Q: Hi Peter. Could you give me an updated opinion on CWT.UN. The shares have doubled since I bought it and it now represents ~2.5% of my portfolio. My weighting in REITs is ~8%. My concern about selling some shares would that I would have a smaller after-tax amount to re-invest and would require a higher return to justify the switch. Would you recommend selling some shares? If so what would you recemmend for long-term investment?
Q: Peter I purchased CBO - 5 year laddered corporate bonds ETF. It has dropped in price significantly in the past month. My purpose for buying this eft was for the low risk and 4.4 % percent monthly payout however all gains have been wiped out by the price erosion. Is there further downside on this eft? Should I move to another name. Thank You.
Q: ANS
The lumber prices has crashed in the last 3 months, back to last October level. Is it because of China stop buying?
I also heard from building materials people that some plywood are selling below OSB prices. Will ANS new plant make the OSB market more bearish with over-supplies?
Despite the lumber price crash, CFP WFT NBD ANS IFP.A WEF prices have held up quite well. What do you think of the home building industry prospects?
Q: Lake shore Gold (LSG) is a gold company that i am looking to build a position in. It's at or near its lows and i think it way undervalued. As it is a beaten down sector, i want to start accumulating this stock , however i would like your view on LSG? Thank you,
I would like to add some exposure to Silver at current silver prices as i now believe that the paper price is now trading below actual all in production costs. In addition, the ratio of SLW:Silver is almost 1:1 which means no leverage is being given to Silver Wheaton, SLW, do you think now is a good time to add a position?
Q: I have Teck Resources TCK.B in my main portfolio and it's down 40% for the year... Any comments on this stock? How safe is the dividend? Would you hold it or sell and cut losses? Thanks.
Q: Peter and associates,
I've been looking at TCN.TO as a way to access the US rental market. But the PE of 220 is very scary. Is this normal for this industry? Other suggestions?
Thanks, Cheryl
Q: Peter (IWO)
I am thinking about purchasing IWO but with the Canadian dollar dropping lately and with the exchange needed to convert to US dollars is it a good idea. Thanks
Q: Good Morning Peter and the Team. I am considering averaging down on either Spyglass SGL or Longvue LNV your thoughts or should I just forget this course of action and and take a position elseware any suggestions. Your thoughts would be appreciated
Q: The dividend stocks are getting hit hard including all the large cap blue chips. I think it's just a normal correction since they've had good run ups for a long time. Is the income dividend scenario over.
Q: Hello, I have a question regarding the escalating costs of gold producers. I am always hearing and reading that their costs keep going up without any specifics as to why. Is is it labour? Machinery ? Fuel? Land? Taxes? Supposedly there is little inflation out there but this explanation for resource company woes is constantly being stated in everything I read, watch, or hear. Any explanation or comment would be greatly appreciated. Thanks for your ongoing assistance.