Investment Q&A

Q: From the growth portfolio I already have 4 positions
CDV
CXI
DHX
PHM

I would like 2 add 2 more names, any particular 2 names at this time, I will eventually duplicate all positions but I am purchasing slowly

Q: Your thoughts on earnings.

Q: Do you see much growth and thoughts on earnings

Q: Hi Peter, I have 10% of my portfolio invested in Cameco 6 months back and just basically broke even on that. I know you don't like the sector and it is not going anywhere. So I am planning to sell it and buy 2 high growth stocks. What is your top 2 Canadian high growth stocks to buy today(for a 5-8 year hold)? Do you like any of these? HCG/SW(Sierra Wireless)/PHM/MDA(based on current valuation)? Please give me your best 2 high growth stocks to buy today(it does not have to be one in the list). Would really appreciate your valued opinion.

Q: In the past, you have expressed a bias towards not hedging US ETFs purchased with Canadian dollars. Is this still your view given the significant spread between the US dollar and the Canadian dollar? At what point in time, as we go forward, should one seriously consider hedging US ETFs?

Q: Could you give an update on XTC after having listened to the CC?

Thank you!

Q: Hi guys,

How do you guys view Cinemark Holdings compared to Cineplex. Is Cinemark a better value? Does it have better growth potential and is it a better bet with the US recovery?

Thanks again

Q: Following Telus quarterly report and management changes would you pick T or BCE for someone s' telecom exposure? Thanks

Q: Hi peter I am lite on health care what stock with a decent div. would you reccomend.
Kind regards
Stan

Q: Hi Peter & Team:

I heard that ETFs & Mutual funds that hold foreign companies are not required to report on T1135. If this is true, would it be good to invest in foreign companies but avoid reporting the T1135? Thank you.

Q: Was reading the TD report on PKI today. They were saying it was going nowhere till oil moves up but speculated on its ability to pick up assets on the cheap and that being some sort of outlier catalyst. I am happy PKI for oilpatch exposure but what does it's balance sheet look like to you for it being able to pick up cheap assets in the meanwhile?

Q: Hello- is Keystone is rejected what pipeline companies will be affected negatively or positively?
Is it negative generally for Canadian energy companies?
Thanks

Q: Sorry, a US question, Mattson has dropped off almost 50% over the last while, should one cut it loose or is there hope for a rebound on this one.

Q: BNN had a special presentation on "What went wrong with PHM" last Friday. And BNN host Amber mentioned that PHM is mainly owned by retail investors. Do you know if this is a true statement? Thanks!

Q: Could you comment on the latest results and their acquisition. The market seems disappointed as the stock sold down over 8% today. As a long time unit holder would you add to a position at the current price, the distribution seems very appealing. Thank You Ron

Q: Can you please comment on the acquisition of True North Apartment REIT and some properties from Starlight Investments? Is this a good deal for NPR.UN shareholders?

Q: In their recent news release they have this paragraph:
The acquisition and subsequent integration of a Schedule I bank and Canada Deposit Insurance Corporation (CDIC) member into Home Trust helps the Company further develop its deposit diversification initiatives much sooner than would have been expected if the Company continued to pursue its previously announced plans to apply for a separate Schedule I bank license, as described in a November 10, 2014 Home Capital press release.
Does this mean they will no longer seek to apply for Schedule 1 Bank status?
Many thanks
Mike

Q: Hello Peter,
I know that past returns are not always indicative of future returns, but looking at the returns and dividend increases of the past 15 years of the Canadian Banks and Enbridge, I am assuming that I may not get the same returns but am expecting atleast 7 percent return on the capital if I take a 10 year view. This is on the basis of the past and looking at the viability of the companies and their dividend payouts (Banks and Enbridge). As an example, If I invest 100k across the banks and Enbridge, my dividend would average about 3500K per year (approximate). 10 years from now, I am assuming the stock portfolio would go to 200k and result in a dividend of 7000k per year (3.5 percent of 200k or 7% of the original investment). Does this strategy makes sense and also should my total weight of the banks and Enbridge not exceed 20% ( assuming I am a medium risk investor). I am basically looking to invest a portion of my RRSPs into the banks and Enbridge and leave it for the long haul. If you feel i can increase my weight and add other sectors to the mix that can give me similar results, please advise. Any comments please

Q: UrtheCast Corp share price has declined almost 50% from it's high in June. Do you think this is a good time for an investor to step in, what do you think the time frame will be for increased contracts and cashflow? Thanks

Q: What are your thoughts on SPACs?....and AEF in particular, given the very high profile folks involved in it?

thanks, Austin