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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: Do you think Paladin Labs (PLB) and CI Financial (CIX)? are getting overpriced? Both have forward P/E at over 20 and 18 respectively.

If you think they are worth holding on to, what metrics would you look at and at what values of these metrics would they become a sell? Or is it just experience that tells you when its time to leave the party?
Read Answer Asked by Andrew on October 21, 2013
Q: Hello 5I, there is an article on GlobeInvestor Gold about corn prices and a retreat from ethanol: "Prices dropped again this month on reports the U.S. Environmental Protection Agency might reduce the required amount of ethanol in gasoline" and "But domestic ethanol production is flattening, rising just slightly in 2013 amid fears the auto-fuel market cannot absorb any more." Do you think this is a risk for MX, Methanex going forward. Thank you
Read Answer Asked by Alayne on October 21, 2013
Q: Hi Team,

I have a macro question for you. The Globe and Mail reported today that Canadian companies are expected to boost capital spending in 2014. What sectors and company specific equities would benefit from this increased spending? Also, corn prices are falling dramatically. Will this affect AG Growth International - AFN? Many thanks, as always.

Paul

Read Answer Asked by Paul W on October 21, 2013
Q: Hi team: Ay comments on the equity raise by EH? Its a bit dilutive but how is their record on capital allocation? Is it a buy here?
Read Answer Asked by Scott on October 21, 2013
Q: Hi, I have Hang Feng left over in my RSP account from the days when I relied on a financial advisor. I clearly should have sold a year ago. I bought at $9.97. I think I should sell and move on. Do you agree?
Read Answer Asked by Robert on October 21, 2013
Q: Hello, what do you think about IFP.a at 11.68 ? Thanks. Helen
Read Answer Asked by Helen on October 21, 2013
Q: When do you expect the uranium spot price to move up. With the HEU expiring and mining not able to fully supply the need, not to mention more reactors being built we have to have a move soon. I would like to pick up a basket of small cap explorers working the Athabasca Basin, what do you think of the Sky Harbour Partners. Or any suggestions, instead of going to Vegas thought I'd try this.

Thanks
Read Answer Asked by Doug on October 21, 2013
Q: Hi

I am following your model portfolio in my RRSP and could not be happier. I make regular contributions to my account and I am wondering if there should be any strategy involved in adding to my current positions. My regular contributions are not large enough to be able to maintain the current balance across all stocks but I did not want to sit on cash unnecessarily.

Thanks and please keep up the great work.
Read Answer Asked by Chris on October 21, 2013
Q: Question: How many years of significant growth do you think Home Capital Group (HCG) have ahead of them? I see the growth is there as we move from 2013 into 2014 and even with HCG's recent move its valuation is still attractive with a p/e in the low 9s using 2014 earnings estimate. However, do you still expect ok growth beyond 2014 or do you see HCG turning more into a MIC (Genworth) with an attractive valuation, a steady dividend but also low earnings growth?

Thanks, as always.
Read Answer Asked by john on October 21, 2013
Q: Peter and Team,

I saw Christine Hughes who manages the NAI Northwest Asset Allocation Mutual Fund on BNN on Friday and was interested in her and her fund and like her way of looking at things. I am curious on your thoughts of that fund and the manager and am also interested in your thoughts of that fund compared to Jean-Francois Tardiff's JFS.UN. I like JF a lot and we all know he made money in 2008 when others didn't.

Thoughts?
Read Answer Asked by Marc on October 21, 2013
Q: Dividend Aristocrats

should i buy Dividend Aristocrats ETF SDY or NOBL, they seem to track the same type of portfolio

could you give me a brief analysis of their differences (i.e. management fee / div reinvestment v payout /)

essentially if i invested $1 in each where would i make a better return and why

thanks
Read Answer Asked by Kuldar on October 21, 2013
Q: Hello i5,
Can you recommend any unhedged ETFs that focus on large cap and mid cap US equities, but in Canadian dollars? Thanks very much. Great site.
Read Answer Asked by Kathy on October 21, 2013
Q: Prometic Life Sciences (PLI):
I have a 5% tolerance on risky stocks. Would you consider doing a report the above . At least I would like to have your opinion on the management, their approach of partnering with others and the "INTEL INSIDE" approach they adopted for their filter
technology. I know that it is not your usual kind of company but you may, hopefully, consider it. I have a Small position but want to consider buying more.
As always many thanks..
Yossi
Read Answer Asked by JOSEPH on October 21, 2013
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