Investment Q&A

Q: I have a relatively balanced portfolio of stocks with the major theme being growth plus divs and have another $100k to invest. What stocks would you recommend this extra money be put into?
Thanks you. Love the service.

Q: Please give me your valued opinion on Crocotta Energy ( CTA), it interests me because they are coming into drilling season in a very desirable area, with a 100% success rate historically with drilling activity. Looking for a increase in probable reserves.

Thanks for the great service

Stephen

Q: A comment only, to add to your excellent reply to Paul re stop losses. There is a lot more to them than most people realize, even more difficult than when to sell. And I have the scars to agree with 5i Research about them not using them. The only time I would consider them anymore is when I feel a stock is reaching the top from a technical standpoint or of my objective but I want to wait to see if it can stretch out a little more. Then I might set it fairly tightly and watch it closely.

Q: Could you update on Pan Orient (POE)I'm down a little and trying to decide if I should buy more or get rid of it? Thanks

Q: Hi team,
Can you update your view on PTS in light of the recent MasterCard deal please?
Thanks

Q: Mr. Hodson, would you know about a Quebec company by the name of Geomega (GMA) ? It is a ten-bagger recently, halted since this morning on the TSX.

Q: Hello Peter & Team,
Thank you for the interesting and gainful reading. I've been a member for a couple of months and now see a good year ahead.
TTH.TO released their Quarter Fiscal Feb. 12, what are your thoughts?
Sincerely,
Heather

Q: Which Cdn bank preferred (s) do you recommend? What up/down side do you see w/instruments? Thx, hopeful new member Joel

Q: Could I have the consensus estimates for STN's Q4 revenue and adjusted eps?
thx

Q: Could I have the consensus estimates for DND's Q4 revenue and adjusted eps?
thx

Q: HNL - vs - MCR growth prospects near term(2 yrs.)

Q: Hello Peter and 5i Team

I would like to know your choice between Canacord CF and Fiera FSZ for a three years hold. I am looking for capital gain and growth.
Thank you again for your your excellent service.

Q: Is it time to sell CSU? It's been a good run, but is this near the peak for the time being?
Thanks, Peggy

Q: You have mentioned that owing about a 5% position in a gold stock is good insurance for a long term portfolio. I already own a 5% position in Teck. Even though they are not a gold producer, is this similar to owning a gold stock or should I also buy a gold producer and increase my overall weighting to 10% in what I think of as the materials sector?

Thanks for the continued insight into investing.

Paul F.

Q: Hello Peter,

I like buying stocks when there is capitulation and everyone is rushing to get out. Often then the stock is oversold and the market is over pessimistic. BB and BAC are 2 stocks I bought close to the bottom. Do you have any model to screen for BIG names stocks that make good contrarian play? Recently, I bought Weight Watchers and I wrote a puts on BIG LOTS. Both have sold off and the business is trying to turnaround and success is uncertain. However do you think that the risk justify the potential reward based on valuation?
Thanks in advance.

John

Q: Hi,

Kindly give your analysis of cathedral energy [cet]. Do you see much growth over the next couple of years? If so , in what area?

Thanks.

Q: Could you comment on stop loss orders: when to use them, when not to use them, how much of a loss in percentage terms would you use (and would it depend on market capitalization or sector of the company), how long to have them in place, how frequently to review them and adjust them, using technical analysis to find support levels, etc. Some investors have told me they don’t use stop losses on stocks they plan to keep forever (e.g. Canadian bank stocks).

I would like to put some stop losses on my “riskier” stocks (SGY, WCP, CPG, TBE, DR, PPL) and I am wondering if a 10% to 15% stop loss from current levels is OK. I have had some of these stocks for a while and have gains up to 33%, and some are recent acquisitions and are break even.

Can you also comment on this article from the Toronto Star about never using stop loss orders to sell stock:

http://www.thestar.com/business/personal_finance/investing/2013/05/13/why_you_should_never_use_stoploss_orders_to_sell_stock.html

Perhaps you could publish an article in your research blog about using stop loss orders.

Q: Peter,
what is your long and short on CTSH, Cognizant Technologies?

Q: Ballard (BLD) has been building momentum in the last year. Is it still too early to consider it. Your insight is much appreciated. Thanks, Peter

Q: Is Open Text a good time to buy. u don't have a report on it.