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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: Thanks for your quick response to my question regarding Cal-Maine foods. However I am not certain where you got your consensus estimates for earnings as my research shows a consensus/ mean estimate of earnings for the coming year as $1.80 a share based on 5 firms that cover the company. The estmates range from $1.05 a share to $2.83 a share. So that increases the PE quite considerably. I think that your earnings were for the past year not the coming year. While I am not trying to have you predict a share price for the company, which I agree you cannot do, cyclical companies will often trade at very low PE multiples at the peak and very high PE's at the
trough. I am not really sure how high a multiple is 'reasonable' based on previous experience. Your comments would be appreciated and if you concur with my numbers your thoughts on whether the current projected earnings support the current share price and if the next year's earnings projections are a short term event or more long term based on industry events and trends. Thanks!
Read Answer Asked by John on June 08, 2016
Q: I am a retired, conservative dividend-income investor with a pension, CPP, annuities, and hold the following: AD, AQN, ALA, BNS, BCE, CGX, CJ, ECI, FTS, PBH, RY, TRP, WCP, WEF, WSP, Sentry Cdn Inc, RBC Cdn Eq Inc, Sentry REIT, ZLB, XIT and Fisgard Capital.

I am looking to top up my consumer stocks, already having full positions in CGX, ECI and PBH.

I am also looking to top up my industrial stocks, already having a full position in WSP and those contained within Sentry Cdn Income.

Suggestions for new holdings with a dividend > 3% please.

Thanks for your help...Steve
Read Answer Asked by Stephen on June 08, 2016
Q: I hold these 3 plus XLV in the health care portion of my portfolio. Not adverse to risk but I am wondering whether CXR is worth the grief. Is there a case for focussing on the others, or does the risk/reward of CXR make it worthwhile holding?
Read Answer Asked by Alan on June 08, 2016
Q: Are you aware of cases where guest portfolio managers on BNN got caught recommending stocks that the firm/themselves are shorting? It's hard to believe it's not happenning. My best example is Bruce Campbell of StoneCastle. His past picks are absolutely horrible (-43%, 93%, -57%, -88%, -90%, -70%, -51%). Are regulators actively looking out for manipulation through recommendations on BNN? I really hope so. I use this site to review past picks. Other members might enjoy reviewing past picks: http://www.stockchase.com/expert
Read Answer Asked by Matt on June 08, 2016
Q: I hold Cal Maine Foods as part of an option writing strategy on US companies. Projected earnings for the company have been lowered significantly and the stock has embarked on a steady downtrend. The forward PE for the company is about 26 which is very high given the current trend for earnings. Based on these estimates there appears to be little reason to continue holding the shares as further share price weakness seems likely. Is there any redeeming information regarding future growth,potential earnings recovery, the overall industry, etc that would encourage holding rather than selling the shares?
Read Answer Asked by John on June 08, 2016
Q: Hi 5i, how would you be approaching the Brexit vote from a portfolio perspective? I have a few names that are very exposed to the GBP/USD exchange rate (i.e. CXR, IT and ESL). Should I be taking some off the table prior to this vote or is it too late and most of the fear is baked in to current prices? In your opinion what direction do you see the GBP going if there is indeed a Brexit? I've heard arguments both ways on long and short term. Thanks again.
Read Answer Asked by Mark on June 08, 2016
Q: Hi, further to my previous question, I was told by BMO investorline that for those who did not choose prior to closing of the deal will have to wait 2 or more weeks for sso to finalize on the share exchange or cash based on majority vote. I am not sure how much would that be? Would appreciate your clarification .Thanks.
Read Answer Asked by victor on June 08, 2016
Q: Hello, I have been reading your comments on Savaria Corp with interset, for a few months and decided to initiate a small position this week. Companies supporting aging demographics should continue to do well, but SIS is still fairly small cap and valuation appears rich. Stock also had a decent run lately, so it could tread water for a while. I would rather wait a few more quarters, before adding at today's price. What are your thoughts ? Thanks
Read Answer Asked by rajeev on June 08, 2016
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