Investment Q&A

Q: Regarding your recent blog comment on infrastructure. Would you please recommend some Canadian/American stocks that would benefit most from an increase in spending for infrastructure products.

Thanks for your insights.

Peter

Q: Peter & crew I understand stocks are more easily moved in "Round" lots. If I have only 100k to invest & I want to limit at 5% per stock I'm restricted to buying stock that is 5% of 100k. For instance I've invested in CTC many times in the past; but at the price of CTC now I can't Why don't Ctc et al split so that more Canadians invest in good Canadian companies? What prompts companies to split? Thanks

Q: Could you please interpret the comments made on the recent results release. It sounds as though there will be little improvement in the share price over the next year, if I am understanding their comments correctly ? If so, it would seem to make sense to sell my shares (1.5% of a diversified portfolio) now and re-invest in something with more potential for growth in the coming year. Is there another company in this sector that you would recommend ?

Q: In the wake of the oil price meltdown energy related industries such as drillers, transport companies such as CN and CPR are also down significantly. Rail construction companies such as TRN, GBX, and ARII are all down more than 10 % today. Only company largely undamaged is KLS. I am holding.

Q: Peter and His Wonder Team
Just read your update on MCR quarterly report. Today the stock closed at $2.09 I believe and actually bounced at $1.87...I know you are a value investor and in the past have been positive on this stock. So in light of current events...oil crashing and its impact on a service company like MCR I am wondering if you could see this as a reasonable contrarian play. As such I know the balance sheet has to survive until the cycle turns...And do you think tax loss selling could reduce the price even further?
Thanks in advance for your always insightful analysis!
Dr.Ernest Rivait

Q: Like most questions I have an energy related question. since low prices should be a cure for low prices when do you think it would be a good idea to stop to buy into some positions? say over 2 years is energy a good entry now or wait until maybe late Dec/January after tax loss selling. I want to grab some PRE or what would be your 2 highest recommended energy stocks? many thanks for all you do.

Q: Good Morning
Considering buy AVO if tax loss selling kicks in. What time frame would you suggest tax loss selling will have an effect? Not sure if you offer this advice - but any thoughts on where SP will settle during tax loss.

Q: A number of analysts, such as Patricia Mohr and Don Coxe, see oil going down further over the next few months. (Don Coxe has an interesting analysis: Saudi Arabia wants to starve its enemies, the Shia states and ISIS of oil revenues.) What is your opinion on playing the decline in the oil price by investing in HOD for a few months? Thank you for your excellent service.

Q: Given the recent downturn in oil prices, I am looking for bottom-feeding opportunities. I would like to initiate a full position in the sector in a new investment account with a long term horizon (> 5 years). i'm thinking about a 1/3 position in each of oil sands, nat gas, and oil/gas services. What are you thoughts on this allocation, and what top name(s) would you suggest for each? Many thanks for a great service!!

Q: Peter & Crew I'd like your advice on wja,trz.b, considering lower cost fuel costs. Thanks

Q: Why is this stock breaking out to a new high on big volume? Is it still a good buy? Thank you.

Q: Kelso is involved in the manufacture of components for rail cars related to dangerous products i.e oil and byproducts. Do you forsee any affect from the oil debacle? As ever thanks for the advice.

Q: My question is why are you recommending stocks in the oil and gas space and infrastructure space to your members when the chart on oil has been going from the upper left to lower right, i understand you give the cavaet that these stocks could go lower still and there is carnage in this space, but why not just tell your membership to stand back. Isn't it always better to buy stocks on the way up rather than the way down.personally i sold all my oil and infrastructure stocks 6 weeks ago took a loss on all of them, bought companies in other spaces and made it all back plus plus. I just do not get it. Dave

Q: Good day
What are your thoughts on BMO tactical dividend fund? Could
it be a core holding for a RRIF account?

Q: I see the rail stocks down a lot today along with Trinity. How much do you think lower oil prices will affect these stocks going forward. Will there likely be curtailed production from the oil field?
Thanks
Dave

Q: Which would you choose for a three year hold at this time for growth: Enghouse or Open Text? Thanks!

Q: WHAT IS THE REASON FOR THE DROP FROM $ 69 TO A BID OF $49. COULD NOT FIND ANY NEWS FOR THE DROP

THANKS
THOMAS

Q: What are your thoughts regarding the price of gold and silver given the Swiss referendum? I hold Silver Wheaton and was considering selling the shares since the U.S. dollar keeps rising and precious metals keep falling.

Q: Hi team, This is regarding my earlier question today about ACQ. Just read the article you send: "Auto loan bubble" from the Fin. Post. I would imagine any defaults in car loans would affect ACQ. Your thoughts please. Thank you!

Q: Hi Folks:
I was a fairly large stake holder in Oil Exco (oil) which I followed down to nothing (thanks largely to Bank of Scotland's failure). For quite some time I have ceased believing the commodity story, as I watched the old adage "nothing cures high prices like high prices" and human ingenuity at work. Consequently the only Canadian Energy company I now own is Vermilion (about 7% weight). Do you feel this company and other mid tiers have the financial power needed to survive and prosper with $50-$60 oil (or lower) as this price looks in the cards for some time, or should one move into a more stable sector. I am a long term holder of (CVX) Chevron (similar portfolio weighting). Thank you so much for your service....it is worth far more than you charge!!!
brian