Q: I'm looking to add a position in a healthcare and considering US companies for both growth and dividend. Can you give me your thoughts on JNJ, MRK and PFE?
Q: Hi Peter and 5i: What is your assessment of Acadian's (ADN) quarter (the business, not the stock, to start with)? Then, while the stock may be up nicely on 52 weeks, it has spent most of the last 3 months below its 50-day moving average and for anyone who bought near the January peak it must feel somewhat painful. Would you be patient with the stock at this point or look for a vehicle with a better participation record? The ETF WOOD is up over the same three month period. ADN has the yield and dividend tax credit advantage but WOOD has been better on total return. Thoughts? Thanks!
Q: I'm growing increasingly impatient with Carfinco. Not sure if I should cut my losses, as others obviously have, or wait it out.
If I opted out what would you suggest as an alternative?
Thanks for your insight.
Dave
Q: Hi Peter I'm confused. I own IPL.UN I'm up 112% on my investment and my dividend return is 10%. I know you like this pipeline , so here's the question. If I make 10% on my money now
and a possibility of an annual increase of 5% dividend growth and maybe 5% stock price growth why should I sell to keep my balance of approx. 5% average investment in any one stock. My IPL.UN works out to 8% of my portfolio now, but I believe I own a good solid investment and I'm a long term investor.
Q: Hi 5i. Could I get an update on Claude (CRJ) do they have enough cash or will they have to raise some. Should I give up on them or buy average down?
Thanks
Q: Hello,
I have shares in Novagold, my first and only gold purchase. I'm currently losing about 30%, I realize the whole sector is down and you have advised waiting until it bottoms out. I purchased these shares because of their Galore Creek & Donlin Gold projects, but it seems like it will take a very long time for development, if it does move forward. Projected EPS for the next few years is negative. I wasn't familiar with the sector and didn't know that this would end up being a very long term hold. I'm wondering if it would be better to dump the shares instead of tying up my capital and reinvest later if prospects look better.
Can you talk to Peyto Exploration PEY? I've held this since they took over Open Range and added since then. Its 3.3% of my portfolio at today's prices. I have a decent profit in it and still like it very much and am a bull on gas. I just want to get a feeling if it is outrageously expensive here or if I am missing something or should I follow my gut and keep hanging on. They seemed to report nice profits net of all costs and they seem to have some prime real-estate for west coast LNG should it ever happen.