skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I'm holding Allied Properties and RioCan REITs and they make up about 8% of my portfolio. I like the income but I'd also like some growth. Are there better alternatives in this space? What are your thoughts on the relative amount I've allocated to REITs?
Read Answer Asked by Gordon on May 31, 2016
Q: If you could please comment on this U.S. company IMS Healthcare. I would greatly appreciate it. Can you classify it as tech or healthcare and how it compares to its historical data PE/PCF/PB and any other fundamental that is important to you. Would you still prefer GUD over this stock? My worry with GUD is that they do not use their cash and investors become irritated and fickle. I can benefit from IMS as it diversifies my portfolio a little more to the US.I am thinking of a 1 to 3 year hold minimum. Thank You
Read Answer Asked by Jeremy on May 30, 2016
Q: Hello Peter & Co,
I earlier asked about AEM, FNV and Central Fund of Canada which was not accepted by your system.
I would appreciate your comment on CEF.A
Antoine
Read Answer Asked by Antoine on May 30, 2016
Q: Hello Peter & Co,
Because of the uncertainties in Central Banks' monetary policies, negative yields in some parts of the world and risk of Helicopter economics, I think it is time to get some exposure in Gold; I will start with half a position (2% of my portfolio equally divided among the 3 above.
Your opinion is most valuable
Antoine
Read Answer Asked by Antoine on May 30, 2016
Q: Hello Peter et al.

I was watching BNN market call the other night and a question came in about CXR and the guest was a technical analyst. He was stating that the seasonal trend for medical stocks is from early June through to the end of Sep each year on average. I currently own CXR and CRH and I am up nicely on CXR and currently up slightly on CRH. I was at one point up almost 100% on CXR (currently 30%) and up 25% on CRH. I have been at times frustrated with both stocks to see them swing all the way back to 0% gain in CXR and 33% loss in CRH from my purchase price at times through the year.. These stocks seem to swing heavily throughout the year. How do you know when is a time to sell and take the profit and to get back in later if the time arises? I seem to be a good buyer of stocks at times but not a good seller. I bought into some of your recommended stocks like CCL.B and DSG and sold them when I made 20% but after I sold they kept rising. CCL.B went up over 100% and DSG went up to 70% where I bought them. You have held onto these two in the portfolio. What is your criteria for selling or still holding on even though you have made a good return.

Regards,

Brendan
Read Answer Asked by Brendan on May 30, 2016
Q: The company's current year started April 1, 2016. I anticipate Ovivo may make as much as 18 cents a share for the current year. On the basis of those numbers and your opinion of the balance sheet etc what value do you think the company currently deserves? The 4th q comes out June 1st and the company is expected to make about 10 cents a share profit so the outlook for fiscal 2017 is for material growth in profit. If energy prices continue to move up then even better results may be possible for late 2017 or fiscal 2018. Thanks.
Read Answer Asked by Murray on May 30, 2016
Q: Nordgold N.V.has now formally made a takeover offer of Northquest Ltd (NQ) shares at 26 cents. This offer expires on June 15 2016. What happens if I don't offer my shares before the offer expires?
Read Answer Asked by Edward on May 30, 2016