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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: hello there just wondering what you think of Parallel Energy Trust?
Read Answer Asked by George on March 31, 2014
Q: I am thinking of purchasing some more AVO. I would be "averaging down" as I am currently negative with AVO. I would be liquidating a 3% weighting in PWF and increasing my weighting in AVO to 4%. Of course PWF pays a dividend and AVO does not. Both stocks are down this year with AVO down about 8% and PWF down 5% which isn't suprising as AVO is more volatile. I have a relatively diversified portfolio except I am a overweight in financials...(BNS, TD & SLF)
Any cautions?
Thanks
Jim
Read Answer Asked by James on March 31, 2014
Q: Hi peter and team,

I am hoping you or one of the other members can answer. I have 4 nieces and nephews all recently graduated from university and they are all trying to figure out how to balance out paying off debts versus making investments etc. Is there one or two introductory books that would provide them with some good advice and principals as they start to move into their working careers. I read the Wealthy Barber but i am wondering if there are others out there.

Thanks again,
Read Answer Asked by kelly on March 31, 2014
Q: The previously hot health/biotech and tech sectors appear to be losing momentum with money flowing away from them. Do you have any indications as to which sectors the money is flowing to or is it just going to the sidelines?
Bryon in Elira
Read Answer Asked by Bryon on March 31, 2014
Q: re Chesapeake Energy Corp. CHK + takeover

Have just read an article spouting rumors (unconfirmed) that Exxon after buying XTO Energy in 2010 for the purpose of penetrating the shale gas market, is poised to become a leader in the market by acquiring CHK. I own Exxon for the long haul and was wondering;

1) what CHK looks like long term as an investment should the rumor not come to fruition?
2) how a merger if it did happen would effect both XOM & CHK?
3) any comments you have on the Shale Gas Market in general?

Thank Peter & Family, always appreciate and value your input
Read Answer Asked by Gord on March 31, 2014
Q: Assessing my portfolio weightings: I have BAM.A as 10th largest which is OK but I also own BIP, BEP, BOX, and BRP in lesser quantities. If I think of them as one entity because they are all Brookfields, they would total twice my largest portfolio holding, so in sum would be #1 by far. Is uniting them because they are all intertwined with BAM the correct way to judge the holdings and would you advise scaling back, or are they separate businesses with different yields, growth rates and performance outlooks?

If reducing is advised, I could see substituting, say, HR for BOX and TCN for BRP, but I would have a difficult time finding replacements for BIP and BEP in a large cap utility with an international flavour and outstanding yield for RRSP. I consider BAM core and have held it for many years with good results; insiders own way more BAM than any of the spinoffs which speaks volumes to me. Would 5i have any differing ideas or options? Thanks, J.
Read Answer Asked by Jeff on March 31, 2014
Q: Longview had a pretty heavy volume friday-what do you think of recent results and the dividend
Read Answer Asked by terrance on March 31, 2014
Q: I would like your view on WESTERONE INC. The company seems to have the business , but not performing well in all areas ,the stock price is declining daily.
Are there other forces driving the price down like the recent debenture redemption for example?
Insider trading seems neutral I believe, Institutional sell off perhaps?
I saw your brief message in Stock Chase could you expand on this?
Is it time to bail or hold on? I bought at $8.15
Austin Jeffries
Read Answer Asked by Austin on March 31, 2014
Q: Could please give me up date one evertz tech et thank you
Read Answer Asked by Jack on March 31, 2014
Q: hi peter,
the membership fee can be claimed for income tax? thanks.
Read Answer Asked by Yingzi on March 31, 2014
Q: Hello,
This year LGF has mostly traded below it's 200 Day Moving average, would that be considered a definite sell signal?

Thanks
Read Answer Asked by Sunita on March 31, 2014
Q: Why would you issue a report on a volatile stock like Air Transat which is best suited for traders rather then your investors? Your time and effort would be better spent on covering companies in your portfolio where you have not previously issued a report.
Otherwise, keep up the good work.
I am an INVESTOR for over 40 years.
Read Answer Asked by Terry on March 30, 2014
Q: I would like to balance my stock portfolio by sector. I notice that your model portfolio doesn't identify the sector to which each stock belongs. Would it be possible to add this information? If not what would be the best place to get this information for stocks? Finally, how many sectors should a balanced stock portfolio comprise?
Read Answer Asked by Jacqueline on March 29, 2014
Q: Hi Team... a quick question regarding Options trading. Can Puts and Calls be exercised only on their Expiration Date or can they be exercised at any time prior to expiry?
Read Answer Asked by Richard on March 29, 2014
Q: hello 5i:
you'd previously advised you were waiting for a quarterly update on March 21. This has come and gone, and I'm just wondering where things are at with this. thanks for the great service, not quite sure how I ever managed without it.
Paul
Read Answer Asked by Paul on March 28, 2014
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