Q: I currently hold a diversified portfolio in US, Canadian stocks and have some exposure to European and Global stocks. My question is: should I lower my exposure to Appl as it's no longer perceived as a growth stock and increase my exposure to Starbucks as it appears to have a higher growth projectory in the next few years.
Q: Peter & Team, What do you recommend for investors who have totally avoided energy, materials and gold in the last two years and are seeing money rotating into these sectors in the last six weeks? Do you see this continuing? Is it ill-advised to chase gold miners say G or ABX (or other names) after approx., 100% gains on a 20% rise in gold price? In copper, other than a slight decline in the USD, are there any fundamentals that explain the rise in copper and should we add say FM? I look forward to your reply. Thank you.
Q: With input from Newalta's year end report (March), would you recommend holding NAL for the chance of a turn-around when oil prices recover or sell NAL and move on? As you've said the risk of a profile has changed. My NAL position is now 0.1% of the portfolio and down 86%.
Q: An american industrial biotechnology company which produces sustainable chemicals,based in Montreal, with a plant in Sarnia, I understand that it has Mitsui as a partner and sells to major U.S. chemical companies.
What prospects do you see for this company ? How would you explain its recent decline ? What would be a better alternative in the sector ?
Q: What would you think of selling Clarke (CKI) to buy Dream Global (DRG.UN) as the dividend is almost double. Or do you think it best to continue to hold Clarke for it potential growth?
Q: I’ve had a 34% loss over the last 2.5 years, thoughts on whether Is should forego the loss, sell and replace it with another stock? maybe WEF?Again, idea was to gain from the upside in the US housing market and this was the suggested stock by my advisor then.
Q: Hi 5i
I am holding Husky reset preferred shares,with a 50% loss. Husky is are allowing holders to convert series one shares into series two shares until March 1/2016. Your thoughts on this conversion would be appreciated.
Thanks M
Q: I currently hold a very small position on $EDT Spectral Medical. As it nears completion of Phase 3, would this be a good time to add to it knowing that there is no guarantee of an approval.
Q: I am down app 50% on both painted pony and bonavista energy with the recent bump from its lows would you sell now and take the losses or wait for sunnier days?
Q: Where do you (we) find out what STOCKS the Canada Pension Plan invest in or hold, and what STOCKS are they? I hope, it helps all the people collecting the CPP payments.
Q: Hi Peter and Ryan,
Your last update was Oct 28th. Given their (over-subscribed) U.S. financing last night, and their recent solid share performance, do you still see this one as a hold, or would you buy into it? The cross-selling synergies from their 2014 acquisition seems to be what has made the difference for future growth, from what I read.
Q: Peter, true to my past form, after CXI finally seemed to begin a turnaround in its stock price after months of declines, I bought, only to see it fall about 15% within the past few days. How do you see things for CXI going forward? Any explanation for the recent rise and fall? I'm prepared to hold this for the longer term if it's still promising, or do you think it might be better to cut and run on this one?
Q: Hello, I don't understand why oil continues to go up when there hasn't been any good news and there is more oil in storage than ever before? Stocks like BTE and WLL are up between 12 and 18 percent today. Is this an example of the market not making any sense? Or is there a good reason for the rally?