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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: Why is GLN still trading at such a discount (almost 4%) to its "cash" tender value (and even more with respect to the current BCE share value)? The Rogers injunction issue seems to have been resolved and no other obvious "deal-kiillers" have come out of the woodwork.

It seems to me that the risk/reward ratio is very favorable to purchase GLN now. I would appreciate your opinion.

Thanks!
Read Answer Asked by Gregory on January 13, 2015
Q: AVO represents 5% of my folio holdings; should I half since it looks like it's going nowhere and redeploy to OG sector? My IT exposure is currently 16% and OG is at 8%.

Merci Charlie
Read Answer Asked by Charles on January 13, 2015
Q: Hello,
What are your thoughts on First Mineral? I hold half position in FM and was planning to increase it to a full position. The stock is down 13% in the past 3 days - should I take it as an opportunity or a warning? I am considering holding the stock for 2-3 years. (My current exposure to energy and materials combined is 25%)
Thanks.
Read Answer Asked by Michael on January 13, 2015
Q: I don't know if this question has been asked. (I'm sure it has, but here goes anyway...) Do you foresee a time when you might start covering US stocks? Or at the very least, starting a US Model Portfolio, which would be great to see here. In this environment, where everyone is saying "invest in the US" it becomes crucial to have a source of reason to turn to when picking from the infinitely large minefield of companies that make up the US market. I, for one, would not be averse to paying extra for this service so you could hire some like-minded people to initiate this. Thanks for listening.
Read Answer Asked by Sylvia on January 13, 2015
Q: ok received your answer , so 25 per cent of my total portfolio in your upcoming growth portfolio,that is 25 stocks plus maybe 15-20 stocks in the rest of my portfolio.
isn't that too many stocks. i never hold more than 20 stocks total, usually around 18.
basically what i am getting from all this ,is to cherry pick which i did with the model portfolio-- amaya enghouse etc and did very well,the income does not interest me. dave
Read Answer Asked by david on January 13, 2015
Q: Based on the info I have, this co. has: no earnings, no debt & a four digit payout ratio. Either they print money or have huge non-cash write-offs? What am I missing here as I am looking for something for my TFSA with good upside and dividends.
Read Answer Asked by James on January 13, 2015
Q: I find your answer on the coming growth portfolio confusing. I am a seasoned investor, what percentage of my total portfolio should I put into your growth portfolio. I understand that percentage should be equally divided between the 25 stocks but what is your recommended percentage. also I am aggressive and not afraid of risk. dave
Read Answer Asked by david on January 13, 2015
Q: Good morning: purchased Nal a few weeks ago and it has dropped about $4 per share recently. What is the reason and what do you see for the future. Thanks.
Read Answer Asked by Michael on January 13, 2015
Q: would appreciate a comment on EXN now that the precious metals seem to be moving upwards. Thanks
Read Answer Asked by george on January 13, 2015
Q: Hi Peter,
What do think of XMU and XUS for U.S. exposure? THANKS.
Read Answer Asked by Terry on January 13, 2015
Q: This company has shown up on my radar with solid fundamentals; though it has been substantially higher in the past 5 years. Do you have any thoughts on it please? Thanks
Read Answer Asked by Victor on January 13, 2015
Q: Hi folks, I've been looking at adding this bank to my holdings. My view is the stock is not ready to buy yet as it appears to be trading in tandem with the price of oil. According to what I see the stock would be a buy around $15. Do you agree? What's are your thoughts on this strategy to play the fear in the oil markets. With much thanks!
Read Answer Asked by mark on January 13, 2015
Q: Do you consider 18-20% exposure to the energy sector (oil and oil servicers) at the moment too high ? I have a long term horizon (10y+) and my losses are very limited so far since I have started adding to a 5-7% position in the last few weeks ? I also have excess cash that I could add in the next fews months to oil or other sectors if prices fall.

Also, just a guesstimate, do you think current oil price could stay this low or even go much lower during the next 12-24 months ? Thank you.
Read Answer Asked by Pierre on January 13, 2015
Q: Any info or thoughts about the senior mgmt changes announced? Two senior VPs both 14 yrs with the co leaving or retiring.

Thanks; enjoy your service tremendously!
Mark
Read Answer Asked by Mark on January 13, 2015
Q: What percentage of ones portfolio do you recommend investors allocate to the growth portfolio you are putting out in April? And what is the minimum one would have to put in each of the 25 stocks to make it worth it with the buy fees? If a Small investors with other holdings from your model portfolio can only afford to put 500 dollars or 1000 dollars in each of the 25 stocks would it still be worth investing? At 10 dollars a trade it would be 1 or 2 percent if the value. What kind if return will you be aiming for?
Read Answer Asked by Carla on January 13, 2015
Q: Thanks for your quick reply to my previous question. Perhaps I was not clear enough - but I was hoping for your current recommendation for sector allocations.

Thank you.
Read Answer Asked by Donald on January 13, 2015
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