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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: Could you please give me an updated opinion on ESRX? Could you also recommend 2-3 large cap US stocks for long term holding, likely to provide some growth and some dividend payment (my US holdings are ESRX, MMM, HCLP, JNJ, NVS and IWO)? Thank you for your excellent advice and congratulation on your charitable work.
Read Answer Asked by jacques on October 01, 2014
Q: I would be interested in your opinion about Vectorvest methodology and the opinion of any members that follows them. I have twice tried their methodology unsuccessfully. But with their claim of huge returns I am wondering if it was the way I applied their methodology or the short time I used them, that was the cause of my failure.

Thanks
Read Answer Asked by Saad on October 01, 2014
Q: GE seems to be divesting its low margin businesses and becoming more of an industrial company again. I would expect a smaller and more profitable GE going forward. It's PE is below the general market and pays a good dividend. Is this a pound the table buy considering its fundatmentals and growth profile?
Read Answer Asked by Albert on October 01, 2014
Q: Hello All, can I please get your opinion of Poydras Gaming.

Thank you,
Graz
Read Answer Asked by Graz on October 01, 2014
Q: Hello Peter, Mandalay exceeded the 50 day moving average today, share price stayed the same. I saw nothing on the wire, any news on your end? Do you still like this company?
Read Answer Asked by ron on October 01, 2014
Q: More of a comment than a question Sept is now behind us and in review of my portfolio I took a bit of a spanking on my energy stocks about 13% but on balance only down about 3% in total which if this was a correction I did ok .My frustration when I talk to the people at wcp sgy bte their hedging is excellent were as wcp is hedged out for the balance of the year 95%@$99 a barrel what could put a company this well managed under so much downward pressure ?
Many Thanks Stan
Read Answer Asked by Stan on October 01, 2014
Q: Hello Peter, I have new cash in my already-diversified RRSP. I have a moderate risk tolerance and am seeking long-term growth in plan value (whether the growth is from dividends or gains.) I currently have half positions in BIP.UN, BPY.US, CVE, CCO, CJR.B, ECA, POT and WIN. Can you please suggest which two or three of these to 'top up'. And if you would suggest jettisoning any of these completely, please share your thoughts.
Read Answer Asked by James on September 30, 2014
Q: Hi Peter, currently have both in my portfolio and done well YTD,21 and 18%. Should I take profit or add to? Also, considering RBF274 with a little higher MER. Can you suggest a life science or health related one?
Read Answer Asked by Joseph on September 30, 2014
Q: Yellow Media -- Sell OR Hold?

Thanks. Hanna
Read Answer Asked by Hanna on September 30, 2014
Q: Hi in my TFSA I have 2 small cap investments PLS and LOY whose value has dropped more than I anticipated recently. I understand there is a possibility of a strike on the west coast which could affect the value of PLS but do not know of any other reasons for the drop in value except for the affect of the overall correction in the marketplace. Is there anything I am missing?
Thanks for your help
Mike
Read Answer Asked by Michael on September 30, 2014
Q: Hello 5i team,
I hold MacDonald Dettwiler (MDA)and it does not seem to go anywhere; I heard about Magellan Aerospace (MAL).
Could you please give me your comparative evaluation?
Thanks,
Tony
Read Answer Asked by Antoine on September 30, 2014
Q: Hi Peter and company. Could you take a look at the numbers released for this company. I listened in on the conference call and it seems like the balance sheet is improving and will continue to do so. My issue is the revenue and block trades of selling lately. Have you herd of downgrades or institutional selling. If possible I would like to know if you will be updating your model portfolio soon in light of the sell off...new companies to purchase with this pullback etc.
Thank you Jason
Read Answer Asked by JASON on September 30, 2014
Q: Hi Peter, I have some US funds I would like to use in the healthcare sector (no exposure at this time). Could you give me your take on Walgreens WAG, IBB and IYH. Which one would give me the best long term hold?
Thanks
Gary
Read Answer Asked by Gary on September 30, 2014
Q: This fund pays out a dividend of 9.3 cents per month - 9.47% at today's share price. It has what seems to be a low beta of 0.22. ( Is that relevant for this tuype of stock?)
How would you rate this stock as a reliable component of the fixed income portion of my US dollar portfolio?

Thank you.
Read Answer Asked by Donald on September 30, 2014
Q: Hello Peter and Team,
I need to consolidate my Utilities weighting in an otherwise diversified income portfolio. I need to keep 3 of the four listed, proceeds of the sale being re-invested into the residual holdings. Please rate these four against each other in terms of consideration of my preference for valuation and growth potential over an extended time frame of 5 years As always I appreciate your thoughts on this. Rick.
Read Answer Asked by Rick on September 30, 2014
Q: well yri is hitting new lows,morningstar(i don't know anything about these people) has a strong buy with a nav of 12.00 a buy at 7.20 and sell at 18.60, they have mothballed c1 santa luz and have all in costs of 825-875 per oz. their uncertainty rating(morningstars)is high. sure do like bargains but i really dont know as most hate the gold sector at the moment. guidance and opinion is of great help. tkx pat
Read Answer Asked by patrick on September 30, 2014
Q: Hi Peter, Do you know what percentage of revenues come from K's mine in Russia? Given that the situation with Russia is getting worse and worse, I'm worried the company could very well be a candidate for expropriation. What are your thoughts on that and how much more downturn can the stock have if that were to occur?

Thanks a lot!
Read Answer Asked by Silvia on September 30, 2014
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