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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: Re WIN.... With the CAD significantly challenged against the USD how does this affect WIN. Since it reports and collects in USD but pays in CAD is this not a game changer in thinking just like a commodity play? Are not most expenses for WIN are in CAD? What currency does it hide under its bed?

Thanks
Read Answer Asked by Glen on December 06, 2013
Q: I am wish to buy a half position in either HLF or CLR. I am looking for growth with a one to two year time horizon. Which would you suggest. Thanks Ian.
Read Answer Asked by Ian on December 06, 2013
Q: Hi, could you please indicate your criteria for your Park & Hold List selections? Thx, Gary
Read Answer Asked by Gary on December 06, 2013
Q: ETFs don't seem to form part of your conventional review. Do you have suggestions for high dividend Canadian ETFs?
Read Answer Asked by Carl on December 06, 2013
Q: I read the US has passed legislation designed to discourage patent trolls from filing law suits. Will this put further pressure on WIN. Is it time to get out even with a 40 % loss? Thanks
Read Answer Asked by Ian on December 06, 2013
Q: I got a question regarding my LIRA. I have 26 stocks in the account and I am just curious if I have too many or now enough. Also if I am diversified enough or to heavy in a certain sector. MY one rule I have for this account is the company must pay a dividend.

The securities that I own are as follows:

ALA, AGNC, ARX, T(AT&T), BTE, ZWB, BNP, CNK, CPG
DCI, DFN, DD, FTS, FRU, HR.UN, IDX.UN, JNJ, LIQ
MRT.UN, PPL, PKO, POW, REI.UN, SBUX, SPH, WJX

I am above on almost all stocks and have held most of this since April 2011. My lowest holding is 1.15% of portfolio and my largest holding is 10.81 % of portfolio. My general rule is no one stock should be over 5% of portfolio. (SBUX and JNJ have gone up and now break this rule)

What are your thoughts on this portfolio and if you recommend selling anything what would I replace it with long term (15 plus years)

Thanks.
Read Answer Asked by Jimmy on December 06, 2013
Q: Any updates on TRL, down 60 per cent, buy, sell,or hold, your opinion please, thanks
Read Answer Asked by Ian on December 06, 2013
Q: Hi Peter,
Can you give me your opinion on canexus. Would you consider this a time to buy? Thanks Clare
Read Answer Asked by clara on December 06, 2013
Q: Re: comment posted by William Dec5/13 on Corby class B shares:
Excuse my ignorance but what is meant by the term "coat tail provision"?
Thanks
Read Answer Asked by William on December 06, 2013
Q: I have had good success following 5i's advise on stock picking, so much so that my wife has decided to let me invest her rsp savings.(oh oh)I plan on following 5i's model portfolio with a few stock exeptions. My question is I understand that December is a turbulant month because of large investor sell offs for year end results. if you were me, would you wait for January or go for it now.
Read Answer Asked by david on December 06, 2013
Q: Hi Peter and Team: What do you think of Zimmer holdings (ZMH.US)? I have nothing so far in the health care sector.
Read Answer Asked by Roland on December 06, 2013
Q: I would like to purchase a European company, that trades on the pink sheets in New York , as a small retail investor other than the low trading volume are there risks to buying pink sheets? The company I am interested in is bouyf if u have anything I can add on that I would appreciate it.
Read Answer Asked by Rob on December 06, 2013
Q: Huge spike in STP today and the last few days saw a double....any word out there on what to expect with the company. Is this tax loss selling? Is it getting to a price that maybe buy time and fold for awhile?

Thx
Read Answer Asked by Edward on December 06, 2013
Q: What is your "park and hold" list?

Would you consider instituting a members' forum (monitored) so members could exchange information as a two-way street?

Thanks for your marvelous service. Especially appreciate that you cover companies not assessed by many analysts.
Read Answer Asked by Kurt W on December 06, 2013
Q: Would you include BNS, HCG and BAD in your park and hold list? Thanks.
Read Answer Asked by John on December 05, 2013
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