Investment Q&A

Q: Hello Peter & Co.
I hold in my TFSA DHX Media, Evertz Technologies and Prometic Life Sciences. I would like to add 3 more in what I would call the "knowledge-based" industry. I already own in my RRIF:
Health/Pharma: CCT,CPH,CXR,GUD,RX and VRX
Tech: CGI,CSU,DSG,ESL,MDA and OTC
Thanks, as always
Antoine

Q: Hi:
I am having great difficulty in deciding where to place the following stocks as they all seem to have a service, entertainment or IT component that I feel perhaps relates to consumer staples/discretionary/cyclical. Your help, as always would be valuable.
AYA
BYD.UN
DHX
EH
ATD.B
RCL
KBL
AIM
SCR
IT
TNC
MDA
AVID.US

Q: Hello Peter,
Fairfax and Brookfield Asset management reported very good results on thursday feb 12th and 13th respectively. However, the stocks did not move much. Any comments? Do you feel valeant, constellation software, and cgi group still offer good value for increasing the positions. I currently have 3 percent weighting in each stock. Also, where would you suggest (web site) to look for anaysts estimates? i normally use globe and mail but do not find it useful at times. thanks very much

Q: Hi all. I am wondering if you have a suggestion where I can park cash waiting to be invested. I as a rule keep approximately 10% on hand however am not collecting much on it. Is there a reasonably stable spot where I can collect more than GIC rate and yet have it readily available? Maybe this is asking too much! Thanks in advance.

Q: What do you make of the 3-1 stock split? Is this stock worth investing in now?

Paul

Q: I have a small position in celestica and with hitting a new high on Friday I am thinking of adding to a 3 percent position. Cisco earnings were good and that should help lift celestica stock. Also would you consider it a good takeover candidate in the future for a bigger US tech company?

Q: RME has been beaten up pretty badly over the past year. At today's level and in view of the company's financial health (in particular, the sustainability of the dividend) and future prospects would you consider this an attractive entry point for a 2-3 year hold?

Q: Hi Peter I wish to keep 30% of my portfolio in non-Equities. What, and how much do you advise? ( no race horses please)-JP What happened to your bond, portfolio?

Q: Hi Peter,
Being retired, we owned WEQ and AAR.UN for dividend income for a couple years now. On WEQ we thought that the company would reduce the monthly dividend by atleast half, BUT they took it away completely. You said in the past that when a company does something that completely changes it to sell the shares...which we did last week for a very large loss. On AAR.Un we finally have our origiginal purchage price back and because both companies are run by much of the same management we would like to sell our AAR before management can run it into the ground like they did with WEQ.

We are looking for advice on a steady REIT to replace AAR.UN with for the long haul. Those were the only two REITs that we owned.

Thank you,
Charlie

Q: Hi Peter
Can you give me your opinion on Pure technologies . I bought it a while ago and it seems to be stagnating . Is it a hold or a sell . I was thinking of replacing it with Bin . Let me know.
Candi

Q: What is your opinion of this company?

Q: Hello Peter & Co.
Auto parts = 5.1% of my portfolio; own LNR,MG; XTC seems similar to LNR but on a smaller scale. I could add it with new money or shift profits from LNR & MG.
Industrials = 6% of portfolio; own CCL,CHE.UN,SJ; thinking of replacing Chemtrade with either BIN (garbage) or Magellan (aerospace) for more kick. By the way, I own MDA (Technology)
I value your opinion
Thanks,
Antoine

Q: Hi Peter
Cannabix technologies (BLO) is a Vancouver firm tha has developed a breathalizer test gadget for marihjuana and my understanding is that they are about to launch the product commercially in the next couple of months. Anything you can find out would be helpful
GUY R

Q: Hi, I'd like to get your opinion on Crh's Q4 release that came out yesterday after the close. Did it beat or miss expectations? Was their acquisition expense just one time in Nature or did anything look off? I've done quite well with this name in a short time period but I think I'll hold or add a little for further growth if everything looks okay.

Thanks

Q: Hi - your comments on the financing- it appears to have been upsized and over subscribed. What do you think of the theory that this will be used for more acquisitions?

Q: CTC.a keeps falling and the market is strong. Surely
something is wrong - maybe bad 4th quarter numbers
anticipated? I'm thinking of dumping it. Your advice
please.

Q: Good morning on this cold winterday...hope you are all thinking warm thoughts...Bombardier suspended its dividend.( Naiive question...Is a suspension as bad as a cut?) I happen to hold a tidy sum in this stock...I bought it low, so I am wondering if I should just hang on...its train section is quite good. Do you think that they will split into two separate companies..train and plane? Your insight is appreciated as always. Thank you Tamara

Q: We have PD, SGY, PPL, CEU & BTE in our accounts - approx 5% of portfolio - down 15% to 55% - do u recommend just holding or selling and buying stocks that will benefit from lower oil?
What sectors, stock do u like with lower oil?
Thanks

Q: I am trying to build a portfolio (total size about $110k) finally after 13 years of playing blindly and losing money every year and I am trying to flirt with diversification as well with positions ranging from 1% to 6%(excluding any financials and SIN stocks for religious reasons). I have the following current holdings. Can you let me know if I am diversified by sector and whether I am taking on too much risk. What would you recommend adding should I get rid of and what can I add? You don't have to do a detailed review and a brief answer will suffice. Thanks

APT.US,ACQ,BTO,RX,ZEO,CFL,CPH,CLR,CRH,DEE,DHX.B,DRT,DIV,ECI,
ET,XTC,FM,GRC,XIT,GUD,NHC,PHM,PGF,BIN,HACK,RKN,SVC,SCL,SYZ,
THO,TD-NASDAQ eFund,TGD,WEF

Q: Cipher recently announced that one of its products was accepted for Health Canada review. How long does this process typically take? and what do you think of the company for a 1-2 year investment?

Thanks