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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: I have a balanced portfolio with the exception of being overweight in Precious Metals which I want to reduce by $150K. Which of the 3 would you sell (or would you sell an even amount in each) and what stock(s) would you buy with the proceeds based on current value and 1-2 yr potential.
Read Answer Asked by Sandy on November 16, 2014
Q: Hello Peter
If i have am correct that the US congress has approved the Keystone pipeline , then what are some canadian companies/ stocks that might benefit from this approval if any ?
Thank you in advance for your feedback.
Claudio
Read Answer Asked by claudio on November 16, 2014
Q: What is your current opinion after the latest quarterly report.Possible long term hold for income?
Read Answer Asked by John on November 16, 2014
Q: AQN announced earnings on Friday. Judging from the sell-off, they apparently underwhelmed the street. However, reading them over myself, they seem to me to be more or less as expected. I still see a compnay that is growing a dividend (now in $USD!) which is reasonably well-covered with cash flow. Emera appears to have some faith in the company as they recently increased their share ownership. I have been a holder for several years. In your opinion, was the earning report a red flag or more likely just a bump in the road ?

Cheers
John
Read Answer Asked by john on November 16, 2014
Q: Would like your opinion on gxe latest quarter and the reason for the stock price drop. Your forward looking outlook.
Read Answer Asked by kenneth on November 16, 2014
Q: Hi Peter and Team,

what are your thoughts on Payment data systems? i know its a small market cap, however, their growth and the cash and cash equivalents of 60M vs their market cap of 19M makes no sense to me. am i missing something?
Read Answer Asked by Graham on November 16, 2014
Q: I have small positions in CFL (-30%) and OR (-2%) that I am thinking selling. I am also looking at increasing my positions for CHW, DR, HWO, PRW and KLS. I am a long term investor and can handle risk.

Looking at the basket above, do you recommend selling CFL and/or OR to invest in CHW, DR, HWO, PRW and/or KLS ?

Can you also rank CHW, DR, HWO, PRW and KLS for long term growth ?

Thanks !
Read Answer Asked by Etienne on November 16, 2014
Q: Peter & Co. I am building a basket of small cap bioteck stocks. I currently have modest positions in Cipher (DND), Knight (GUD) and ProMetic (PLI). I am lookin to add a couple more small positions to this group. I am considering Nova Research (NRI) and Intellipharmaceutics (I). Do you consider these two companies as appropriate selections for an investor with high risk tolerance or would you suggest other names?
With appreciation for your great servicee.
Read Answer Asked by Ed on November 16, 2014
Q: Where can I find the TMX sector category for a given company? And would you consider giving your categories when you do a company report? Thanks.
Read Answer Asked by M.S. on November 14, 2014
Q: I am a retired Dividend-Income investor and need to bump up my asset allocation in the Industrial-Tech sector.

I have narrowed it down to WSP and ET from your Income portfolio. ET looks good but seems fairly illiquid. WSP appears to have better metrics than ET (P/BV, P/Sales, upside based on Globefund summaries), but the beta is a little higher. Additionally, RBC has WSP as overvalued.

I like to give a stock time to run and have a healthy dividend. What are your thought on buying WSP vs ET at this time?

Thanks for your great service.
Steve
Read Answer Asked by Stephen on November 14, 2014
Q: I currently hold a significant number of shares in this company and it represents approx. 10% of my portfolio. I am down 47% and am wondering if it is time to throw in the towel or double down. My understanding is that Argonaut is a low cost producer with little or no debt, but their share price keeps plummeting.

I realize that this company represents too large a proportion of my portfolio but believe much of what AR is experiencing is sector related. but I would appreciate you comments on the company in general and their financial in particular.

Thanks,

DON
Read Answer Asked by Donald on November 14, 2014
Q: hi folks,if no one else has asked,can get your opinion on Q results for western forest and going forward,is it buy/hold/sell,thanks as always,jb
Read Answer Asked by John on November 14, 2014
Q: This is more of a comment than a question, although I would be interested in knowing what drove the action yesterday - extremely unusual for any stock. It started with a huge gap down, no doubt in response to their earnings. Then, wow! It took off with volumes 5 times the 100 day MA. My first response was, as other correspondents, to sell. But the four analysts available on the Scotia iTrade website are all on the positive side, agreeing with you at 5i. And since I am not a trader but an investor, I am holding on. Something positive seems to be in the works.
Read Answer Asked by Fred on November 14, 2014
Q: Good Morning
Have you taken a look at Spectra7 since August? It seems they have moved a bit. It seems they have developed a Virtual Reality Wireless headset which I assume would be enjoyed by gamers. Am I correct? How do their prospects look going forward?

Thank You
Read Answer Asked by Clarence on November 14, 2014