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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: Would you recommend a US dollar Corporate Bond ETF or somewhere to park some US dollars within my RSP? My apologies if it is already posted but I was unable to find anything. Thanks!
Read Answer Asked by Catherine on April 18, 2013
Q: Hi Team,
I've been thinking of adding to Petrobakken (PBN) at these levels.
It's currently quite beat up at $7.73/share with over a 12% dividend.
What is your view on their current situation, and do you think the dividend is safe?
Read Answer Asked by Marco on April 18, 2013
Q: wow this thing is taking a pounding. Not sure if its trading along with the broader market (which makes no sense to me). How do you give this stock such a great rating given its model of 'big elephant' hunter? Its lost 20% of its value on the stock in 45 days ish because the elephant is hiding??
Read Answer Asked by Patrick on April 18, 2013
Q: Hi, I bought a small position (1.5%) in Martinrea at 8.90$ and have watched it slowly drift all the way down to below 8$/share since their last earnings were reported. While I have not yet ever averaged down I find myself tempted to add some more given my still positive view on the company as a long term hold in my rsp. Any advice on this situation would be appreciated. By the way I also have a 5% position in magna. thanks
Read Answer Asked by Adam on April 18, 2013
Q: HI, a bit of a long shot here, but do you have any insight into Guardian Capital (gcg)? The stock hardly ever trades at all yet their earnings growth and balance sheet seem pretty good. Could this be taken private? Also any idea why they own so many shares of BMO. Thanks very much.
Read Answer Asked by Adam on April 18, 2013
Q: Hi Peter, my question is on Home Capital. I have held for a considerable time, and have learned to live with the low multiple the market applies to this exceptional company. My question has to do with the big banks slowly discontinuing the broker channel for mortgages, does this help, hinder or is it indifferent to HCG? As well, how ugly would the CND housing market have to get for them to miss significantly their $7+ earnings estimate? At 7.5x TY EPS, it really seems like an opportunity.
Read Answer Asked by JAIME on April 18, 2013
Q: Vermillion Energy (VET) has fallen significantly in price lately. The graph for the stock price shows no signs of reversing direction from the negative. I have read that factors such as their exposure to Brent prices, the Seaway pipeline, and the likelihood of Keystone approval are all factors that will effect the price. I would appreciate any insight you have on this company. Thank you.
Read Answer Asked by Dennis on April 18, 2013
Q: Hello,
What are your thoughts on Gilead Sciences Inc (GILD).
Also, how reliable are reports done by Standard & Poor, Argus and First Call, is one better than the other? I've been reading through a lot of them looking for Biotechnology firms. They tend to disagree, for example one will say buy the other two will say hold or two will say buy the other hold. Targets/Estimates go up or are cut.
Read Answer Asked by Sunita on April 18, 2013
Q: Junior golds with mines in production and cash costs below spot prices such as Scorpio Gold (SGN-V). Wait this out, buy more when the technicals show support, or bail? Only direct resource exposure in the portfolio including energy and services stocks is 11% made up of ABX, BAD, SGN-V, and TOU and most of that is BAD and TOU. Energy infrastructure at about another 10%. Do you have any thoughts? This is a great service! Thanks!
Read Answer Asked by Derek on April 17, 2013
Q: Peter, any updated thoughts on Apple (AAPL) since your comments earlier this year? Seems cheap. I have held for some time but am also happy to get out and redeploy the cash. 'Dead' money for a year or more is fine for me as I can't imagine it dropping another 33% unless something materially changes. Thanks!
Read Answer Asked by Derek on April 17, 2013
Q: I own some" mad "miranda gold,is it werth to hold on ?
it is declining steady I bought it in 2007
thanks
m
Read Answer Asked by margit on April 17, 2013
Q: Hi Peter, some stocks have weathered the current downturn well and have generally held their ground. I'm wondering if these are buy candidates because of their current strength. Perhaps they are just a safe haven for now, and could lose value when the correction is over and the money goes to the beat-up stocks. Some examples are MSI, GEI, FCR, TRI, BNP, MG etc. What do you think? Thanks Tim......
Read Answer Asked by Tim on April 17, 2013
Q: What are your thoughts on CUM (copper mountain). Thanks very much.
Read Answer Asked by gord on April 17, 2013
Q: hi , I am wondering if there are some equities that are in the commodities sector that don't pay a dividend but if markets continue down wards could be an excellent and core holding to a portfolio that is all cash at the moment . I need your help to pick some winners among the masses of stocks out there . My gut tells me the next few months may have some good buying opportunities.thank you for your time .
Read Answer Asked by jim on April 17, 2013
Q: hi regarding Congo bans exports of copper, cobalt concentrates
will this affect IVP? In IVP press release they state, Ivanplats' Kamoa copper project is in Congo. A preliminary economic assessment released last September included plans for a concentrator and smelter. Any comments would be appreciated, thanks

Read Answer Asked by Bryon on April 17, 2013
Q: I am always looking for environment friendly companies. I ran across Water Furnace Renewable Energy (WFI). What do you think of the company.
Thank you so much for this service...your team is the best.
Read Answer Asked by shirley on April 17, 2013
Q: Hi Peter
NA National Bank is off its years high by close to 10%. I started initiating a position yesterday and am considering adding the rest today or tomorrow. { currently down $1.06 today } Is there any reason for this drop in price other than the market pullback ? Just want to make sure before I pull the trigger. This will bring my portfolio financial sector to a little under 10% when the additional buy is made.
Read Answer Asked by Garth on April 17, 2013