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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: May I please have your advice on what stocks to add to the following (beginning, <2-yrs) portfolio, and/or other recommendations.

My time horizon is 10+ years, although with draw-down expected to start in 3-5 years. Low risk tolerance (except for one "mad money" stock as will be evident!). Strong leaning toward dividends with DRIP wherever possible.

KBL 14%
WSP, DH 13% each
CSS 12%
CPX, PKI, NA 10% each
AM 8%
WJX 6%
TCK.B 5%

I know it's "mad", but I'm interested in keeping the AM for the time being.

I'm needing to redeploy the CSS proceeds into probably 2 stocks, and am leaning towards AFN & CSW.

Thank you folks for all you do, and for any advice you are able to offer here within the constraints of the Q&A format.
Read Answer Asked by Lotar on November 16, 2014
Q: Hey folks, I've held DCI for a while now because I have confidence in their management, but despite three good quarters the stock price just won't move much. Could I get your comments on their latest quarterly numbers, and whether you would hang in there with this stock. Thanks.
Read Answer Asked by Noel on November 16, 2014
Q: I have a balanced portfolio with the exception of being overweight in Precious Metals which I want to reduce by $150K. Which of the 3 would you sell (or would you sell an even amount in each) and what stock(s) would you buy with the proceeds based on current value and 1-2 yr potential.
Read Answer Asked by Sandy on November 16, 2014
Q: Hello Peter
If i have am correct that the US congress has approved the Keystone pipeline , then what are some canadian companies/ stocks that might benefit from this approval if any ?
Thank you in advance for your feedback.
Claudio
Read Answer Asked by claudio on November 16, 2014
Q: I have small positions in CFL (-30%) and OR (-2%) that I am thinking selling. I am also looking at increasing my positions for CHW, DR, HWO, PRW and KLS. I am a long term investor and can handle risk.

Looking at the basket above, do you recommend selling CFL and/or OR to invest in CHW, DR, HWO, PRW and/or KLS ?

Can you also rank CHW, DR, HWO, PRW and KLS for long term growth ?

Thanks !
Read Answer Asked by Etienne on November 16, 2014
Q: Peter & Co. I am building a basket of small cap bioteck stocks. I currently have modest positions in Cipher (DND), Knight (GUD) and ProMetic (PLI). I am lookin to add a couple more small positions to this group. I am considering Nova Research (NRI) and Intellipharmaceutics (I). Do you consider these two companies as appropriate selections for an investor with high risk tolerance or would you suggest other names?
With appreciation for your great servicee.
Read Answer Asked by Ed on November 16, 2014
Q: hi folks,if no one else has asked,can get your opinion on Q results for western forest and going forward,is it buy/hold/sell,thanks as always,jb
Read Answer Asked by John on November 14, 2014
Q: In 2011, I purchased 2000 shares of CCO for growth in my RRSP prior to the collapse of uranium prices. CCO has recovered a bit but I am still down 33%. I am toying with selling now, absorbing the loss, and redeploying the approx. $42K to higher-yielding stocks like FRU or AW.UN with potentially better medium-term growth prospects. Now retired, I want more income and think CCO is dead money, at least for the next few years.
I would welcome your opinion on this approach.
Read Answer Asked by Jean on November 14, 2014
Q: What do you think of dr results. thanks Also lw leisure world reported today could you comment on their results too thanks
Read Answer Asked by don on November 14, 2014
Q: Please comment on the quarterly results and the recent
sell off.
Read Answer Asked by gordon on November 13, 2014
Q: Could I get your opinion on the latest results and if it is a buy after the latest pull back?
Read Answer Asked by Rob on November 13, 2014
Q: The only consumer stock I have is North West Co. that I've owned for a number of years. I foolishly sold Metro about a year ago with great regret now. Can you suggest a consumer stock that I can add
Read Answer Asked by david on November 13, 2014
Q: Hello, I have had a half position in BAM for two years now and have been reluctant to increase it to a full position. One year ago it was up 13% and YTD 2014 it is up 36%. My question is has someting changed to cause the increased return or will it likely revert back to a steady eddie 13% annual return?
Thanks as always
Dave
Read Answer Asked by Dave on November 13, 2014
Q: What exactly qualifies as order backlog? Is this considered contracted projects with a high level of certainty that revenue will follow within a certain time frame? Also, can a growing backlog signal issues with a company that they are failing to grow their infrastructure in order to meet demand?
Read Answer Asked by Ben on November 13, 2014
Q: Would you consider both or either of these companies a buy? One is on the TSX, the other in NY and more concentrated in one area (rice). Might you have other preferences?
Your insights are appreciated!
Read Answer Asked by Sigrid on November 12, 2014
Q: You haven't commented on WJX for several months. What is your current opinion please?
Read Answer Asked by Elaine or Gerry on November 12, 2014
Q: Hi Peter,
Can you give me your opinion on this company and would you consider it a buy? thanks Clare
Read Answer Asked by clara on November 12, 2014
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