Investment Q&A

Q: Hi 5iResearch. I know this is outside of your coverage universe, but I would really like to ask your opinion of a US-listed company: LinkedIn (NYSE: LNKD).

I use it and it seems like more and more people are using it. It is a high growth company and in the last couple years has really carved out a nice piece of the HR Recruitment space in the market. It's always hard to tell with such a "new" business model and company, but please give your opinion about this company and companies like this that are embarking on the internet/mobile advertising and social networking space.

Q: Hello,
I purchased Constellation Software almost a year ago, and am quite happy with the progress. My only concern with this company relates to the threat from cloud computing companies; is this a significant risk going forward in your opinion?

Q: I use Global Gold portfolio for entering my 5 portfolios. I am unhappy with the fact they do not deal with accrued gains up to date of sale. The gain is recognized at date of sale. I want to measure performance over various past terms. Have you got a recommendation for a good portfolio that keeps track of dividends and accrued gains

Q: what would your top 3 stocks to buy and just put aside and forget for 5 or 10 years, thanks?

Q: What do you think about the small cap stock, Stellar Biotechnologies (KLH.V) on the venture exchange? Interesting technology, seems to be on a bit of a tear lately.

Q: May I please have your opinion on Altagas.
Is it ok for a longterm(2-3yrs)hold?

Thanks,Irshad.

Q: we can't thank you enough for answering even on sunday.
What is happening to ALA-T,&GBI.A?.

Q: For Ken. Baystreet.ca provides daily changes to analyst rating of Canadian stocks under the ratings/research tab. It's free.

Q: Peter; With CGI earnings due July 31 would you sell into a dropping share price or hold untl they announce and decide then? Thanks. rod

Q: Given BB's current price, do you think a takeover is likely? And if so, what do you see it being sold for? Thanks as usual....you guys do a great job!

Q: Hi Team,
Could you provide an update on Tourmaline Oil (TOU).
It popped recently on some good news about their reserves, but has pulled back even more since then, even though oil prices keep going up.
Your views would be appreciated.

Q: I have been slowly conforming to your model portfolio but currently have no Gold exposure. Would you recommend adding Goldcorp here?

Thank You

Q: Please share your thoughts on Corning Inc (GLW). Thank you.

Q: Do you think that Reitman's recent agreement with Sears Canada
is significantly positive to Reitman's ? I noticed Today that
Reitman's is up by over 5 %(so far, anyway).

Q: Hi Peter. Great service. If you could please recommend a daily service that gives analysis' upgrades and downgrades on Canadian stocks, preferably mid to large caps, before the market opens. I am willing to pay for this service. Thanks.

Ken

Q: Hi Peter and Crew,

This is mostly a comment.

I am into my second year of membership and am very pleased with the service. My total question count is under 10 as I tend to 1) ask questions that are quite important to me at the time, and I want to word them as well as I can and 2) I don't want to contribute to overwhelming the Q/A process as I find it so valuable. I also read all the other Q/A's as the answers provide a great wealth of information. I also use the rating reports and model portfolio in my decision making process. All good.

I continue to recommend your service to others.

I actually wrote this note to compliment you on "the depth and quality" of the answers provided. The questions are always answered with a generous amount of background information to provide the foundation reasoning for why the answer is the answer. Most appreciated.

Q. Peter, what is behind the electronic door when I push the "submit button". How big is the team ?

Keep up the great work.

Q: What do you think of the new Tricon(TCN) IPO. I am tempted to put an order to buy in light of the dip in price?

Thanks

Q: What are your thoughts on Argex Titanium Inc.? (RGX-V)
Thank you

Q: What is your 12 month target price on Teck Resources? Any opinion on stock would be appreciated.

Q: The panic over increasing rates, as you say in your newsletter, has subsided. During it, I moved some assets into American insurance companies as a counterbalance. Do you think the panic might happen again at renewed signs of tapering, and if so what other types of equities might serve as a good counterbalance, benefiting from rate increases? Contrarily, if it doesn't look like rates are rising any time soon, do you think insurance companies will fall back again? Ie, should I be careful of putting too much into them?