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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: What is your opinion on the offer from JLL/Delta Patheon Holdings on taking Patheon private? Thank you.
Read Answer Asked by Karen on November 19, 2013
Q: Hi Peter,thank you for your comments on Patheon in our discussions, it helped me in my decision making. Since 66% of those present at the special meeting to be called must vote in favour of the buyout...Since some big funds like CI and others own big positions is it a possibility that JLL will not get the 66% required and be forced to pay more then $9.32 US?
Secondly should I sell some today or wait a few days to see how the buyout is received by the large shareholders?...Thanks, George
Read Answer Asked by George on November 19, 2013
Q: Intertape Polymer,ITP, has fallen 13% in the past week. The. Quarterly results came out last week and they were OK. I could not find anything to account for this decline in the price. Is this merely profit taking in a stock which has gone up over 100%over the past year or is there some thing else going. Would you just sit tight and if so how long until the stock starts to turn up. Your help is much appreciated. Ian.
Read Answer Asked by Ian on November 19, 2013
Q: Hi Peter and Team:

A friend's advisor recently recommended and bought some Canso Credit Income Fund (PBY.UN) for his investment account. What do you think about this stock?

I was enjoying last Saturday's Money Saver webinar, but had to leave early. When will a YouTube or other version be available?

Thanks in advance.
Read Answer Asked by Jerry on November 19, 2013
Q: I have a reasonably well balanced stock portfolio, consisting mainly of large TSX dividend paying stocks. As the DOW continues to reach new highs, I am growing increasingly concerned about the propects of another bubble, and want to have a strategy ready to protect the gains in my portfolio if necessary. Other than cashing out, would your view be to invoke stop losses on my more interest sensitive stocks? If so, what level of stop loss would be appropriate (ie. is there a typical percentage or dollar level that is used, or would it vary by the type of stock?
Thanks for your input 5i.

Brian
Read Answer Asked by Brian on November 19, 2013
Q: Any initial thoughts on GXE? It definately has good management behind it and seems to have good operating metrics. At $3, the valuation doesn't seem bad either, at least to me.
Read Answer Asked by Kel on November 19, 2013
Q: Hello Team,
Do you have an opinion on Aurinia (AUP) that trades on the venture exchange? It used to be Isotechnika and was a complete failure for investors. The company has a new name, financing and management team. Looks like it wants to move to the upside, I’m looking to take a flyer with a small amount of money.
Thanks
Read Answer Asked by Mark on November 19, 2013
Q: Hi Peter and Team,
I am just starting with a small portfolio of $30,000. Could you please give me your top 3 picks in the Manufacturing, Resource and Financial sectors. Thanks very much for all your wonderful information. Steve
Read Answer Asked by Steve on November 19, 2013
Q: Hi Peter and Team, Thank you all for such a great year and hopefully many more to come. Europe: Can you please give me a few (5 maybe 6) names that you really like in Europe that you anticipate that will do well over the next few years.

Thank you,
Read Answer Asked by Patrick on November 19, 2013
Q: Hi Peter and good crew. I would like to buy both RKN and Mnw, but insufficient for both. Please help me choose for an initial entry.
Read Answer Asked by Phyllis on November 19, 2013
Q: With interest rates on the rise is it time to sell my CPD Preferred share ETF and replace it with the common shares of low beta dividend payers. CPD is in a non registered account and is about 5% of my registered and non registered total holdings.
Read Answer Asked by MANFRED on November 19, 2013
Q: Hi Peter,
CBO and XHB, both from ishares. Similar in yield, similar last 12 months return but big difference in number of holdings. 44 for CBO and 323 for XHB. Morningstar classifies XHB as low risk and CBO as avg risk. What is your opinion on both? Should I buy both? Thanks
Read Answer Asked by Karl on November 19, 2013
Q: Hi- any comments on the DTX financing? Would you allocate money at these levels? thanks
Read Answer Asked by Scott on November 19, 2013
Q: Hello 5i, i wish to comment on your advice to me regarding CSI... on or about july 15 of this year i was a shareholder of CSI and asked your opinion.Basically in a nutshell you didn't like the company and advised selling. i did sell and kept my losses to a minimum which in my opinion is every bit as important as making money.if possible please reprint my original question for your readers, thanx again.norm
Read Answer Asked by NORM on November 19, 2013
Q: Hello
After the takeover of Premier Royalty, my Premier Royalty Warrants changed into Sandstorm Gold [SSL.TO]Warrants dated 12/04/16. I cannot find any quote or trading symbol for them.
I can find :
SSL.WT 04/23/14, and
SSL.WT.A 10/19/15, and
SSL.WT.B 09/07/17
all of which trade, but not mine. Any idea why mine don't?
Thank you, Paul
Read Answer Asked by Paul on November 18, 2013
Q: Hi Peter,
When looking to purchase flow through shares do you suggest buying individual new offerings from specific companies or do you prefer the LP route with a manager etc..If so perhaps Norrep or Front Street? Thank-you.
Read Answer Asked by Chris on November 18, 2013
Q: There is a lot of press about the the US becoming self sufficient in oil and that OPEC is, or will, as a result, be overproducing in the years to come. Do you support this notion that the world will have a surplus of oil? If so, how do you identify which oil stocks are vulnerable to increasing oil supplies and which ones might actually benefit from it.

Paul
Read Answer Asked by Paul on November 18, 2013
Q: I have been looking at Ariad Pharma (ARIA-N). Do you think it has potential to rebound after the big drop last month?
Read Answer Asked by Mark on November 18, 2013