Q: Wilan (WIN) - I'm calling this private but I don't really mind; you can post it if you think it might be useful. - With all the comments on WIN it is hard not to get drawn in. Looking at a 10-year chart on WIN (let's not even think about what it did between 1999-2001), it has three significant peaks, each followed by a multi-year swale in which it teated its shareholders to a brutal and extended drubbing. Unless one is a relevantly qualified engineer with a detailed knowledge of its patent portfolio and developments in the hi-tech world in which those patents may or may not be infringed (that isn't me), its prospects for future growth in income are entirely opaque. To me it is an absolute pure speculation - a guess that management will be able to bring the current swale to an end in another significant peak, hopefully before one tires of the drubbing. I'm glad I didn't sell it yesterday, given that it popped up over 50 cents today. I'm even more glad that I did sell it (at a loss) back when it was about $5. If one's approach to equity investment is "to just buy good companies and let the market take care of itself," I don't see WIN as fitting the bill. There are just too many other good companies out there that are not as hard on their shareholders. WIN has been a serial teacher of the lesson that it is important not to fall in love with a stock, even if one has been lucky enough to own it through a period of a couple of years when it went nowhere but up. Thanks.
Q: Hi Peter,
We are under invested in the US and are wondering when and how to get in when so many stocks and charts look so overbought.
Would it be best to wait patiently for a small pull back and then buy the S&P? Everyone seems extremely bullish on US right now. What do you think? Thank-you Jan
Q: Peter; Every time I look up insider trading on SGY and LEG I see Mr. Colborne filling his hat. Do you think a merger/takeover could be in the works? Thanks.Rod
Q: I would appreciate your opinion on EPP (iShares MSCI Pacific ex-Japan Index ETF) for international exposure. EFA and VEA were mentioned in a previous response. Do you think these are preferable to EPP? Thank you.
The blame game on WIN is not good and I agree with some of the comments there is no away anybody can predict what is going to happen next. That is the uncertain world of stock markets.
My question is I am thinking of going out of WIN and thinking of investing in either SYZ, E, LOY or LSI. Do you think it is wise to do that. Thanks
Q: With the latest results for Mosaic causing a significant drag on the shares of POT, should one wait for the momentum to change in this industry.
Thanks
Q: Dear Peter and team: Just a few lines of total reinforcement of 5i research. I am glad I had
not decided to buy WiLan but I think the words you used to talk about it made me wary enough
to stay clear. I think you have made it very clear that all of your members must take full responsibility for our buys, and your service is a tremendous, invaluable help. Thanks so much
for your straight forward answers, and timely reposes. Brokers I have had cannot come close to your service. Jean
Q: Hi Peter:
I am looking for en entry point for CFN
I was told that it dropped recently as some US investors were
shorting this stock
Is this a good stock to hold for 1-3 years ?
thanks!
Q: Hello all. In defense of your staff Peter , Wi-Lan was never a portfolio stock so even though you gave your A rating it was not suggested for the Model Portfolio. I think your company deserves a lot of credit for suggesting the Portfolio guidelines ...keep up the good work.
Q: Colgate-Palmolive (CL-N). Please comment on valuation, on the recent dip in stock price and your opinion on the future performance, capital, dividend increase and recommendation for a stock in this sector. Thank you
Q: I own some shares in Twin Butte TBE and have taken a taken a hit with the last couple of days of trading and do not know if I should sell the shares. What I did find encouraging this morning was that the INK Research Report showed that TBE was at the top of the list with insider purchasing of 866,200 shares. What would you read into this purchase and should I continue to hold stock? Thanks, Bill
Q: Hi Peter:
I have been waiting patiently to buy some CSU which is graded as
"A" by your newsletter
It is trading at 145 and looking like it is forming another base
before taking off
Should I wait for a pull back ? or put in a 50% position now?
thanks!