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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: Hi Peter - I've been holding onto Petrobakken in the hopes it might recover but today's news has hit hard. Do think there is any chance of price recovery, or possible reduction in dividend. Many thanks for your great service..
Read Answer Asked by Harry on January 14, 2013
Q: What is your outlook for Canadian technology stocks for 2013?
Read Answer Asked by Larry M. on January 14, 2013
Q: Peter: In your excellent education article "Lessons from the Trenches" you stated that your single best idea is to pay sharp attention to companies which initiate their first ever dividend. How does one find these companies? I scour business news constantly but I rarely see first ever dividend announcements.
Read Answer Asked by Peter on January 14, 2013
Q: Peter,
I was hoping you could talk to Arsenal Energy, AEI. They appear to get not much respect from the market but they generally appear to perform to publicly stated plan and appear to be doing a good job. They released an operational update today which suggests that, should things go well this year, they will be looking at options to return value to shareholders.

Your thoughts on this small oil and gas company?
Read Answer Asked by Marc on January 14, 2013
Q: Hi Guys,

I like your views on Brookfield Renewable Power. Can you also comment on Brookfield Infrastructure Partners (BIP.UN)? Also looks very solid to me, stable, long-term contractual cash flows.

Thanks,
Trevor
Read Answer Asked by Trevor on January 14, 2013
Q: Further to CBO ... this is going to pay for my subscription many times over!!! I just want you to confirm the following performance ==> http://tmx.quotemedia.com/charting.php?qm_page=92685&qm_symbol=CBO (choose the Split and Div option).
I'm assuming DRIP mthly re-investment - it looks like a stable 5% annual return over the last 4 years. Am I missing something ??
Read Answer Asked by Ralph on January 14, 2013
Q: CBO-I-shares corporate laddered bond fund. Further to Robert's question on Friday if you look at a 3yr. chart the price has been declining and the dividend has dropped from .0785 in Nov '11 to .074 now. Do you expect this deterioration to continue?
Read Answer Asked by Alayne on January 14, 2013
Q: Mandalay (mnd) is out with their earning today, look great to me, could I have your opinion. You had said you thought it was cheap, could you give me your thoughts on very market value.
Read Answer Asked by Debbie on January 14, 2013
Q: ARZ, Aurizon, thanks for the suggestion. Do you think there's much chance of a competing or higher offer, or would it be just as well to sell now.
Read Answer Asked by John on January 14, 2013
Q: Hello Peter and Staff,
Could you please give your opinion on DCI.T (Directcash Payments Inc. and whether you would consider it a buy at this time.
Thank You,
Barry
Read Answer Asked by Barry on January 14, 2013
Q: Peter just curious, I have shares in UUU what would be the best way to handle the current news? Hold on till they buy the shares later or sell in between now and then. Thanks, Nick
Read Answer Asked by Nick on January 14, 2013
Q: Hi peter and team :
I am re balancing my portfolio by selling some of my loosers (Oil and gas stocks - painful) and considering to replace them with the below. I hope to go for safety and modest yearly total gain of 10% -12% The choices are from the list you provided :I own ATP,AW.UN,DH,NPI,CML, I am considering buying RPI.UN,HPL.UN,HR.UN,LIQ,EXE.
Your comments and suggestions would be appreciated. As always thanks for the great service
Yossi
Read Answer Asked by JOSEPH on January 14, 2013
Q: CML Healthcare (CLC) has a yield over 10% which looks tempting for income. However, the stock has been volatile. I would appreciate your views on this company. Thank you.
Read Answer Asked by Dennis on January 14, 2013
Q: Hi Peter - I really like your website; enjoy reading the member questions and your answers - very informative.
After reading the blog about maintenance of portfolios, I have two questions.
With a portfolio of $100,000, would the ideal number of stocks still be 20? And with my ACQ (AutoCanada) and STN (Stantec) becoming a larger percentage - would you still trim these or let them run up a bit?
Thank you
Read Answer Asked by Heather on January 14, 2013
Q: If I have to pick 3 US stocks for my portfolio what would your suggestion be. Thanks
Read Answer Asked by Imtiaz on January 13, 2013
Q: Hi, to what extent are the businesses of McCoy (MCB), Badger (BAD), and Black Diamond (BDI) similar to Horizon North Logistics (HNL)and to what extent could they face a similar setback to HNL. IS HNL's setback an early warning of what might happen to energy services companies in general or is it a one off? Thanks..
Read Answer Asked by Gary on January 13, 2013