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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: AYR NYSE-leases planes-high ROE, good dividend with low payout ratio, low PE; but, high debt-last several months started to go up-still way below highs before market meltdown. Issued shares recently-private placement. Is this a good investment for the USD portion of my portfolio??
Read Answer Asked by James on November 06, 2013
Q: thanku to everyone there for your great advise, my question to u is, do u think mechatronics and robots companies are good stocks to invest in as well as computer and it companies. could u advise me of any good ones to buy.
Read Answer Asked by dale on November 06, 2013
Q: Hi Peter,

My kids have saved up some cash from Birthday gifts and holiday gifts over the years. They are 12 and 10. I have convinced them to put some into their RESP A/C and they would get 20% from the gov.
On an earlier question you had suggested picking up DIS for long term stability.
At a PE of 20.9 would it be ok to do that as the kids can relate to DIS.
If ok would you hold it in US$ for diversity?

Always appreciate your input.

Thanks Irshad.
Read Answer Asked by Irshad on November 05, 2013
Q: cytx on the nasdaq has come out with very good news and the stock price is spiking.
Would you recommend holding some shares for a longer period of time.
Would also appreciate your opinion on balt: nasdaq.
Thanks
Hersh
Read Answer Asked by Hersh on November 05, 2013
Q: thanku for your advise on csiq, the stock is climbing very fast. any thoughts on at what point should i take some money out, and do u think it will go higher and higher. thanku
Read Answer Asked by dale on November 04, 2013
Q: Hi Peter and Team,

Quick thoughts on Extreme Networks, EXTR.
Read Answer Asked by Graham on November 03, 2013
Q: I was wondering if you have an opinion on Celldex. CLDX. And what do you think about investing in the bio tech sector in general?
Read Answer Asked by Morgan on November 03, 2013
Q: Hi,

I see you like IEP from previous questions. One of Carl's investments is CVI (CVR Energy). It owns portions in refining and fertilizer business. Historically it has paid big dividends. They just reported bad Q3 earnings due to 53 days of unexpected downtime causing high margins and less revenue. This was exasperated by the tightened spreads in August on inputs which seem to be widening again. The stock is down on these recent developments. Carl likes this company and may have plans for the future - company has cash on hand. Is this a good value opportunity given these one time events or do you still see too much risk in the refining space? Appreciate your comments.
Read Answer Asked by Dathan on November 01, 2013
Q: I would like to invest in the solar energy space, and to that end have been keeping my eye on First Solar (FSLR) and Canadian Solar (CSIQ), both trading on the Nasdaq.

Of the two, which would you recommend for a full position, and why?

Alternatively, would you suggest a half position in each? (2.5%) Both seem to be making great gains in the past 6 months, and I'm not sure if I'm really comparing apples to apples anymore.

Thanks!
Read Answer Asked by Sylvia on November 01, 2013
Q: TTFS Trim Tabs Float Shrink ETF I've always had an admiration for the thinking behind Trim Tabs. This ETF is a case in point.
It has done well in a market where nearly everything has done well. What do you think of it and how do you think it would perform versus S&P index in a down market?
Read Answer Asked by Gerald on November 01, 2013
Q: With the IPCCs release of their latest climate change report, I'm concerned what will happen to the TSX which is over 30 percent energy stocks should governments finally decide to clamp down on carbon emissions.How could ETF investors protect themselves? Would you buy an alternative energy etf like TAN or is there a better way to hedge potential losses over time?
Read Answer Asked by Ken on November 01, 2013
Q: WTW. Good time to pick up some weight watchers share? Company looks pretty strong and share price is down. thanks
Read Answer Asked by dalton on November 01, 2013
Q: Hi,

Do you think the hype around 3D companies is justified. Are companies DDD and SSYS good buys even at these inflated P/E multiples. What do you think about this industry 2 years down the road. Thanks
Read Answer Asked by Imtiaz on November 01, 2013
Q: Hi guys. I know so little about individual US stocks I've pretty much decided to go with ETFs. Along with an S&P ETF, which sectors do you think I should look at for the near future? I currently own RHS, IHI, and XTN.
Read Answer Asked by John on November 01, 2013
Q: Hello I am wondering if you can recommend one or two US stocks that have good growth potential? It would be a very small part of my portfolio. Thank you, Billh
Read Answer Asked by Bill on November 01, 2013