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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: Hello Peter & team,

I have TOU, SGY, QST as energy stocks, down on average 8% (on top of your portfolio which is up, thank you).
Should I buy more at these levels, add others (PNE, KEL,PEY, PPY, CQE) or hold for possible better entry points.

Any other suggestions energy or otherwise worth buying at current levels.

Best Regards
Marios
Read Answer Asked by Marios on July 19, 2014
Q: re: ASG Aurora Spine

I realize this is a small company with a short trading history and volumes that can be very low. I also realize as with any new company it is high risk and especially so when introducing a new product in the healthcare industry.

To their credit, ASG has had numerous surgeries in Europe with great success and have recently completed their first surgery in the US.

I have a small position (1.2%) and with the share price being at it's lowest point am considering adding a couple of hundred dollars to average down my original entry cost.

What are your thoughts on averaging down? And has your outlook for ASG changed at all since last discussed in May?


Thanks for all you do

Gord
Read Answer Asked by Gord on July 19, 2014
Q: Hi Peter and team

My portfolio is large enough so that getting any foreign diversification leads me to exceed the $100K limit the CRA applies for tax reporting of foreign holdings. I don't want to be involved with completion of the T1135 form. Is there any way I can get this diversification by means of ETFs without triggering the requirement to complete the T1135?

Thanks

Ross
Read Answer Asked by Ross on July 19, 2014
Q: AthenaHealth (ATHN-N) released quarterly results the other day, would you continue to hold it in your portfolio? thx!
Read Answer Asked by John on July 19, 2014
Q: Hi team,

As they have both been knocked down with this correction in energy stocks. Which do think is the better buy long term, BXE or RMP?
QST is also on my list is that now at a good price to take a full position.

Thanks Peter
Read Answer Asked by Peter on July 19, 2014
Q: Two stocks I came across and bought by reading questions and answers on your 5i site were PTS and CHN. I asked 5i about PTS awhile back and your answer was it was a long term play. I should have asked what entry point you would go with because I paid a lot more money than what it is today. CHN is down more than it is up. Waiting for your reply.

Dennis
Read Answer Asked by Dennis on July 19, 2014
Q: I have no problem finding the earning dates for U.S. stocks however, I am unable in locating a free website that provides earning dates for Canadian stocks, do you know of any? Thank you for your response.
Read Answer Asked by Roland on July 19, 2014
Q: I would like to suggest the following web sites for dividend and performance information.
http://www.canadastockchannel.com/
http://www.dividendchannel.com/ (US stocks)
Read Answer Asked by Helen on July 18, 2014
Q: In your most recent blog, you have an article about leading indicators. In this article, the section on PE10 notes that the long term mean value for PE10 is 26.48. Subsequently, the article notes that the PE10 today is 26.48 and that this suggests that stocks are significantly over-valued. This doesn't seem to make sense. If today's PE10 is equal to the mean then stocks are not over-valued. Is the value quoted for today's PE10 correct as it is curiously identical to the mean value which I find suspicious? Thank you.
Read Answer Asked by richard on July 18, 2014
Q: Peter and team I have RBI I am down over 60% should I hold or sell and move on .
Read Answer Asked by James on July 18, 2014
Q: Hi Peter & Team,

What are your thoughts on Panhandle Oil and Gas, PHX.US?
Read Answer Asked by Graham on July 18, 2014
Q: good day...now that prc panterra has completed its rights offering it now has a stock option plan at 0.56 what do you think of this company after these two offerings...thank you
Read Answer Asked by gene on July 18, 2014
Q: In an account where I've borrowed to invest ( 3% interest rate) I have cash to deploy after trimming a position. My overall portfolio is underweight in Healthcare, Consumer Non Cyclical, Real Estate and Utilities. I'd appreciate a suggestion in any of the above sectors that may provide share price appreciation with at least a 3% dividend to cover borrowing costs.

Thanks in advance.

John

Read Answer Asked by Charles on July 18, 2014
Q: Hi Peter I own KELYA as my sole U.S. holding looking out on the jobs recovery in an improving economy.It is now out of favour and hitting a 52 week low. With monthy jobs report improving, is there something i'm missing here.
Thanks Brian
Read Answer Asked by Brian on July 18, 2014
Q: Hi,
I bought a 5% position in ACQ, autocanada,@ 40.00, it has now pulled back about 20% from it,s all time high and is still just over a 5% positon in my portfolio. My question is, at this price do I buy another 2%, and go to an overweight position, and trim when it hits 10%, or hold what I have and play the slow and steady game. I realize you probably would like more info for a proper answer, but reading your answers to the last few questions on ACQ. I get the feeling your fairly comfortable with this growth stock, and with the recent pullback it looks like a good time to add.

Many Thanks as always!
Read Answer Asked by Greg on July 18, 2014
Q: Hi Peter and Team,

Quick thoughts on Republic Airways Holding, RJET.US
Read Answer Asked by Graham on July 18, 2014
Q: What are your thoughts on the Northern Blizzard IPO ? How does it compare to PSK ? What are the risks to the royalty model ?
Read Answer Asked by Ben on July 18, 2014
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