Q: Good day! I have a full position in Crombie (CRR.UN), and am considering selling at least half to purchase Healthlease (HLP.UN)for more US exposure, and for less "commercial" risk (versus the better risk as I see it from long-term-care facilities). I can foresee more growth from HLP.UN
I also prefer the multi-res risk profile to commercial, and would consider purchasing Morguard (MRG.UN)instead of HLP.UN, again for additional US exposure (currently almost 0 in my portfolio).Perhaps I should look at replacing CRR.UN altogether with a half position in each? If I retain half, Crombie would then be my only commercial industrial exposure. I also have a half position in Capreit (CAR.UN).
Your comments as to the wisdom (or lack of same!) of this change would be appreciated. Thanks!
Q: Peter and staff
would like to know your outlook on (cdi) canelson ? In my area of S.E. Sask. they have every rig drilling. looks positive here .
Thanks
Cal
Q: I have a small position in Denison (DML) but am thinking of increasing it. In the past you have been cautious on uranium sector. There are only a few DML questions asked and not many recent. Can you please provide your opinion on DML as an investment that I plan to hold for at least 5 years or an alternative equity/ETF in this sector. Thanks again and again!
Q: Peter and staff
would (sum) be a buy after its impressive rise in share price? What continues to be your outlook on (sum) in the coming year?
Thanks
Cal
Q: I am considering buying 2 smaller companies--Input Financial (INP on venture)and Sandvine (SVC). I did a search on previous answers and found them most useful.
However I also use technicals and find that both right now have some extreme readings which normally would indicated they are trading at an unsustainable high.
Is it a reasonable time to take a position, given caveats (especial on Input Financial) which you mentioned in your early January answers?
Bryon in Elmira
I am a new subscriber and I am not sure if I understand the letter grades in a the reports. Do the "A" and "B" grades mean a good time to buy where the "C" grades mean hold, etc?
Is it reasonable to think the higher the grade the more attractive the value to "buy first"? Thanks. Greg
Q: SSL (Sandstorm Gold) has started to move up in the last couple of days. What is your opinion of the company and do you know of any reason it would be making a move?
Q: Hello,
Thinking of investing in the Canadian retail sector, I'm hesitating between Alimentation Couche-Tard & Dollarama; is there room for both?
Antoine
Q: Peter, I have $15,000 to deploy after clearing my own unsuccessful picks from last year. The rest of my portfolio is as follows: purchased recently ACQ, WEF, CGX, ENB, CSU, STN. These picks are all thanks to you ! And I am already up on almost all of them.
Now, what to do with the $15,000 available capital ?
I am after decent dividend, but my main aim is growth, so I can make up for the loss of last year.