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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: Peter, it was interesting to watch the CEOs of both companies on BNN recently. Both seem like very bright young men although it was far easier to warm to the TCN boss yesterday vs the AVO boss a week or so ago (based upon their demeanours). Is that just them ? or a reflection of how their companies have been performing ?
Read Answer Asked by Paul on August 17, 2015
Q: Hi, recently read the Moody article on oil prices. Wondering if you know of any web link or a future article you can write about the break-even oil cost for our canadian energy companies in order to survive? (i.e. Lightstream Resources Ltd. and Northern Blizzard Resources Inc. have among the highest costs at $102.52 and 130.88 a barrel)?
Read Answer Asked by Michael on August 17, 2015
Q: Good afternoon. Could I please have your thoughts on Twin Butte as a potential value/income play following Q2 results earlier this week, Among other 'highlights', the company indicates that debt has been reduced to 1.3 times cash flow, with YOY operating costs reduced by 19%. The dividend has been cut by 70% and the payout ratio reduced to 48%. Realize there are risks, as with most oil & gas companies these days.

Thanks as always.
Read Answer Asked by Thomas on August 17, 2015
Q: Q2 results out - could you provide your updated assessment? seems solid, but oil down, etc.
Read Answer Asked by Colin on August 17, 2015
Q: Knowing that you don't follow U.S. stocks can you give your view on this stock as to whether it's a buy . It's down quite a bit in this market and has been recommended many times on BNN. Thank you
Read Answer Asked by Indra on August 17, 2015
Q: I would like to get back into Canadian banks. I still own a small position in TD and BNS but my largest positions are in US banks. TD is often touted as more American than Canadian. In that sense TD seems like a very poor performer when looking at it on the NYSE. When comparing it to Wells Fargo for example TD is down 25% on the year while WFC is up 14%. This must spook american investors and its not looking as like a good choice when selecting banks. Should we just stay with US banks and let TD/BNS find a bottom?
Read Answer Asked by Greg on August 17, 2015
Q: Hi Peter and Team,

Referencing your last comment on Intertain. Looking at the daily historical data for the past month on the Stockhouse site I would not consider 1.06M as low volume. The reported numbers are the highest daily level in a month. Is there something other than Friday summer trading going on here?
Read Answer Asked by Peter on August 17, 2015
Q: Hello Peter & team, Seems BNS is the "winner" here. It could be affected by being exposed in L.Am. to miners PLUS being affected the MOST of all Canadian banks due to its exposure to oil/gas sector in Canada, with "cracks" starting to show in Q4 and early 2016 (as the article suggests). And who knows for how long low oil prices will persist....maybe it will stay low for ever due to supply that keeps growing. Would you pls. comment on this article.

http://business.financialpost.com/news/energy/cracks-may-begin-to-appear-in-canadian-bank-earnings-as-oil-downturn-persists

Thank you!
Read Answer Asked by Silvia on August 17, 2015
Q: Please comment on the latest results from Solium Capital. Thanks!
Read Answer Asked by Paul W on August 17, 2015
Q: Bonjour, please provide your comments and evaluation on the growth prospects of this company.
Merci
Read Answer Asked by Ronald on August 17, 2015
Q: Hello Peter,
I am unable to decide if I should sell all my positions in the energy sector and perhaps revisit 9-12 months from now. And the reason I hesitate is because there could be a (greater than 70%?) probability that from this level, the returns could be better than the market. I think that given the risk of the sector a 70% threshold makes sense?
If you think I should have sector exposure, would you be kind enough to suggest 6 stocks that I should hold/switch into. I am looking at a 12 month investment period when I may revisit stocks/sector allocations.
Thanks in advance for your help in navigating through this muddle.
Regards.Rajiv
Read Answer Asked by Rajiv on August 17, 2015
Q: Its been a while since any questions were asked on WETF and they continue to show strong growth and diversify their product line up. Do you have any comments on the most recent quarter or outlook for the company moving forward? Thanks,
Read Answer Asked by Stephen on August 17, 2015
Q: What is the best way to convert CDN$ to US$ in order to buy US stocks? Broker fees are expensive. I do buy CDN ETF that hold US stocks but I would like to hold some US stocks directly.
Thanks.
Read Answer Asked by Pierre on August 17, 2015
Q: I would like to increase my exposure in a life insurance company. I currently own Sun Life (3%) in a well balanced portfolio which includes US exposure and I am wondering if I should buy more SLF or go south of the border and pick up some AIG. My thinking is that interest rates are set to rise in the US, which is usually good for lifecos while Canadian rates are still lagging.

I realize that some of the interest rate increase is already priced into AIG as it has done will for the past year. But is seems to me that as much as things are "priced in" there is still a reaction when the event itself finally occurs and there will be a lag to earnings until the higher rates actually hit the bottom line.

Do you feel AIG presents a better long term upside or should I stick with SLF?

Thanks for the insight.

Paul F.
Read Answer Asked by Paul on August 17, 2015
Q: Good Morning Peter, Ryan, and Team,
I purchased shares in Jean Coutu when they got knocked back to under $20. The company has had a decent history of dividend growth and could be considered somewhat safe for an income account. I noticed very recently that you added Andrew Peller to the Income Portfolio and they just reported a pretty good quarter. If you had to choose between the two would you own PJC.A or ADW.A for an income account ??? Thank you very much for your sage advice. DL
Read Answer Asked by Dennis on August 17, 2015
Q: I am interested in the lesser followed companies and I think this one would qualify. Could you please give a "mini report" on it. It seems like a nice profitable company. Could this be a way to participate in the US housing recovery? Is it cyclical? Does it have good prospects for growth?
Keep up the good work!!!
Read Answer Asked by Marie on August 17, 2015
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