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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Regardless of sector or risk what are your 5 favourite stocks today? Thanx Robbie
Read Answer Asked by Robert on September 04, 2015
Q: Hi, I have a very diversified portfolio, including most of your recommendations from your model and income suggestions. I do not have any of your Growth picks. I am thinking of using your current percent allocations, unless you could give me your top 10 list, to cut my homework time in half. This is for a mad money act, with 100,000 with a minimum 4 year time frame. Thanks
Read Answer Asked by Allan on September 04, 2015
Q: I cannot understand why you prefer CSH.UN over SIA. Over the past year SIA is up over 20% whereas CSH.UN is up just over 9 %. CSH.UN yields 4.5% compared to 5.6% for SIA. You can look at 3 and 5 year comparisons and SIA is clearly ahead of CSH.UN is stock price appreciation. SIA has the momentum and pays a higher yield so beats CSH.UN on both counts. Can you please explain your preference for CSH.UN.

Steve
Read Answer Asked by Steve on September 04, 2015
Q: Announced today that they retained a banking firm to review potential strategic and financial opportunities. Does this sound like the company is considering going private/selling itself, or looking to grow by merging with or acquiring another company? As a shareholder I would be more pleased with the latter as this allows me to participate in the growth of the company.
Read Answer Asked by Murray on September 03, 2015
Q: Based on the release of restricted shares on Sept 5,what effect would you expect to both volume & share movement?
Thanks
Read Answer Asked by Robert on September 03, 2015
Q: HI Peter,
Any idea why Currency Exchange is dropping every day? Also, I thought Fairfax had mechanisms in place to ensure it does well if there are market corrections, but the stock is stagnant. Any comments please
Read Answer Asked by umedali on September 03, 2015
Q: I noticed reference to some portfolio changes being done but I don't seem to be seeing where this information is posted on your website? Ian
Read Answer Asked by Ian on September 03, 2015
Q: Do you think the Bank Licence is Baked in the current price? Any idea
why the stock is being beaten up? Thanks
Read Answer Asked by charlie on September 03, 2015
Q: Hi Peter & Team,

For a company that has held up fairly well during the various market meltdowns the past month, CXI has taken quite a beating in the past week or so. Is there any reason you know of? Are the fundamentals still solid on this company? And if so, would you recommend picking up some more at these prices? I already have a full position, but would like to get a bit aggressive and concentrate a bit more on what might be my highest potential holdings.

Thanks,

Jordan
Read Answer Asked by Jordan on September 03, 2015
Q: Is there any reason for the recent drop in CXI (I can't find any news) or is it just market noise. If so do you feel it's safe to add more. I have a very small position at present
Read Answer Asked by Luca on September 03, 2015
Q: Hi All,

I would like to add an engineering firm to my portfolio. is this a good time to do so? If so, which would you recommend?

Thanks so much.

Dennis
Read Answer Asked by Dennis on September 03, 2015
Q: Hi Folks: Does ESP have any involvement with the Internet Of Things? If no, does it have any potential for future involvement? Aside from Sierra Wireless, are there any other Canadian listed companies that have any involvement with the IOT?
Read Answer Asked by Ed on September 03, 2015
Q: What is your take on Martin Armstrong and his Economic Confidence model?
Thanks for all you do
Read Answer Asked by Andrew on September 03, 2015
Q: Could I please have your thoughts on cpx?
Thank you
Read Answer Asked by manochehr on September 03, 2015
Q: Hi,

I have some First Quantum (FM) in my portfolio that is down significantly. I am thinking about selling it for the tax loss and replacing with Glencore.

What are your thoughts on Glencore? What is the difference between GLNCY and GLCNF?

Thanks,
Michael.
Read Answer Asked by Michael on September 03, 2015