skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Had my eye on CXR for a while and thought I was cute by buying when they announced the placement pricing (at around $84 CAD) and we all know what has happened since. I caught a bit of your response yesterday to a caller on BNN regarding averaging down. My original purchase was a third to half position and makes up approx 1% of my portfolio. Thinking of adding to CXR here and bring my weighting up to 2% and see what happens. I may have also read that one reason for the share price decline was the possibility of having to do another share issue to pay down some debt? Is that a high probability? If so should I hold off buying the rest of my position?
Read Answer Asked by Richard on October 14, 2015
Q: Good morning team, What's your opinion today of DIRTT...price (good entry point?), future prospects. What will be the impact of the TPP agreement?
Thank you!
Silvia
Read Answer Asked by Silvia on October 07, 2015
Q: The stock has been dropping everyday? What are you current view about this company. Should I sell, hold or add more. I have very small position.
Thanks
Read Answer Asked by satish on September 25, 2015
Q: What do you guys think about kinaxis? I know it has a strong balance sheet and no debt. However, is this one of those stocks that are "always expensive"? I am not sure how fragmented the supply management business is and if kinaxis can benefit from it. Are the profit margins good?
Thanks guys keep up the great work!!
Read Answer Asked by Marie on September 23, 2015
Q: Sometime ago I purchased ZUH-T to gain exposure to Health Care...and it is a hedge EFT. I would like to replace this position with an unhedged ETF or a Cdn/US dollar position. Other positions added since then in this sector are IBB (1.5 position weight), GILD and SKY (both 1 position weight), and GUD, PHM and PLI (0.5 position weights). Looking forward to your suggestions....Tom
Read Answer Asked by Tom on September 10, 2015
Q: I've been following this company, and momentum looks strong. Your comments?
Read Answer Asked by John on September 10, 2015
Q: I have no exposure to healthcare. I have read positive comments on CRH. Although the price has risen considerably in the last week, do you consider it to be a viable addition at this time for diversification? if not, do you have another healthcare recommendation for a long term position?
Read Answer Asked by Dennis on September 04, 2015
Q: I missed the ride from the mid-20s to the mid-30s and wonder if now might be a good time to get in, or is it likely headed lower (still rather high p/e)

Thanks,

Bob
Read Answer Asked by Lynn on September 02, 2015
Q: UrtheCast Corp share price has declined almost 50% from it's high in June. Do you think this is a good time for an investor to step in, what do you think the time frame will be for increased contracts and cashflow? Thanks
Read Answer Asked by Gordon on August 10, 2015
Q: Hello,

From the growth portfolio, these stocks are down and i'm considering taking a position. Would you suggest getting now a full position or start with only half.
Are there any other from this portfolio that you would start a position now?

Thanks
M
Read Answer Asked by Marios on August 07, 2015
Q: After the recent results, the share price has gone way up. What are your current thoughts on going forward for a long term hold? Would you recommend buying at these levels? Thanks
Read Answer Asked by Janice on July 31, 2015
Q: What do you think of Shopify now that it's had a first financial report? It has really shot up today. If you recommend it would you wait to see if the price goes down or buy at this level? I hold about 2% in PDP.V Pediapharm and about 2% in SPN.V Snipp both of which are down since I purchased. Would you use some of these monies to buy SH? My total holdings in biotech are about 12% and include PHM, NHC, GUD, and PDP. My holdings in tech companies are about 10% and include SPN, WIN,EL,GIB.A,CBX (scant amount),FEYE.US,SIMO, and GRMN.US. CSU is another one I have on my radar. Thanks!
Read Answer Asked by Lisa on July 31, 2015
Q: What is your assessment of score's latest result? It dropped 8% following Q3 result.
Read Answer Asked by Normand on July 17, 2015
Q: Hello Peter & Co,
In response to an email about my portfolio, you suggested that I get some US exposure via an ETF. I do not believe in ETFs because it usually includes the good along with the bad and even the ugly. Would you please suggest 5 or 6 US names whose performance would be in line with the 17% pa that I'm getting with my Canadian holdings?
Thanks,
Antoine
Read Answer Asked by Antoine on July 15, 2015