Investment Q&A

Q: Under symbol TDB976, I have the only 2 questions (Sept 28/15 and Feb 19/16). They contain my background information.

My weighting in this fund is 3% and am still waiting to top it up a bit. It has fallen significantly lately, which I believe is currency related, due to the fund not being hedged.

Question 1 = from here, what does your speculative crystal ball think about where the Cdn-USA currency rate will go, especially now that the Fed is slowing down the normalization process? Oil seems to also be having a currency impact.

Question 2 = should I top this fund up now that it is even more on sale, or wait until the USA election rhetoric subsides? OR, should I sell?

Basically, do you see upside potential for this security? Since buying, I am a little underwater. It is held in my TFSA.

Confused. Thanks,
Steve

Q: I am looking to eventually replicate one of your portfolios. I plan on eventually using my tfsa for this portfolio (growth probably ). I do not have a lot of capital in my tfsa yet. I started contributing $225 biweekly. I do have roughly $6000 in it now with roughly equal holdings of aya, gud, and yfi. How should I proceed with my contributions? Should I start contributing to a d series mutual fund to build up capital or should I save $1000-$2000 and then pick a stock from your portfolio? If going the mutual fund route, would there be a low cost option you would suggest? I'm 38 with time on my side. Thanks as always.

Q: Do you know how one would go about purchasing Fairfax "7.375% Senior Notes due April 15, 2018" (they don't seem to be listed in TD's quote system)? Also, could you please explain what "Senior Notes" are and what level of risk they have i.e. riskier than equity, preferred's etc. Thank you.

Q: Hello Peter,
Do you think the surge in metals is on an upward swing for a while as teck and hudbay keep rising higher and higher? Also, would you say natural gas stocks will continue to be pegged to oil stocks or do you think they will be considered a sector on their own? lastly, if you had a choice between gold stocks and base metals like teck,, would you rather focus on gold given the low interest environment or would you put half and half. Thanks very much.

Q: The market seems to really love the 2015 YE, Q4 results and latest reserve information as evidenced by the over 10% jump in SP today. What is your expert opinion on the CJ results. More importantly is that optimism sustainable in the long haul. Thanks.

Q: Could you please provide your feedback on DR's Q4 and F2015 earnings released today. What are the valuation metrics (P/E, P/CF, etc.) and outlook for this company?
Thank you.

Q: Do you think MPV is a take over candidate by DB or some one else and at what price range?

Q: Good morning. A couple of questions this morning. In regards to the infrastructure that provides drinking water to communities. question 1. What are the names of some go to companies that would provide services required to maintain /upgrade our water systems including testing services of existing facilities/water lines. Question 2. Of these names who do you think would benefit the most from future need to upgrade these facilities
Thank-you. I stop here everyday for updated analyses
Terry

Q: What do you think of the companies results? Is is a buy, hold, or sell?
Thank you

Q: Would you comment on their recent YE report please. Seems earnings growth has certainly slowed. Thank you.

Q: Disappointed with the market initial reaction(It was $51.51 early yesterday) 2 notes: Today TD Bank increased its target price to $57 from $51 & rated a BUY.On 2/25 V Hirsch,who closely follows SJ for many years,interviewed management 1/2 weeks prior to 2/25.Management advised that it was starting to get major orders to replace poles,which is @ the end of its life.Apparently CNR is expediating replacement of railway ties.Hirsch rated it as a BUY for 2/3 years

Q: Could I have your assessment of TPK earnings ?
Thank-you

Q: Bad is taking a hit today. Please comment, thanks

Q: Can you comment on the p/e, ev/ebitda for Amaya? How does this compare to competitors? And how does this compare to the future growth in earnings? I'm trying to ignore the recent theatrics and just look at it from pure valuation in terms of it's growth. Don't own it yet. Thanks.

Q: P Shoiry(ceo to v.chairman) on BNN,3/16 stated that 20% of its revenue is from Canada,& the co.has done well the last 10 years & its price is determined by the market.No wonder it has missed estimates in EPS 9 out of 14 Q.since 3rd Q,2012 as per Thomson/Reuters.Hopefully,new Ceo will do a better job in this aspect. Will the Federal expected infrastrutal spending have a material effect on WSP? Always appreciate your usual great services & views

Q: Seems to be the best of the Golds, any comment.

Q: Hello Peter,
Do you still like alimentation couche-tard and auto canada after their earnings announcement and would you consider paramount resources as a risky play compared to tourmaline or birch energy? thanks very much

Q: good day group, Any change in your thinking re Europe lately, bought both in the last two weeks. Thanks for all you do. Regards Cliff

Q: Peter, while acknowledging you don't focus on US stocks, would you prefer Wells Fargo or Goldman Sachs for a long-term hold? Thanks, James

Q: The stronger canadian dollar seems to be having a negative effect on USA or Global mutual funds invested in Canadian even when market upticks.Could you explain this. /