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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: Hi Peter:
My main Canadian Oil holding is Cenovus (CVE). Are there other's you like better, or because of price differentials would you recommend moving to the US for an Exxon or Chevron?
If Keystone is approved our optimism would improve,however this is likely a long shot.
Thank you for your good work (fabulous)
brian
Read Answer Asked by Brian on April 12, 2013
Q: Could I seek your wisdom on AHH-T, Aastra Tech. ? I have been watching this stock and waiting for an opportunity to get in. Now @ $18.42. As it is experiencing a down turn I have seen no news for the cause (other than market direction). Morning star shows a Intrinsic Value Estimate of $21.03.
Your thoughts please?
Thank you for your service.
Read Answer Asked by Dennis on April 12, 2013
Q: STP has had a rough couple months, startup on SAGD plants is always challenging. How are they sitting from a cash and debt coverage perspective? Is there at chance they would need to raise money again any time soon?
Read Answer Asked by Rob on April 12, 2013
Q: A comment on David's averaging up on Amaya of April 12: His portfolio of 3 stocks 1 year later is minus 6% because he didn't have a stop on the one that went from 10 to 3. I might still hold the one that went from 10 to 8 but surely one should have an exit strategy to avoid the big portfolio draining losses.
Read Answer Asked by Jeff on April 12, 2013
Q: Is Peter Hodson answering the questions or is it some other staff member? I have been investing in stocks for over 40 years on a fairly active basis. I know that Peter Hodson knows more than I do but if he is not answering the question, maybe I know just as much or more than the person answering the question. I do have access to large amounts of research and read and understand most of it. If Peter is answering some questions, could he put his name to it. Hopefully, he is answering all of the questions but I don't think that is the case.
Read Answer Asked by Ian on April 12, 2013
Q: GLV Inc. (GLV.A) The water treatment division, Ovivo, has won three major contracts worth $85 million recently. The stock is trading at $3 and has moved up from the $2.40 range a few months ago. They are not profitable yet. What is your opinion on GLV Inc.?
Read Answer Asked by Ian on April 12, 2013
Q: I have shares of AGT (Alliance Grain Traders). I am thinking to buy more. Would you please comment on AGT's outlook for the next two years? Thanks.
Read Answer Asked by Deming on April 12, 2013
Q: Hi,
Your latest model portfolio has been set up in March. Since then I've noticed that a lot of your selections stock prices have increased. Do you still resommend them or should I wait for a pull back?
Read Answer Asked by Rob on April 12, 2013
Q: just a comment;interesting your comment on amaya i only average up and only buy more of a stock when it has hit 52 week highs.you buy 3 stocks jan.1 at 10.00 each equal amounts, 1 year later one is 17, one is 8 and one is 3, which do you buy more of, 99 per cent of people answer the one that is 3, but correct answer is one that is 17. dave
Read Answer Asked by david on April 12, 2013
Q: Could you help me to understand United Corp. - UNC ? What I have found out: UNC is a closed-end fund in existance since 1929 currently under management by the respected firm of Jarislowsky Fraser. It currently trades at a discount to NAV of about 31% which appears about mid-point of its historical range. It has an ETF-like MER of .46%. It is very illiquid. In Nov/12 it changed its mandate to eliminate its Canadian equity component to focus on global equities. Questions: Why the huge Discount to NAV which is the norm not an aberration? What would be the caveats in acquiring such a fund? Would you consider it a viable ETF alternative for global equity exposure? Thank-you.
Read Answer Asked by William on April 12, 2013
Q: I would like to know what you think of American Hotel Reit (hot.un). Similar size and dividend to Healthlease which you follow. Caters to economy hotels associated with railroad workers. Rail seems to be booming in this US expansion. The payout ratio is less than healthlease. Thx.
Read Answer Asked by Michael on April 12, 2013
Q: Hello, Thank you so much for your site. I'm trying to balance the Consumer- Non-Cyclical portion of my portfolio. From your model I added Valeant Pharma, I already own Indigo (IDG) and Jetblue (JBLU) which have done fairly well. I was thinking of adding another Pharma/Biotech like Biogen (BIIB), Davita Health (DVA) or Regeneron (REGN), all have great earning estimates or could you suggest something better.
Read Answer Asked by Sunita on April 12, 2013
Q: Good Evening 5I Team,

Could provide some advice on the key indicators to consider when evaluating a stock. Any other advice on stock selection would be greatly appreciated.

Thanks.
Terry
Read Answer Asked by Terry on April 11, 2013
Q: In your opinion, is Reitmans (ret.a) a good long term buy at around $9? Thank you.
Read Answer Asked by Pierre on April 11, 2013
Q: Hi
has your opinion changed at all on PDN?
thanks
Read Answer Asked by Bryon on April 11, 2013
Q: Hi, This is a great service . I was wondering about the stock EGL.UN . I've had it for a few months and it just keeps going down. What's happening with it and is there any hope for growth? Your opinion is much appreciated.
Read Answer Asked by Linda & Vic on April 11, 2013
Q: Do you know of a website that tracks the price differential between WTI and Edmonton select?
Read Answer Asked by Richard on April 11, 2013
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