Investment Q&A

Q: Hi Peter and Team,

Your thoughts on Washington REIT, WRE?

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Read Answer Asked by Graham on January 16, 2014

Q: HI
E is looking very good since their recent news.
What is your intermediate term outlook for this growth company?
It would be nice to have you write a report about them in the near future.

Best Regards
Hersh

Thanks
Hersh

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Read Answer Asked by Hersh on January 16, 2014

Q: Hello team, thanks for the well reasoned reply to my AYA question. I am thinking it may be time to add an industrial mining company to my portfolio, like a VALE for iron ore or TCK or FM in the coal or copper space. I have no miner exposure presently. Your only miner is in gold. What would you do here? Are you tempted to add one to your portfolio as a value play on eventual global recovery to include these stocks. Many thanks.

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Read Answer Asked by Keith on January 16, 2014

• Dollarama Inc. (DOL $194.57)
  • $194.57 P/E (TTM): 43.91X Cap: $53.31B
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Q: Hello Peter and Company
I was waiting for DOL to pull back in order to buy a position; it did pull back because of Family Dollar; your opinion is much appreciated
Tony

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Read Answer Asked by Antoine on January 16, 2014

Q: Re: Member comment about brokerage Cdn-US$$ exchange rates , perhaps a look at "Norbert's Gambit : The Complete Guide" ( Google search) may be of interest - Peter, I'm sure you folks can comment - regards Don

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Read Answer Asked by don on January 16, 2014

Q: Hi team
I am considering taking a position in the 3d printing for my rrsp for up to 10 years. what is your best pick in this area? Or would you just buy a etf and which one?
Thanks Ken

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Read Answer Asked by Ken on January 16, 2014

Q: What is your opinion on PAR.UN.
Thank

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Read Answer Asked by Fred on January 16, 2014

• Parkland Corporation (PKI $38.92)
  • $38.92 P/E (TTM): 22.9X Cap: $6.74B
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Q: Peter and staff. What is your outlook for (pki) Parkland fuel corp.?
Cal

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Read Answer Asked by cal on January 16, 2014

Q: Hi Peter and Team,

Your thoughts on Liquidity Services Inc. LQDT?

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Read Answer Asked by Graham on January 16, 2014

Q: Hi Peter and Team,

What are your thoughts on Echo Global Logistics, ECHO. Is their growth rate sustainable? are they cheap now?

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Read Answer Asked by Graham on January 16, 2014

Q: PSD - Today: Pulse Seismic Inc. Reports Preliminary Unaudited 2013 Financial Results. Could we get your comments on these results please.

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Read Answer Asked by Andie on January 16, 2014

• Bombardier Inc. Class B Subordinate Voting Shares (BBD.B $164.50)
  • $164.50 P/E (TTM): 27.41X Cap: $16.30B
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Q: BBD.B What does the future look like for BBD.B (Bombardier) now that they are experiencing further substantial delays in their C Series Aircraft programme?

Thanks... Alastair Allan

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Read Answer Asked by Alastair on January 16, 2014

• TELUS Corporation (T $22.83)
  • $22.83 P/E (TTM): 35.39X Cap: $34.76B
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Q: Hello you all!
Is selling BCE and buying telus a good move?

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Read Answer Asked by Adrian on January 16, 2014

Q: Hi Peter
I try to monitor short positions before entering a new TSE position (or an old position for that matter). Do you think this is worth doing? How do you find this information? I know that the TSE releases data that is 2 week old of the top 20 stocks, which I do not find all that satisfactory.
Thankyou, Mark

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Read Answer Asked by Mark on January 16, 2014

• Bombardier Inc. Class B Subordinate Voting Shares (BBD.B $164.50)
  • $164.50 P/E (TTM): 27.41X Cap: $16.30B
  • View BBD.B Profile
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Q: Hi Peter and Team,
I am reviewing my portfolio for 2014.
I hold MRG.UN 5% position (down 10%)purchased as a US housing play it is not recovering although Tricon a similar play seems better suited.
BBD.B, I am also down 10% and the stock don't seem to act positively after continuous bad news on the C10 plane

I would like your opinion on my intention to sell both and your suggestions for replacements in the same categories( industrial and US home recovery.
Thanks for your excellent service.

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Read Answer Asked by Raoul on January 16, 2014

Q: Has your outlook become any brighter since your last post in May on Strongco (SQP).Thanks

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Read Answer Asked by Don on January 16, 2014

Q: Hi Peter & Team. I currently hold Shoppers (SC) and am wondering if you would sell before the takeover by Loblaws or keep the stock? SC has been a good performer with dividends but not so sure about the food business with Loblaws.

Also I have a position in Sherritt (S) and wonder if I should exit my position and put the nmoney to work elsewhere?

Thanks for your consideration.

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Read Answer Asked by Michael on January 16, 2014

Q: Do you currently see markets as over bought? If not, where would you put new money? Thanks.

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Read Answer Asked by Curtis on January 16, 2014

• Tourmaline Oil Corp. (TOU $57.22)
  • $57.22 P/E (TTM): 14.38X Cap: $21.54B
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Q: Hi Peter,thanks for the advise on WFT, At the time I did not have any forestry stocks and since i bought it it is moving nicely.

I do not have any oil and gas stocks. if you were going to buy only one stock what would it be. Dividend is nice but not necessary, and i would like one company that may be able to take advantage of a decreasing Canadian Dollar. My risk profile is medium to high

cheers
Darcy

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Read Answer Asked by Darcy on January 16, 2014

Q: Do know the reason why IAE (Ithaca energy) dropped 5% today.
Is this a buying opportunity?

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Read Answer Asked by Keith on January 16, 2014