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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: Question on portfolio weighting.
I have 25% in financials - BNS 5%, NA 4%, CM 3%, HCG 3%, HR.un 3%, CSH.un 3%, MIC 2%, GS 2%.
I only have 2% in health care with ZUH etf.
I am thinking of reducing financials for more health care, specifically switching CM for more ZUH.
Your thoughts on this portion of my portfolio and the possible switch are appreciated. Your thoughts on ZUH as a health care sector investment is also appreciated.
Read Answer Asked by David on February 12, 2014
Q: I own osk. it is $6.74 today.Has GLD made a new offer above $5.95. Should I sell at $6.74 or wait and see what Goldcorp do ?
Your help is most appreciated.
Jim S
Read Answer Asked by James (Jim) on February 12, 2014
Q: Has anything changed with Solium Capital (TSE|SUM)?

Seems like the stock has been steadily giving up a few percent a day for the past few weeks, feels like the up trend from last year is loosing its momentum. Im still up on the trade overall, thinking of either booking the profit or buying more. Your thoughts please
Read Answer Asked by Kuldar on February 12, 2014
Q: Any thoughts on Corby's Spirit & Wine (for the long-term) after their recent earnings report? Thanks you for your service.
Read Answer Asked by Michael on February 12, 2014
Q: What is your philosophy/approach to investments in a TFSA?
Read Answer Asked by Kirk on February 12, 2014
Q: Hello team,
Sometimes, I like to look at charts to see how a company is doing in the absence of any news. Rogers Communications' (RCI.B)chart is showing a rounded top which suggests that the company's shares are about to head south. Do you see anything on your Bloomberg terminal that suggests the company is experiencing difficulties. What do you think are its prospects for the near future?
Read Answer Asked by Robert on February 12, 2014
Q: Hi Peter,

Can you please provide an update of your opinion of PNI Digital Media(PN), which you last commented on in September 2013.
Thanks
Dave
Read Answer Asked by David on February 12, 2014
Q: Going through a very difficult, unappealing process of re-balancing. One of three companies I like very much has to be sacrificed. Of Enghouse (ESL), Solium (SUM), and Macdonald Detweiller (MDA) which two would you keep. The only consideration is long-term risk-adjusted returns.
Thank-you.
Read Answer Asked by William on February 12, 2014
Q: DDD... 3D Systems Corporation : This really seems to be the stock of the future . that is the only answer,.. the rest are questions .
Is it the best in what it does, or should I be looking elsewhere ? ... It really plunged on a selloff, so it may be a good timing play now ? ... is it liquid enough or ridiculously risky ? Is $66.66 a good omen or a bad one ? it bounces 5% in a day .
... Thanks /Cheers
Read Answer Asked by Thomas on February 12, 2014
Q: Hi Peter and staff,
Congratulation on your 34 percent return. GREAT

Peter will you be starting a new model portfolio the first of march 2o14?
Thanks again Shirley
Read Answer Asked by SHIRLEY on February 12, 2014
Q: Hi Peter

One of the first books I read on investing was "One Up on Wall Street" by Peter Lynch. Of course, he advocated doing things such as going to mall and observe which stores were busy.

In that vein, I keep thinking of Costco as every time I go to one of their stores all I see is a steady stream of people going through the registers.

I don't think there is a COST question on the site and I simply just wanted your thoughts on this company. As I read through their Edgar filings, it just seems that this stock is ridiculously expensive. Is this just a great company but a lousy stock?

Thank you
Read Answer Asked by Brad on February 12, 2014
Q: I currently hold Entrec ENT, and Enterprise E. I would like to only hold one of these companies. Which do you think is the better company to hold for the next 3 years?

Thanks as always
Darcy
Read Answer Asked by Darcy on February 12, 2014
Q: Any potential minefields( or gold mines) for investors in yesterday's Federal Budget? It looks benign at first glance.
Read Answer Asked by Marilyn on February 12, 2014