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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 my question is regarding ird international road dynamics. Do the forms of dividend income via their 50% interest in china xpct seem normal? Also with the cash they have in hand, and with an increase in rev for a 4th consectutive quarter (q1 2014) should it warrant a stock value above $1 based on the trailing fiscal eps @ a reasonable 10x taking cash into consideration.

Or is there something else keeping the stock around 70 cents that u see.
Read Answer Asked by samuel on April 04, 2014
Q: Hello All!

Thank you again for the splendid service! My question is related to Patient Home Monitoring. This penny stock recently signed a letter of intent to purchase another company with 14 million in yearly revenue. This purchase is expected to be immediately accretive. Sill, the stock price continues to be weak. Can you please comment on this companies financials and it's prospects over the next two years.

Is this a good company to take a substantial position in? Are there any other micro caps in the healthcare industry that you feel would be a better risk?

Thanks again!

DON
Read Answer Asked by Donald on April 04, 2014
Q: ZIXI Zix Corp. Could you give me your assessment of this NASDAQ company?

TIA
Read Answer Asked by Gerald on April 04, 2014
Q: Is STP.TO back on the right track now,with the latest financing?
Thx.Good day.
Read Answer Asked by Gerry on April 04, 2014
Q: Is there a place to see the price of the sells in the growth portfolio?
What would be 3 choices to put cash if one felt interest rates wee going up - safest to less safe (ETFs)?
Thank you.
Read Answer Asked by George on April 04, 2014
Q: Hi Peter and Ryan,
Thanks for your great service. I have am looking to add 3 stocks to my portfolio. I currently own G,CCO,DSG,SJ,BAC,SGY,CAT,SLB. What would you recommend?
Thank You
Luke
Read Answer Asked by luke on April 04, 2014
Q: Hello 5i Team,
In my portfolio I am holding GOOG (6 shares); APPL (30 shares); and HD (295 shares). I also hold 4200 shares of ZSP and 3000 shares of XSP. Apple is the largest holding at 2.82%, Google 1.86% and Home Depot .66% of assets in both ETFs. I am thinking that I should sell my individual shares and buy more names from your new model. portfolio. Your advice would be greatly appreciated.
Thanks so much for your wonderful service.
Read Answer Asked by Kathy on April 04, 2014
Q: what is your opinion of VCM (Vecima Networks) as a small cap growth stock?

Thanks,
Glen
Read Answer Asked by Glen on April 04, 2014
Q: I currently have half positions in Algonquin AQN and Innergex INE. I see you rate Capital CPX high. Would you suggest selling one or both and replacing them with CPX? I would incur a small capital gain which I have losses to offset. I am not concerned about diversification as I have a full position in ALA, with half positions in IPL, PPL, ENB.
Read Answer Asked by Zen on April 04, 2014
Q: Hi Peter,

I'm all for simplicity when it comes to maintaining a portfolio, and my question is two-fold:

- Could you recommend a two or three ETF portfolio (Canadian ETFs preferably) that would allow for both long-term equity growth (domestic and international) and monthly income?

Would a mix of XWD with CDZ/VDY (or XTR) fit this criteria, or are there better alternatives?

- Would you recommend such a strategy? What would I be giving up by following this strategy, and how would you tweak it and yet keep it simple?

My goal is to have a straightforward ETF portfolio and to make monthly investments to the ETFs. Please note that there would be no fees for buying the ETFs since I use Questrade.

Thanks!
Read Answer Asked by Arneh on April 04, 2014
Q: Now that the Renegade=>Alexander=>Spartan (SPE) consolidation is complete, do you have updated/changed opinion on SPE?

Cheers, IslandJohn
Read Answer Asked by John on April 04, 2014
Q: Hi Peter & team. I get that for reasons of balance & sector-weighing, you sometimes have to remove or reduce holdings in good companies. (Although it is difficult to do specially in a non-registered account and you have substantial gains). Perhaps you should explain in more detail because it is a complex subject and after all, Bep.un is still an A-rated stock.

Now to the question. When you answer questions on stocks that you don't covered, am I at all near the mark in thinking that "OK" means that , if you were to look in greater detail, it might be a C/C+? And, "decent" B- ; "solid" B; "like" B+; "like very much" A-and up? Thanks as always. Henry
Read Answer Asked by Henry on April 04, 2014
Q: Addendum to my last missive re balancing/Bep.un. Sorry Peter, I meant to thank you for working so hard to instil discipline in us. Tough work, good teacher. Thanks! Henry
Read Answer Asked by Henry on April 04, 2014
Q: Good afternoon. I own Kelso (KLS) in a registered account. I know you say not to sell your winners too early. However KLS's price has gone parabolic in the last 4 days and I am thinking of selling a third of my holding to lock in (big) profits. What would you do if you still traded small caps?
Thanks, Tim.
Read Answer Asked by tim on April 04, 2014
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