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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: Are you aware of any companies that are involved in disruptive technology that would increase productivity in the oil and gas sector in western Canada? With the possibility of prolonged low oil prices, energy companies that embrace change could still be profitable.
Regards Kim
Read Answer Asked by Kim on July 03, 2015
Q: Good day Peter, Can you suggest 4, 5 companies in the renewable energy, carbon capture type of buzz? I have a feeling this is where investments will be going in the near future. Thanks
Read Answer Asked by Eric on July 02, 2015
Q: This comp. has been transforming itself over the last few years: paying down debt. (55% of E now), cut it's dividend, acquired companies -one lately for all cash, I believe and metrics look good: P.E. 10, ROE of 300% (must have retired some shares ??), low pay-out ratio and > EPS due, I guess, to cost cutting? I've held for quite a while; so, with dividends my head is above water. Comments please as I am not sure whether to keep holding or not?.
Read Answer Asked by James on July 02, 2015
Q: Hi,

I have 7 REIT's that equals about 23% of portfolio. They are: MST.UN, CAR.UN, AX.UN, REF.UN, ACR.UN, ERM & XRE. If I decided to pair down, which one's would you drop and why?

Thanks
Read Answer Asked by Mike on July 02, 2015
Q: Do you guys follow this company? Does it have any turnaround potential, is it a good takeover candidate or maybe potential for activist investor to come in? Their revenues are down but only slightly, p/s less than 0.1 (0.2 with debt), but they have a tough time making a profit.
Thanks
Read Answer Asked by Boris on July 02, 2015
Q: looking to invest in a microbiome company.not sure what to enter in symbol and company name when looking for certain fields in stocks .thanks
Read Answer Asked by dale on July 02, 2015
Q: Could you give us your opinion on this company after their recent deal ?
Read Answer Asked by Olivier on July 02, 2015
Q: Would you still favour G as a single gold portfolio holding or is there a better gold alternative. Is the dividend sustainable at current gold prices? Thanks.
Read Answer Asked by Gary on July 02, 2015
Q: My current tech positions are: OTC, AVO and GIB.A. I recently traded ESL for GIB.A because GIB is much cheaper. I am now considering trading OTC { down 15% } for MDA. I sense MDA will have more growth over the next 2 years. Is trading OTC for MDA a good move? Thank you for your opinion.
Read Answer Asked by Richard on July 02, 2015
Q: I understand you may not be familiar with this european company trading as an ADR in the U.S, but I was wondering if you have an opinion on its future potential.

Thanks for the great service.
Read Answer Asked by Michel L on July 02, 2015
Q: Good morning Peter and Team,

Your latest report on AirBoss is very intriguing.

I hope this isn't an unfair question, but if AirBoss were to be added to a model portfolio today (I assume the Growth Portfolio), what existing holding would be removed?

Thanks for all your superb work.
Read Answer Asked by Jerry on July 02, 2015
Q: How do you view the situation for PKI now that the acquisition of Pioneer has closed? Seems they have to semi divest much of the Pioneer retail outlets in eastern Canada. The price just dropped 2% today so some of the market is not happy with the outcome of the Competition Tribunal order. Do you feel that the 4% dividend is still relatively secure with the limitations applied by order?
Read Answer Asked by John on July 02, 2015
Q: If you had to choose between TC and SYZ which would you choose and why? I have a 5.5% position in SYZ which has been down since the time I bought it 6 months ago. Is it advisable to trim it to 3% and invest the rest in TC. Also do you think TC is expensive at the current level. Thanks
Read Answer Asked by Imtiaz on July 02, 2015
Q: What is your analysis on this company?
Looks interesting.
Read Answer Asked by Christopher on July 02, 2015
Q: What are your thoughts on Prem Watsa's India Fund? He does seem to have a bit of home field advantage, not to mention his track record. Also would you consider a 6% overall India allocation to be excessive? (I currently hold ZEQ at almost 3% of my portfolio).
Read Answer Asked by Alex on July 02, 2015
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