Investment Q&A

Q: Hi Peter: I'm up an average of 20% on two US banks C and BAC. They seem to have flattened out the last while. Should I take the profit and run to something that has better upside potential or stay the course. My time horizon is 2 years max, I have plenty of Canadian banks.

Thanks

Q: Good Afternoon,
I hold DuPont (DD), Nike (NKE) and United Technologies (UTX) among other US holdings. I am thinking of selling DD and adding to the other two in hopes of achieving better future growth. I would appreciate your thoughts.
Thank you.

Q: With reference to CUS ( Yossi's question ) ... the newsletter Seeking Alpha posted a convincing article that suggested Canexus and Gibson would benefit from the Keystone XL setbacks ( due to their reliance on rail ).

Q: I might add to your answer on S (Sherritt) asked earlier today, that I hold Western Areas (WSA on the Australian market and previously traded on the TSX) which is a quite profitable pure nickel producer, which while volatile has done very well of late and also pays a dividend.

Q: I am looking at a new IPO Boulavard Industrial REIT for a long term hold BVD.UN IPO .16 down .14 and up now at .17-.18. The management comes from Pure Industrial REIT. Is It worth speculating or should I wait for more news?

Q: Stocks move after earnings based on what the revenue and earnings are relative to the consensus of what the analysts thought they were going to be. How do we find out before the facts what that consensus is?

Q: BONDS: I sense that we should be getting out of bonds in my RSP . I have Molson SP15, H&R DC18 , and First Capital NV18 . All are paying around 5% but NAV is decreasing monthly due to a threat of interest rate increases ... should I just exit ?... Thanx

Q: Re Yossi's question on CUS. An article on CUS was published by Seeking Alpha today. The title of the article was "How to Profit from Keystone XL's Indefinite Delay".

Q: CWX CanWel Building Materials I am surprised that they are doing a share consolidation. Do you think this will have what I assume is a desired rise in the share price or is it likely to depress the price, liquidity and dividend? They expect 2014/15 to be better years but I notice with the last 2 acquisitions they use words like complementary vs accretive. I own this and would like your opinion as to whether to continue to hold through this consolidation or sell now. Thank you

Q: Hello, I'm getting a little nervous about my Carfinco (CFN). Performing very badly over
the last while. I would appreciate your view. Hold for a while or time to Sell?
Thanks: Jerry

Q: Hi Team Davis & Henderson
I purchased DH around $16.00 so I have a great capital gain. Since you have moved this to the Income Portfolio I assume you feel the rapid expansion is over and I should move on if I am looking for capital gains. Thanks Jim

Q: cus up 5.9 % with some volume ,any news or developments that might be behind this ???

thanks

yossi


CUS:(TSX)
Canexus Corp

$5.18 CAD
Apr 21, 2014 3:51PM ET
0.28
5.71%
$5.17
x61
$5.18
x57 1.3M

Q: Peter what happen4ed to the TSX at the close Down 268 at 4:00?

Stan

Q: I have 25 per cent in my portfolio in oil and gas stocks--tou, sgy, spe,pou wcp and I am doing great, but in your model portfolio you have zero oil and gas and just surge in your income portfolio--why. dave

Q: Great work team..Can you tell me about your info on rogers sugar'Would the div. be safe and about the timeing to buy? Do you have a phone number for Peter'ride? to Donate. Thanks for your great work.Cliff Also is it possible to Quote prices in the future?.

Q: Good Morning Peter :

I see FAP Aberdeen Asia-Pacific Inc is shown at TD Waterhouse with EPS of -$0.34 in one place and at +$0.81 in another place. Earnings always seemed sufficient to cover the $0.60 dividend. What EPS do you see? I am currently down 9.9% on this one and am sorry I bought it as I didn't really understand it properly. I would like to sell it but hate to take a loss.
Do the prospects look reasonable for it to get back to the $6.25 per share range [currently $5.65] or should I just move on. The 10% yield is very tempting but I believe now too risky.
I would appreciate your suggestions on what to replace it with for a long term holding, not necessarily in the same sector. I am looking at stable stocks yielding in the 5-6% range such as : BDT, ENF, WCP, COS, CHE.UN, CTY, BCE, and always appreciate your thoughts and any other suggestions
Thank You....... Paul

Q: WIN. The Globe & Mail reports that the us supreme court may restrict the application of patent protection in the Alice corp case which the paper suggests could affect the worth of Blackberry. Could this be the final nail for Wi lan? Are Wilan's patents mostly in the electronics industry?

Q: Looking for a good way to play the Nickel market. Been following it of late and I think the fundamentals look promising. RNX - royal nickel, has so much risk being at such an early stage. S - Sherritt just seems like a poorly run company. Are there any "pure" or near "pure-play" producers in the space?

Thanks,
Rob

Q: Would appreciate your take on three non drill bit energy services companies: Pason PSI (instrumentation), Secure SES (waste treatment) and Canadian Energy CEU (drilling chemicals) relative to Black Diamond BDI. Technically all four are all above their 50 day MA and all have excellent gains in the last 12 month period ranging from approximately 65-155%. What is your evaluation based on their financial health, growth prospects, etc?

Q: I would like some exposure to the expected long term growth trend in agriculture. I have small positions in POT and AGU. I intend to add to both. Do you think that is prudent at these levels? AFN seems to be a specialized business, I would like to get "A" level exposure to the machinery and real estate portion of the trend. I am not finding many options in the Canadian market. Please point me in the right direction.
Your service is fantastic, and worth every penny.