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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: I would appreciate some clarification about amount of gold exposure. In your answer to a previous question about gold you suggested always having some gold as a sort of insurance and I would like to follow that advice. Your suggested amount for now (22/Nov/12) was 10% or 15%. Would that be a percent of total portfolio (i.e including fixed income) or only of the equity/growth portion?
If one already owns a senior gold company would it be more prudent to add some gold bullion using a mutual fund or ETF, or would you still suggest sticking with more gold stocks?
Thank you.
Read Answer Asked by jane on December 05, 2012
Q: hello 5i:
thanks once again for an outstanding site. Like many of your followers, I am very happy thus far with your advice, and wish I'd taken it sooner and bought more of them. Now, my question. I have a little exposure, in my portfolio, to TRP and PPL. I would like to add a little more to this sector. Diversification is not paramount (I was thinking ENB), so what is your favourite pipeline pick? I couldn't really tell by researching the site and looking at previously asked questions.
Read Answer Asked by Paul on December 05, 2012
Q: I am a holder of NES. Do you like this gold company - should I keep it?
Read Answer Asked by patricia on December 05, 2012
Q: Hi Peter
I hold both TOT and FRC and was considering lightening my exposure to this sector. What is your opinion on these companies in both the Long and short term?

Thank You
Read Answer Asked by Marty on December 05, 2012
Q: NRE, Namibia Rare Earths Inc showed up on the "Largest Percent Decreases" in shorts published in the G&M.with a 97% reduction.

http://www.theglobeandmail.com/globe-investor/investment-ideas/largest-tsx-percent-decreases-on-nov-30-2012/article5997779/

Do you know anything about this company, is it a good company to invest a little in.

Keep up the excellent work, Thanks PB
Read Answer Asked by Peter on December 05, 2012
Q: Evertz Technologies ET
Peter, what is your thoughts - looks like a company that creates alot of value for shareholders. Great work, please keep it up - much appreciated.
Read Answer Asked by Patrick on December 05, 2012
Q: Peter,

A guest on BNN Market Call on Nov 23 suggested buying PSN as a tax loss selling candidate between Nov 23 and Dec 15. At that time the stock was 5+ and now it is even lower than 3.5 and it keeps sliding. The worst part is that the analysts who downgraded the stock after the earnings report came out, have cut their targets to half from their earlier rating (BNS downgraded it to $11 and now to $5). From the earnings date till now there is only a class action suit against the company and nothing else. Also globe and mail in their article had some favorable comments. What do you see from all this? Would you favour a buy, hold or sell at these prices?
Read Answer Asked by Imtiaz on December 05, 2012
Q: BNN reported the takeover of Primaris this AM. The stock has responded. What is your opinion Peter, re this situation now. Should one hold on for further upside?
Thank you, Phyl in BC
Read Answer Asked by Phyllis on December 05, 2012
Q: Hi Peter, can I have your thoughts on (SMQ)Santa Maria Petroleum, is this the end for the company, is it tax loss selling driving it farther down and I should do the same my cost is $1.60 from when it was Quetzal. Is there any hope of any recovery. Thanks, Nick
Read Answer Asked by Nick on December 05, 2012
Q: Hi Peter and Team, any further thoughts on the STO/PRY deal? Weakening quite a bit after their merger announcement highs!
Your thoughts and insight on the combined company, their land holdings and where the shares go next year would help, considering oil is at about $80.00 average.
Thanks again for your help on these names.
Hussein
Read Answer Asked by Hussein on December 05, 2012
Q: Hi Peter and team, I'm thinking of adding to my positions of NML and KAM around 1.00. Do you see anything wrong with them here? Is this weakness basically due to tax loss selling?
Do you see the trend coninuing early next year of small caps turning around and rallying?
Thanks much.
Read Answer Asked by Hussein on December 05, 2012
Q: I have been watching Ainsworth Lumber ANS for awhile and believe it to be a way of taking advantage of a US recovery in housing.
They were going well until a big correction the other day. I cannot see what the reason is. Can you tell me what you think of this stock and why the sudden drop in price?
Thanks
Geoff
Read Answer Asked by Geoff on December 05, 2012
Q: This morning, CNQ had a conference call on its 2013 budget, and only one analyst in attendance, which made for a pretty short question and answer period. This does not look very serious for such a major company. It so happens that the stock is down today much more than its peers (and is down 25% or so for the past year). Comparatively, in a similar conference Friday, COS had 6 analysts in attendance, and this made for a very healthy question and answer period. Is it normal for a major company like CNQ to have only one analyst in attendance for such an event ? This doen't look well prepared, or am I too critical in this regard ?
Read Answer Asked by Serge on December 04, 2012
Q: These are small plays by your standards but looking for a Yukon Gold play and narrowed it down to following 3.

Which represents the safest yet highest growth potential.
Also any insight into either would be appreciated.
GPD,SMD,& VIT.

Thank-you
Read Answer Asked by Alex on December 04, 2012
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