Investment Q&A

Q: Hi Peter and company, At first thanks for this great service, it adds a lot value for small investors like me. So today I completed buying the whole growth portfolio(i was buying over last week). For most of the companies I bought them more or less 10% of your recommended price. But looking back I realized I did pay big premiums(from your recommended price) for these companies.

DRT - 26% more of your recommended price
CXI - 21% more of your recommended price
GXI - 15% more of your recommended price
XTC - 14% more of your recommended price
SCR - 13% more of your recommended price
CDV - 12% more of your recommended price
KXS - 10% more of your recommended price

I know you guys don't believe in 'target price'. But can you please give me your honest opinion for these mentioned companies at these elevated prices?

Should I sell some of the positions(I think I still can as their current price still hover around where I bought them)? I have a 2-5 years time horizon.

Please be selective, even if you can find one which does not look attractive at these price, please suggest.

Q: It appears this is a US Co. with a Cdn. listing. If you owned over $100,000.
of this Co. would that require a "Yes" on the personal income tax form & a completed Form T 1135?
Also any updates on CXI re big Thurs. move?

Thanks

Q: I have Sprott Physical Silver Trust units which I bought at about $14 a unit quite a few years back. I now realize I should have sold them long ago, but I didn't.
I'm hoping Silver will eventually increase in price so I won't be stuck with a huge loss.
Today Sprott made an announcement of a hostile bid for metal trust.
I have a feeling this may not be good for PHS.U unit holders, can you comment on this deal?

If there's any conflict involved and can't comment, I'll understand.

Thanks,
Paul

Q: I see PHM is down more than 10% today, CXV is down 13%, Noblis down over 5%, and Concordia down substantially, as well. I'm wondering what is going on this up-market day, and also, what you think of the comparative gains and risks of these types of companies vs big American bios like Amgen, Biogen, Celgene, and Gilead.

Q: Alltech, a private co. is buying all outstanding shares of
RCL at $40.75. Is that just the shares not held by Fairfax?

Why is it trading heavier than usual today, and a little
below $40.75?

Q: WiLan's Q1 estimate of 5 cents (3 analysts avg.) is a far cry from last year's 14 cents, and revenue of $20.3M below $26M. What is causing such a reduction in expected numbers, is it legal fees and the Apple suit as suggested in your 2014 report, or is this company just shrinking? I guess any big beat could cause a good lift off the bottom of the chart, so I'm wondering if I should add to a small position as the 6.8% yield is tempting. Do you agree with the analyst numbers? Thanks, J.

Q: Recent great run to $2.01 on 4/27,but since then had declined sharply with a inter-day low of $1.65 today.Any news?I bought a small portion @ $1.73.Is this a entry point to average down.Thanks a lot for your usual great services & opinion

Q: Hello All, just wondered what your views are on this company at the moment - hold or not?

Q: hi
i own a little trinity and
with the recent developments would you sell
tks for the help

Q: Good morning team, I was doing so well w/TFI, but not anymore. Technically, chart looks awful! Any reason you know why? Would this be a good time to add?
Thanks a lot!

Q: What are the market conditions besides interest rate that would make a 1-5 yr.laddered bond instrument attractive? Or is it a secular rotation from stocks to bonds that is the only other factor?

Q: Assumptions: proper sector diversification and adequate fixed income products are already covered in my total portfolio. What ETF's (4) would you suggest for our 20k investment for 2015,we are 72 and have nothing outside Canada.

Thanks to all

Q: I have TCN in my TFSA and am considering adding to it based on the increased contribution room. What are your thoughts on TCN has a long term hold ?

Q: Hi- can WEF continue to pay it's dividend if lumber prices remain low for a year or more? Or if the price dipped to levels seen in 2008/9?
Thanks

Q: I have held NTC for some time, and I am wondering if the company is in a death spiral, or if has a chance to rebound at any time in the future. Selling at this time would yield very little, so I would wait if there was any chance for this company to do well if conditions change. Thanks so much.

Q: Can you kindly provide your accessment of this stock

Q: Thanks for your suggestions. To my earlier query; and you can ignore it if you wish.
At a generic level and in a later inning bull market such as it may be now; would you be comfortable with a leveraged investment strategy considering one has done well in the earlier innings. Or would you favour shutting down and bring your closer earlier in the game i.e. get defensive.
If you thought it was okay to leverage your earlier innings gains, would you suggest investing in growth stocks looking for home runs or load the bases one by one? Too much of baseball analogy, but I always look for Peter's comments be it in print or TV or in this forum.
Thanks.

Q: PETER,ISEE WI-LAN REPORTS APR29. IHAVE A GENEROUS AMOUNT OF SHARES AT HIGHER PRICES. I ENJOY THE DIVIDEND.WHAT ARE YOUR THOUGHTS ON AVERAGING DOWN PRIOR TO ANY RELEASE? MANY THANKS JOHN

Q: could I get your opinion on emerging markets and the effect of the higher U.S. Dollar and debt. I own some emerging market etfs and was wondering if I should reduce my position which sits at %5 and if I reduce where should I place the funds.

Q: Hi 5i team

I own some Perrigo and Mylan is trying to take over the company sending the share up.

Now we have Teva trying to take over Mylan...and Perrigo rejecting Mylan's bid.

In your view, what are the chances of Mylan increasing its offer as a strategy to escape from Teva and what would you do with shares of PRGO?

Thx