redeploy but don't want to miss on any true recovery. They were in my TFSA so tax loss selling was of no use to me.

Q: At 3:08 this afternoon, trading was halted for this stock. The only reason stated was: Pending News. Do you have any information as to what is happening or about t happen?
http://www.newswire.ca/news-releases/iiroc-trading-halt---hcg-560834301.html

Q: No one wants to try and catch the falling knife, but would you be adding to oil positions in this sector pounding?

Thanks,

Eric

Q: Just confirming that todays down turn is oil related. Do you foresee this as a short term event and if so would you put money into oil stocks as the powers that talk on TV say to do. Where would you place your money in this sector.
Thanks Bob

Q: Another bad day for WMB. I've seen my profits fade to almost nothing. Is your advice to sell or hold? It's in my RIF.

Q: Hi,
Please rank your order of preference for these 3 stocks with any significant reasons why you may have ranked one higher than another. Considering starting a speculative position in 1 or 2 of them for a long-term hold, sector weightings aren't a concern. Thanks.
Chris

Q: Coudn't find any industry news but WCP is down a whopping 12% today.

Have you heard anything?

I don't own it yet cause I hate the business right now. Given the steep decline would you suggest stepping up or standing on the side lines at this point?

Thanks

Q: Keeping in mind the current meetings in Paris and the possibility that world governments will be more prone to support the development of wind, hydro, solar, efficient lighting (LED),hybrid cars, and other ways to reduce carbon emissions, what companies, in your opinions, are poised to make increased profits right now. I'm not interested in companies that will do well 5 years from now but companies that are currently seeing an increase in profits now because they are ahead of the curve regarding the need to deal with climate change. I realize you focus on Canadian companies but I hope you might give me your opinions on American/global companies as well as Canadian. ETF suggestions also welcome. As always, I appreciate your guidance/opinions.

Q: Company ihas been asleep for the past few years........they do have pricing power.( Thankfully). Due not to brand recognition, but to no competition...where are they going. A buy, hold or sell....

Q: If I believe the price of oil will rise what Etfs would be appropriate to buy to take advantage of that rise in oil? Thanks.

Q: What is your present view of Shopify? Is there allot of potential here? It's been coming close to the IPO area lately, would you recommend buying on one of the pullbacks?

thanks,

Paul

Q: Hi, after watching for nearly 2 years, I bought a small position on DEC/4 @26.27. The stock continues to steadily rise over past few years delivering in almost every quarter. I like the Global Logistics network business and huge opportunity in the future. DSG operates in small and medium scale business segments. What competition DSG has in this field? Also, it appears that co. has generated most of its growth thro' acquisitions. Is slowing organic growth an issue? Also from valuation perspective, how does it compare with CSU and KXS? Should I wait for adding to my position? I also noted that Descartes has a very large Institutional ownership, 88% per nasdaq.com, with some well know names like T. Rowe Price (13%, started and added this year July, 2015)and Mawer, BMO, Neuberger, CC&L etc. It could reduce liquidity, but is it a strong signal in favour of thsis company ? Thanks for your help, as always.

Q: Hi, Stella-Jones stock has been quite strong for past 2 weeks with all time intra day high of $52. I also noticed some fairly large block trades starting at $49.75 and recently at $51.50. Do you think there is some new institutional interest in the company? Ram Forest Group is engaged in supplying timber to US residential homes market. Is this a positive ? How is the valuation of stock, versus, growth prospects of various segments of its business, railway ties, poles, residential lumber etc? I have a 3% position and considering to build up to 5%. Should I wait for the stock to settle ? Thank You

Q: What do you figure on this stock..am thinking on perhaps purchasing 500 shares..would just continue to follow it and possibly be an owner for several years.

Q: What are your thoughts on UNS at this time?