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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: Hi 5I,
I own JDS Uniphase (50 shares). I just received notice of the board 'resolved to redeem all of its outstanding Exchangeable Shares on March 31, 2014 (the "Redemption Date")'. It continues to advise of receiving one common share of "JDSU Uniphase" plus declared and unpaid dividends. It asks for a letter of transmittal of such shares to the trust company involved. What are my best options to deal with this request? Thanks a lot. Keith
Read Answer Asked by Keith on February 05, 2014
Q: Will that be a positive with Advantage selling their LNV shares for LNV ?
Read Answer Asked by terrance on February 05, 2014
Q: Great service; impressive results; but I’m missing something (and paying for it). Your ratings are on each companies' “quality”, but you use something else to select your model portfolio, your adjustments to it, and Peter’s top picks on BNN. Can I find this anywhere on your site? You can make this question private if you wish.
Read Answer Asked by Bill on February 05, 2014
Q: Peter, i thought i read in one of your answers awhile back that you might introduce a growth portfolio or even a dividend portfolio in addition to your balanced portfolio. Any thoughts dave
Read Answer Asked by david on February 05, 2014
Q: I read an article this morning about retailers being urged to increase their cyber security. What technology companies would best benefit from this increase in security spending? Thanks.
Read Answer Asked by Ken on February 05, 2014
Q: Gold stocks currently account for slightly less than 2% of my stocks and cash. Of the golds, GoldCorp (G) is ~50%, Virginia (VGQ) is ~25%, Kinross (K), Scorpio (SGN) and Barrick (ABX) make up the remainder. I am thinking of selling K and ABX and buying B2Gold (BTO) and possibly some Alamos and Argonaut (AR). Does this make sense to you? If not can you provide some alternate ideas? You can see I am not making changes to SGN. Is this wise? Also do you think that 2% gold exposure is too low for maximum portfolio returns over the next couple of years? Thank you. I appreciate and value your comments.
Read Answer Asked by ED on February 05, 2014
Q: Hi Peter,

I believe your have mentioned in the past that the traditional approach to portfolio balancing as you age (ie, moving away from higher risk equities to lower risk fixed income) is questionable and that research shows holding a higher portion of equities much later in your life is a better approach.

Can you point me to articles or other sources of research that support that theme. I am a member of Canadian Moneysaver, if that is helpful.

Thanks for a great service.
Read Answer Asked by Jim on February 05, 2014
Q: I bought Ten Peaks a few years ago mainly for its dividend yield. Recently the market has priced it up. TPK appears to have a few good items in it favour: Growing Margins, growing business volumes an attractive dividend yield and now a declining $CAD (many costs are Canadian & much of its revenue is $US based). I've cash out a little. But it stills yields a little over 6% and has positive momentum. Would you cash out now or hang on for more gains?
Read Answer Asked by Douglas on February 05, 2014
Q: Trevali mining corp TV , Please your opinion on continuing to hold this stock, any forecast would be welcome. My information is that Zinc will be in nigher demand as other suppliers are stopping production. Do you have a report for this company. Thank-you
Read Answer Asked by Joel on February 05, 2014
Q: I would appreciate your opinion of HIU and HIX as a means of hedging. Are they a "trader's" tool that should not be held for long periods?
Read Answer Asked by Dennis on February 05, 2014
Q: Are you in favour of etf s What about zeb instead of trying to
pick one bank.
Read Answer Asked by matt on February 05, 2014
Q: Please give me your latest thoughts on Glentel GLN
Read Answer Asked by Richard on February 05, 2014
Q: On TMB (Tembec), it fell from $3.35 to support at the 200 day moving average of 2.77 or so. What is your view on this company? This is the strong time of year for the forestry companies, so why the weakness? Is it due to the financial results they announced last week? Thanks for your help with this stock.
Read Answer Asked by Jeremy on February 05, 2014
Q: Could you recommend a few ETFs that employ fundamental indexing for international (non US) exposure and for emerging market exposure. Funds in Canadian dollars would be preferred, but this is not a prerequisite.
Thank you for your assistance.
Read Answer Asked by Peter on February 05, 2014
Q: For the last 2 yr my open portfolio has both NRI and I for pharmaceutical. NRI recently got FDA approval for 1 of their drugs and has dropped from 5.73 to today closing at $3.00. IntelliPharmaCutecals (I) has gotten all approvals and is making money with their generic drugs and while it had a good bump in November has fallen back recently. Any thoughts on whether I should continue to hold these or move on to something else?
Read Answer Asked by James on February 05, 2014
Q: As a new member I have looked at your model portfolio and am wondering if the 20 stocks are still applicable for someone to start with today.
OR are stocks like CSU and VRX fully valued with the 100% plus returns that they have yielded.
I realize that you do re balance the portfolio from time to time but is this a good starting point?
Thanks!
Read Answer Asked by Kenneth on February 05, 2014
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