Q: In my overall portfolio covering all sectors, I had 4 equally weighted stocks in the industrial sector (BIN, CP, WSP and STN), but recently sold BIN. I'm considering selling CP as well and adding one or two other industrials to go with WSP and STN for a longer term hold. What do you think of this approach, and are there a couple of stocks in this sector you would recommend, in order of preference? Thanks
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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: Hello 5i team,
I am considering at least lowering my exposure to natural resource stocks. But, i would still like to participate in a recovery. My thought is that certain companies that serve the oil and gas industry would partipate in any recovery. Companies like CP. Would you suggest any other companies that might be appropriate for such a strategy?
thanks
I am considering at least lowering my exposure to natural resource stocks. But, i would still like to participate in a recovery. My thought is that certain companies that serve the oil and gas industry would partipate in any recovery. Companies like CP. Would you suggest any other companies that might be appropriate for such a strategy?
thanks
Q: The plummeting share price has become a worry. What do you see going forward?
Thanks for the great service.
Philip
Thanks for the great service.
Philip
Q: Just wondering at current valuations what you feel about accumulating shares now in Canadian Tire and CP rail for long term holds. Thanks.
Q: Just curious how you consider CP having a growing dividend when they have not increased it since 2011, wheras CNR has increased
EVERY year since becoming a public company in 1995?
This refers to your reply to Jeff's question earlier today.
Feel free to publish if you wish...
Thanks
EVERY year since becoming a public company in 1995?
This refers to your reply to Jeff's question earlier today.
Feel free to publish if you wish...
Thanks
Q: What do you think of CP's answer regarding how they calculate their earnings?
http://business.financialpost.com/news/transportation/canadian-pacific-railway-executives-off-guard-by-bs-comment-in-conference-call
And on a related note, was there anything in CNR's (Canadian National Railway) earnings to cause concern? Management reaffirmed forward guidance and it looks "cheaper" now, on a forward p/e basis, than it has in a long while.
Thanks,
John
http://business.financialpost.com/news/transportation/canadian-pacific-railway-executives-off-guard-by-bs-comment-in-conference-call
And on a related note, was there anything in CNR's (Canadian National Railway) earnings to cause concern? Management reaffirmed forward guidance and it looks "cheaper" now, on a forward p/e basis, than it has in a long while.
Thanks,
John
Q: Hi Peter
What are your thoughts on the recent swoon in the price of CP which I hold at a loss in a registered account? Is it all oil related or is something else going on? What are your thoughts on the valuation now and how would you compare it with CNR which has not declined to the same extent?
Thanks so much for helping us through these confusing markets!
What are your thoughts on the recent swoon in the price of CP which I hold at a loss in a registered account? Is it all oil related or is something else going on? What are your thoughts on the valuation now and how would you compare it with CNR which has not declined to the same extent?
Thanks so much for helping us through these confusing markets!
Q: Are the rails a buy cp cnr ?
Q: I would appreciate your thoughts on cp.
thanks
thanks
Q: In your opinion is it too late to buy CPacific with a 5 yr holding plan?
Why is CNR which is apparently a bigger company, not performing in the market as well as CP?
Why is CNR which is apparently a bigger company, not performing in the market as well as CP?
Q: Peter and Team,
Can you please give your thoughts on creating a new position in CP today? I really like the transformation the company is going through and am really sad I didn't click buy when I was looking at it at $70. I feel like it is a way better company today than it was then, though.
Can you please give your thoughts on creating a new position in CP today? I really like the transformation the company is going through and am really sad I didn't click buy when I was looking at it at $70. I feel like it is a way better company today than it was then, though.
Q: CP has moved up nicely since your last comment January 10. The new management team has done a fabulous job increasing EPS, lowering the operating ratio and changing the culture. They are now talking about possibly increasing the dividend or instituting a share buyback program. Would you continue to hold this stock for further gains? Thanks.
Q: Hi Guys,what is opinion regarding CP-T. It seems so over valued when compared to other rails. Am i missing something here or is this been pushed up by momentum? Thanks again for the awesome service.
Q: Hi there,
CP is up more than $5 this week alone -- a real run, even though RBC predicts Q3 earnings down. Any idea what's causing this? Do the staffing changes make that much difference? I've made a nice profit here == should i take it now? Thanks for helping me think this through!
CP is up more than $5 this week alone -- a real run, even though RBC predicts Q3 earnings down. Any idea what's causing this? Do the staffing changes make that much difference? I've made a nice profit here == should i take it now? Thanks for helping me think this through!