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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: Do you have an updated opinion on AFN? I am holding a large position and have had a 10% gain since buying only a couple of months ago. Can we expect continued volatility and is the dividend sustainable? I'm wondering if I should trim my position and take the gains or keep for the dividend. Thanks for your continued help, you guys are great!
Read Answer Asked by Karyn on June 11, 2013
Q: WHAT WOULD BE YOUR FAVOURITE TWO U.S. STOCKS TO BUY TODAY? WE DO NOT NEED INCOME FROM THEM IF THIS MAKES A DIFFERENCE. THANYOU.
Read Answer Asked by John on June 11, 2013
Q: Hi Peter I'd like to get your opinion on Seadrill. SDRL recently raised its dividend to yield 9%, has a PE of 17.6 and a PEG ratio of .44. An order backlog of 2.9 billion for 2013 and 4.5 billion for 2014. Though I do wonder about financing for their new builds.
Your thoughts on the company and industry ?
Thanks Garth
Read Answer Asked by Garth on June 11, 2013
Q: Hello - What are your thoughts on the U.S. health care sector at this time? There are a fair number of ETF's that have come off their recent highs. Is this sector worth considering at this time?Thank you for your sound advice. Joe
Read Answer Asked by Joseph on June 11, 2013
Q: Hi,
Could you please comment on whether it is better to hold XIT - S&P/TSX Capped Information Technology Index Fund
or just try to cherry pick among the 7 holdings(GIB.A,BB,OTC,MDA,CSU,CLS,WIN) there seems to be a good representation of 5i selections while the others seem to be
doing well or at least on the cusp. Thanks in advance
Read Answer Asked by Leonard on June 11, 2013
Q: With the recent bloodbath in the REIT sector, I've sold a handful of REIT holdings in our various portfolios. But have held on to the following despite the steep price declines: BTB, CSH, CUF, RMM and HLP. Do you see further declines with any of these? Are they likely to be fine in the long run? Our portfolios are reasonably diversified. Thanks.
Read Answer Asked by Thomas on June 11, 2013
Q: Hello Peter,
Do you have any advise on CTG (Global Minerals)? Recent drilling results on their silver/copper project in Slovakia appear to be quite encouraging. The infrastructure is there, initial capex is quite attractive, with production, I believe, to begin in for 2014. What do you think? Thanks for your continued invaluable insights.
Read Answer Asked by francesco on June 11, 2013
Q: Hey peter although resource has been in the dumps how do you feel about iona energy still.. will the summer and increasing european prices of brent and natural gas in addition to cash Flow increases as a catalyst move the share price.. beyond its resistence levels found at .65 within 6 months.

Cheers
Read Answer Asked by samuel on June 11, 2013
Q: Rob , could you tell me what is happening with UUU .
Thank you Jim.
Read Answer Asked by James on June 11, 2013
Q: hi guys, could you please give me your opinion on DI.Un-T. Thanks DArryl
Read Answer Asked by Darryl on June 11, 2013
Q: my portfolio is 12% ADR 19




My portfolio is 12% ADR 19% US stocks 31% in the TSX and the rest fixed income.The ADR and US stocks are in US dollars. As my bonds mature, would it be more advantageous to put the cash in US dollars and invest in the US market considering the strength compared to the Canadian market?


Read Answer Asked by Clarence on June 11, 2013
Q: KMP/MRC
Please enlighten me as to the differences between REITS and R/E Corps other than paying dividends vs distributions. Since the Corps have fallen with the sell-off in the REIT sector, are they likely to be negatively affected in the same way as REITS if interest rates rise and should they be bought, sold or held through this time? Thanks.
Read Answer Asked by Gayle on June 11, 2013
Q: Hi Peter and the great team, I really enjoy your advice and highly recommend to my friends. Please comment on NDQ, MPV, LII and QST. Thank you.
Read Answer Asked by victor on June 11, 2013