Investment Q&A

Q: Peter and team,
Please let me know if any of your favorite companies surprised you with how well they have held up during the recent market pullback.
Thanks for your appreciated guidance.

Q: Could I get your opinion of EFR, and their recent stock offering.
how do you view management?
Is this offering going to be available in Canada.
I don't see how uranium can not go up in the next couple of years?

Q: Why do the shares of this company, symbol RCK, show such parabolic growth? Are there any price targets on RCK?

Q: Do you or other members recommend an app for tracking stock prices. I like the layout of Realtime Stock Tracker, however it doesn't track all symbols, particularly with dots and dashes, such as BAM.A, CCL.B, BEP-UN. Thanks

Q: Like to revisit this after tumultuous month pre and post deal. Thoughts?

Q: Would you commit on their quarterly earnings please.

Q: Peter and Team,

I have some covered calls written on Badger Daylighting, Tourmaline, and Painted Pony that look like will get called away at the end of this week. This will make approximately 10% of the portfolio available. I have essentially replicated the Balanced Equity portfolio otherwise (don't hold Whitecap or Magna, though) and I have approximately 10% of invested assets in short term bonds and approximately 7.5% of invested assets in US stocks (Xylem, Starbucks, and Visa).

My initial plan with the new cash available was to top up a couple Balanced Equity positions (SYZ and SLF, probably) to full positions and then to add a US Stock or two. My first thoughts for US stock were JNJ and GE.

What do you think of this plan and would you suggest any modifications? Should I be adding more to fixed income? I am 34, by the way and feel like I have risk tolerances that matches the BE portfolio quite well in general.

Thanks!

Q: Thoughts about quarterly results. Any signs in your mind of stabilization and/or improvement?

Regards,

Robert

Q: what's your take on this companies senior management? Do they get it!!

Q: Would you please comment on ITP's bounce of almost 4% yesterday.

Regards,
Harry

Q: Could I get your analysis on MNW and would you consider it a buy at this time.
Thank You Dave

Q: I noticed in the Globe this morning an article about Chemtrade making a hostile takeover bid for Canexus. I own Chemtrade only and would like your opinion on the pros and cons of this action for Chemtrade. Also, any idea as to whether or not this would be a good acquisition for them? Many thanks, Don

Q: what is your take on their earnings, just announced. dave

Q: Hi Loblaw seems to go down on USD strength
My thinking is the pull back is an over reaction to a possible rate increase by Fed
Would a miniscule raise by the Fed have a major effect on USD/CAD?

Q: Recently I've sold some non performing stocks as well as stocks that were a very small portion of my portfolio in an effort to concentrate my portfolio on some higher quality, better performing stocks and I've come up with these 6. Wondering if you could rank these based on risk from less risky to most risky. I'm fairly conservative, tend to hold good quality companies for long periods (5-10 years) and I don't like a lot of volatility - I'd rather get a 5% return and sleep at night than a 10% return and stress about it.

Q: Hi. What is your assessment of this stock? I am thinking of selling a bit.

Q: I have 300 shares in my RRIF at a cost of $129, so I am a little underwater but happy to hold for the dividend. My question is: Potash has already cut its dividend at least once. What do you think will happen to the Agrium dividend after the merger?

Q: Is it worth hanging on to my potash shares? Is it possible this deal does not go through?

Q: 5i Team,

Looking to deploy new capital into a portfolio that consists of 5i's balanced portfolio mixed in with several companies from the growth & equity portfolios + some US exposure.

Any top picks / "pound the table" buys in your eyes right now, including any companies in the 5i portfolios? Thanks!

Q: Good Morning...
Could you please give me your top 5 stocks in the Consumer Staples sector and your top 5 stocks in the Consumer Discretionary sector. Thanks for your answer in advance.