Investment Q&A

Q: I have recently purchased some Sierra Wireless stock after I thought that it must surely have reached a bottom, but it has continued to decline. Earnings are going to be released on Thursday after the close of the market. There seems to be strong institutional ownership of the stock. I am thinking of adding to my position prior to Thursday as the fundamentals of the Company seem at odds with the price drop. What are your thoughts on the Company?

Thank you for your consistently good advice.

Don

Q: Good Morning Gentlemen,

I am writing to you to get your counsel in developing a long term diversified portfolio in US$.

My Canadian portfolio is based on the 5i 3 platforms.

My objective is to outperform the SPY if possible.
I have chosen 5 ETF’s that when analyzing them seemed to show good performance, good Morningstar rating, and non duplicated holdings.

I have researched their MER’s, objectives etc.

My question to you, (I obviously am not a PM, but Peter is) is by purchasing these etfs:
1)am I duplicating effort?
2)Am I diversifying sufficiently or too much?
3)Would you recommend I add or delete any suggested holding?
5)I have no specific sector ETF, as I can’t predict which one will outperform, is that ok?

Here they are:
Dividend: SDOG (unique approach)
Large Cap: PRF
Small Cap :IJK
Low Volatility: SPLV
Growth: IWY.
Thanks so much in advance for your advice/suggestions.

Sheldon

Q: I have noticed that, when someone asks about investing in Google, Amazon, etc., you have recommended one ETF or another. I don't believe you have ever recommended FDN, which I hold and like. Is there a negative to this vehicle that I may have overlooked?

Q: In these volatile times, what sector allocations do you recommend for 2016?

Q: I believe the last question answered on GIB was before their recent financials. Would you please comment on their latest release? Thank you.

Q: Hi Peter and Team, may I please get your thoughts and update on FireEye, FEYE.US? When does it report next and consensus please? It's been pounded since your previous response!
Thanks!

Q: Would relatively small investments in each of Google, Facebook and Amazon seem reasonable at this time? Are there any others you would suggest? Thank you. Peter

Q: Any concerns about Mitel's debt levels? Like that fact they guided upwards, made a small debt re-payment and stock seems cheap. Good buy here at these prices?

Q: I am thinking of adding to CGI to bring it up to a full position. What do you think of this stock for the next year or two?

Q: Hi,

I bought it at 2:41 and now up 40%. Should I sell or hold on, given the recent volatility?

Thanks

Q: There was a press release about converting the common shares to perpetual preferred shares. I like the dividend they are intending to pay(12%). Looks like a good deal for shareholders. What is your opinion about the survivability of this company?

Q: Please provide your view on MNW's announcement on voluntary $25m pay down on its credit line from its strong cash [position,& its upward revised guidance.It really got hitn recently(even down today despite strong market recovery.Appreciate your usual great advice & services.Have a small holdings @ $12.66,so should I average down hare a bit; Further to my Q earlier tonight,Canadian Insider shows that on Jan 19,Richard McBee has a -500,000(in red) expiration of options @ US$5.16.Please advise meaning.Thanks for your usual great services & views.

Q: Which would you buy today: CSU or ESL?

I currently own both, with my CSU holdings 2X the size of my ESL holdings. I also own OTC and GIB.A, both slightly less than ESL holdings. I am leaning towards CSU or ESL, but you could sway me to add to OTC or GIB.A.

Which one would you buy today for a TFSA? Or should I wait another month or two for the volatility to settle down?

Paul J.

Q: What is your opinion about this exchange traded fund of all can

Q: The only tech stock I hold at present is DH. I am considering adding OTC and GIB.A. Would these three stocks complement each other, or would you suggest an alternative grouping? Thank you.

Q: I hold XIT in both my RRSP and Cash accounts as my tech exposure, which is roughly 10%. 77% of the ETF is made up of 5 stocks = CGI-24%, CSU-21%, OTC-15%, BB-11% and DH-6%. It has performed reasonably well, even beating out it's USA cousin XLK (7.8% vs 1.3% total return over the last year).

I am reasonably positive on CGI, OTC and DH, neutral on BB and thought quite highly of CSU until recently. It appears to be rolling over. I suspect it might be some profit taking due to these ugly markets.

Is XIT still a reasonable holding for tech exposure? It really comes down to CGI and CSU, in my opinion...thanks for your guidance.

Q: Intrinsyc released 2015 preliminary results this morning and the fourth quarter looked outstanding. Since they changed their business model 2 years ago they have been consistently EBITDA positive and now revenues and EBITDA are growing rapidly. Other than risks of still being small, ITC is in a fast growing tech space. Is the market going to start picking up on this as the stock looks inexpensive still.

Q: Hello,

SWKS has been a top pick over the last two months twice by Bruce Tatters on BNN. Unfortunately, I own this stock and it continues to escalate on the down side. I get bits of negative information from my Itrade account about it. However, you will know a lot more about it than I do. Should I take my losses?

Dennis

Q: I am invested in this interesting company that seems to be in the right space but the shares seem sluggish. Should I hang on for the longer term?

Q: Could you please comment on Sylogist results released this morning? There was a mention of "accelerating growth in US market" and "one acquisition target we know well is our own company". How would you explain these notes? Thanks