Investment Q&A

Q: Do you have a preference for Winpak or CCL at this time. Now that both are off their highs do you think they present a good investment opportunity. Thank-you.

Q: CPG shares have been flat for a long time, and I am thinking of selling. However if you see any upside in the immediate future, please advise and I will hold them.
Regardless, please recommend some solid growth stock(s).

Thanks

Robert

Q: I have the majority of my US holdings in VIG and IWO plus a few large caps (JNJ, MSFT, ABBV, NSC, GE, T). I am still underweight in this area so I would like to buy more over the next few months. However, with the falling loonie I am feeling reluctant to add to these positions in my CDN $ registered account. I already feel like I screwed by the discount broker on foreign exchange to begin with, and the weak loonie just makes me feel worse. Any comments would be appreciated.

Q: I see that Enghouse is listed in the US as well, as EGHSF:PNK. Its US price history is similar to ESL:T but not the same. Can you tell me why they are different and does it matter which is bought (aside from the different currency risk)?

Q: There's an excellent article in today's Globe amplifying and supporting Peter's views of analysts reports. It's "What to read,(and what to ignore) in analysts reports." by Chris Umiastowski.

Q: your opinion short term on HGN

Q: Hi
Any reason for Canexus's dropping like a stone? Is the dividend in danger now?
thanks for a great service
ms

Q: With the latest down turn in LULU, should I add to my position or is it too risky to buy right now? I got in at $58. I have about a half a position in the company. I believe the company is better then what the street says it is worth so I am looking for more entrance opportunities. Thanks for your comments.

Q: HI Peter and Team,

Gear energy (GXE) just provided an operational update that is quite positive. It is still quite small and focused on heavy oil but could i get your opinion on this one?

thanks

Q: Peter, regarding TFSA holdings, I am unhappy with the performance and looking for suggestions. This TFSA is maxed out for contributions. Total value is only $34, 932. The holdings are ax.un (26%), zwb (9%), BCE (40% ) and Rei.un (7%). The remainder, almost 18% is cash. The yields on ACB are as follows: artis..9%, zwb... 5.4%, BCE..5.9%, and Riocan is 6.9%.

I would appreciate your suggestions for restructuring this portfolio. I am looking for some solid growth.

Ruth Ann

Q: Do you have an opinion and information on LED Medical Diagnostics (LMD), maker of VELscope? Thanks.

Q: good day to you all .please can you give me your opinion on IFP.A thanks

Q: Hi team,

CTY - Callian technologies.

What do you think of the their latest acquisition? Market seems to like it.

Q: Hi In Dec 31/08 I took a position in the Big 5 Can Banks.The current result are BMO +17.46% CM +19.56% BNS +11.61% TD +23.61%
RY+34.08%.BNS has for some reason lagged behind and lately since I enlarged my position in this stock it has been on a toboggan.
Even today the others are in green BNS red would you hold or should I cut my losses and move on ?
Stan

Q: Could you please comment on the results of Sylogist Ltd (SYZ) which were released this morning? Thank you, Peter

Q: Hi 5i!
Regarding Surge Energy (SGY)
I have read back through several months of questions before going to the research function of my on-line broker. I, too, am considering the switch from CPG to SGY - based on your answers regarding SGY. My question is this: looking at the financials, SGY numbers do not seem particularly positive - and this seems to my untrained eye to apply particularly to Cash Flow. Without 250mm + from financing it would seem they would be in a very negative position. (Looking at past 9 months ending Sept. 30/13). I know for many businesses Cash Flow or FFO are almost as important as the larger Balance Sheet issues, but I am perceiving - perhaps very incorrectly - significant weakness in those numbers from SGY. Can you help me out here because I am likely missing a great deal.
Thanks!!
Cheers,
Mike

Q: Could you please comment on Nu Skin NUS. It had a big drop today due to a Chinese report. Does most of their revenue come from China? Should I sell or wait it out? Thank you for your thoughts I know it is not your focus.

Q: Goodmorning, your thoughts on NBD (Norbord). Bought into at $31.00, the 200 day moving average and still going down. Pays a nice dividend so any concerns or is this a pay and wait.

Q: AYA- I've tried to mirror your model portfolio in the last few months. My aya purchase is now down 15%. I've been told you should sell any stock that drops over 10%. What would you suggest.
Thanks

Q: CFN has been going down on me . I have lost 5% in recent days. Is there something wrong? What should I do? Thanks for you insight. Alan