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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: Don Walker of Magna was a very enlightening interview on Headline yesterday (archived here: http://watch.bnn.ca/#clip1006513). I have a half position in Magna from $44 US and based on what he outlined for the company such as unlimited upside sales potential I'll look for an opportunity to up my position. What concerns me is his acknowledgment that his is a cyclical industry and I've been stung before holding this stock too long. Do you see the current upcycle continuing for at least 12 months and if you were adding to the position today would you buy on NYSE or TSX? There's slightly better liquidity in U.S. and dividend is U.S.$

Thanks, J.
Read Answer Asked by Jeff on September 19, 2013
Q: Pharma stocks such as VRX and others did not participate in the rally yesterday after the Fed announcement. Any reason for the sector to underperform in this new environment?

Thanks Darcy
Read Answer Asked by Darcy on September 19, 2013
Q: Hi 5I
I was just reading an article regarding how Kinder Morgan may be overstating their cash flow, and hence their stock could be overvalued due to not allocating enough money to maintenance on their pipes, which got me wondering about companies like Brookfield Renewable Energy and how their costs could skyrocket from natural weather disasters.
Thanks Gord
Read Answer Asked by Gordon on September 19, 2013
Q: Hi Gang;

My question is about Dragonwave Inc. it has come out with a new public offering at $2.10 a share which includes a 3/4 warrant to be exercised at $2.70 a share within five years of closing. Is this a good deal? Should I be interested in acquiring a piece of this company at this price and if so, how do I do it?

Thanks in advance for your time! Love the service!!

DON
Read Answer Asked by Donald on September 19, 2013
Q: I recall you mentioning that a stock reaching a market cap of $100mm makes it more attractive to some fund managers. Similarly, I seem to recall also hearing somewhere that reaching a share price of $5 (as Redknee Solutions T.RKN did today) is similarly significant. Do you agree? Given its international clientele, do you foresee a US listing for this dynamic Canadian tech issue?
Read Answer Asked by Richard on September 18, 2013
Q: I seem to be taking a bath with this one. Purchased it when it was petrobacken. What are your views at this time?
Read Answer Asked by Denis on September 18, 2013
Q: LRE - Long Run Exploration
Hello Peter. Excellent service and information.
Recently LRE has risen on Q2 earnings. Has it gotten ahead of itself and expect a comeback or is it still cheap without attention? What are your thoughts on taking up a position here for an energy sector 12 trade ?
Read Answer Asked by David on September 18, 2013
Q: Hi Peter,

In my RRSP I hold Imperial Oil (IMO) which is a good company but the problem is the low 1% yield. Considering that my portfolio is 95% Canadian, would it be a good idea to sell IMO and replace it by Exxon Mobil which is the US mother company with a yield of 2.8%? By the way, what should be the US portion (%) of a RRSP portfolio?

Thanks,

Gervais
Read Answer Asked by Gervais on September 18, 2013
Q: Peter, your opinion on Temple Hotels Inc please. Is the div. eligible for Canadian tax credit? If you were to rate it what would it be. Thanks Peter, your information is very respected. It helps us small investors a lot, Ken
Read Answer Asked by Ken on September 18, 2013
Q: Hi a little of the beaten track ,but do you guys have any investment book recommendations . Ones that are worth a read

Thanks in advance
David
Read Answer Asked by David on September 18, 2013
Q: Hi Peter any opinion on coastal contact(COA) and would you buy here?
Read Answer Asked by david on September 18, 2013
Q: would you consider increasing wi-lans, (win) rating after the recent positive announcements, thanks?
Read Answer Asked by Pat on September 18, 2013
Q: Hi Peter & Team,
thanks for your advise on the compossition of my RIF.
As a follow up question I would like your view on replacing my fixed income portion from bond ETFs to Utlity, Prefered stocks or any other similar lower risk higher dividend ETF.to enhance my potential return with a lower risks profile.
Thanks a lot for your excellent advise.
Read Answer Asked by Raoul on September 18, 2013
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