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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: Good morning...quick question...in one of my self direct accounts ($100,000) I plan to mirror your portfolio...I understand we can't time the market but should I purchase all in one day or split over a period of 30days...Thanks
Read Answer Asked by Matthew on November 08, 2013
Q: Hi Peter and Team,
I'm a bit baffled by the continued strength of the share prices of two companies I've been following, Vermillion Energy and Arc Resources. If oil prices are soft currently (especially Canadian oil prices) and natural gas prices equally soft (with what appears to an abundance of supply in North America), why are the share prices of these companies continuing to advance? Are these stocks overbought and too expensive at these levels?
Many thanks,
Brian
Read Answer Asked by Brian on November 08, 2013
Q: Bellatrix (BXE)took a hit today, looks like a good buy, what is your opinion of BXE in short and long term? Thank you.
Read Answer Asked by Boris on November 08, 2013
Q: Any new thoughts on Merus Labs International (MSL) in light of the recent $1.6B Paladin Labs takeover? MSL is occasionally mentioned as having a similar business model to Paladin. 5i's answer to the previous inquiry about MSL mentions that it seems well managed, although its management team has been considered a potential negative by other market commentators. Would appreciate your insight on these 2 angles to MSL - thanks, Brad
Read Answer Asked by Brad on November 07, 2013
Q: Could you please give me your assessment of NGQ,DNA and REX thanx
Read Answer Asked by Robert on November 07, 2013
Q: You stated recently that LIQ was down in price because of a change in B C s new liquor laws.Can you be more specific and do you think this stock should be sold before it hits lower levels?
Read Answer Asked by Allen on November 07, 2013
Q: I've sold Paladin (thank you) and have cash to invest. My stock holdings are below. Looking for 3-4 new HIGH QUALITY companies (regardless of sector) that aren't highly cyclical and you would consider "must adds" for a long-term investor.
Tech 30% - CSU/AAPL/ESL/MDA/AYA/GIB
Fin 30% - BNS/XLF/AIG/BMO/CXS
Ind 10% - STN/BYD.UN
CD 10% - CGX/ACQ
Enr 10% - CPG/PPL
Tel 5% - T
Hlth 5% - VRX
Thanks for your great service!
Read Answer Asked by Christopher on November 07, 2013
Q: Please comment on my attempt to trim. 100 shares of CSU was purchased at $116. Present value is $196. It is now 9.8% of my portfolio which is about $200,000. If I sell 30 shares at $196 that would reduce the holding to 6.9% of my portfolio. Is this worth the effort?
I also own 600 shares of ESL @ $27.76. This is 8.3% of my portfolio. If I sell 100 shares that would reduce this holding to 5.4%. Alan W.
Read Answer Asked by Alan W. on November 07, 2013
Q: Thank you again for the valuable information you provide. I am learning so much. I am down 13% on FRC. Would you suggest hanging on or switching it out, and if so, what would you recommend. I have a balanced portfolio, and this is just part of my holdings in this sector.
Read Answer Asked by Ellen on November 07, 2013