Investment Q&A

Q: Hello Peter & Co.
Tip of the hat to you guys for having responded to one of my questions on a Sunday; don't you take a break?
My wife's RRIF (portfolio of 11 stocks) has CGI as the only tech exposure; I know it is one of your least favourites. Which of CSU, DSG, ESL, MDA, OTC, SYZ, ET would be a good replacement?
Thanks
Tony

Q: Good afternoon, 5I,
CXR - Concordia Healthcare. Has the story changed? Down almost 14% over the course of the last 6 trading sessions, which is most unlike it. Could this simply be some fund exiting its position because of its cost or has something else affected the stock?

Q: Hi 5i Team,

If you had to categorize it, would you consider Cineplex (CGX) to be a value stock or a growth stock?

Thank you again for a great service!

Michael

Q: Hi, just looking at taking a position in Blackline GPS (BLN), would love to know your thoughts?

Q: Hi. I have been looking at Burcon Nutrascience-BU, and Neptune Technologies-NTB. I would appreciate your opinion. Would either of these interest you at this time? Thanks.

Q: Good morning:
As a senior with new money to put into a non registered account, would you buy the banks, Ry,Bns,Td for long term hold,(5 to 10 years )especially now when they are so high. Would you make another suggestion if not the banks. Thanks

Q: Peter and team, RE: Mart Resources MMT.
could today's meteoric rise means that insiders are optimistic about the company moving past its operational issues? is MMT a possible take-over target? Or is the crisis in Iraq causing prices for oil to spike in the region and MMT is benefiting?

Q: Hi: In the Tech sector I currently have CSU and MDA at 3% each, and ESL,GIB,OTC and DH at 1.5% each or 12% of my total portfolio in Tech stocks. I am thinking of selling one to reduce the number of stocks, while buying more of some of the remaining stocks. Perhaps to increase my overall tech exposure as well.
Your thoughts would be appreciated.
Also, do you consider AYA to be a Tech stock or a Consumer stock assuming the acquisition goes through.

Q: Hi Peter and Team,

Any further thoughts on MFC Industries, MIL since i asked back in February 2013?

Q: Peter and team what is you view on PNE .

Jim

Q: Hi Peter & Team: I currently hold both BPY.UN and HR.UN in my portfolio. Would you continue to hold both and if not, which would be your preference.

Thank you

David

Q: I am considering to buy BPO.Pr.l and/or EFN.Pr.c. Like to have your comment. Also, will an eventual rate increase harm Preferreds and convertible debentures?
Thank you. Joseph

Q: Your insights on latest deal between Medtronics and Covidien please. I'm own shares of Cov.us; sell or take Mdt.us offer? Thanks.

Q: Good Morning,
I recently came into $23k US which is pure investment money. I do not need it for anything else. I would like to keep it in US funds. Are there any screaming buys out there for growth and/or income that I could park the money and watch it grow?
Thanks,
Rick

Q: As a starting investor I had a small amount of capital in the form of an RRSP contribution and have bought equities, however I need to keep adding to my portfolio as I have only just begun investing. Thanks to your team some of my stocks have done quite well and based on the 10% limit I should be trimming positions in them but my long term goal would be to have more shares of the equities in question so would have a hard time selling shares in these companies with that goal. Yet, I do not have enough capital to buy enough of my other investments to bring these weightings back below 10%. What is a good strategy to move forward? Do you recommend small monthly contributions or save until I have a designated amount to contribute say $5000?

Q: I've been looking at a few boutique banks, specifically Greenhill & Company (GHL) and Lazard (LAZ). They both pay nice dividends and seem to be gaining steam from all the M&A activity lately. What is your opinion on these two and boutique banks in general. Thanks

Q: I know this is very speculative, but do you see any stocks you think are strong takeover targets? I'm ideally looking for those with strong fundamentals as well.

Q: I often read a comment from traders along the lines of "this stock is not a buy and hold --it is a stock you trade for profits " Can you suggest a few stocks that you " trade for profits " Thanx Robbie

Q: I just thought I would add a bit to Jeremy's question in regards to making a " In Kind" transfer of shares from a margin/cash account into a TFSA. This move is considered a deemed disposition by CRA and any gain is taxed accordingly however, what is interesting is that if shares that are in a loss position are transferred to the TFSA CRA does not allow the tax loss (so gains are taxed but you don't get the tax benefit of a loss) something to consider before moving shares that currently are down.

Q: I'm looking to buy some US Stocks. I'm relatively young and also being risk tolerant, I'm looking for medium-to-high growth stocks for the long term.

I know you mentioned many US stocks on this service, but of the ones on your purview, can you give me a few names that are good and high growth on the US exchanges?