Investment Q&A

Q: KLH- Stellar Biotechnologies.
I am considering purchasing some shares.
What is the long-term outlook for this company
Thanks
Wolfe Mielke

Q: Hi Peter,

Correct me if I am wrong, One way to judge a stock is to see the return on equity as the equity holders will receive a dividend after all the debt and prefereed shareholders are paid. NOw gs.to has a return on assets 49% and return on equity 93%. would this company be a great buy.

Thanks
Paul

Q: Hi Guys. As a new member I have started to invest in your model portofolio ie sold UEB and bought CGX. I have about 600 shares of CPX which I bought at around $24.00 most of it is in RRSP and TFSA. Should I hold or sell and deploy the money to other stocks. I,m thinking buying GWO to protect against rise in rates. Also have about 4000 shares of BNS in investment account for income I,m not happy with the concentration but it has been good to me for the last number of years. Thanks for your advice. I,m really happy with you service .

Mike

Q: I am thinking of selling the Canadian portion (15%) ETF (XIC) of my portfolio and replacing it with the 5i model portfolio, any thoughts.

Q: With Avalon having a positive feasibility study and environmental assessment completed for the Nechalcho project would this be a good time to invest on the ground floor as the sector rises. It sounds as though they have the largest potential source of rare earth outside China. It also sounds as though China is going to need to start importing rare earths. Thoughts?

Q: What is your opinion MCAN Mortgage(MKP) nice dividend 8.7%, seems to be in the right spot along with Home cap. Equitable group etc. both of which are going gang busters but MKP stock is way off it high of a few years ago.

Q: Hi Peter, The 12 months return for XRE is down 8% (including dividend) is it time to get in? For a 10% position in a portfolio (retired), is it best to buy 3 or 4 individual REIT or simply buy XRE? (Riocan/H&R/Callaway/maybe another one...all equal weight). Also,I would include BEP.UN within the 10% allocation
Thanks

Q: Re WIN.... With the CAD significantly challenged against the USD how does this affect WIN. Since it reports and collects in USD but pays in CAD is this not a game changer in thinking just like a commodity play? Are not most expenses for WIN are in CAD? What currency does it hide under its bed?

Thanks

Q: I am wish to buy a half position in either HLF or CLR. I am looking for growth with a one to two year time horizon. Which would you suggest. Thanks Ian.

Q: Hi, could you please indicate your criteria for your Park & Hold List selections? Thx, Gary

Q: ETFs don't seem to form part of your conventional review. Do you have suggestions for high dividend Canadian ETFs?

Q: I read the US has passed legislation designed to discourage patent trolls from filing law suits. Will this put further pressure on WIN. Is it time to get out even with a 40 % loss? Thanks

Q: I got a question regarding my LIRA. I have 26 stocks in the account and I am just curious if I have too many or now enough. Also if I am diversified enough or to heavy in a certain sector. MY one rule I have for this account is the company must pay a dividend.

The securities that I own are as follows:

ALA, AGNC, ARX, T(AT&T), BTE, ZWB, BNP, CNK, CPG
DCI, DFN, DD, FTS, FRU, HR.UN, IDX.UN, JNJ, LIQ
MRT.UN, PPL, PKO, POW, REI.UN, SBUX, SPH, WJX

I am above on almost all stocks and have held most of this since April 2011. My lowest holding is 1.15% of portfolio and my largest holding is 10.81 % of portfolio. My general rule is no one stock should be over 5% of portfolio. (SBUX and JNJ have gone up and now break this rule)

What are your thoughts on this portfolio and if you recommend selling anything what would I replace it with long term (15 plus years)

Thanks.

Q: I am concerned about Chemtrade Che.un, still being an income trust. My impression is that frequently the conversion is made at "conservative" values. I don't really trust fairness opinions.

Q: Any updates on TRL, down 60 per cent, buy, sell,or hold, your opinion please, thanks

Q: Hi Peter,
Can you give me your opinion on canexus. Would you consider this a time to buy? Thanks Clare

Q: Re: comment posted by William Dec5/13 on Corby class B shares:
Excuse my ignorance but what is meant by the term "coat tail provision"?
Thanks

Q: I have had good success following 5i's advise on stock picking, so much so that my wife has decided to let me invest her rsp savings.(oh oh)I plan on following 5i's model portfolio with a few stock exeptions. My question is I understand that December is a turbulant month because of large investor sell offs for year end results. if you were me, would you wait for January or go for it now.

Q: Hi Peter and Team: Would it be a good time to sell Johnson & Johnson (JNJ, ~75% profit) and reinvest the proceeds in Canadian growth companies. I have sufficient US exposure and the portfolio is balanced.

Q: Hi Peter and Team: What do you think of Zimmer holdings (ZMH.US)? I have nothing so far in the health care sector.