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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 know why Information Services Corporation keeps dropping? It hit a 52 week low today.
Read Answer Asked by Kim on January 16, 2015
Q: Today the Swiss Franc was decoupled from the EURO and it is widely expected that effectively QE will be brought into the Euro zone to stimulate growth. I would have expected that to be a positive for the markets yet they didn't respond that way. The USD continues to trend higher while almost every other currency is going lower, US Treasury yields going lower, worries of deflation in Europe, most commodities continue to tank, gold is trending higher and the VIX is moving past 20. What do you make of all this? The hair on the back of my neck is starting to stand up.

As always, thanks for your wonderful service.
Read Answer Asked by John on January 16, 2015
Q: I see a lot of insider buying on this stock. Would you agree that this bodes well for a drug research company. Thanks
Read Answer Asked by hal on January 16, 2015
Q: This company's stock has been very volatile lately.I realize that it is a speculative stock, but analysts are bullish on it's outlook for 2015 .National Bank has a target price of 1.50$,down from 2.50$.Should one ought to pay attention to target prices ,or let a stock run? What would be your outlook for GXI?
Many thanks
Read Answer Asked by Jean on January 16, 2015
Q: Hi, today they are ringing the closing bell on the Nasdaq and the stock is up a dollar. Is this ceremony significant or indicative of better fundamentals than your last synopsis in May. Would you say buyable or still speculative.
Read Answer Asked by David on January 16, 2015
Q: Hi Peter,

In your view, what would a Big stimulus package (QE Europe) mean for North American Markets. But mostly our Canadian Market (Toronto Stock Exchange). Would it help the TSE get back on solid footing again?..

Appreciate your opinion
Charlie
Read Answer Asked by CHARLES LA on January 16, 2015
Q: Hello Team, I am considering purchasing either bep.un or cpx. Can I get your reasoning for giving CPX a B rating, but gave BEP.un an A rating. The numbers would indicate cpx deserves a higher rating.BEP has the following numbers: Debt/equity:2.7, P/E:81, P/B:1.4,EPS:0.42, 3 yr EPS growth is neg and has a 4.5% div yield.
CPX has the following numbers: Debt/equity:0.6, P/E:32, P/B:1.1, EPS: .82, 5 yr eps growth is positive and has a 5% div yield. Granted CPX has less power generation and a little diversified geographically but it would seem very comparable. Can I get your thoughts on this and what else gives Bep.un the edge? If you were to purchase one over the other which would it be and why? Can you confirm that both payout in dividends and not return of capital. Thank you
Read Answer Asked by pietro on January 16, 2015
Q: hi , with the various problems and issues in some of the african counties ,i was kinda thinking that some resource companies may choose to go too and explore or develop in south America . I would like to know if you have your eye on any prospective companies or ventures in this area of the world ?Thanks again for your advice and opinions.
Read Answer Asked by jim on January 16, 2015
Q: Gold seems to be getting a bit of support even with the strong USD which is encouraging compared to other commodities. With a low CAD$ and cheaper oil CDN producers should have an advantage and be able to increase cashflow. I have G but am looking at other low cash cost producers with mines in Canada. What are your thoughts on Detour, Richmont, and New Gold? Any other suggestions?
Read Answer Asked by Dathan on January 16, 2015
Q: Hello Peter & Co,
I'm another year less young (71) and thinking of moving 15-20% of my RRIF portfolio into fixed income vehicles; I could reduce each holding on a pro-rata basis (which is easy to do) or I could exit 10 positions (which is much harder to do).
Which of the following would you select to exit?
Consumer discretionary 5.2% of portfolio: LNR,MG
Energy 6.9%: HWO,TOU,VET,WCP
Financials 8.1%: BNS,EFN,HCG,TD
Health/Pharma 12.6%: CCT,CPH,CXR,GUD,RX,XHC
Industrials/Transport 8.5%: CCL,CHE.UN,CNR,SJ
Infrastructure 4.6%: BIP.UN,STN
Materials 4.0%: IFP,WEF
Pipelines/Midstream 11.5%: ENB,IPL,KEY,PPL
Retail 5.3%: ATD,DOL
Services 7.4%: BYD.UN,FSV,CGX
Technology 16.9%: CSU,DSG,ESL,GIB,MDA,OTC
Util/Telco/RE 9.0%: ALA,BCE,BEP.UN,TCN
I greatly appreciate your input
Tony
Read Answer Asked by Antoine on January 16, 2015
Q: 5I must be at the Canteck Conference today, as I have been enjoying their tweets.
Amaya provided positive update on developments, and I am getting close to pulling the trigger here. Price to earnings here is in excess of 56 times and wonder if this is appropriate.
Your thoughts please going forward
Read Answer Asked by Rick on January 16, 2015
Q: Good Afternoon Peter and Team,
The announcement this morning that Target is leaving Canada also means that over 100 Target Mobile stores will be closing. These stores are operated by Glentel. In your opinion what impact will this have on the BCE / Rogers takeover of Glentel ??? Thank you. DL
Read Answer Asked by Dennis on January 16, 2015
Q: I realize badger has been hit by the oil exposure but it's at a 52 week low now. Do you think it's worth holding for the long term.
Read Answer Asked by Beverley on January 16, 2015
Q: I am starting a TFSA and have a maximum of $36,500 to invest.
Can you recommend two stocks in each sector for diversification?
I am 24 and can handle some risk.
Also is CXI in the financial sector and which two stocks out of these GUD, CRH, PHM, NMHC would you pick in the healthcare sector?
I alrady own CRH.
Thanks for all your help
Read Answer Asked by Ron on January 16, 2015
Q: I'm looking to assemble a portfolio of quality O&G companies that will do very well once the market turns, I only have room for 3 positions from an existing list of 7. Could you help me narrow it down? feel free to add additional options if you see an opportunity.
SU,WCP,TOU,CNQ,RRX,APA,SGY
Thanks.
Read Answer Asked by Robert on January 16, 2015