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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: Peter,

Do you think NKO could be at least a two bagger from here after the news?
Read Answer Asked by Imtiaz on June 27, 2013
Q: Hi Peter and team, I have a 60/40 US/Cdn portfolio. My US portfolio is really well diversified and growth oriented, but my Cdn portfolio, while diversified, has been a bit heavy with HR.un, REI.un, IPL.un and CPG. I am thinking of rebalancing by bringing in SUM and ESL or CSU. Have these three run up too much? I would also add BAM.a.

In the CDN portfolio I also have CNR, TFI, KBL, CGX, ANS, WFT, TD. As part of the rebalance I also recently added SLF, and HCG.

I rejected BEP.un and DCI as being too similar to to the stocks I propose to reduce. MG worries me after huge run up.

What do you think? Any other additions for me to consider?

Many thanks for your help,

Keith
Read Answer Asked by Keith on June 27, 2013
Q: It is great having a source for individual enquiries on stock moves. Thanks for your expertise! Could you please provide an up-to-date commentary on Norbord. The stock seems to be under pressure, yet it is a good play on the continuing recovery in the U.S. housing market. Any thoughts?
Read Answer Asked by Paul W on June 27, 2013
Q: I have 8.3% of my portfolio in shares of T and BCE, which have dropped incredibly with the Verizon scare. T is now -17%. BCE has dropped like a stone also, but is an old holding and still +12%. Is it time to buy, hold or sell on T and BCE. And is MBT,which has climbed recently, worth looking at?
Read Answer Asked by Edward on June 27, 2013
Q: Hi,
I am looking to add a small cap to my portfolio but I can't figure out why AHF maintains a B- ranking. Do you still feel this company is a addition to a small cap portfolio.
Thanks,
Paul
Read Answer Asked by Paul on June 27, 2013
Q: I currently own AR (Argonaut Gold), BTO (B2 Gold) and SSL (sandstorm Gold), and am considering adding SLW (Silver Wheaton). There is usually a good seasonal trade (i.e. buy) in gold & silver beginning around mid-July. With the price of gold so low, and sentiment seemly continuing to be poor, do think the seasonal trade may still be there? Also, with the price being low do you see any issues with the 4 names mentioned? i.e. ability to finance debt, or closing mines (like Barrick & Kinross), etc... thanks again!
Read Answer Asked by Ian on June 27, 2013
Q: Any updated opinion on Spyglass? And are you familiar with Ridgeline (RLE)? I hold SGL but with the pullback of RLE, I am looking to add....thx in advance....great service
Read Answer Asked by Brian on June 27, 2013
Q: I was wondering if an index such as XMA ever changes its stock focus? For example would they focus more on agriculture rather than gold. Thank you.
Read Answer Asked by Mary Jean on June 27, 2013
Q: Any specific reason why IPL has been going down steadily the past few days? Thanks.
Read Answer Asked by Thomas on June 27, 2013
Q: I'm looking at VUS-Vangard Total US Market to get more US exposure. Is this a wise choice or can you suggest something? Thank you.
Read Answer Asked by Mary Jean on June 27, 2013
Q: Hi, can i get your opinion on Pro-Or (POI-T) which had news yesterday ? i realize it is very high risk but does their strategy make sense ? i like the space as i think(hope ?) these PGM's will be part of a robust auto industry. thank you norm
Read Answer Asked by NORM on June 27, 2013
Q: Could you comment on EIT.UN with regards to changes in the management of the fund.Seems pretty flat for quite awhile.
Read Answer Asked by terrance on June 27, 2013
Q: GLN. Does this Verizen deal affect GLN? I see that it went down.
Read Answer Asked by Maria on June 27, 2013
Q: You have mentioned that you favour US industrials and tech. Which ETFs would you suggest for that?
Read Answer Asked by Maria on June 27, 2013