Investment Q&A

Q: Hi 5i,

I own a small position on CUF.UN currently down 25% from purchased price. Is it a worthy holding for long term? Thinking either to add more or just take a lost. You commend will be very much appreciated. Thanks!

Q: I currently hold MEG & TOG, both make up approx 7% together of the energy component of my portfolios. I am looking to compliment these if you agree with those choices. However I also feel that Nat Gas will do well into 2014. What would recommend in that vein and perhaps buying the UNG is avenue to pursue. Look forward to your insight. Excellent forum. Thanks. Maureen

Q: Good morning!
Help! Four months ago, I started investing in my TFSA for my young adult son. I hold ACQ, AVO,CGX, STN and T. All are down between 6-7% except Telus. I know that these are good companies, but I would really like to add a stock that will show growth in the near future. What would you suggest? I so appreciate your service-my other accounts are doing well, based on your advice. Many thanks. Ellen

Q: MCB/GLN I am looking to raise some cash. Because of your views of McCoy and Glentel they are prime candidates. Glentel's earnings are coming out soon and I am expecting a reasonable Xmas season and hope to sell in that time. McCoy I am less sure of as to when to sell. I have a small profit in both. What would you recommend?

Q: HI.What is your opinion of ARGENT ENERGY TRUST (AET.UN-T ).Has gone down a lot and is it a good buy?the risk.Thanks.Have a good weekend

Q: GUD-X Hi 5i team. Was lucky enough to have owned Paladin from mid $30's and up.
The Knights Therapeutics as you've mentioned ipo's today. I've been able to download the the symbol on the G&M watch list but no price or volume numbers shown yet.
Can you take me thru how this process will work? My intention is to follow same and perhaps buy it on a dip, compelling news, or even momentum. Thank you in advance david

Q: Good Morning 5i,

Till more funds become available for me to invest I’ve decided to strengthen my portfolio fundamentals one sector at a time, starting with the REITs.

I currently own Senior Housing Properties Trust (SNH), RioCan Real Estate Investment Trust (REI.UN), Northern Property Real Estate Investment Trust (NPR.UN), Lexington Realty Trust( LXP), HCP In. (HCP), Dundee Real Estate Investment Trust( D.UN), Cominar Real Estate Investment Trust( CUF.UN), Chartwell Retirement Residences (CSH.UN) , Calloway REIT (CWT.UN).

I am willing to sell a couple of my holdings and buy H & R REIT and HealthLease Properties REIT. Your suggestions please, along with any other ideas you may have.

As always your help is appreciated.

Q: BPO
I have read many of your answers to members' questions on this Offer by Brookfield Property Partners L.P. for all the outstanding shares of Brookfield Office Properties Inc. My BPO shares are in a registered account. If I instruct my broker to simply accept the offer would I receive as many BPY Units as possible with US $20.34 cash for the balance based on the pro ration formula. My objective would be to receive as many BPY shares as possible. In the package I received I do not see the list of acceptance choices addressed by a member in an earlier question. Thanks.

Q: Peter,
I know you don't think highly of DWI's(Dragonwave) management. But on valuation and potential for their product, is it worth $1.50? I sold around $2.00 and just got back in.
What do you think of PXL (Palliser Oil)? Will it be a survivor?
Lastly, NII (Norsat) is trending up. What do you think of this stock?

Thanks for the great work. Keep it up. You and your team bring great value to the investment public.

John

Q: Please give an analysis of rifco - rfc

Q: Could you comment please on MMF.UN as an investment. What are the risks and what is the downside. This fund is run by some very smart people.
I too would encourage members who have made money following Peter's advise to donate to his cancer ride.

Q: Hi Peter,
I own for the past 6 months some shares in Stellar Biotechnologies KLH-X
It has decent volume but the price has slowly deteriorated.
I wonder if you have any thoughts on this company
Thanks
Wolfe

Q: Peter, I can't find information on your cancer ride. Where can one donate to support you?

Q: Is this a good entry point for Altagas?
Thanks for your help.
Dick

Q: The unit price for Marret High Yield Strategies MHY.UN continues to fall. What is your opinion for the future? I understand that CI has acquired majority ownership. Has the CI ownership effected the price? Can you see anything positive for the future unit price?
Thanks,

Q: Good Afternoon Peter
I already own a 1.5% position in Enghouse [ESL]. I am planning to put an additional 4.1% of my portfolio into other Infotech stocks and am focusing on Constellation [CSU], Open Text [OTC], and Descartes [DSG].
Would you spread the purchase over all three stocks or just pick one or two and what would your choice be?
Many thanks for your previous advice......Paul

Q: GCG.A had a strong fourth quarter.They also sold 160,000 BMO,perhaps to finance their emerging equity boutique in London.Are these signs that management is finally getting the lead out?
Regards
Bob

Q: Does Probes find in Borden look like another Red Lake with their intersects growing in size and concentration. I wondering this when I see a company Olympia making and large land acquisition and referring to probe ' s Borden lake project in their announcement for credibility and prb got prospector of the year award for this property. Is it to early to get excited or does this look substantial. I am obviously not a geologist.

Q: hi 5i,
what is the potential downside if AVO misses? is it already built into price right now? it was trading near 35$ after 3Q results. also, good luck to peter on the bike trip! if you're training in kingston at all this spring/summer let me know, i will take you on a good ride around k-town area.
chris

Q: MNW- update comments - with financials due March 6th is this a good entry point for 3+ year term?