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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: Sorry to bring this up again. I'm just unsure of what to do with this position. In your previous response for a longer term it seems like good value at the time. Since then the stock has just dropped like a stone. I should have stayed away since your "D" rating is pretty clear, but i didn't. What do you recommend to be done now? can this rebound or is this company set to disappear? it's a shame as it's a great technology that they have. Thanks for your great service. My return on DHX has been amazing and I would have never picked it up if it wasn't for you.
Read Answer Asked by ryan on October 28, 2014
Q: Hello Peter and team,
I have a small holding in Contrans. I have not yet tendered to the offer but I want to get out in the near future, whether it is by tender on the 31st or into the market. Do you have any suggestions about whether to sell before the 31st, tender on the 31st (hoping they reach the 2/3 threshold) or sell next week?
This is my first experience with a takeover of a stock and a question has come up for future reference: if I tender does it become a binding agreement or can I subsequently sell my shares on the market if the offer is extended?
Thanks in advance, I love the service you provide.
Rory
Read Answer Asked by Rory on October 28, 2014
Q: Hello Peter & Co:
There was talk of you offering a portfolio analysis service. Is that still in the works? Great job on BNN yesterday. cheers
Read Answer Asked by Andrew on October 28, 2014
Q: Hi 5i Team
I am sitting at 14% Energy with BDI, PEY,VET and QST and 13% Basic Materials with G, SJ,and RUS.. I have approx 5 to 10K to invest and would like your advice as to whether I should take advantage of lower energy and Materials stock prices i.e. Whitecap WCP and First Quantum FM or into recent top picks Trimac TMA and EXco XTC. I do not have any Transportation nor Auto related stocks currently.
Regards
Kathy
Read Answer Asked by Kathy on October 28, 2014
Q: Why is there such a negative 'pall' hanging over this company? The Bal. Sheet is good (re. $24M in cash), the co. is profitable and the 'story' about railroad technology is rather compelling from my perspective. Do you think this is the bottom for the price of the stock? What investment grade do you give this company?

Thanks, again, for your insight and analysis.
Read Answer Asked by Owen on October 28, 2014
Q: I understand and accept the importance of a properly constructed portfolio. However, I have a lot of trouble deciding on how to set up the energy portion of my holdings - mainly because there are so many different yet excellent choices.

If assuming you want a 15% portion of the portfolio to go into energy, how does one decide to split this among light oil, heavy oil, tar sands, natural gas, service companies, drillers, explorers juniors, seniors, dividend payers etc.? All the while, keeping your total portfolio down to 20 - 25 names?

Is it just a matter of picking 3 or 4 from any of those in the sector and going with them or is there not as much correlation among the types of companies listed above as I think?

Thanks for helping to shed light on this area.

Paul F.
Read Answer Asked by Paul on October 28, 2014
Q: Could you please comment on Acadian Timber Corp (TSE:ADN) quarterly earnings ?
Read Answer Asked by Shawn on October 28, 2014
Q: Hi Peter & team,
What do you think of "CLR" - The last review was in June '14.
It went up 307% in the last 3 years.
Should I get in or wait?
Thanks,
Morris
Read Answer Asked by Morris on October 28, 2014
Q: "Alimentation Couche-Tard - ATD.B - is one of the biggest convenience-store companies in the world," says Wikipedia. I own Alimentation. Here in Halifax they have a minimal presence, mainly as Circle K stores associated with gas stations. I just don't see how this company falls under Consumer Staples rather than Consumer Discretionary. I'm sure there was a time in all our lives when slushies, Vachon cakes, and one-dollar hot dogs were staples that we lived on. But is it really a "consumer staple"? The other part of the question is to invite comment on my perception that with lower oil prices people should have more money to spend in convenience stores, assuming gasoline profits/margins/etc. don't deteriorate. Thanks!
Read Answer Asked by Jerry on October 28, 2014
Q: What are your thoughts on the Swiss gold vote? The "Streets" opinion is it won't be a yes vote. Is it a non issue either way or do you think it is a catalyst for the gold market?
Read Answer Asked by Brian on October 28, 2014
Q: looking to buy back into this company,it has done well this year. Question: Earnings will be released Nov 17 and they estimate 6 cents a share-your thoughts on this happening?
Read Answer Asked by ron on October 28, 2014
Q: I have Canadian oil and gas stock, pipeline, and power company representation. But I can't help thinking solar is an increasing part of the future, and fear I may be holding too much "old technology" investments, even given some of them have a small part of their income in windpower.

What do you think of Solarcity as a way of rounding out my power investments? Would there be an ETF that would capture solar that would be more appropriate?
John
Read Answer Asked by John on October 28, 2014
Q: Re: Peter's appearance on BNN's Market Call:
This can be viewed on WWW.BNN.CA as with ALL their shows. The following is a link to a 4min/13sec video excerpt:

http://www.bnn.ca/News/2014/10/27/Top-Picks-from-Peter-Hodson-Great-Canadian-Gaming-Exco-Technologies-and-Trimac.aspx.

Also on the same site you can sign-up for a daily e-mail that
provides you with the "Top Picks" for both Market Call & Market Call Tonight (sent out around 21:00 daily). Whet accessing the link embedded in the e-mail you also get Past Picks as well. I find it very handy.
(Complete shows can also be viewed as well)
Read Answer Asked by Scot on October 28, 2014
Q: Hello, can you indicate which three sectors you feel will benefit the most from lower oil prices and why? I am thinking of placing my free capital in the ones you are recommending as I don't see oil prices rising anytime soon. Thank you.

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Read Answer Asked by Gerald on October 28, 2014
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