Investment Q&A

Q: I have a 25% position in the Canadian banks. I am a long term investor and love their annual, if not twice a year dividend increases. Against this backdrop, I am contemplating adding maybe a 2% to 2.5% position in either EH (EasyHome) or HCG (Home Capital Group). I do not have any Financial Services exposure in my portfolio other than the Canadian banks.

On first blush, I think my 25% in banks plus any other financial services stock may be too much of a concentration in related sectors. However, upon closer inspection, wont companies like HCG/EH act quite a bit differently from the banks, as a rising interest environment would increase bank profit margins and potentially slow HCG and EH's growth?

Acceptable to add either HCG or EH, or is this too much of a concentration in related financial sectors?

Thanks, as always.

John

Q: BNN refer to where stocks are as pertaining to the moving averages. On my Globe Invest charts, I could bring up a 200 day moving average over six months, and the stock could be below it. If I extend that chart out farther (1 year, 5 years, etc.), the stock could be above it. What is the time frame of the charts that they use?
Here's a second small question: ACQ has been declining the past few days. Where do you think it will bottom out? I thought I got a good deal when it dropped off and I picked it up at 62.
Thank you,
Dennis

Q: Hi Team
What is your view on Marvel Technology at this price?

Thank You
Clarence

Q: WEQ reports Q3 on Thursday. Any idea on what to expect?

How secure is the dividend? The WEQ website indicates the dividend has been paid out faithfully at $0.05/month since June 2007 and back then the share price was $4.00.

Thanks as always!
Steve

Q: Hello Peter & Co.
I hold DHX in my TFSA; could you suggest 3 similar/equivalent (+ likely to be acquired) stocks in the Tech & Pharma sectors?
Thanks,
Tony

Q: Hi folks: I like to find stocks prices that are consolidating. Is there any info available regarding stock consolidation on the web, or do we have to check stock charts one at a time?

Q: Peter, I own the following resource companies. ARX BTE COS CPG FRU SGY TBE WCP VET. Would you please rank them for me in the sustainability of the dividend. How low does crude price have to go to cause them Div. problems? Thank you for your valued information, Ken

Q: Hi Guys, I own both Dollarama and Alimentation Couche Tard and have a 2% weighting in both. I would like to bump one, which one!
thanks

Jim

Q: Thanks Peter for your reply on Patient Home Monitoring. You mentioned about some large trade blocks. How does one find those specifics? In other words, is there a web site that tracks large blocks from an institution or investor? Also, at these levels ($9.50), if I were to add to DHX Media, would a 5% weighting be considered too high. Currently, it is at 2%. I am deciding whether to add to energy holdings such as TOU or to DHX media? This would be part of aggressive portfolio. Thanks again for your replies.

Q: Hi. Have you folks looked at ICIC bank. Do you have any suggestions on how to participate in India's possible future growth especially in the financial or technology sectors?

Thank You
Clarence

Q: peter can you comment on HEO earning is it a good buy at this level

Q: I had not yet tendered my shares and today noticed that Transforce is extending the offer till Nov 21,2014. Do you know what price they are offering for each share and would I still be eligible for the dividend?

Q: Comparing Magna (MG) and AutoCanada (ACQ), which would you prefer? I would have thought that they would trade similarly, but MG has recovered since the recent correction, while ACQ still seems to be floundering. Would you ever rotate between the two if, for example, you owned MG? Thanks!

Q: I am an income investor seeking some growth. Given a choice between GEI and Key, which one would you choose?

Q: Hello. Could I get your thoughts on ARE after another revenue and earnings miss? CEO says this was a result of project delays, not cancelations, and 60% of the growing backlog will translate to revenue in 2015. The misses, cost management and exposure to oil/gas and mining concern me. Thoughts for someone who bought around $15? Thanks.

Q: Should we sell at this price now that they have been baught out.Thanks Don

Q: With USA no longer needing natural gas who will Canadian producers
sell their gas to?

Q: Morning,

Can I have your views on MRE earnings? The stock dropped more than 20% in reaction.

Q: Good Morning

Do you have anything to add to your past comments on Titanium Corp? Do you see a financing coming? Would you advise on waiting for an actual signed contract before investing? Thank you

Q: Could I please get your view on Gibson's latest quarter? It appears to be good but stock price continues to fall.