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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: I`m looking to invest profits from a short-term trade into a long-term hold (5+ years) with decent dividend growth. I like IPL, PPL, and NPI. Is it safe to split my investment between these three names? Do you have a favourite?
Read Answer Asked by Paul on October 11, 2012
Q: Hello, can you please give me an opinion on lakeshore gold? Thank you.
Read Answer Asked by Niza on October 11, 2012
Q: Hi Peter & team,
Just wondered what you think of OAKTREE CAPITAL GROUP LLC (OAK)on the US market. I would be buying for the dividend & some growth. Do you see it as a buy, hold or sell.
Thanks in anticipation, best wishes,
Paul.
Read Answer Asked by Paul on October 11, 2012
Q: Hi, I beleive I read once that REITS need to grow to maintain distributions. If real estate is flat and REIT's don't add new assets is cash flow sufficient to maintain current distributions? Thank-you.
Read Answer Asked by Gary on October 11, 2012
Q: re Lance question on bid/ask discrepancies in quantities submitted from 10/08.
This was an important question and may be my experiences with this problem can help (and Peter, please correct me if I am wrong because everybody trading on the venture exchange (micro caps stocks) will face this problem one day.
The broker that you use (in my case BMO Investor Line)may show bid and ask that will reflect the trades on the Venture Exchange only which means that professional traders at their BMO desk who trade on the Alpha trading platform may buy or sell your bid or ask quantities before it is offered to the Venture exchange basically fronting any bid or ask on the venture, this may be why you never see the quantities that you have purchased or sold reflected in a change of the bid/ask on your retail trading platform.
This process is new (as far as I have experienced it 2 years old and getting worst by the day), it destroys the discovery process, and make the bid/ask values on your screen poorly reliable.
I have to say that I have contacted BMO on this subject many times and that without any surprise on my part never got a satisfying answer.
So my way of dealing with this abuse and growing problem is to always trade very carefully with the knowledge that your bid/ask streamer could be showing only a portion of the bid/ask.
I also sometimes test the system (before the market open), placing an ask or bid to see how the values change and cancelling (or not) this bid/ask immediately after.
This subject should be front and center for the IROC as a case for fair trading. But I have to say that calls placed to their attention never got anywhere also.



Read Answer Asked by claude on October 11, 2012
Q: Good morning,
I would appreciate your views upon Duluth Metals (DM).
Thank you.
Read Answer Asked by Peter on October 11, 2012
Q: Hello Peter, MMT today came out with some operational news. I would appreciate your comments. I am not sure what to make of the news. Sincerely,
Read Answer Asked by Ilesh on October 11, 2012
Q: I have a portfolio of US equities. How do you suggest I hedge against the US dollar dropping. If possible, please be specific with dollar amounts. The value of the portfolio is about 50k.
Read Answer Asked by Gregory on October 11, 2012
Q: Hi, Your thoughts on EDR please. Is it buy at current price??
Read Answer Asked by S on October 11, 2012
Q: Do you think that REITS have had their run and it would be wise to sell and take the gains? Have they reached their tops eg. D.UN, Dundee REIT ? Thanks.
Read Answer Asked by Max on October 11, 2012
Q: Further to your recent October 10 comments on DTX and WCP, I came across a brand new publication 'Oil and Gas Corporate Bulletin', which is called an 'advertorial'. It is a lenghty and extremely laudatory presentation of NVS, which looks pretty convincing. Is this serious and should this stock be preferable to WCP as a short term takeover target ?
Read Answer Asked by Serge on October 11, 2012
Q: Is it duplication to own shares of BAM.A in the same portfolia as bip.un and bep.un.I purchased Bam.a for $31- increased to $34 and then down to mid 20s before coming back to $34.
Alan at Stratford
Read Answer Asked by Alan W. on October 11, 2012
Q: Hello Peter & team,
Just wondered if we are expecting a change in the US 15% withholding tax on dividends on US ADR's ? I hold a number with good divs. eg. AGNC, MCD, NU, all on the US market & bought on the TSX in US$. ( Could make a big difference to the valuations if the tax is increased.)
Thanks in anticipation,
Paul ( canadian citizen & resident)
Read Answer Asked by Paul on October 10, 2012