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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: watchlist:

I was wondering if you could share a few of the companies you have on your watch list so we could start reading about them. I, personally, am closely watching the following : PFB, HEO, TSL, SY, RFC, PTG, PIF, PHO, PIH, IBG, FTG, GDI , DIV and EUO.
Read Answer Asked by Olivier on May 18, 2016
Q: Is there a link to Peter's article in last Sat's F. Post. May.14?

Yx. A
Read Answer Asked by Austin on May 18, 2016
Q: I understand that some individual reits are considered 'fully valued' on a P/E basis - based on historical 'norms'

question: looking at ZRE can you provide a 'rough' calc on the overall P/E with an eye to whether you feel it is at, near or over its traditional long term valuation range

or, more importantly, based on metrics you (5I) would use, what is your currently concern about reit valuations?

thank you in advance
Read Answer Asked by Robert on May 18, 2016
Q: Good Morning 5i,
Any thoughts on Premier Wynne's $7B plan to revamp Ontario's fossil fuel use? Is there something I'm missing here with this continued push for electric cars, now encouraging expensive electricity for home heating? Is she aware that over 70% of electricity comes from the burning of fossil fuels, nuclear, natural gas and coal in particular? Natural Gas is a cheap abundant clean burning fuel for home heating. Even all this discussion about electric cars, I think its very unlikely if not impossible to have all our electricity use provided from renewables? Even Lithium for lithium batteries is a fossil fuel that is mined from the earth, I used a friends brand new lithium battery lawnmower on the weekend and after only 10 minutes of cutting the grass the fully charged battery was dead and took over 5 hours to recharge. All this stuff seems absurd, where are the adults in the room lol..Seriously though it is concerning when they are using our tax dollars to pursue this nonsense, climate change has occured for Eons, this is nothing new and to tax your citizens with the belief that you are going to alter Macro climate change is absurd to say the least. Thank-you ( sorry for my morning rant)
Read Answer Asked by Chris on May 18, 2016
Q: Hi Peter and team - Abitibi Royalties has had a very good run lately. What is your latest evaluation of this company: balance sheet, management, growth possibilities, insider ownership. A few months ago it was a 'show me' type of stock. Do you feel it is now past that stage. Also is it maybe better to let it settle down a bit before I take a position in the stock. Thanks.
Read Answer Asked by Rob on May 18, 2016
Q: Hi Peter, I hold eight PM miners and all have done very well in the last four months except for Premier Gold Mines PG. I was thinking of switching PG for RIC at this point (note the RIC capital raise today). Would you consider this a smart move ??
My current positions in descending MV are: FNV,NMI,AEM,KDX,MND,FR,PG,SLW)
Read Answer Asked by Ralph on May 18, 2016
Q: There seems to be no limit to the share price decline of BOS. I don't own it but have been watching. Does it now represent both good value and a growth opportunity? I know you don't like buying into negative momentum. For someone with room in their portfolio to add a couple of growth names is BOS a good place to put new money today or would you rather stick with a more positive momentum play like KXS?
Read Answer Asked by Steven on May 18, 2016
Q: Hi, could you please comment on the recent volatility in PBH stock. A BNN guest attributed large market moves in stocks like WPK, PBH etc to portfolio managers' repositioning after a big run up in past 12 months. Thanks
Read Answer Asked by rajeev on May 18, 2016
Q: Hi Peter and Staff
Was a bit surprised yesterday in your response to Matt about his dad targeting 6% return. You suggested for additional names GSY,HCG and AGT . None of those three generate that in yield so you are obviously expecting capital appreciation. I have seen you recommend GSY and HCG many times and own those but have not seen the same level of referral about AGT from you. I have considered it in the past but was always thinking I had missed the boat. Scotia came out the other day after earnings with basically a hold with no movement in the next twelve months. Since then it has dropped. Globeinvest for what it is worth say current P/E is 51.20 and future is 12.76. Could you please expand on your reasons for optimism and potential for share appreciation.
Thanks for all you do
Dennis
Read Answer Asked by Dennis on May 18, 2016
Q: One of the US companies you mentioned as suitable for an option writing strategy was Cal-Maine foods. Recent reports that I have seen are forecasting a substantial drop in revenues and EPS in 2017, yet I cannot find out the reason for the expected drop. Analyst ratings have also been lowered recently likely in response to this forecast. Also the share price has been falling in recent trading sessions. Are you able to shed any light on what is happening and why? Are there any fundamental changes that are affecting the company or the industry in which they operate? Where do you see the company going over the next 2-3 years?Thanks.
Read Answer Asked by John on May 18, 2016
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