Investment Q&A

Q: Peter and His Wonder Team
I was following the tap on HMY right until the close...in fact several minutes after the close to make sure I got the final and accurate numbers. Then later in the day I noticed that over 65 million shares were sold several minutes at or after the close...I am puzzled.Please explain how this happened! Also with such a tremendous sell order would you consider a 10% drop in price respectable?
Thanks...always great to know that clarification is only a click away!
Dr.Ernest Rivait

Q: Hello Peter and Team,
Given the weakness in lumber prices, would you recommend Home Depot as a better way to play U.S. housing than lumber stocks such as West Fraser Timber? Do you have any companies you would prefer to either?
Thank You,
Barry

Q: For the "balanced" portfolio, the target % for transportation is 5% and the current actual is at 2.6%. The existing equal weight % positions are CNR and TFI. I would like to add to this sector in CDN and/or US dollars, say at least 2 more positions What are a few names you suggest would be a good mix with the existing ones, for me to consider within a portfolio managed 5iR approach?.....Thanks....Tom

Q: Semiconductor companies represent about 5% of 'folio.
For some reason, the logic of which escapes even me, I am not worried about other semis I have , all of which are down. But Micron has me puzzled. Micron's continuing and rapid descent looks similar to an object trying futilely to escape the powerful gravity of a black hole.

I look at MU's financials and my lying eyes see only a beautifully valued company. I lie to myself and pretend that I do not fall in love with my stocks , but I do. I have thus hung on to Micron. And now I rationalize (illogically) that it is ridiculously cheap,so why sell now? Am I wrong ? Do you see much more downside? (I refer herein to Micron , not more downside on my reasoning or logic).
Do you advise sell?

Q: it seems just last week I complemented you guys on a 40% move on PSEM that you recommended as it was taken over.

This am it was announced that another company you recommended had a very positive test outcome on one of its cancer drugs and it is up 80% this am. Again amazing recco.

When you look at the press announcement what do you recommend I do with my 2500 shares? Buy more, sell, or just hold?

Q: Hi,
I'm looking for an American financial. Not impressed with their banks in past year, but I am impressed with both Visa and Blackstone. Which would you prefer for a long term hold of five years? Also, can you comment on the tax implications of a LP?

Q: Thanks for making clear sense of a confusing prospectus!
I do have a follow-up question that maybe you can also help with. I connected my broker (RBC Direct) and asked them if there is anything I need to do now. The prospectus talks about 'exchanging' shares. RBC couldn't answer. Do you know if I will simply receive "x" number of Olin shares (based on the ratio of 0.8748 per my Dow shares) and retain my current Dow shares as well?
Again, your guidance is very helpful, thank you!

Q: Hello team, I've been watching at these stocks (all US) for awhile and it seems I've missed the boat on all of them. If you happen to know about them, would you pls. give me your thoughts? Do you think they still have some upside?
Thank you!!

Q: Hello Peter and Team,
Would you prefer Starbucks or McDonalds for growth going forward, with a bit of explanation?
Thank You,
Barry

Q: Hi Peter

What biotech stocks do you prefer? Many seem to be breaking out based on point and figure charts. What biotechs would you recommend in terms of individual names and also what ETF do you prefer?

Thanks so much!

Q: Hi guys,

I'm a Dow shareholder, and while I know your focus is not US, I was wondering if you could offer some clarity on the upcoming merger/sale of Dow's chlorine division with/to Olin Corp. The prospectus talks of exchanging Dow shares for "Splitco" shares, into Olin shares ...
Any clarity and advise you can offer is much appreciated.

Q: Peter

You once indicated that you had Priceline as a company with a superior business model long before its stellar gains. The results are borne out in the linked article. Wouldn't it be FUN to find the next 4,000% gainer?

http://www.marketwatch.com/story/10-stocks-you-should-have-bought-the-last-time-the-fed-raised-interest-rates-2015-09-16?link=sfmw_fb

Q: Hello,

- Is it a good time to add to VLN ? Any reason outside the weak market for the stock to be down ?

- PHK is going down a lot these days ... Can you explain why ?

Thank you

Q: Hi there, instead of complicating my Us and international positions, I was considering VTthx as an idea since the mers are low as well. I was considering 50% of my Rrsp for this since it is diversified. What do you think of this approach for a 20 year hold...do you think this can come out more successful than multiple positions?if you suggest multiple positions can you provide some suggestions for a long term hold.

Q: Would please give me your thoughts on the company.

Q: Hi, 5i.

I'd like to purchase some US dollars to buy a US listed company or two. It doesn't strike me that now is a good time since our dollar is so low compared to the US dollar and so I'm having trouble grasping the correct thinking on this.

Say, for example, I buy Disney today and get a 20% total return in the next 5 years. However, say that our dollar is trading around 20% higher in 5 years than it is today. Would I effectively have no return if I sold Disney after 5 years and converted to Canadian dollars?

Thank you for your help.

Robert

Q: Greetings:
What can you tell me about wpg-n. It appears to be very cheap and out of favour. Also, what is your latest assessment of plaza reit. plz.un-t.
Thanks BEN

Q: Hi Peter and Team!! Warren Buffett had purchased quite a bit of this stock. What are your thoughts on it and would you purchase it now with the Canadian dollar being as low as it is. Cheers, Tamara

Q: Hi I hold one full position in Qqq and have done well with this, this is probably my only significant position in the US markets the rest are well diversified but mostly canadian stocks. I would like this to be a long term hold, however if you think the US tech stocks have had their run up in the near term, I was considering selling a half position to diversify in Us markets..can you suggest an ETF if you feel that is the right course of action. Thanks.Shyam

Q: Hi Peter. Would you recommend this ETF for 5% of my portfolio, I'm diversified Canadian 40% US 40% international 20%. Would this be a good time to add it to the plan?
GUY R