Investment Q&A

Q: I currently hold a diversified portfolio in US, Canadian stocks and have some exposure to European and Global stocks. My question is: should I lower my exposure to Appl as it's no longer perceived as a growth stock and increase my exposure to Starbucks as it appears to have a higher growth projectory in the next few years.

Thanks

Q: Peter & Team, What do you recommend for investors who have totally avoided energy, materials and gold in the last two years and are seeing money rotating into these sectors in the last six weeks? Do you see this continuing? Is it ill-advised to chase gold miners say G or ABX (or other names) after approx., 100% gains on a 20% rise in gold price? In copper, other than a slight decline in the USD, are there any fundamentals that explain the rise in copper and should we add say FM? I look forward to your reply. Thank you.

Q: With input from Newalta's year end report (March), would you recommend holding NAL for the chance of a turn-around when oil prices recover or sell NAL and move on? As you've said the risk of a profile has changed. My NAL position is now 0.1% of the portfolio and down 86%.

Thanks for your excellent insights.

Q: An american industrial biotechnology company which produces sustainable chemicals,based in Montreal, with a plant in Sarnia, I understand that it has Mitsui as a partner and sells to major U.S. chemical companies.
What prospects do you see for this company ? How would you explain its recent decline ? What would be a better alternative in the sector ?

Many thanks,

J.D.

Q: What would you think of selling Clarke (CKI) to buy Dream Global (DRG.UN) as the dividend is almost double. Or do you think it best to continue to hold Clarke for it potential growth?

Q: What do you think of today's earnings and the company overall? Thanks.

Q: Do you think that Jean Coutu may be a takeover target with the recent announcement that Rexall Drugs is being bought out?

Q: Could you please provide a percentage sector allocation recommendation for a growth portfolio with a time frame of 5 to 10 years.

Q: I’ve had a 34% loss over the last 2.5 years, thoughts on whether Is should forego the loss, sell and replace it with another stock? maybe WEF?Again, idea was to gain from the upside in the US housing market and this was the suggested stock by my advisor then.

Q: Hi 5i
I am holding Husky reset preferred shares,with a 50% loss. Husky is are allowing holders to convert series one shares into series two shares until March 1/2016. Your thoughts on this conversion would be appreciated.
Thanks M

Q: I currently hold a very small position on $EDT Spectral Medical. As it nears completion of Phase 3, would this be a good time to add to it knowing that there is no guarantee of an approval.

Thanks Valter

Q: I am down app 50% on both painted pony and bonavista energy with the recent bump from its lows would you sell now and take the losses or wait for sunnier days?

Thks for your help

Marcel

Q: Could you please comment on Descarte's earnings release? Thank you, Peter

Q: Where do you (we) find out what STOCKS the Canada Pension Plan invest in or hold, and what STOCKS are they? I hope, it helps all the people collecting the CPP payments.

Q: Hi folks,opinion pls of Q results and guidance going forward.Is stock worth a buy under $2 or just one to avoid,thanks as always,jb

Q: Hi Peter and Ryan,
Your last update was Oct 28th. Given their (over-subscribed) U.S. financing last night, and their recent solid share performance, do you still see this one as a hold, or would you buy into it? The cross-selling synergies from their 2014 acquisition seems to be what has made the difference for future growth, from what I read.

Thanks for your thoughts on this one.

Q: Peter, true to my past form, after CXI finally seemed to begin a turnaround in its stock price after months of declines, I bought, only to see it fall about 15% within the past few days. How do you see things for CXI going forward? Any explanation for the recent rise and fall? I'm prepared to hold this for the longer term if it's still promising, or do you think it might be better to cut and run on this one?

Q: Hello, I don't understand why oil continues to go up when there hasn't been any good news and there is more oil in storage than ever before? Stocks like BTE and WLL are up between 12 and 18 percent today. Is this an example of the market not making any sense? Or is there a good reason for the rally?

Q: Any thoughts as to how a potential deal for SIRI (US) might affect the Canadian deal?

Q: Hi Folks
I have owned TCN for some time and the share price is still above my purchase price but the value keeps steadily eroding. RBC reports on it regularly including the Case-Schiller price index in each of the areas where it holds rental homes. These show appreciation of 13.4%, 4.3% and 5.7% in 2013, 2014 and 2015. Most recent results show a small decrease of -0.1%, month-over-month. They also hold homes in areas that are not covered by Case-Schiller including Houston which is affected by the decline in oil prices. About 12% of the rental homes are in Houston according to RBC I remember some reference to this on BNN but I haven't been able to find it. Do you think this may be behind the decline in the stock price and do you have any thoughts on the significance of this factor? Thanks.

Ross