Investment Q&A

Q: Hi Guys, could you give your opinion on Glentel,GLN.TO please.

Thanks for the great service to the small guys!

Q: To increase the return of my financial equities I'm thinking of selling all my ZWB (BMO Covered Call Banks) and replacing it with an equal amount of TD and BNS. Is a 12 month total return of 8% reasonable? Thanks for the fantastic service. Paul

Q: I have small positions in the ETFs CGL and SVR. Down in both, and am wondering if it might be a good plan to replace them with G and SLW, thinking that any gains in gold and silver might be levered by the producers. I am holding for the long term. Any thoughts? Thanks, Jim

Q: Would Red Line Communications look like a good specialist tellaccomm service provider investment (rdl). Thank You.

Q: Do you have an opinion on Ainsworth Lumber (ANS), are there any plans to report on it possibly? it would seem like it may be a timely purchase.
thanks once again for you excellent advice.
Peter

Q: Could you comment on CHEMTRADE LOGISTICS ( CHE.UN ).

Q: The price of XRB has increased as rates have trended lower and has recently decreased with the threat of higher rates. This seems counter intuitive for a floating rate instrument which should in part act as an inflation hedge. Am I missing something and is XRB now at an attractive level?

Q: Hi, is the Telcom sector now attractive after the sell-off of the past few weeks? Is the sector simply being grouped with dividend payers or is there something else at work as well? thanks.

Q: Good Evening 5i
I have had a nice run with JP Morgan (30%) and wonder if you see more upside with the American Banks.? I was considering initiating exposure to the auto sector by way of Magna or AutoCanada and wondered what your viewpoint was on selling JP or lightening my position in either Horizon or Western One. Or should I just hold the course.

Thank you

Q: Hello:
Re: Lif
Lab Iron Ore
the last time one of the readers enquire about LIf was in March
The share price has dropped to around $ 30
Dividend is about 3% yield
Would it be a decent entry point or should one wait ?
any seasonal trend for this stock ?
Thanks!

Q: Hi Peter and crew,
I would be interested in your views on the lumber/timber sector in Canada and if you have favorite stocks. TMB.TO,CFF.V,CFP.TO, and RFP.TO all seem to have been beaten up a bit lately. Good time to start a position?

Many Thanks, you run a great show!

Q: Thanks for your recommendation of descarte. We're up 20% and we were thinking of selling and buying Avigilon. What do you think of that trade? thanks

Q: Peter; With talk about a switch by industries in the US to coal from gas/oil do you think a ETF , like KOL, trading near its 5 year low, would be a timely buy? Thanks. Enjoy your weekend . Rod

Q: Hi Peter and Team,

When you are back from travelling, can you take a look at WPX Energy, WPX, especially why they are trading at Price to tangible BV of 0.75, while the average is around 1.5 or more for its comparables.

Q: What are your thoughts on Encana-ECA after new CEO?

Q: Hello all, Could I please have your opinion on CRR.UN(Crombie).
I see the last time you covered CRR was in Nov.21/12.
May I have a fresh look at it please, Thank you very much.

Q: Is Zecotek Photonics Inc [ZMS] a speculative buy?

Thank you.

Ross

Q: FCR: I hold FCR in two accounts to the total of 5% of portfolio. You've been actively recommending this stock in the past, now that the stock dropped 10% from it's high last month, I am wondering whether to increase my position - I don't see anything wrong with the company and the dividend is still good. What's your opinion on this? Thanks.

Q: Would you consider it to be prudent to buy a part position in Auto Canada now? Thanks for your great service.

Q: TD Waterhouse lists the "Book Value" of Cline Mining (CMK) at $1.14. The company, without shareholder approval, is de-listing the stock on June 21st, 2013 because it cannot meet interest payments on debt. Would you please help us all understand what happened here (I understand there are no coal sales, but Cline's assets appear greater than their liabilities)? Marret Asset Management Inc., who represent the bond holders, has been able to take over the Board in several months, and the Board "voluntarily" has (without shareholder approval) approved a de-listing of the stock. Is the Board not obliged to sell assets to keep shareholders whole before de-listing, destroying all shareholder value? Your insight would be greatly appreciated, and an in depth article on the inner workings of these transactions would be a Godsend.