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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 Peter,
I am looking to make a move ( 5-7% weighting )on either SLF or GWO, maybe both. Ford recommends GWO as a Strong Buy. Could I have your opinion on which one you would pick? I would consider either one or both, to be ``cornerstone holdings``. In other words, long term growth with steady div. income, within a moderate to medium risk, but well diversified, portfolio. Thank you sir!
Read Answer Asked by Rick on April 16, 2014
Q: Could you comment on encan ipo prairie sky thank you
Read Answer Asked by Jack on April 16, 2014
Q: Peter, could you give me your oulook on Counsel Corp, seeing as how it has dropped recenlty, is it the time to buy?
Read Answer Asked by Jim on April 16, 2014
Q: Hi Team: can you comment on the recent financing and acquisition by HLP.un. They seem to be agressively growing their business. Thanks
Read Answer Asked by Scott on April 16, 2014
Q: What is your outlook for the REIT sector?
It does not appear that interest rates are going anywhere,
they pay a healthy dividend & low beta.
Do you have a favorite.

As always - thank you
Craig
Read Answer Asked by Craig on April 16, 2014
Q: Peter and Team,

Is it time to cut and run on Kirkland Lake Gold? It feels wrong to sell such a high grade asset so low but it seems like it can't do anything right these days. Maybe I should be selling this and rolling it into my existing B2 Gold position (also own Goldcord and some bullion) or maybe I should be moving it to another "physical" name totally out of the gold space like Stella Jones?

I can't help but feel like the day I sell KGI will be the day that I miss out on some big guy coming in and buying this at a premium but still cheap!
Read Answer Asked by Marc on April 16, 2014
Q: HLP.UN Healthlease Been having a lot of trouble getting to even on this stock. They just did a $10 offering. I expect it to dip below that price at some point. 1st -- Do you like the deal and 2nd Worth buying more?
Read Answer Asked by Gerald on April 16, 2014
Q: Helathlease Properties HLP.UN has released a new offering of $50mil in new units @ $10. I currently do not have any REITs and the 8.5% dividend at this price looks quite attractive. Would this be a good time to buy HLP or do you see any hidden concerns with HLP in specific or the Health/REIT Sector in general to avoid this area at this time. Thank you.
Read Answer Asked by Alan on April 16, 2014
Q: Hi Peter.

Came across this great essay you recently penned that I found on the Vitess web site. Thought other members would enjoy!

http://www.vitess.com/2014/03/cash-drugs-etc-not-appropriate/

Keep up the great work and good luck with your training this summer!

Cheers,

Scott
Read Answer Asked by Scott on April 16, 2014
Q: Please provide your expert opinion on CGX.Recently dropped fr $42.68 to $40.76 & dropped below both 50 & 100 day moving average & now sitting n the 200 day.Opened a cutting edge cinemas in Manning Town Centre,Edmonton on April 11--no report on status.Rumoured that Onex & CGX offered more than $1billion to purchase Dave & Buster,On BNN yesterday, Patrick Horan"SHORT" CGX as his 3rd pick stating that the stock was not acting well recently,it is deploying capital for something else & doubts about the up coming movie season. Txs a lot
Read Answer Asked by Peter on April 16, 2014
Q: I have decent gains in Emera (EMA) after buying in the fall. The dividend yield is now getting towards my lower range for a non-growth type company. Would it make any sense to swap EMA for Brookfield Renewable (BEP.UN). This would give me a 1%+ bump in yield but stay within the industry. Which company has the better blend of growth/dividend increase potential going forward? Is the relatively high P/E ratio at Brookfield a concern?

Thank-you
Read Answer Asked by grant on April 16, 2014
Q: In the last couple of days I have come across some stocks with a negative Beta. CBO -.04
Can you explain negative Beta.

Thank You as always.
Craig
Read Answer Asked by Craig on April 16, 2014
Q: Bad, Badger,
(Bad is Good!!) I have had 5 fold profit on this, sold some along the way, regretfully, but it is again about 7.5% of my unregistered portfolio. I am not adverse to risk, and I believe one has to let its winners run.But after such a good run Would it be wise to trim it to 5% for disciplined portfolio management, despite the tax bill. Having cash to redeploy also could be a could idea. It is easier to buy than to sell, and I need the kick to make me do it. Thanks for you input.
Read Answer Asked by francois on April 16, 2014
Q: If we get a 10 percent or more correction in the coming months would bond etfs or high yield bond etfs be a place to hide. Thanks.
Read Answer Asked by Ray on April 16, 2014
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