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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: You have mentioned MDA,G,CCL.B as Canadian stocks benefitting from U.S. growth. With the BoC rate cut, could you identify any other stocks in your two Model Portfolios that you think will have additional benefit. Are there any that you would now have concerns with given the rate change ?
I don't hold any non-Canadian stocks - do you feel it is sufficient to benefit from U.S. growth this way or would you still recommend buying U.S. stocks direct ? If so, what U.S. etf's would you now recommend, as I have a (more than) full complement of individual Canadian equities. Many thanks and congrats on such great results for 2014.
Read Answer Asked by Alexandra on January 21, 2015
Q: Good afternoon,

Your comment on MBT and is the dividend save?

Thanks

Paul
Read Answer Asked by Paul on January 21, 2015
Q: Good morning from B.C.

I woke today to see that Richmont Mines announced a bought deal financing valued at 34 million (they are selling X# of shares at $4.00 a piece).

My take is that $4.00 is a great price for them to get (seems that financial institutions usually extract a price much lower than current market value when doing these), but am unsure what it means bigger picture. I think 5i generally doesn't like these sorts of events as it dilutes current shareholders, however I'd appreciate your thoughts on RIC specifically.

Is this a bullish event for RIC?

Thanks so much.
Read Answer Asked by Cameron on January 21, 2015
Q: Could you please update your opinion on MTY Food Group. Would
you buy it at its current price and do you see much upside?
Read Answer Asked by James on January 21, 2015
Q: Recently, these two credit card companies have been talked about as worthy investment Opportunities. Between the two im looking for Growth and Income, 2 to 3 year hold, which one would you favour, and why?

Thank you

Stephen
Read Answer Asked by Stephen on January 21, 2015
Q: I am concerned that a flat yield curve is bad news for HCG in that their margins will be squeezed. I don't think that they will be able to repeat past years' performance. When they were profitable back in 2009, the yield curve was steeper than it is now. I am down 13% with this stock and considering moving on as I think the future does not look bright. Do you think this could be the reason for the drop in the stock price?
Read Answer Asked by Richard on January 21, 2015
Q: Any new news on Canadian Tire that is negative. Thanks Alvin
Read Answer Asked by alvin on January 21, 2015
Q: I have about a 6% position in Open Text (OTC) and about a 2.5% position in DH Corp (DH) representing my tech holdings. Do you see anything wrong with slowly adding to DH while valuations remain under 14.5x 2015 earnings (I have 2015 consensus at $2.45 earnings per share)?

Do you see the potential slowing earnings in the banks having a material impact on DH's growth prospects?

Lastly, I'm thinking about slowly building DH to about a 4% position and then adding between a 4% and 5% position in either CSU or MDA to round out my tech holdings over the course of this year. What percentage weighting in tech would you consider too much? Thanks again.
Read Answer Asked by john on January 21, 2015
Q: I currently own ZPR and CPD.ZPR has been underperforming CPD over the last six months particularly.Is there an explanation for this difference?I am considering a switch to CPD entirely.Thanks, Joe
Read Answer Asked by Joseph on January 21, 2015
Q: Hello, Peter
Yesterday ceb dropped a lot, any news, is it a good time to buy? thanks!
yingzi
Read Answer Asked by Yingzi on January 21, 2015
Q: What is your risk assessment of PRE at less than $ 4 ? Is it in danger of going under?

Thanks
Read Answer Asked by Saad on January 21, 2015
Q: In early Dec you advised waiting to see what the new year brought for this stock. Seven weeks later it is down over 4% today alone, barely above its 52-week low with an RSI is 12 on low volume. Is this a good entry point for 2+ year hold or would you suggest continuing to wait. I would only purchase 1/2 position or less to start and $6.45 is tempting.
Read Answer Asked by David on January 21, 2015
Q: what is your opinion on neulion,it seems to keep dropping on no news, i know you are negative on management. dave
Read Answer Asked by david on January 21, 2015
Q: Morning to all ... Peter could you please give an overview of what the Feds interest rate slash's impact will have on the Portfolios and will this actually strengthen oil stocks? TY.
Read Answer Asked by Alan on January 21, 2015
Q: do you have strong feelings about any of the check cashing / payday loan companies thank you
Read Answer Asked by rick on January 21, 2015
Q: Would this be a good time to invest in this etf (junior), or would it be prudent to purchase individual stocks, and which ones. Currently have (carried over) HGU, SLW at this time.
Many thanks. H
Read Answer Asked by Helen on January 21, 2015
Q: Would you recommend two or three junior gold stocks with decent potential that already haven't caught "the oil shift wave" and risen dramatically recently? And, would you recommend Harmony Gold?
On another note, how do credits work if a member renews? My subscription expires in the fall - do I start fresh with a new term?
Thanks.
Read Answer Asked by Steven on January 21, 2015
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