Investment Q&A

Q: Hello Gentlemen,

What is your view of Rogers recent earning report, and didn't increase the dividend? What's the company's outlook for 2016? What is your recommendation for the stock, hold, sell or buy more if already has a small position. Thanks

Lin

Q: peter what do you of phm and possible upside

Q: Haven't seen any news or questions on this outfit for some time. Your thoughts on their prospects. It is one of the few companies that Thompson Reuters rates 10/10. Thanks Art

Q: I am looking at adding to Consumer Non Cyclicals and will be holding for the long term (5+ years). Do you have any suggestions that have good growth opportunities and look fairly attractive right now?

Q: Good afternoon,

ITP, is coming down lately, and I been looking into it for a possible long term investment for about 5% of my holdings. My investment brokerage have it at 15.6x time earnings and undervalued. It pays a US dividend which is approximatelly 40% of cashflow (I could be wrong here) which seems safe and they have been increasing it. Do you recommend it? If yes or no can you tell me why?

Thanks

Paul

Q: I have been a long term holder of Saputo and am thinking of replacing it with PBH or the ZLB etf.Your thoughts are appreciated. Joe

Q: Would like to hear your stock recommendations for an RESP that so far consists of all broad market Cdn and US ETFs. It would be 15 years before accessing. I'm looking for steady growth.

Q: I am trying to determine how/if to incorporate foreign exchange gains or losses when doing my portfolio weightings. Assume I started with $100k Cdn and I buy 9 Cdn stocks and 1 US equally. If none of the stocks changed in value, except the one US stock was now worth $14,000 due to foreign exchange gains, that one stock would now represent 12.3% of my portfolio when valued in Cdn dollars. If I wanted to keep my original 10% per share holding Would I then sell 2.3% to get back to my original 10% holding or do I ignore the conversion for now and say it is still just 10% of my portfolio.

Thanks for your help.

Paul F.

Q: Hi Peter and Team - Recent comments on BNN Market Call indicate that now is a good time to invest in small craft brewers due to increased shelf space in the beer stores as well as the decision to allow grocery stores to sell beer. Brick Brewing was mentioned as a good company in this space but it is expensive. Are there any other small craft breweries you would recommend and perhaps even one of the larger breweries. Thanks.

Q: Large cross of 320,100 shares by Acumen on Friday January 29 at $8.50 on Chi-X Canada exchange. Any significance, specially in light of strong insider buying/co.buy back lately ? Thanks

Q: Large move today. Any reasons you are aware of?

Q: PLease advise when SJ is reporting.Expected EPS of .45 & Rev.$362.05m--are these correct.Appreciate your usual great services & views.

Q: Looking at oil companies... How would you compare Whitecap and Raging River. Whitecap has a large dividend but has not done a particularly high bounce in this oil rally. RR has no dividend but has a good bounce. Since RRX has already gone up a lot and WCP has the dividend, would it be a better buy at this point?

Thanks

Q: Why not use HBU or HGU instead of AEM

Q: Hello Peter,
I am down about 30% with AutoCanada. The stock used to move higher when the price of oil ticked higher, but lately, it continues in a downward spiral. Is it better to sell it and move into another stock that has better potential or hold it for longer term. Alternatively, do you think it is better to sell half and move those monies into a stock with greater potential. Can you provide your comments on longer term aspect or on selling full or partial and which stock would be better replacement? Thanks, and I would appreciate it.

Q: Hello,

I started getting back into energy two weeks ago. I own WCP, CPG, SGY and XEG. Currently, combined they make up 2% of my portfolio. My plan is to continue nibbling away at them for the next few months as oil recovers. I would end up having an equal position in each which would total 6% of my portfolio. Does this plan make sense? Is 6% a good position or should I be aiming for a higher percentage? How high do you think would be reasonable? Could one go as high as 10%? Also, what other sectors will recover when energy does?

Q: Another question on CCL Industries. Appreciate your patience.

The Globe and Mail - Friday, January 29, 2016, 19:38:22

"CCL Industries Inc. is close to oversold levels in terms of RSI with a reading of 36.5, and the stock price remains well above its 200-day moving average. RSI has worked well in uncovering profitable buying opportunities in the stock, most notably when a buy signal in October of 2014 was followed by a 130-per-cent rally (not a typo) to Jan. 5 of this year. More recently, CCL industries stock fell close to oversold levels in August and October 2015 and quickly recovered.

Past performance, as always, is no guarantee of future returns. CCL benefited tremendously from the decline in the loonie – 83 per cent of its revenue is generated in the U.S. and Europe – and the Canadian currency has been showing more signs of stability lately. Investors must complete fundamental research before making any portfolio transactions."

Would appreciate your comments with respect to stock's technicals. Last tear in August and Oct/2015, I clearly remember, price rebound from oversold levels was spectacular. To me, current conditions appear to be very similar. Is the recent stability of CAD$ impacting investor sentiment, in your view or is it the valuation? To my knowledge, CCL has made several strategic acquisitions in past few months and it's growth prospects have only improved. Thanks

Q: Db posted a quarter lost of more than 6 billion Euro, it seems all of its core business are non-profitable. Some people are saying it is going under (scary!), and I found out DB has more than dozens of trillions "Exposure" in derivatives. My question are: what does that "Derivatives Exposure" mean and should I be a buy at current price (super low!)? I am young and i like to bet on big changes. Let me know your thoughts. Thanks. Tony

Q: The stock just got a positive mention in Barron's. Does the management of this REIT, namely David Hamamoto, have a less than stellar reputation? Any information on this stock would be appreciated.

Q: TD is being sued (class action) for $5.5 billion for wrong doing in the Stanford Bank ponzi scheme. A recent ruling has sent this to trial. What are your thoughts and what impact could this have? What typically happens in cases like this?

thank you