Investment Q&A

Q: A number of the companies that grow by acquisition seem to be under greater pressure right now. I was wondering, if we are now in a context in which interest rates are likely to increase, whether companies of this kind (and thus their stock prices) will be impacted in terms of their capacity for growth and their ROEs. Decisions regarding any given company require more detailed financial assessments, so your general thoughts are what I am wondering about.

Thanks for the wonderful guidance that you provide.

Q: Please comment on BOS results. If I sell, what should be a good replacement.

Q: Can you please comment on Intertain's Quarter? Do you see an eventual sale of Amaya effecting Intertain at all?
Thank you

Q: I have recently joined 5i and have started converting one of my portfolios to the 5i Balanced Equity Portfolio. Given the limited funds, I am only comfortable holding about 10 positions. I am contributing to this account regularly, with the intention of building up to a full 20 positions within 12-18 months. Given today's conditions, which companies would be best to get into first?

I already hold full positions in CSU, KXS, NFI and SIS.

Thank you

Q: What is your opinion on these multiple factor ishares? They currently appear new as they do not have many shares outstanding, 1MMM to 2.5mm and have low volumes of trade. Should this be a concern a this point?

Q: Hi everyone,

Is it time to buy DHX or would I get a better deal if I wait for another couple of weeks?

What is the downside for DHX from here? The risks?

I am a long-term investor although it really hasn't worked well as a strategy. I have Disney only in movie industry and currently sitting on a loss.

Thanks for all your good work and independent advice.

Q: the Brookfield complex (bam.a.....bip.un ....bep.un)has been off meaningfully post the US election .Are you concerned about anything fundamentally different post the election for the BAM names?

Q: Do you have an opinion as to when these tech stocks will stop going down, I own them all and want to purchase more to average down (buy the dip) Just looking for your opinion, thank you!

Q: My portfolio is light on industrials as I only own wsp and sis. What else could I add? I'm not comfortable with nfi as I find it expensive. What are 4 or 5 names that you like in the industrial sector. Would a rail company be a good idea as I beleive they fall under industrials.

Q: In anticipation of inflation I am planning to buy some gold stock/ETFs. Above I listed some of the Gold stocks I am interested, which one of them would you recommend or do you have another suggestion.
Thanks

Q: Hi Peter and Ryan,

Dynacor released their Q results. Can I please get your opinion.

Thanks

Dave

Q: I am an 87 yr old retiree living on dividend income. I have a reasonable holding of CPG in both my regular investment account and also in my TFSA, both of which are currently in substantial loss positions. Obviously, a recovery is in large part dependent on the price of oil. At my age it doesn't look likely that I will recover my losses. I'm thinking of selling the shares in my investment account & using the loss to shelter some gains. If there is an excess, I may sell some of a profitable holding and then buy those back after the 30 day period [a strategy I have used before]. I'm also wondering if I should bite the bullet and switch my holding in the TFSA to something else. Should I sell now or is there a reasonable chance of a substantial increase in value in, say, the next year.
Thanks.

Q: Do you like the prospects of base metals, even after the recent run up?

What do you think of Xbm at these levels? It's nearly doubled in the past few months. Would you wait for a pullback before entering?

Alternatively, should I buy a basket of 4-5 stocks, and which might you recommend?

Thx

KR

Q: Hi, can I gave your insight on SJ's outlook in a recessionary downturn in North America? Is SJ tied to the coal industry? If yes, would a return to US coal positively impact SJ?

Q: Hi Peter and Team,

I manage my son's TFSA, and have recently almost completed a more appropriate sector allocation. In the Technology space, he has a half position in KXS. What Technology company would you recommend at this point for another half position? I was thinking of CSU but I wish it would split at least 10:1. :) How about SYZ which seems to be on a tear, or do you suggest something else at this point?

Thanks in advance for your valued advice.

Q: ECI had a great quarter yet, the stock has been dropping, my purchase price is $15.58, should I sell?
I have some cash and wondering if it is time to buy some energy stocks. Like to have your advise, thinking pipeline PPL, ENF, SU and or other dividend paying energy stocks you would advise/like.
Many thanks, J.A.P. Burlington

Q: Hi. BNS has dropped while the price of other banks, particular TD, have been rising continually after the US presidential election. At this moment, which bank would you pick to invest and which one has the most potential? Thanks your insight.

Q: Hi,

I would like to initiate a position in one of these 2 stocks and plan on owning both over time. Given that both are down about 15% from their recent highs last month, which one do you think has a better entry point right now?

Thanks for your time

Q: Hi Peter and team
GS announced their year end numbers on Friday. Can you give me your view of their results and in particular, why this stock has sold off so dramatically over the past 3 years. They pay a decent dividend and occasionally a special dividend. Are some investors confusing them with others marketing MF's like Investors Group and CI Financial whose business is in decline?

Gerry

Q: What's the matter with these very good companies?
Thank you Peter.