Investment Q&A

Q: if a person was to choose betweenthe fairly new mawer global balanced fund and the mawer canadian balance with a very good track record. I am thinking the global fund might be a better buy.considering they both started with a net asset value of about 10$ per unit. is it reasonable to think that the new global fund has more upside potential in spite of higher mer for a long term hold . your opinion greatly appreciated. thanks Larry

Q: Would appreciate your opinion on the above two reset preferred, the yield to reset looks high to me for the risk on these preferred? Don't understand why?

Q: Hi Peter and Team,

Quick thoughts on Usell.com

Q: Could you please comment on which natural gas producers are most likely to benefit from short term interest in natural gas and might offer best short term gains

Also those producers with best value and long term prospects

Thanks

Q: Hi Folks: MAL put up decent numbers on Monday and the price appears to be consolidating. Appreciate your comments.

Q: Hi Peter & Team,
Following the Q&A today, would you recommend "joining the party"...(is it the "AYA" of the health sector) or wait & see if there is a real substance to the sudden rise?
Thanks,
Morris

Q: Hi Peter, your thoughts on the latest results. The market seems pleased. Thanks!

Q: BDT looks like it has fallen off a cliff recently and no apparent sign of a bottom.

Any thoughts on why?

I have held this for several years and am still in the black.

Buy, sell or hold?

Thank you for your help with this decision.

Q: If i sell through my discount broker, do i get the dividend or do i need to tender otherwise.
thanks
Luc

Q: I have a 25% position in the Canadian banks. I am a long term investor and love their annual, if not twice a year dividend increases. Against this backdrop, I am contemplating adding maybe a 2% to 2.5% position in either EH (EasyHome) or HCG (Home Capital Group). I do not have any Financial Services exposure in my portfolio other than the Canadian banks.

On first blush, I think my 25% in banks plus any other financial services stock may be too much of a concentration in related sectors. However, upon closer inspection, wont companies like HCG/EH act quite a bit differently from the banks, as a rising interest environment would increase bank profit margins and potentially slow HCG and EH's growth?

Acceptable to add either HCG or EH, or is this too much of a concentration in related financial sectors?

Thanks, as always.

John

Q: BNN refer to where stocks are as pertaining to the moving averages. On my Globe Invest charts, I could bring up a 200 day moving average over six months, and the stock could be below it. If I extend that chart out farther (1 year, 5 years, etc.), the stock could be above it. What is the time frame of the charts that they use?
Here's a second small question: ACQ has been declining the past few days. Where do you think it will bottom out? I thought I got a good deal when it dropped off and I picked it up at 62.
Thank you,
Dennis

Q: Hi Team
What is your view on Marvel Technology at this price?

Thank You
Clarence

Q: WEQ reports Q3 on Thursday. Any idea on what to expect?

How secure is the dividend? The WEQ website indicates the dividend has been paid out faithfully at $0.05/month since June 2007 and back then the share price was $4.00.

Thanks as always!
Steve

Q: Hello Peter & Co.
I hold DHX in my TFSA; could you suggest 3 similar/equivalent (+ likely to be acquired) stocks in the Tech & Pharma sectors?
Thanks,
Tony

Q: Hi folks: I like to find stocks prices that are consolidating. Is there any info available regarding stock consolidation on the web, or do we have to check stock charts one at a time?

Q: Peter, I own the following resource companies. ARX BTE COS CPG FRU SGY TBE WCP VET. Would you please rank them for me in the sustainability of the dividend. How low does crude price have to go to cause them Div. problems? Thank you for your valued information, Ken

Q: Hi Guys, I own both Dollarama and Alimentation Couche Tard and have a 2% weighting in both. I would like to bump one, which one!
thanks

Jim

Q: Thanks Peter for your reply on Patient Home Monitoring. You mentioned about some large trade blocks. How does one find those specifics? In other words, is there a web site that tracks large blocks from an institution or investor? Also, at these levels ($9.50), if I were to add to DHX Media, would a 5% weighting be considered too high. Currently, it is at 2%. I am deciding whether to add to energy holdings such as TOU or to DHX media? This would be part of aggressive portfolio. Thanks again for your replies.

Q: Hi. Have you folks looked at ICIC bank. Do you have any suggestions on how to participate in India's possible future growth especially in the financial or technology sectors?

Thank You
Clarence

Q: peter can you comment on HEO earning is it a good buy at this level