Investment Q&A

Q: Hello,

Dorel was recently recommended as a pick of the year in another service I subscribe to (sorry). Do you have any new thoughts on this company since the last report? I'd particularly appreciate a comment on currency exposure.

Thanks,

Cam.

Q: What is your opinion of Dorel at this point given it's acquisitions and entry into the Asian markets?
Would you consider it a "buy"?

Q: I have a near 40% oil weighting. Want to clean out the weak, hold on to the solid and likely add to them. Additionally, If you can suggest strong buys with yield, I would be truly grateful.

Q: could you please provide your current thoughts on this stock. It is an Indian company and manufactures generic drugs. Is it a good time to enter this stock. What should be the entry price? My other holdings in India are EPI and INFY.

Q: Up 50% on KXS. Looking to raise cash. Do you see it fully valued with consideration of growth.

Q: I need a transportation stock. I currently only own TRN.US Trinity in that space. I seem to be torn between Trimac and Transforce. They both have high debt but Transforce
Seems a lot more expensive. I prefer to go with the one that has the most potential at their current prices. I realize that Transforce is safer with its size. I respect your opinion, thank you.

Q: Hi Team

regarding the canadian banks in general:

1. why have they started the year down so much ?

2. with the sudden drop in interest rate by the Bank of Canada, how do you think this will affect the Canadian Banks ?

3. Is there any reason to hold back on buying in on the banks for any foreseeable issues in the next 3 months ?

4. of the big 6 including national, can you rank them in order of

A. overall growth and
B.future likelihood of dividend increases.

thanks

Ernie

Q: Dynasty has 6 million oz of high grade gold, an operating mine and plant and no debt, yet its market cap is less than 40 million dollars. Do you know of the reasons why the share price is languishing at 10 year lows?

Thank you for the valuable service you provide your subscribers.

Q: Hello Peter,

I am looking for a small cap company for investment. Can you give me your thoughts on either IMRIS INC, PARKIT (PKT) OR CORETEX BUSINESS SOLUTION. Is either one a good long term investment ?
If not, can you give me a one or two samll cap idea for long term investment.

Many Thanks
Niketa

Q: Have held this for a couple years and been disappointed. Your opinion of future stock growth?

Q: Currently, I have a few canadian companies that do work in the states like Catamarin and patient home Monitoring and open Text. Could you name some other companies that do business in the States particularly in the Health care field that I could invest in. Actually PHM is an American company.

Q: I currently have around $30,000.00 to invest. I am selling my losing stocks and taking the proceeds to buy into the equity model portfolio. I do already own some or similar stocks that you have listed. The ones that I do not own or have no sector weight in are CSU,DSG,FM,FSV,MDA AND SYZ. With this amount of cash which stocks mentioned here would be the best to buy. I do hope to buy all as more money come available. I do currently own some Stanec and Enghouse but both are at low weight

Thanks and I must say as other do that this is a great service and site and have enjoyed being a Canadian Money Saver subscriber for many years.

Dolores

Q: Hi Peter, I fortunately did NOT have any Oil in my Portfolio. I now want to invest about $10K by buying High Risk / Big Upside COs and holding for a couple of years. I'm thinking of 2000 shares each in IKM, YGR, LXE, RRX, LEG & Dee. I only want 5, so which one would you suggest I drop?
Thanks for this and your amazing Service! Austin

Q: One pundit who is long CGI Group, as am I, thinks 2015 is the year this company makes a large takeover which ought to give the stock a big boost. How likely is that and how much cash are they sitting on since they pay no dividend yet seem to have been profitable for many years? I've held this stock since 2013 in US $ which of course has limited the appreciation and I'm wondering if I should continue holding for this possible event or fold sale proceeds into one of the current tech holdings and if the latter, which 1 or 2? Current p/f weight of GIB is 1% and other tech holdings (total 12%) are CSU 4% AYA 3% ESL, MDA, AAPL all 1% and SYZ and AVO 0.5%. We are in our late 60's, retired, but can take some risk in this area. Thanks to 5i for the handsome gains in most of these names except AVO (so far), J.

Q: I have 800k cash in my investment accounts and want to keep it in cash as I have a number of stock investments as well. Where would you suggest I put the cash where I wouldn't have to be concerned about it.

Q: The company got a positive mention in the latest Barrons by Scott Black. I noticed significant insider buying in this stock. The valuation appears to be reasonable. What am I missing if anything?

Q: i am looking for equal weighted non hedged us etfs in the following sectors tech ,industrials ,consumer discretionary, and health. Thanks again for your great service.

Q: What is your view on the Greek election in terms of how you see this impacting the North American markets and the price of Gold? Interesting times.

Q: Hi Peter and Ryan:
I have held AAR.UN 3.6%, AP.UN 6.5%, CWT.UN 2.9%, HR.UN 5.6% and REI.UN 3% for the last five years. Is this the time to sell, how much, which Reit(s)?
Thanks.

Q: I am quite happy with your service but I notice that you don't use stop losses, either mental or actual, which may have helped in the case of AHF and AVO. I do not own either, having sold my AHF some time ago. Any comment?