Investment Q&A

Q: Hi Peter and team, what do you think of UNH as an exposure to the US Health Care sector? Will the ETF VHT be a better way to invest new cash in the sector? Thanks, Gervais

Q: hi and thanks
Is there an economic trigger or situation that causes health care to fall?
Looking to invest on my US side - I know you like JNJ but was wondering how you would rate it against Aetna AET or Lily LLY?

Q: You suggested this stock some months back and it has performed very well. It has been on a pretty good run for a the past month. Still a good stock or is it reaching its peak?

Paul F.

Q: Please disregard if others have asked. What are your comments on Goldcorp's results, and seeming drag on the whole sector today? Thanks. Michael

Q: Just wondered if the loss was to be expected. it seems quite large. ?Thanks Phyl

Q: At what gold price would Goldcorp cut or eliminate the dividend. Thank You

Q: Any idea why “D” is trading so much lower than the others (F, H & J)?
It’s the shortest duration and lowest reset, but of course a huge YTC.

Thanks
David

Q: Hi 5i,

I'd appreciate your thoughts on the price of gold over the short and mid (3-5 years) term.

Thanks,

Cam.

Q: Good Afternoon.
A general question about the iron ore sector, where do you think the bottom is? The price seems to be holding around $80/ton down from $190 in 2011. I know the big 3 have been ramping up production to drive their costs down even further and as a result of course oversupplying the market. I believe the big 3 (Rio/BHP/Vale) control about 70% of the seaborne market and that market share is likley climbing as we speak as they put the high cost producers out of business. Eventually I would think once they capture further market share they would rein in some supply and the price would bounce back (make much more for their shareholders @ $125 vs $80 iron)). I know you are momentum investors and would prefer buying 52 highs as opposed to lows but any insight into this very cyclical business would be appreciated. There are some juniors now trading at cash so lots of opportunities energing for year-end buying perhaps. Thanks

Q: I hold Cameco now for nearly 2 years in my RRSP account, which is 100% invested in diversified canadian equities. I felt the company prospects were tantalizing and bought it for the long term. While the market has done pretty well over this 2yr period, I am slightly underwater here. I am wondering if there is an opportunity cost lost here and should I get out now when traditionally there could be seasonal strength?
If you think I should indeed get out, what would you replace it with either in Canada or USA? I have a fairly well diversified portfolio with no exposure to metals/mining and a very small exposure in healthcare with PHM, 10% in oil and gas and overweight in financials. Would you consider switching to Seven generations if trading below $20, something else in Canada or do you have a suggestion something south of the border.
I know this question now extends to more than one, and if you prefer, give a separate answer. How would you compare Tourmaline and Seven Generations @ around 20 dollars?
I would appreciate your viewpoint.
Thanks.

Q: I have a position in this company with a big loss. I am contemplating selling this position for capital loss and buying a company with a better prospect than this one. Any suggestion would be appreciated?

Thanks

Q: What did you think of their latest earnings and would you hold on to such a stock or take the hit and move on to something else? It is a 1/3 position in my portfolio. And if you could put the funds in anything, what would your 3 top picks be right now (any sector)?
Thank you.

Q: Has all the parameters, yield, P/e, future earning, future rev. and earning growth. Yet the stock has loosing price.
Appreciate your advise.

Q: Just wanted to point out its about to cross the $100M market cap level where it may gain more interest.

Q: this company just keeps going down. Do you know why? At this point do you think it is overdone?

Q: Can you explain the current freefall with WEQ? When you compare a graph with HNL, it seems to be quite similar.

I am a retired dividend-income investor. Should I continue to hold WEQ and ride it out?

Q: I am disappointed with they amount of negative comments by subscribers and 5I about this company .I have held this company since the ipo and has in the past some up and downs caused in the main by some analysts negative comments .Since the recent market correction this stock has held its value and preserved investor capital and the only company I own that declares their dividend 3 months out.
Much of their debt is in debentures that the market values at a premium of 4 to 5%
I wish that other stocks that I owned protected my capital as well
Stan

Q: BDI's earnings over the past couple of years have been relatively flat. While revenues have grown. expenses have kept pace. Is their inability to grow the bottom line due to the competitive nature of their business or is it perhaps due to how the business is being managed? If it is the former, my sense is that business is only getting tougher. I would appreciate your comments on this and your thoughts as to what might move the stock higher. The company will be reporting soon, but based on projections earnings will be much the same as previous years. So my question remains why hold or buy this company?

Q: I need some hand holding on this stock. It seems to be breaking down and looks to become a prime tax loss candidate (if not already in its thrall). Is it as bad as all that?

Q: Hello: This firm pays a dividend of nearly 8%. However their debt is quite high. If we have increasing interest rates do you think their share price would be affected considerably over the next couple of years?