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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: Hi guys,
When are the September 30 portfolios going to be posted to the website?
Thanks
Read Answer Asked by Brian on October 05, 2015
Q: Hey Guys, these three are my "dogs" right now, fortunately, I have a small position in each, less than 1% of my portfolio. Would you keep all three and wait for the recovery or sell two and double down on the other one or sell all three. Time frame 3-5 years.

thanks,

jim
Read Answer Asked by jim on October 05, 2015
Q: Been a happy shareholder of Dollarama. If one looks at the chart, it's like the late-summer correction didn't even phase it.

There's always talk of increased competition from the dollar stores from the US (Family Dollar, Dollar Tree, Dollar General). Just how much of a threat is this to Dollarama's moat? And if US dollar stores are not a threat, what is their main risk?
Read Answer Asked by Eugene on October 05, 2015
Q: Hi Peter and Team,

I've written to you before about COS. I'm a long term shareholder of this company. I own 100K shares. Will I get a chance to vote on this deal offered by Su - and what's your take? Personally, I think it's a good fit and I think Su will be able to finally! get the syncrude project moving in a better direction (i believe that operation suffers from too many cooks in the kitchen syndrome). many thanks!
Read Answer Asked by mark on October 05, 2015
Q: you stated that Emera is cheaper then Altagas, yet AFFO clearly show that Altagas is much cheaper then Emera .Please comment.
Read Answer Asked by John on October 05, 2015
Q: Hi Peter,

I bought this stock at 11.49, is it ok to average down based on this news of should I wait.

Thanks,
Paul
Read Answer Asked by PAUL on October 05, 2015
Q: Pembina is up around 4% with decent volume this morning. Any reason for this?
Read Answer Asked by Donald on October 05, 2015
Q: I would appreciate your opinion on this company.
Is it a "buy" at this low price?
Could it be a target for a takeover by another company?
Thank you.
Read Answer Asked by Uli on October 05, 2015
Q: Both Concordia and Valeant are down 8.5 and 10% respectively at the moment. Is this due to normal volatility or any consequence of the TPP deal? Would you consider either a bargain over the next three years and which one would you prefer?
Thank you.
Read Answer Asked by Steven on October 05, 2015
Q: Hello, I currently have about 2.3 million in stocks and rrsp mutual funds. I am 56, retired and seem to be doing ok. I'm spending a lot less than when I was working. :)

I am possibly selling my home and have already purchased a home in Florida, spending summers in Canada. I'm clearing about a million dollars. Very tempted to put it all in oil stocks such as surge, wcp, rrx as I think these will be huge gainers once the oil market and overall market starts to cycle back into better waters.

What would you do? I won't need the money for 2 years. I'd like to get a substantial return of course and feel nows a great time. What are your thoughts?

Dave
Read Answer Asked by David on October 05, 2015
Q: How do you think the TTP agreement will affect MG and LNR? Are they a sell or hold?

Thanks, really enjoy your service!
Read Answer Asked by TK on October 05, 2015
Q: Hello Peter & Co,
A follow-up on my previous question regarding your ranking of my holdings CRH,CXR,GUD,PHM,PLI,RX and VRX; you ranked GUD,CXR and VRX as the best by a wide margin and that PLI is good but expensive; you did not comment on or ranked CRH, PHM and RX
Thanks,
Antoine
Read Answer Asked by Antoine on October 05, 2015
Q: Hi,

Has the dividend on VDU gone down a lot? I'm sure when I looked at it a few months ago it was about 4% and now it is under 2%. What would account for this change?

Best,

Carla
Read Answer Asked by Carla on October 05, 2015
Q: Hello Peter,
Loads of insider buying in this company by directors and a foreign holding firm (would not try to pronounce the name of the firm). Think a buyout is in the works?
Read Answer Asked by Alain on October 05, 2015
Q: Peter, with new governments seemingly trying to get rid of coal,how will that effect generators such as Northland Power or Capital power? One better than the other? Any other generators that will be effected? Thanks Ken
Read Answer Asked by Ken on October 05, 2015
Q: Like everyone else I have to have some US exposure to my portfolio as it is the dominant market. I know you don't deal heavily with US stocks, but you have a lot more access and knowledge than I have. Could you give me a brief opinion of these 5 US stocks. #1 VICM (VIMICRO); #2 - SRPT (SAREPTA); #3 - MOH (MOLINA); #4 SWKS (SKYORKS); #5 SIMO (SILICON). Some I own and some I am considering buying. Thanks for your great service. Dennis
Read Answer Asked by Dennis on October 05, 2015
Q: May I have your thoughts on MYR Group?
Thanks
Read Answer Asked by James on October 05, 2015
Q: After holding Brookfield Renew Energy (BEP) for a number of years and having a nice profit I sold my holding in a taxable account. My main reason is that it caused me problems every year when filing my CRA returns. I would like to replace BEP with another utility. I am considering Enbridge, Fortis, Algonquin, and Emera, or ??? Please provide me your best suggestion(s).
Thanks and kindest regards. Gord
Read Answer Asked by gord on October 05, 2015