Investment Q&A

Q: Many doctors are enthusiastic about GILD's hepatitis-C treatment which, while very, very expensive, is medically unusual for the high proportion of patients it actually cures (versus, many drug therapies are only incremental improvements on the therapies they supercede.) However - and aside from understandable friction over cost - is GILD potentially the victim of its drug's success: the more people they cure, the fewer customers they have remaining? And unlike, say, Apple (who is running out of new customers but can sell old customers an upgrade), cured patients have no reason to come back for more.

Q: What are your thoughts on today's earnings? The market seems rather unimpressed.

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: Hi Peter and team,
In December, I sold my positions in Black Diamond and Questor for tax loss selling. I can now buy these back, but I am wondering if it would be wiser to use the money to buy different stocks that have been beaten up as much but have a better outlook in the next year. If so do you have any recommendations as to what stocks these may be? Is it wiser to just buy back in BDI and QST and wait for oil to bounce back?
Thanks
Kathy

Q: Hi Peter, Ryan & Team, If you were to pick 5 Stocks in the mid to large cap companies in the Industrial sector for a 5 year hold, which ones would you choose. Presently I have WSP, BAD & TNC for a 12.39% of my portfolio.
Your input would be greatly appreciated. Thanks
Ivan

Q: I am looking to add to my non-registered accounts. Looking for your suggestions on long term holds 10+ years. Thanks.

Q: There are few renewable companies but lots of money to invest in them. Will they become artificially inflated?
Is is better to go direct to GE, Easton, Emerson Electric etc.
10 years ago Coal companies were doing well but bankrupt now.
In 20 years will we need all of these pipelines?
I believe there will be millions of oil sands barrels left in the ground in Alberta.

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: Would now be a good entry point for Denison? Would Cameco be better?

Q: I own SPB @ 7% of the portfolio. I plan on buying ZUT for utility holdings, but notice that SPB represents 8% of the ZUT portfolio. In looking at the other holdings in ZUT, SPB seems out of place. Would you hold both or divest SPB? Thanks

Q: I know its early yet but I would appreciate your researched insight into this game changing medical process and its potential as an investment.

Q: What are your thoughts on couple of BMO Mutual fund.
BMO Tactical Dividend ETF = GGF31734
BMO Tactical Balanced ETF GGF31222

Q: I own Cxi and was considering a switch to Cnr. Taking into account Cnr latest results does this switch make sense?

Q: Hello, In regards to Victors question on Alaris, here is some information from a short seller. Interesting perspective.

http://www.broadviewcapital.ca/wp-content/uploads/October-2015.pdf

Q: anyone experiencing problems with webbroker today. I was unable to make trade for the most part of the day!

Q: Just a comment about the recent interest in PTG. Several years back when I had a broker account, they bought PTG (as some type of debenture I believe) for my account. The interest payments were good. I then left the broker taking the PTG holdings with me. In 2013 I was notified by PTG that the debentures were being turned in shares and was asked if I wanted cash or shares for my holdings. I opted for cash and a few weeks later I was told that cash was no longer and option - I would have to take the shares. Obviously I was not happy about this. The stock finally started trading. It came out around .75 cents and in a matter of a few days (when I finally found it it had started trading) it was down in the .29 cent area. With a break-even of .42 cents I held on and finally got out recently at .46 cents.
The bottom line of my story here is that I don't think this management is worthy of any level of trust. It's obvious that they will do whatever benefits them and cannot be trusted to keep their word. I wouldn't go near this company with a 10' pole!
Publish if you wish...

Q: Hi Peter and Team. I would like to sell my hudbay shares and replace them with shares in a similar company that concentrates in zinc and copper. Also a company with less debt and more insider ownership. Do you have any suggestions. Thanks.
Rob

Q: Given its record of steady dividend increases and high yield, why is its share price so depressed over the last few years? It looks like a "number perfect" investment to me. So I'm thinking about taking a position in AD and I just don't want any surprises. Please help me out here.

Thanks.

Q: Good morning - I have Currency Exchange and DHX as part of my Tfsa. Are these still names that you would recommend for Tfsa, or are there others that you think are better. Thanks.

Q: What is the best way calculate EPS Growth. I have noticed it is very erratic from one analyst to another. Should I use historical or future estimates to get the most accurate growth rate?