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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: In view of the NDP Success in Alberta do you think it will have an adverse effect on stocks in the oil patch due to the uncertainty. Which stocks will suffer the most. It may be a while before the smoke clears.
Publish at your discretion.
Read Answer Asked by Peter on May 06, 2015
Q: Hello,

I'm down at least 14% on all the above. Would you buy them now, wait for the end of summer or sale. If sold any, do you have a better replacement?

Thank you
M
Read Answer Asked by Marios on May 06, 2015
Q: hi could you comment on earnings of bam, and also bep.un, thx chris
Read Answer Asked by chris on May 06, 2015
Q: Hello,

BCE & Rogers' acquisition of Glentel was approved by Canada's Competition Bureau yesterday. The acquisition price will be $26.50 or 0.4975 of BCE common shares. Just today, the trading price of Glentel shot up to $26.43. I am curious why people would buy a stock which only generates a 7 cent profit (0.26% gain). Am I missing something? THANKS
Read Answer Asked by Esther on May 06, 2015
Q: REITs have dropped significantly in the past few days even though rate rises do not appear imminent. Is this because the ten year US treasuries are now 2.20% and possibly rising as investors sell to transition into equities? The drop doesn't make sense otherwise and REIT yields are very attractive.
Would you provide three non-REIT names for income and safety?
Thank you.
Read Answer Asked by Steven on May 06, 2015
Q: Any comments on AVO after the large drop this morning. is this still a hold?
Read Answer Asked by Michael on May 06, 2015
Q: Pembina has a heavy concentration of pipeline projects in Alberta,what effect on PPL,KEY,ENB.Trp etc could this have.
Read Answer Asked by terrance on May 06, 2015
Q: This is in response to Dennis, and his wife's $1M. I'm sorry, I don't know if you have instituted full portfolio services but I know it was considered in the past. If he and his wife are satified with the current service, upgrading would seem to be a cost-effective way to ad another opinion they seem to value.
Read Answer Asked by Kyle on May 06, 2015
Q: hi folks:

I really hate companies who are not transparent in their financial reporting.

GEI's Q1 Financial report still not posted on website probably because of the AGM today and it wouldn't look good.

The material listed shows "segment profit" which isn't really profit at all....

It's cash flow is stated on a 12 month trailing basis....no figures for Q1.
I suspect from piecing what little news is available that it's cash flow does not cover capital and dividend requirements....and may be decidedly negative.
Stating cash flow as a 12 month trailing figure in their release is to disguise the true nature of the finances at the current time and projecting forward in the current low price environment.

Very offensive to me as a shareholder.

I give companies bonus points for transparent, prompt, and conservative financial reporting and outlooks
Don't like a blatant attempt to hide the truth.

Too bad because I like where they 'appear' to be going long term.

PPL on the other hand scores big points with me for an honest look at the financial picture.

comments? and thanks for taking the time to review

bob


Read Answer Asked by Robert on May 06, 2015
Q: Do you think intact financial is buyable on today's earnings report? Or it makes better sense to sit out the summer ? Is the year over year performance magnified on account of last year's weather related events?
Read Answer Asked by Rajiv on May 06, 2015
Q: Hello Peter & Co,
Your response to my previous letter (equity portfolio sectoral mix and holdings) was quite positive. But you had suggested that, for some inflation protection, I could add a few names in consumer cyclicals. I hold Linamar and Magna; could you suggest a few other names in that sector?
Thanks,
Antoine
Read Answer Asked by Antoine on May 06, 2015
Q: As a long-term holder, energy making up about 10% of overall equity portfolio, heavily weighted towards the blue-chip oil companies, does one hold on and wait out the turmoil that is potentially going to occur over the next 5 years of the new mandate, or bite the bullet and deal with the bloodbath that is possibly going to occur at the open, and into the next few trading days?

It would feel very wrong to sell, but this - to me - seems to be a fundamental shift within the industry in Canada, and that in and of itself could be a reason to question a long-term position. If you could share your thoughts, please...
Read Answer Asked by Warren on May 06, 2015
Q: Have you changed your opinion at all on the future of Avigilon after the release of their latest earnings report, thanks?
Read Answer Asked by Pat on May 06, 2015
Q: Dear Agent.I now own PSEC in my portfolio. I been tracking the stock for a good little while and it seems to be going no where fast. Would I be smart if I decide to sell it off. Eddie.
Read Answer Asked by Eddie on May 06, 2015
Q: Peter and team,
Can you give me 7 names that have gone thru the bust and the boom of the economy life cycle and still deliver exceptional returns to shareholders? Two names I have in mind are HCG and CSU. What are the other five? Thanks in advance.
Read Answer Asked by Iskandar on May 06, 2015
Q: Good morning Peter & all,

I would like your thoughts on SVC which I own (up 33%). How does the future look?
Read Answer Asked by Danny-boy on May 06, 2015
Q: What does the 5i research think about Neostem Inc, Nasdaq: NBS? What are 5i's thoughts on Neostem's research, Neostem's manufacturing, and Neostem's recent quarterly report. Thank you
Read Answer Asked by Frederick on May 06, 2015
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