Q: Hi Peter and Team: Over time I've been trying to make my portfolio as similar as possible to your model. Since I own two of the big Canadian telcos in a separate portfiolio, I've been looking for something else to fill the missing 5%. I recently looked at tower companies. These are interesting, in particular because the three biggest US tower companies are rated "buys" by Morningstar, with fair values larger that their market value. However, based on their fundamentals (via Morningstar) I'm not sure what their growth prospects are (dividents are small to zero). I've heard some hype to the effect that 4G network proliferation will push their prices up. Can you shed any light on this family of stocks, in particular, American Tower (AMT, US)? Also, it and some others are now REITs. Does this cause any complications for a Canadian resident?
Q: Zix Corp ZIXI I noticed some Q's on internet security stocks. I own a bit of ZIXI. I thought it might be unfamiliar to your members. What do you think of it?
Q: Happy New Year
I was thinking of diversifying into the US and was thinking about using etf's. Can you give me your thoughts on this and which ETF's I should consider at this time?
Thank you
Q: What is your opinion of solarcity symbol scty and sunpower symbol spwr. Is there something else you would like in the solar space besides these two.dave
Q: Happy New Year 5I team. Dec 20 you answered a question indicating that TRN was your preferred stock in the sector. About 5% of my portfolio is in CSX as part of a 25% diversified US investment. NSC, a more recent purchase, makes up 3%. Would it make sense at this time to take my profit(about 25%)on CSX and reinvest the funds in TRN?
Q: Feye
Hi Peter
Fire eye had an ipo recently . It has skyrocketed .. I know you are not that well versed in the us stocks. But I value your opinion on this company and their tecknology .should I continue to hold or is it too speculative. .secuiity seems to be so important today .
Candi
Q: PLUG has met their 4th quarer targets and the stock is spiking in early hours.
According to the CEO the first quarter 2014 should also be a good one. Once again they seem to be on a good growth curve with top notch customers. BLD is one of their suppliers.
Could be a very good year for both companies.
Do you agree.
Good Luck for The New Year
Hersh
Q: Given the fact that all Americans will be required to have health insurance coverage in 2014 are there particular Insurance companies that would benefit more than others and could prove to be very good investments?
Happy New Year and thank you so much for all your advice.
Q: Thank you for this opportunity to ask a question. I have held 3M (MMM) for over a year with good results. I sold it a month ago to lock in my gain. Is this it overvalued now and is it opportune to reinvest.
Q: Hi Peter,
Ishares has 3 Russell 2000 ETF's, growth, value, and not focused. Is there growth and value in small cap? What are they doing here?
Thanks, Mark
Q: Peter - I like the Technology and healthcare sectors in 2014 and long term (+5 Years). Rather than selecting stocks in these sectors, I am looking at IYW (US Technology) and IYH (US Healthcare), however I am concerned at the low daily volumes. Can you provide your thoughts on these two ETF's and can you recommend any alternative ETF's in these two sectors? Thank You and Best Wishes in 2014!! Thank You for providing us with an excellent service.
Q: region financial (rf) is a recent top pick of paul harris on bnn whatcan you tell me about it .HAPPY NEW TEAR TO ALL OF YOU FROM BEAUTIFUL QUEBEC CITY
Q: Hi Peter and Team, Happy new year. For my TFSA account I was going to buy Horizon ETF. Trades on the S & P 500 symbol HXS. Is this a good idea? What are your thoughts or recommendations. Thanks. Ed