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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, I am sure this is a busy day for you with a ton of earnings, deals, etc.

Two quick ones for you...Do you think PLB will receive a competing bid? As well, do have any insight or comments on ESL's latest purchase?

Thanks again!
Read Answer Asked by JAIME on November 05, 2013
Q: HI,

RDL is falling like a cliff. Is it time to bail out or buy more. Thanks
Read Answer Asked by Imtiaz on November 05, 2013
Q: CFN has offer through bankruptcy to buy WFI in the USA (Nevada)using debt and equity which it issued earlier this year.GPS another company was mentioned that is HQ in NV-supplies technology to CFN-not the same comp. as BSM with the same trading symbol? IN any case, what do you think of this deal going fwd.?
Read Answer Asked by James on November 05, 2013
Q: David's question about profit & DRIP's.
I faced the same question - within RRSP - and have decided - for now - to take profit & reinvest profit into other dividend stock I do not currently own thereby increasing diversity while keeping up the share count.
Read Answer Asked by Craig on November 05, 2013
Q: I am a little surprised at your saying to hold on paladin, deal will not close until middle of next year and in the mean time anything can and will happen,pre market is showing an open at 90.00 are you kidding, my 3000 shares will be gone. any comments dave
Read Answer Asked by david on November 05, 2013
Q: Hello Peter:
First in a very short duration of membership, I am very impressed with the response and quality of advice provided. I have listened to you for long time on BNN from your stint in Sprott onward and I like your investment style.

I would very much like to learn how you assign rating on a stock and rationale for weighting within portfolio. For example you changed weighting on AYA.

I try to segment portfolio two ways; as the type of investment (Foundational, cyclical, opportunistic) and according to 13 TSX groups (Discretionary, Staples, Energy, Materials …). Segmentation is to have diversification. Each position is not more than 5%. Bond segment is outside this portfolio. Am I on the right track? Finding which TSX group the stock belongs is sometime difficult so I use my judgment. Any insight on portfolio creation and maintenance will be appreciated. Thanking you.
Read Answer Asked by Shah on November 05, 2013
Q: Hi Peter, your thoughts on a trade would be appreciated. One of my REIT stocks Cominar Real Estate Investment Trust has broken from the pack on the down side. I’m looking to possibly sell this closed end fund and buy something like Chartwell Retirement Residences. I like to hold my positions long term and focus on dividends but I will tweak my portfolio once in a while, so far it’s worked for the better.
Thanks,
Div. Investor
Read Answer Asked by Mark on November 05, 2013
Q: You seem to get questioned repeatedly by readers about a relatively small group of stocks. What stocks are catching your attention that we are not asking about?
Read Answer Asked by Dave on November 05, 2013
Q: Peter, Lana & Co.

Based on previous 5i comments, I am about to rebalance my Health Care sector to 10% @ 2% KBL, 2% PLB, 2% VRX, 2% MRK and 2% BMY. I want growth (30 year old risk on investor) and a bit of US exposure. Do you like this breakdown, or would you sub out 1 of the names for something else / growthier?

Thanks, as always.
Read Answer Asked by Ray on November 05, 2013
Q: Looking for thoughts on Canadian Tires new REIT. CRT.UN. No history, and seemingly higher yield.- Cheers.
Read Answer Asked by Philip on November 05, 2013
Q: Hi, waking up to this $77 offer for Paladin but it sounds complicated with stock offer in new combined entity. Is this more a merger than an acquisition? What do you suggest small retail investors do in this case with PLB share??? Paladin was a core holding for me and there is not a lot of replacements in the space... If move one, would you go up to Valeant or down to Cipher? If keep share, why? Thanks a lot!
Read Answer Asked by Jennifer on November 05, 2013
Q: You mentioned DHX on BNN the other day. What do you think of this stock?
Read Answer Asked by christianne on November 05, 2013
Q: Hi, in response to Alayne, the symbol is CVD.

Also, Ag Growth International is dropping lately. I am expecting very good Q3 numbers due to the strong crop yields this fall. Do you agree with this hypothesis?
Read Answer Asked by Kel on November 05, 2013
Q: 5i Team,

Can you provide a couple of your favourite consumer cylical names please? I own autocanada and magna but have more cash to deploy in order to get to my 10% sector target. I would prefer a couple of US names... perhaps a large cap and small cap for balance. As always, your opinion is GREATLY appreciated.

THANK YOU.


Read Answer Asked by Ray on November 05, 2013
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