Investment Q&A

Q: Peter and Team
I totally revamped this TFSA in January according to your group' sure commendations, but did hold back on what is now 7% cash, of the portfolio and am ready to invest that.. I currently hold 17% in REITS, 13% in BCE , 13 in ZWB, 11% in BAD, the remainder , evenly spread, in CDZ, XIU and XCS.
What would you recommend that would provide substantial growth prospects and would it make sense to add a Canadian company with good foreign exposure?
In other accounts I own SGY, SYZ, SLF,, AVO, and ESL.
Thanks for your consideration. I have been pleased with the January changes made to this TFSA.
Ruth Ann

Q: peter
could you comment on the recent news on PM is it a good buy on the current level

Q: I am thinking of investing in Goldcorp. Are there any concerns due to the ongoing and well published battle over Osisko. i.e. negative impact to stock price if hostile to bid fails.

Thanks

Phil

Q: DH has performed poorly the last few weeks and I am considering selling our 5% posotion. Would you suggest a Canadian industrial with decent dividend and/or growth; CNR? GEI? or a good reit such as CWT.UN?

Q: PKI Parkland is off only 3% which is probably normal profit taking. On the other hand because I own it I wondered if there was news or sentiment I missed. Thank you.

Q: Re Amaya, AYA, from a technical point of view, there is a zone of resistance between about $5.75 to $6.13. It touched $6.11 in intra-day trading on March 31st but closed at $6.30. If prices close within, or more seriously, the resistance zone, watch out. However AYA may simply be caught up in the recent rout in the software sector. I would be inclined to hold depending on the fundamentals.

Q: Hi Peter:
Re: STN
I have a small position in Stantec intending to increase exposure over time at favorable pricing. I'm puzzled by its daily gyrations. One day up 2-3% the next down by a similar amount. For a steady-eddie kind of stock these movements strike me as being rather bizarre. Thoughts?
Thank you and kind regards,
Geoff

Q: Any new opinion on wi-LAN

Q: To follow on the questions asked about Amaya Gaming today. I am not currently a holder of Amaya but have been looking to add to the sector. It appears alot of the down side risk is out of this stock. Would you consider this a good Buy Opportunity or would you wait for things to balance out a bit more?

Thanks Jon

Q: Re: WIN.TO

What' your take on the new development regarding Wilan?

Thank you!

Q: AYA Still dropping. I am not underwater yet with Amaya in my children's portfolios but wondering how far down before we let it go? Or are you still comfortable with at least 20% drop? Always apppreciate your views.

Q: Mr. Hodson, anything new on Amaya (AYA)? It keeps dropping. I'm sure many are disappointed and wonder whether it is still the value it used to be. Is there any development to come soon, likely to affect its future ?

Q: Howdy,
I wish to stock up on either CSU or STN.which one has more upward potential given their present prices.
many thanks
Art

Q: Good morning and thanks for the great work.
I currently own BEP.UN and have for a year or so it has done basically nothing in that time. I am condidering replacing it. What would be your top three picks in this area and would you consider replacing this stock if you are looking for growth long term.
Thanks Jon

Q: Hi Peter, I have 14 dividend paying diverse stocks of about the same weighting and have about 1500.00. Knowing your view of "BAD" I was thinking of adding it but it would be a smaller weighting. My question: in general is it worth adding to the current holdings or adding as small weighting in a new co. Thanks, Nick
Sorry if I sent it twice not sure if timed out did't get confirmation of being sent.

Q: My question is regarding Imris. your response in Nov sounded fairly positive with the price at the time. it did have a nice jump early this year and has pulled back again. My question is at these prices has anything changed since your Nov response or is it a decent time to buy and is there any near term catalysts? lastly, the report on this company is almost 2 years old so what would you estimate the rating to be today at these levels?

Q: While I understand that you really like Stantec(STN), the market has been driving the shares down recently. Because your report on Stantec is somewhat dated could you please provide an analysis on the company in terms of earnings per share for the next 1-2 years, revenue growth, share valuation relative to historical trends, etc. What future catalysts do you see as influencing future share prices. Is there potential for the shares to continue downward to the $54 area where they were trading last October. At that price, they would be trading at about 15 times this year's expected earnings. What is a reasonable valuation for the company shares? As a secondary question how often do you anticipate updating company reports? Thanks.

Q: will you please give me your view on eh going fore ward thank you

Q: Hi 5i team,

XTC (Exco Tech), at the 8.90ish level, would you consider this a buy? I have no auto exposure right now and wanted to increase my overall industrial exposure.

Thanks.

Q: Trading/ Strategy Question: With the sizeable pullbacks today for CSU, AVO, ESL, HNL and BAD, would you see this as an opportunity to increase my position in any of these stocks, all of which are already owned - some at higher prices, others at lower prices. All are owned becuase of long term potential and are expected to be long term holds.