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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 am thinking of making adjustments to my portfolio keeping in mind the period from Dec to March is generally good for stocks and I have a one year time horizon in mind.
I have 10% exposure to emerging markets, specifically in India, and Korea where I am overweight (70%) and only in one stock –KB. I also have a position in Artis –Ax-Un that I am thinking of getting out of, with a loss. And the reasoning is thus.
With short term rates likely to rise and the tapering, there should be significant outflows from the emerging markets and the likelihood of Indian and Korean markets doing well is small. Also, the Reits here will probably underperform and the overall return could be negative despite high yields. Would you then suggest I lighten / get out of the stocks mentioned above or continue to hold and maintain diversity of my investment? I am just a little hesitant to pull the trigger specially since I am under water.
If you think I should adjust, I am considering adding on something from your model portfolio or replace with something international such as Lloyd bank, Toyota Motors or IWM –ishares Russell ETF. If you would suggest something else, that is welcome too.
Read Answer Asked by Rajiv on November 12, 2013
Q: Your thoughts on ATB and its recent quarterly report. Stock is dropping today - is it a buying opportunity, or is it a sell or hold. I have a half position in this one.

Thanks
Read Answer Asked by David on November 12, 2013
Q: I have 32% of my registered portfolio in energy and 0% in utilities if pipelines are considered in the energy sector. I own IPL, PPL, TRP, ENB, GEI and SCL among other oil and gas names none more than 5% per name. I wonder if I own too many pipelines that may be simular. Would you recommend I sell any and if so which one. Thank you very much for the valuable service. I will chime in and agree that you limit the number of questions asked per member per year. I must say I have hesitated to ask questions as I didn't want to overwhelm your team. I would feel more comfortable knowing you will continue this service with set boundries.
Read Answer Asked by Cheryl on November 12, 2013
Q: Hi Peter,

Could I pls have your views on sandvine ticker svc.to and
what business they are. I guess from the profile it shows their
competitors are csco,qcom,nokia.

Thanks
Paul
Read Answer Asked by Paul on November 12, 2013
Q: NIF.UN-stock price same zone last four years, good ROE, low debt, low payout ratio. Buy for income only-however, not sure I understand it's structure??
Read Answer Asked by James on November 12, 2013
Q: hello, thanks for the great service. My question is about RFC(rifco), it's been doing pretty good in the last few days. I know that you don't go for target price, but the word out in the market for the next year gives the stock at 14$. What are your thoughts? Is it a good possibility, because the way i see it it seems pretty high. thanks.
Read Answer Asked by Dario on November 12, 2013
Q: Whoa!! What's happening to Cargojet (CJT) this morning? Dropping like a rock…of course after I just bought a few days ago? Appreciate your insights. Lorraine
Read Answer Asked by Dr Lorraine on November 12, 2013
Q: Hi Peter and team: would you please give an update on K-bro Linen? At this point in time, is it a buy, sell or hold. Thanks Cathy
Read Answer Asked by Cathy on November 12, 2013
Q: Hi 5i,

What did you think of E's quarterly results today?
Read Answer Asked by Sasha on November 12, 2013
Q: CJT reported this morning: ""We continue to experience strong growth in core overnight demand and revenues, yet this was partially offset due to unforeseen aircraft maintenance, flight operations training and operating costs in the Quarter." On this news the share price dropped more than 8 %. I would like your opinion: sell, hold, buy some more?

Read Answer Asked by Kurt W on November 12, 2013
Q: Hi, Peter, what are your views on Mitel Networks, specially in light of Aastra purchase? I am thinking of building a position for long term ? I already have ESL,CSU,SYZ and OTC. Thanks for all the help.
Read Answer Asked by rajeev on November 12, 2013
Q: SIN.UN Not a question but a comment. SIN.UN traded up to 10% above NAV the last few weeks, now at a slight discount.
http://www.scotiamanagedcompanies.com/smc/historical_nav.do?company=SIN
Read Answer Asked by Kurt W on November 12, 2013
Q: Hi Peter,

Can you clarify the Smoothwater issue happening at EQI?
It looks like this might get nasty and distracting, albeit a positive for the stock.

It can't be a coincidence that they Smoothwater released this 24 hrs ahead of the earnings announcement.
Just looking for your take on this.

Thanks,

Read Answer Asked by JAIME on November 12, 2013
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