Investment Q&A

Q: Your comment on PHM splitting into two companies prompts a few questions:
Do you think Hoyt and Crawford had a difficult relationship so Hoyt decided to take his company out of PHM and do his own thing with the company he sold to PHM? He owns 20M shares @$1.46. Crawford now has his company that he sold to PHM for which he took 33M shares @ .33. Do you think Hoyt was squeezed out?
Dalsin, as Chairman, was toxic and the news release says he is "outgoing". Glad he's out. Is this a major plus for both companies?
Finally, PHM presently has 375M shares? Does each company retain half that number?
As a shareholder who loved the business plan "pre-chaos" I am excited about new names ridding us of PHM'S heavy baggage - and Dalsin! I say go for it and may both men win!

Q: Hello Peter & Co.
In my TFSA, I hold a mini portfolio consisting of BAM.A (fin), DH (fin tech), DHX (cons discr), KXS (tech), MSI (ind/bus serv), NFI (indust) and PLI (health) in more or less equal weights.
I am frustrated with DH (significantly down) and wish to replace it with something else; could you make 2 or 3 suggestions? I'll select one that I do not hold in my RRIF.
Thanks,
Antoine

Q: With tec taking flyer this year up 300+% and my holdings in the black is it time get out of this or let it run another few quarters. Teck seems to also spike up towards the end of the year.
Majority analysis say hold? What is 5i position on this sto k

Q: I have held TFI for the past 2 years or so and watched it go from above $30 to below $20 and now back to above $26. Despite its recent substantial rise, I am thinking it should be expected to level off until the economy in general improves. I am therefore considering a switch here to EIF to take advantage of the higher dividend and perhaps a better growth profile. Would you view this as a reasonable switch or would it be best to stay with TFI or is there another company in the Industrials you would consider switching to (I already own NFI).

Appreciate your insight.

Paul F.

Q: what are your thoughts of PHM splitting into 2 companies? what do you think is the purpose of this? is this a positive or a negative?

Q: How would you view a switch from Cineplex to Sleep Country? Currently break even on Cineplex.

Q: Being an income investor looking at the growth portfolio to add some growth ZCL stands out with the 3% yield. TD, Scotia or RBC dont cover it.2 have it in containers and packaging the other in oil/gas services. Have a few questions:
What is the expected growth?
Would it not apparent itself to PUR although not the same?
What is your view/rationnal for this stock?
Better in taxable account or not?
Love your stock picking started a 1% position in february SIS up by 122% since !
Many thanks !

Q: Hi,
is SIS is a good buy at 11.50 for my TFSA?
thanks

jean Guy

Q: Any idea why PHM is halted today?

Q: When they say have Reits with a high valuation,do you look at cash flow,pe ratio ,debt or all of the above.Could you give examples of some high and low Reit valuations ?

Q: Please give me your opinion on the following exchange offer I received in the mail today. P & G is offering to convert each dollar value of their common stock into $ 1.075 worth of Galleria Company stock. Galleria Company is then going to merge with a sub of Coty corporation called Green Acquisition Sub Inc. It will be called Galleria company and will be a sub of COTY. It appears the company is spinning off their beauty division.

Many Thanks

Paul

Q: What are your thoughts on FTR? Should be doing better with almost a 10% yield but there's never a free lunch. I'm wondering about the VZ assets integration and debt incurred...thanks for your service!

Q: Westshore seems to be recovering from the January lows and earnings appear robust despite the negativity around coal. Jimmy Paterson is buying into the company and owns just shy of 9%. Can you confirm this? More importantly how would you rate WTE in the current market and going forward?

Q: I'm exploring the possibility of a half position in GEI. Where does Gibson go from here? Is the company in a position to pick up quality assets during this time of consolidation because of low oil prices? Is there any reason why the dividend will be reduced in the short term?

Many thanks, and keep up the good work,
EOS

Q: Currently gold is about 2% of my holdings. Half is TMAC, the rest split between Osisko and Roxgold. The miners are both in advanced pre-production.

I am looking to go overweight gold for the next 4-5 months. Possibly as high as 12-15%. I think seasonality may get a boost from India, whose markets and monsoon have been very good this year. And I want TTT (Trump Temper Tantrum)insurance in place well before Nov 8.

Can you put fwd a short list of producers and royalties that you think would do best in a rising price environment in that time frame. (Please note, ROX's asset is in Burkina Faso, where most of SMF's are.)

Thank You for this and all your other fine work,

Tim

Q: Is this a good time to buy CAS?
what is the risk with this stock?
Thank you!

Q: Peter, I've read a couple of recent positive recommendations on Cascades. I just sold my Teck at a tidy profit (it was hard to resist after being down over 80% earlier this year!) but this leaves me with very little in the way of materials. Do you think CAS is a decent decision for a long-term TFSA hold? Would you still prefer Boralex, despite its climb? Or would you have another 'growthy' option for this part of my portfolio. Thanks!

Q: Could you please advise what the payout ratio is based on free cash flow.

Q: Should I sell my MBT shares now or wait until the approval is received from the Federal Government for the BCE takeover of them and receive BCE shares?

Q: I have held a position in FCU for a few years, but it is not doing too much. I know it is a long term play, but wondering if it is still safe. Also, do insiders hold much of the stock?

Thanks