Investment Q&A

Q: Can you please provide your opinion on a long term hold of Hamilton Thorne ($HTL.v) from this level? Currently the company includes the original IVF equipment business, toxicity testing business, and a European full service distribution business.

The company has telegraphed its intention to continue growth by the following:

1. Making meaningful acquisitions with active discussions underway;

2. Organic growth by expanding into new geographies and expanding the breadth of product and service offerings from both internal R&D and adding new 3rd party suppliers on the global platform; and

3. Cross selling between all of the integrated businesses.

It is also at the ~$100M market cap (fully diluted) where both new institutional and retail investors alike will start to take notice.

TIA,
Meredith

Q: Curious if you could recommend a reputable crypto-currency exchange in Canada.

Q: what would be your top 10 Canadian stock picks for a mininum 5 year hold,regardless of diversification? As this is typically a good time seasonally to purchase stocks, would you buy a full position,(in my case 2.5%) or buy a half now and a half in December?

Q: Hello" Back in April, Saad asked you if he should hold DPM after not seeing any appreciation after a long time. I hold it in my RRIF and it has done nothing for several years and pays no dividend. Do you feel the same as you did when you responded to Saad or would you take a pass and move on.
Thanks for all the advise you have given over the past years. My portfolios have done well due to it. They are self administered.
Ken

Q: Hi Peter, I am looking for a growth replacement for CLS and it can come from any of your portfolios. Please suggest your top 3 or 4. I already own PHO, PUR, TV and ZCL in a 29 stock portfolio. Time frame 1-3 year hold.

Many thanks for your candid advice. It has served me well for over 4 years now and I have renewed my membership for 2 more years.
Martin

Q: I am taking over my portfolio from my full service broker after many years.
In my RRSP I have $ 15,000 Of Life Banc and Split Corp and $ 15,000 of the Preferreds

Could you explain what split shares are. and if they are a good investment.

The current yield is over 11 % How do they sustain a yield of 11 %

I need to do a lot of rebalancing of the portfolio to make it alot more diversified Should I keep these two issues

Thanks for your great wisdom

Paul

Q: Hello, what are your thoughts on the news regarding a bid for Aetna? Stock is down quite a bit over the past year. I had initially had a 5% weighting, thinking about buying more on the price weakness, Thank you!

Q: Recent update on the PEA for Timok plus some of the results from Bisha seem to have analysts liking this stock again. I'm an RBC customer and their Market update on NSU was quite positive. What are your thoughts ? Think we can get to $ 4.00 anytime soon ?

Q: The stock has had a great run up....is it time to sell?

Q: I have a question about Healthlease Properties REIT WHY IS HLP.U STOCK PRICE KEEP DROPPING ARE THEIR ANY PROBLEMS WITH HEALTHLEASE

Q: Can you give me your thoughts on the following BMO mutual funds for a 40 year old who holds them in equal weights? Please deduct as many credits as needed. Thank you!

BMO Retirement Balanced Portfolio
BMO Global Small Cap Fund Series A
BMO Global Energy Class A
BMO SelectTrust Equity Growth Portfolio

Q: Hello, iam a retired investor with $190,000 in a tangerine fund.
50,000 in rrsp balanced fund
70,000 in non reg. balanced fund
70,000 in tfsa equity growth fund
I will be transferring the above to a CIBC global monthly income balanced fund,as I will be getting a employee discount on the MER.
My tfsa will be in a equity growth fund at CIBC.
My question is that Tanerine only pays a dividend once a year around Dec. 20th.
Should I wait for the dividend,or because the fund drops in price after the dividend it would not make any difference?
I think I would be better off getting the dividend and then transferring in the new year, any thoughts on this
Thanks Brad.A

Q: Peter and His Wonder Team
Thank you for your past analysis of these two separate companies. I now have another dilemma. FLEX has just had a great quarter and the stock has hit a new 52 week high of $18.01. TD has a TP of $21.00...so all looks good. On the other hand CLS just had a miss and weaker guidance...being punished today...at $13 plus. You have said the story is still intact and they should improve. So... on the one hand I have FLEX which I think I could call a value play vs CLS which I will call at this point a more contrarian play. So in light of there fundamentals going forward which company has great appreciation? In other words is it too late to buy FLEX...better value with CLS in the long run?
Thanks for your opinion...
Dr.Ernest Rivait

Q: Your thoughts on PTC (NASDAQ:PTC). It did not show up in the symbol search.

Thanks for all your wonderful work gentlemen.

Q: Thinking of selling my CDZ and VUS and replacing them with Mawer 106,108 and 150.Or selling CDZ and keeping VUS and buying Mawer 106 and 150.Or do have another US ETF or fund that you like.Thanks Paul

Q: Just curious. CBO is off 6% in my fixed income, what will take or will it get back to a positive position, its a long term hold in portfolio.

Q: After you have listened to the conference call can you please comment on CSU.
Thanks

Q: Do you feel this is a good entry point for long term positions in KWH and AAR?

Q: I own GSY in both my RESP and TFSA accounts, somewhat by mistake. I'd like to switch one of the two to ECN for diversification. Would you consider ECN (larger, seems less volatile) as the best fit for RESP and GSY for TFSA? Or the other way around?

Q: From what i see in the comments of the last months, these 8 companies seems to be among your US favorite stocks.
1- am I right about those 8?
2- would you like to add a few US names, could be in any sectors
3- I buy companies with a 10 year + timeline. A lot of companies i'm interest in are in the technology sector and I tend to be overweighted in that sector. Its hard for me to imagine technology not directly corrolated to industrial or consumer staples growth for exemple. Does it make senses to you to balance a technology overweight (30-40%) portfolio by diversifying among the technology sub-sectors?
4- I understand that you focus on Canadian companies. I also understand that your are conflicting free and that you mostly invest in US stocks. However, I'm pretty sure that a significant proportions of 5i members would be willing to pay for some form of US stocks advices. Maybe a US portfolio or a US favorise stock list. (maybe with a minimum market cap limit so your decisions would still be conflict free) Your services are unique and are a benediction for small investors. It would be a great opportunity for us to have them for the US market too. I'm sure a survey among members would prove me right.

thanks again for your amazing services