I saw this article on National Post that could be driving down ATD.B. Sounds like Credit Suisse analysts are saying that its price to cash flow ratio is inflated and that it's driving a bubble in consumer stocks. What are your thoughts on this? I have a fairly large position (~8%) in ATD.B and don't want to get caught in a sector falling out of favor (like what just happened in biotech).
Q: ATD is getting hammered this morning on apparently no news. I have a small position initiated (like 1%) and was planning on building over a period of months. Is there a reason not to add on this pull back?
What is your opinion on Canadian Utilities (CU) and Fortis (FTS) at current prices. This would be for a safe long term investment. I am looking for income and some growth.
Q: I hold some units of CU for income mainly. Mid day it is down 3.5%+. Do you have any insights on this. Would it be a good time to add a few more units? Thanks you.
Q: I see a lot of questions concerning DH for obvious reasons. Would you consider an investment in DH.DB to be a safer approach with exposure to capital gains if the common moves back up? There is, of course, the return to par when bonds mature as well as relatively thin trading.
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Asked by Dr. Donald on October 28, 2015
Q: I understand that Canadian rules are more lax than those in the US and that is one reason why they are shorting Canadian stocks. Also, that the hedge funds have underperformed in the last number of years,so this is another way for them to boost their bottom line.
Are there any hedges in place that will help support Surge and if not how do you feel the company is doing currently? Will they manage to keep the dividend at current levels or would it be at risk if oil prices remain at these levels?
Q: I have been watching the following three L-Brands, Ross Stores, Nike for about a year now,and I can not decide which one to invest in. Therefore, I would like any help you can give me to decide which is the one going forward.
Q: Hi Peter
I want to get into the technology stocks. ZQQ and IGM (US) have similar holdings but a huge difference in cost to get in. Do you think these ETF's have similar potential? Many thanks for finding IGM.
Cam
Q: Peter and Team:
What are your thoughts on this company? You did comment back when it was "Tweed", but that was a while ago, and prior to a Liberal Majority win. Is it purely a speculative play, or is there some substance behind the smoke?
Also are there other companies in this sector that may stand to benefit from the potential legalisation of marijuana.
Thanks
I have been reading many more articles recently regarding the macro trend toward organic and non anti-biotic raised food. Major food chains such as A&W (thanks very much for the investing idea!) and now McDonalds (large restaurant chain in the world) offering meals with non anti-biotically raised animals.
Can you please provide your perspective on this as well as the best way for an individual investor to participate in this macro trend. Please provide best equity or other opportunities in this space either in Canada or in US.
Thanks as always for the independent perspective you provide!
Q: Hi Team
I have my full allocation of 30% bonds in the etf CBO, is this a good strategy, although I get dividends the share price is down 2.86%.
I was wondering if I should hold more than 1 bond etf.