Investment Q&A

Q: HI Peter,
Is there any news that would affect Nuvo Research to the down side? Is it simply profit taking given the recent surge? I have tried to find out if there are news clips or analysts recommendations on why patient home monitoring has gone to new highs. Thanks again for the great updates and advice.

Q: Hi folks,can please ask about Q4/14 results for redknee and your outlook for company/stock going forward;a buy,hold or sell.Thanks as always, jb

Q: I know both have high debt levels, risk and have also been decimated lately. Which one would you bet on coming back if you were forced to choose.

Q: Is this stock overvalued? For a growth-oriented investor, do you think this is a buy right now?

Q: US listed Co.: last quarter was terrific, fundamentals look good-poor dividend though. Taken a bit of a hit in sympathy with lower oil-huge back log of orders. I do not own any rails -so, was thinking of buying this one in my USD portfolio. Comments please.

Q: I have finally broke even with POT. Would I be wise to exit this stock or does it hold some promise and if I sell do you have a recommendation

Q: Enterprise was very kind to me for the better part of the year. I have read the other member questions but while I have lost a good portion of profits I am not underwater, would you suggest I hold and or move to another security. Thanks so much.

Q: I bought Meg last winter and was quite pleased with its performance and felt it was in the right spot with rail shipments of their oil into the u.s. As we know all this has changed now and unfortunately did not see this energy debacle coming. So I still own the stock and I am wondering if I should hold on and keep in mind that the winter might bring the stock back up to my entry point, or should I bite the bullet and take the loss which is not insignifcant, around $7000.

Q: Hello Peter et al:
My question is about senior unsecured notes that Parkland has recently announced. What are the big risks/benefits with this type of product and where do they stand in the pecking order if things go south for any company?
Thank you
Jerry

Q: I purchased this stock on the recommendation made by Peter on BNN. The stock has performed well and is rated as a buy, but what puzzles me is the considerable insider selling of the stock. Your comments would be appreciated. Thanks, Bill

Q: This has been thrashed along with most of the sector but because of debt levels appears to be more vulnerable. I am overweight the sector, should I part with this now or anticipate a bounce back.
Thanks,
John

Q: I have made good profit on CNR,SJ,CGX,BNS,BYD.UN. Should I sell these stocks now and buy them back in third week of December, hopefully at some dip, so as to lock up my profits. These are all in my RRSP portfolio.

Thank you for your excellent advice in the past.

Q: own SU and HSE. looking for canadian names in oil and gas (producer or service)
to invest in for 5 yr time horizon. Any outside your model portfolio that have become more interesting with the current situation in the industry.

Q: On 19 November in response to Sasha's question about SPE you said "we could list about a dozen energy stocks that 'shouldn't' be down so much, but they all are. Could you please list some of these stocks.

Q: Peter & Company
Would you please comment on Chemtrade .
Bill.

Q: Hi Guys, I am absorbing a lot of market information and I am more frequently seeing that a market crash is imminent!
Many large investors are keeping there money out of the market at the moment...
I understand we have some sectors out of favor right now like oil, and many others sectors are doing just fine. I am not sure how to interpret the tea leaves so to speak and I have poor intuition on timing the market like you guys.
From all the information you guys scour from the market, probably more than what the average investor has access too, can you provide some market intelligence to us (your customers) on a regular basis?
Regular basis to me would be weekly and sometimes more frequently depending on global events. The oil sector I see has been telegraphed for sometime and yet I did not see this coming. I am sure you guys have access to info on the oil sector that may have dictated this downturn quite possibly.
I guess I am saying, is there a regular feature you can provide us that gives some timely market intelligence and sectors we may want to reduce or increase our holdings in?
Thank you!

Q: Hi,

Are either of these stocks suitable for a long term hold? If you had to choose between these two stocks as a long term hold, which would you choose?

Q: Hello Peter & Co.
I recently trimmed my energy exposure by exiting BTE and CPG from my RRIF portfolio with the intent of adding to my current positions in HWO, TOU, VET and WCP; however, given the energy outlook in the next while (?), I decided to postpone that decision. As a result, the sector weighting is reduced from 10% to 6.5% (vs 2.6% in 5i equity).
However my exposure to financials is 7.8% (vs 12.9% in 5i equity); it includes BNS, EFN, HCG and TD. I'm thinking of adding SLF and DH at current prices (DH could also be classified as half financials and half technology). Does this sound OK to you?
As for technology 13.2% (vs 22.3% in 5i equity) I hold CSU, CGI,ESL,MDA and OTC. I'm thinking of adding DSG at current prices; is it OK to do so?
Thanks,
Tony

Q: This REIT pays it's dividends in US dollars. Would this be a good buy at this time?

Q: Hello Peter & Co,
I have scanned many financial advisors' returns and find that your equity portfolio's returns are up there. Congratulations!
It took me quite a while to replicate that portfolio; I now hold 15 of your 22 stocks + a few in the health/pharma sector.
However, I wonder if you consider "the big picture" in your stock selection process; I'm asking this because I foresee some key catalysts pointing to some additional pull backs (eg. Fed fund rates increasing, Euro zone and Japan weakness, strength of US dollar putting pressure on Emerging economies, prolonged weakness in the Energy and Materials sectors).
I look forward to your response,
Tony