Investment Q&A

Q: These companies all seem to be at a premium to P/B ratios and have similar dividend yields and WSP is likely the company that is not a direct comparison within the group but all would be industrial based in my mind. Would you please rank your order of preference of the three for a three to five year timeframe. Thank you!

Q: I plan to sell these stocks for a tax loss and then buy them back after 30 days. Could you suggest a proxy stock that I could buy as a replacement for the 30 days

Q: WSP performance continues to badly trail the index. YTD is trailing by approx 20%. Any thoughts?

Q: Regarding the list above, could you rank them from best to worst, in terms of fundamentals and the ability to survive economic downturns.
Deduct as many credits as you wish. Many thanks for you assistance.
John

Q: Taking into account their current valuations, and their individual company risk, could you please rank these stocks in terms of overall risk from high to low for a 2 year time frame:
LSPD SHOP NBLY TOI NVEI WSP CAE TIXT GSY

Thanks for all your work!

Mike

Q: Looking to add your top $C four or five picks to an already diversified portfolio .
I’ve been sitting on the sidelines for a while. A bit rusty on what looks good, after the free fall. Time to start buying again???

Q: In a diversified portfolio where I want to add to the above holdings, please indicate in order, which one you would add to first and so on.

Please of course consider the stock appreciation potential, the markets and are these in favorable segments or not, etc.

Thanks


Sheldon

Q: Please comment on earnings and going forward.


Sheldon

Q: When does it report please


Sheldon

Q: Based on your reply to Paul on May 9th...."We think buying over a year will end up looking pretty good in two or three years". Of the following Companies that make up my portfolio what would be your TOP 3 conviction names to ADD to over the next year based on long term growth potential, good valuation, well run, good management, no brainer this will be a good investment type choice. There is opportunity here so don't want to miss the boat. Yes everything is down. Yes people are panicking. But it will go back up and simply want to focus my energy on the ones with more conviction. I don't need the money for the next 15-20 yrs but don't want to be a moron either and be happy with a bit of dividend here and there when I could see larger returns by making a good decision today. Thanks again.

Q: IBI Group appears to have it troubles behind it. Earning ratios have been comparable to WSP and its debt in now very manageable. It trades at half the valuation multiple of WSP and as valuation multiple are contracting do you think it wise to divest of WSP and invest in IBI Group.

Q: 1. Can you please provide your analysis of these 2 companies.

2 I presently have a 2% position in ATA, and am considering adding. It has dropped from its high of $50+ to the mid $30s. What are the chances for a good bounce back?

3. in an answer last year, it seemed you were quite lukewarm about SNC. It seems to have held up better in the current down draft. What are its current prospects and do you see it more favourably in its current circumstances?

4. I also have a near 3.5% position in WSP. If it were you, would you add to ATA or WSP, or initiate a position in SNC?

Thank you for your excellent service.

Q: I wish to increase Infrastructure holdings. Currently own BIP -2% [utility sector], WSP - 1%, PHO - 1%.
1. What percentage would you recommend for infrastructure -growth at a reasonable price? 2. What other stocks/ETFs would you add to the mix - agree with J. 3. Others? 4. What percentage would you recommend for each?
thank you

Q: Hi Folks,
I am in the process of tweaking my portfolios in case we have a recession or we go into a bear market. I am thinking of selling CTC.A MCD and WSP and buying COST, DOL, L and adding to ATD. Your opinion is greatly appreciated.
Thanks

Q: The above stocks are hitting new lows and on every downtown goes lower. I have held these in a riff for some time with still capital gains, however I am loosing patience with the down turn.
Can I have your opinion of 5i if I should continue hold or sell.
How much lower would you expect to see?
Thanks
Rick

Q: A year ago I asked for your opinion on these stocks to incorporate into my current portfolio of banks, utilities, REITS, infrastructure, etc. My first purchase was BAM With the current market decline I see an opportunity to purchase another stock. From a technical view which looks most attractive? From a fundamental view which looks the most attractive ? Which would you purchase next? Thanks. Derek

Q: Ross Healey on Market Call this morning was asked a question about WSP . He didn't just dislike it he said " it belongs in the trash bin " and went on to make a case that it was WAY over valued . He was scathing in his criticism ...... I own it and sitting on a 278% profit and because of that rise it has risen to an 8.4% position ..... Which is a tad over my comfort level but not unduly for a blue chip company . But I've got to admit he scared me a bit .... Could you comment on his thesis ? Thanks Garth ....

Q: It's been a laggard recently...any rationale that you know of?

Q: Hello, I am using Portfolio Analytics and it's suggested allocation is to increase Consumer Cyclical, Industrials and Utilities and increase in U.S. exposure. What is your suggestion for these categories for investment into TFSA & unregistered with a 10-15 year timeline? stocks or ETFs? thank you

Q: The phrase “Don’t trust anyone over 30” was coined in the 60’s, but as I head into CPP eligibility age I’m kind of leaning the other way, and so hope Peter can answer this one.

I remember the energy crisis of the 70’s, stagflation, price and wage controls and bought a home after the housing bubble burst in the 80’s and watched many of my new neighbours wait 10 years or more to get back to what they had paid. I loved rolling over 90 day GIC’s (remember Trust Companies?) at double digit interest rates but wasn’t invested in equities.

Specifically on the question of stagflation, if we end up in that horrible scenario again is there such thing as a good stock to hold? If so, can you provide 5 to 10 that you would want in your portfolio?

Thanks again for your steady hand on the wheel lately.