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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: Hi Peter & team - My portfolio includes AFN(30%), CGX(13%), INN.UN(10%), WIN(4%), HCG(13%), SGY(17%), G(4%), AHF(3%) and AQN(6%). AFN, CGX & INN.UN are up 42%, 20% & 13% respectively for me and the rest are all up or down within a +5% to -5% range. With a focus on growth, what positions, if any, would you sell or reduce and what would you then add? Thank you for your response. Dave
Read Answer Asked by David on January 16, 2014
Q: Hi Peter and Team,

Your thoughts on Washington REIT, WRE?
Read Answer Asked by Graham on January 16, 2014
Q: HI
E is looking very good since their recent news.
What is your intermediate term outlook for this growth company?
It would be nice to have you write a report about them in the near future.

Best Regards
Hersh

Thanks
Hersh
Read Answer Asked by Hersh on January 16, 2014
Q: Hello team, thanks for the well reasoned reply to my AYA question. I am thinking it may be time to add an industrial mining company to my portfolio, like a VALE for iron ore or TCK or FM in the coal or copper space. I have no miner exposure presently. Your only miner is in gold. What would you do here? Are you tempted to add one to your portfolio as a value play on eventual global recovery to include these stocks. Many thanks.
Read Answer Asked by Keith on January 16, 2014
Q: Re: Member comment about brokerage Cdn-US$$ exchange rates , perhaps a look at "Norbert's Gambit : The Complete Guide" ( Google search) may be of interest - Peter, I'm sure you folks can comment - regards Don
Read Answer Asked by don on January 16, 2014
Q: Hi team
I am considering taking a position in the 3d printing for my rrsp for up to 10 years. what is your best pick in this area? Or would you just buy a etf and which one?
Thanks Ken
Read Answer Asked by Ken on January 16, 2014
Q: Hi Peter and Team,

Your thoughts on Liquidity Services Inc. LQDT?
Read Answer Asked by Graham on January 16, 2014
Q: Hi Peter and Team,

What are your thoughts on Echo Global Logistics, ECHO. Is their growth rate sustainable? are they cheap now?
Read Answer Asked by Graham on January 16, 2014
Q: PSD - Today: Pulse Seismic Inc. Reports Preliminary Unaudited 2013 Financial Results. Could we get your comments on these results please.
Read Answer Asked by Andie on January 16, 2014
Q: Hi Peter
I try to monitor short positions before entering a new TSE position (or an old position for that matter). Do you think this is worth doing? How do you find this information? I know that the TSE releases data that is 2 week old of the top 20 stocks, which I do not find all that satisfactory.
Thankyou, Mark
Read Answer Asked by Mark on January 16, 2014
Q: Hi Peter and Team,
I am reviewing my portfolio for 2014.
I hold MRG.UN 5% position (down 10%)purchased as a US housing play it is not recovering although Tricon a similar play seems better suited.
BBD.B, I am also down 10% and the stock don't seem to act positively after continuous bad news on the C10 plane

I would like your opinion on my intention to sell both and your suggestions for replacements in the same categories( industrial and US home recovery.
Thanks for your excellent service.

Read Answer Asked by Raoul on January 16, 2014
Q: Has your outlook become any brighter since your last post in May on Strongco (SQP).Thanks
Read Answer Asked by Don on January 16, 2014
Q: Hi Peter & Team. I currently hold Shoppers (SC) and am wondering if you would sell before the takeover by Loblaws or keep the stock? SC has been a good performer with dividends but not so sure about the food business with Loblaws.

Also I have a position in Sherritt (S) and wonder if I should exit my position and put the nmoney to work elsewhere?

Thanks for your consideration.
Read Answer Asked by Michael on January 16, 2014
Q: Do you currently see markets as over bought? If not, where would you put new money? Thanks.
Read Answer Asked by Curtis on January 16, 2014
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