Investment Q&A

Q: Dear Peter and team,
I am considering selling my shares in Covidien (cov) (1% of portfolio) because of the recent jump due to the Medtronic takeover. I don't think Medtronic has as good of a track record or management as Covidien. Would you recommend holding onto Covidien at this time or selling?

Other healthcare stocks in my portfolio are Gilead (gild) (2.5%), Baxter (bax) (1.25%), JNJ (1.5%) and Novartis (nvn) (1.5%).

If I sell Covidien and stay in the healthcare sector, I am considering McKesson (mck), WellPoint (wlp), CVS Caremark (cvs), Amgen (amgn), Cerner (cern), Catamaran (cct) or Concordia (cxr). And possibly 2 others that I don't know much about Cipher Pharma (?) and Biosyent (rx). Would you mind giving me your opinion on the above stocks or at least indicate which you feel would be the top 3.

If you think that there is a better healthcare stock than those listed above I would love to hear about it.

Thank you very much.

Brian

Q: safety??
the market seems to go higher and many feel a significant correction is coming. what say you ??
Which stocks might fair best in a serious correction or and bull market.A short list with a reason would be very helpful.
thanks
Yossi

Q: QBR.B

Just curious about your thoughts on Quebecor.

Thanks always for the awesome service.
cheers

Q: Hi Team
Could you comment on the interest rate sensitivity of VSN.PR.A
on the share price of this issue, i purchases it around 23.50 awhile ago.Would this issue be considered to be as volatile as the Perpetual Preferred shares that some company's issue, and finally would you recommend it.
Thanks Gordon

Q: Hello Peter and team,
Hello Peter and Team,
Your reports have certainly been of good value to me lately but on another note. Finally there is some news on FLY.
FLYHT Aerospace Solutions Ltd.TSXV:FLY, this company has just sealed a deal with Sierra Nevada Corporation ("SNC"). What are you thoughts regarding this one? Should I let it fly, hit it or just let it fly around?
Best regards,
Heather

Q: I have held on to Cominar REIT and Northland Power for a year and a half and 2 years respectively on the theory that there is no point in realizing my loss and putting the money to work elsewhere unless the outlook for CUF and NPI is dim. Is my reasoning right, and if it is, is the outlook OK for those two? CUF, sadly is in a TFSA. I'm trying to wrap my head around "selling your losers" versus needlessly trading. Thank you so much for this service. I am really enjoying the education I am receiving thanks to you.

Q: Hi 5i Team,
Can I please get your opinion on HWO vs. TCW? Which one does your team like better?

Q: Peter,
What is year end date for Mutual Funds, and for Etf's (if any specific date for those)
Thank you
CDJ

Q: Hi Peter
I have 24% US in RRSP and looking to rebalance for income with some growth. Currently hold AAPL 5.8%, Gild 5.1% PG 7.3%, C 1.2%, CX 2.8% and US money market. Thanks Hamish

Q: Hi, Peter and Ryan.

I hold AAR.UN (PIRET) and noticed that they issued a press release concerning an acquisition (which appears sound) and then a trading halt was issued, and then trading resumed. There was a relatively large price drop for an otherwise relatively stable stock. Can you explain the reason for the trading halt and whether I should be concerned about this stock? My own speculation is that the company may issue units at a lower price to pay for the acquisition.

Thank you,

Q: I am in process of migrating to an index EFT based portfolio,starting with VUN which is VTI in C$. For an index this broad, is it possible to find things that don't correlate eg Perhaps VAW a broadly based materials index would do the job?

What is the usual length of time to consider the correlation to provide reliable portfolio performance protection?

I there a source of information on correlation coefficients For any 2 ETFs? It seems to be an attribute that is much talked about but not often reduced to numerical presentation.
Should we just rely on ETF suppliers statements of perf over various periods?

I think it is an important topic and look forward to your experienced advice.
Thanks for all your advice
Ernie

Q: B2 Gold - is this a good entry point? Tx

Q: Hi, Peter
I hold Srx and am thinking about switching to Sgy (half position) or Tog, what do you think? thanks a lot.
Selina

Q: Hi Peter and Team,

What are your thoughts on Big Rock Brewery, BR now?

Q: symbol: SVC
Hi Peter and Team,
Pls offer your thought on Sandvine Corp. Share price dropped lately, is it buyable at this level.
Thanks as always.
From Pui

Q: Good morning group...thanks for the great service...what do you think of nif.un ... \I like the div. and also the sector ...cheers

Q: Do you worry about another crash like in 08-09? If so do you have any thoughts about how not to get hurt?

Q: Hi Peter, in the tech area we hold AAPL, AVO, CSU, EMC, ESL, ET, and Samsung in ~equal amounts. I'd like to replace Samsung as it's harder for me to follow. Would appreciate your recommendation for a replacement and any other changes you might make. Thank you.

Q: Hi Peter, Bot FP @ 5.00 for income, down to 4.25. Would you consider this a buy,sell,or hold? Any thoughts on this one would be appreciated. Keep up your great work.

Q: Badger (BAD): Recent comments by guests on BNN refer to Badger as 2 men and a truck and sell Badger - it is fully valued ($36.00). Your opinion overrules any other one.

What about RKN? Is it safe to buy?

QUESTOR - QUEST - In two days went up 20% then fell 18%. I am curious what would cause this - bad news or profit taking - your opinion?

Dennis