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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: Hi Peter,

Any thoughts on First Citizens Bancshares, FCNCA. Seems they haven't been this cheap since 2009 low.
Read Answer Asked by Graham on March 19, 2013
Q: Peter and team - a question about the model portfolio which is a great addition to this great service. In the portfolio there is quite a bit of sector diversification away from the traditional big three in Canada: financials, energy and materials, in fact, there is very little energy (other than energy infrastructure) or materials. Given that, how much exposure (on a percentage basis) would you recommend someone have in their RRSP to the US market which is typically done for exposure to US consumers, staples, healthcare, etc.? Some of the portfolio choices are obviously geared to this market such as MG and STN. Would there be particular sectors to focus on or would a great company like Berkshire for all of one's exposure fit all or most of the bill? Thanks for your help!
Read Answer Asked by Derek on March 19, 2013
Q: Peter and team - looking at your model portfolio I am not sure if I should make some changes into the companies that you have recommended or not. I know that we can't own everything but Open Text and Descartes Systems Group are also solid companies that you have positively commented on in the past. Also, MDA is a great selection. Would switching out of these in favour of CSU, ESL and SYZ be good decisions? Thanks!
Read Answer Asked by Derek on March 19, 2013
Q: Hi Peter
Just wondering if you could comment on the concerns raised aboutBrookfields accounting practices raised by Roderick boyd
of SIRF.The key issue it seems is how assets are valued.
With all the corruption on Wall Street how can you believe any of the numbers?
Gord.
Read Answer Asked by Gordon on March 19, 2013
Q: Can you give your opinion on Colossus minerals CSI.TO.
Thanks
Chris
Read Answer Asked by Chris on March 18, 2013
Q: Hi peter &co.for the speculative portion of my portfolio i own shares in TSL (tree island steel). my inquiry is about their latest earnings release.what do you think of it?is management doing a good job ?is buying back shares better than paying down debt ?do they have more competition in their space now than the last housing boom ?what signs could emerge with this company that could indicate trouble may be on the horizon ?how much more time should an investor give them to turn things around to the upside ? thanx
Read Answer Asked by NORM on March 18, 2013
Q: Hello - Re: my question on CGR vs ICF. CGR is a global fund which tracks the Cohen and Steers Global Major Realty index.ICF is restricted to N.Am. and follows the Cohen and Steers Major Realty Index (no Global component). This explains the difference in performance. Sorry for the confusion.
Read Answer Asked by Joseph on March 18, 2013
Q: Peter...The Refresh Financial LP seems to have a yield of 6.25% but fees of 5%. does that come off the 6 1/4? The business plan calls for "lending" at 13% to folks trying to regain a good credit rating, and then locking the funds into a 3 or 4 yr. GIC that they then repay, after paying a $300 "admin" fee. PROS/CONS for investors? thx regards, Art
Read Answer Asked by Art on March 18, 2013
Q: hi can i get an update on your opinion of lre,
thanks
Read Answer Asked by Bryon on March 18, 2013
Q: Short Interest
I have not been able to find a free source for Canadian short interest but for Dual or US listed Companies these two free sites are useful;

http://shortsqueeze.com/?symbol=pgh&submit=Short+Quote%99

http://www.nasdaq.com/quotes/short-interest.aspx#.UUd5yTdfZ8E

The NASDAQ site also has extensive lists of Institutional Interest.
Read Answer Asked by Richard on March 18, 2013
Q: I would appreciate your thoughts on Valener Inc (VNR) and whether it is the type of company you might cover one day. Thank you. Rick
Read Answer Asked by RICHARD on March 18, 2013
Q: Is there a site that lists all the preferred shares offered by Canadian companies along with all the pertinent details such initial price, dividend, whether or not they cumulative , perpetual, redemption date etc...?
Read Answer Asked by shirley on March 18, 2013
Q: wilt-v Wilton resources. Do you have an opinion on this company?
Read Answer Asked by Darryl on March 18, 2013
Q: Hi Peter could you give me your comment on PRE thanks!
Read Answer Asked by paul on March 18, 2013
Q: Hello - I have been comparing two global iShares ETFs, CGR and its identical US listed counterpart, ICF, and notice that CGR tends to outperform ICF more than simply tracking ICF.Is this simply a currency phenomenon and is CGR the better buy?
Read Answer Asked by Joseph on March 18, 2013
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