Investment Q&A

Q: Hello Peter,
Is it correct to say that the time to buy cyclical stocks are around the peak of the cycle? Where do you see the auto sector in the cycle and would you recommend adding to stocks such as LNR/MG/XTC?
Also, if you heard the CEO on the conference call or BNN; is the intent to diversify into Agricultural equipment sector a show of bravado w.r.t nafta or is it a sign of full steam ahead ?
Regards

Q: I’m in the process of sector analysis. My online brokerage HSBC isn’t much of a help, listing most companies under their sector name of “services”. Could you help with the above names. In the past I’ve split Bip.un into 75% utilities and 25% energy. Many thanks for all you do!

Q: Great new website, I would like your thoughts on OSB , intend to hold it for about 3-4 years.

Q: Hello team,
What are your feelings on progress in HCG reorganization and stock price potential at this time.
Andrew

Q: I have read the recent AD questions and have listened to BNN Market Call guests answering questions on AD. A theme expressed by a few guests, and echoed in a 5iR answer to Peter's Sept 20 question, was why doesn't Alaris management just write off the problem partner companies and get rid of all of the negative uncertainty. In other words, take the hit now and move on.

My question = could you review each of the 3-4 underlying problem partner companies related to the recent quarter announcement and has Alaris management successfully nailed down a worst case scenario? ie: does it look like the worst is over as it relates to the current batch of problem companies?

Thanks...Steve

Q: I'm interested in purchasing an ETF that invests in companies that manufacture sophisticated medical diagnostic equipment, body replacement parts(eg knees, hips, etc) and other hi tech devices that address human disabilities/health issues.

Any suggestions?

Q: Will the closing of Sears (SCC) directly effect any of its rivals?
Hudsons Bay (HBC)
Sleep Country (ZZZ)
Leon’s Furniture Ltd (LNF)

Is there a significant chance for these companies to capitalize on a hole in the market with Sears gone?

Q: I have just recently sold these 2 mutual funds and would like 2 buy etf as a replacement. What would your recommendatios be. Plse deduct 2 questions

Q: Could I please get your prospects on this company

Q: Your thoughts on their earnings and whether the stock is worth holding on to for a possible turnaround in the business.

Q: Hi, which of these two companies would you say has better growth ahead over the next two to five years, thanks?

Q: What is your opinion re the Photon results released today? Thanks for your valuable advice. Ron

Q: You indicated that MG, like many other companies, will be or have bought back shares. Once the shares are repurchased what happens: a) do the shares reside with MG and can be resold at a later date? Or B) the shares deleted from the total pool of shares under MG? ie the share count is forever reduced. Or c) something else?
Many thanks.

Clayton

Q: I am invested primarily in Canada and the USA.
I am thinking of an ETF for geographical diversity.
What are your preferred locations and related ETFs.
Like the new data. Thanks.

Q: These two stocks were rocket or V-shape movements today, Nov.8,2018. They were down big time and then they did recover. What is going on with these two, are there some Mutual and Index funds doing a lot of selling? Herbert

Q: From the list of us growth play, which 5 would you pick for your rrsp with 10-15 yrs time frame ? Or any other us stocks that stands out in your mind.

Q: Apologies in advance for the length of this question. I am working my way through a report by Bank of America Merrill Lynch on the medium to long term prospects of VR, AR and MR, (Virtual reality, Augmented Reality and Mixed Reality). The upshot is basically that they see very large growth in this sector with applications far and wide. Here is a link for anyone interested https://www.bofaml.com/content/dam/boamlimages/documents/articles/ID16_1099/virtual_reality_primer_short.pdf. There are established large tech companies (FB, AAPL and GOOGL) who are buying up companies in this area and there are smaller companies already working in this space. My question is twofold. Is it, in your estimation a good time to step into these large cap tech stocks if I currently have no position? And are there any companies that are directly in this space that you would recommend? Thank-you in advance.

Q: May you please comment on MG's earnings?
Thanks
Karim

Q: Your thoughts on the results and would be a buy?
Thanks

Q: In our grand-daughters' trust accounts, they each have exposure to banks, insurance, pipeline, energy E&P, utility, and REITs. There is available cash in the accts to open a new position. Would you add to a present sector or start a new one (i.e. materials,industrial, health care, etc) If starting a new sector, which looks the most promising at present and could you recommend 2 or 3 dividend paying ETFs in the sector ( ideally over 3%). Looking at a 5-7 years time frame. Thanks so much for a great website and much valued advice. don