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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: Could you please suggest 2-3 undervalued US stocks with dividend 4% or more.

Thanks,
Milan
Read Answer Asked by Milan on March 05, 2018
Q: Many investors expect big tobacco to get into Marijuana stocks. Perhaps liability issues might deter them, but they will need to make up for lost sales and diversify.

I seek your opinion on whether it is worth buying one of the following :
British American Tobacco , Phillip Morris (PM.us), or Japan Tobacco.
I am looking for a company with minimal exposure to the US market. I wonder if PM now has significant adverse exposure to the domestic US market after its acquisition of Reynolds.
I’d be thankful for your insight on which ( ---IF ANY---) would be a good choice for dividend growth over 3 or more years.
If you believe none are worth it right now, I would appreciate your thumbs down , if applicable.
Read Answer Asked by Adam on December 04, 2017
Q: Hi Peter and Team,

This is a follow up on your answer to Gervais re: PM and MO. I was just wondering if you can comment on the huge difference in P/E between the two companies. PM is trading at 25.7X while MO's ratio is 8X. Wouldn't MO be a better buy at such a low PE ratio even though about a quarter of its business is in the US?
Great work guys, as usual.
Read Answer Asked by Harry on September 20, 2017
Q: Hello, If you had to select one company between MO and PM which one would it be today? This is for long term hold. My focus is growth and income. By the way, why is there so much price difference movement between the two stocks througout the last year? Regards, Gervais
Read Answer Asked by Gervais on September 18, 2017
Q: Hi. I'm curious about your thoughts on big tobacco becoming big pharma as far as medical cannabis goes. I am surprised that they haven't yet entered this space. Do you think this will eventually happen? With the big drop on tobacco stocks today I'm wondering if I should start a position.
Read Answer Asked by Edward on July 31, 2017
Q: The above group of companies, so called bond proxies medical supply and consumer staples do not seem to be participating in the Trump boost post election. Many have sold off sharply. Do you view this as a buying opportunity?
Read Answer Asked by Andrew on November 29, 2016
Q: Which company would be your top pick in the medical devices space in Canada? Prism seems to cover all the bases for seniors wishing to remain in their homes throughout retirement and retrofitting their homes accordingly, but it is small (listed on the Venture Exchange). However, it does pay a nice dividend. Any thoughts?
Read Answer Asked by Paul W on April 11, 2016
Q: Any thoughts on PM's quarterly numbers? There seems to be an enormous chasm between the expected earnings per share and what Prism actually delivered. Taking into account the one time items, the gap closes a little but still I'd like your expert opinion on the numbers.

Revenues were up nicely but earnings fell significantly. Do you see anything in the numbers that raises a red flag or cause for concern?

2016 earnings per share estimates were 75 cents, prior to today's q3 numbers. Any guesses what the new estimates will be for 2016?

Thanks for your time.

John
Read Answer Asked by john on October 28, 2015