Investment Q&A

Q: AYA
Today Amaya is trading down from its Friday's close. I believe the purchase agreement with Poker Stars and Full Tilt Poker includes shares of AYA priced at $20.00. Do you see the price of AYA rising to that level in the near term? Thanks for your answer!

Q: Is amaya the gift that keeps giving, i assume it is retail investors doing all this selling since the deal does not close until sept. 30,so i sold half my position at 20.05 on friday and bought back the same half at 15.70 this morning. Whats your call. I think you would like that trade. Dave

Q: Are you aware of any reason why ET(Evertz Tech) is under some selling pressure today.Their latest quarter seemed quite solid to me.

Q: Do you classify REITS based on their underlying business or are all REITS classified in the same sector in the TSX?

Q: Good morning ...in looking at ZEM you said there are better options available...could you please tell me what those are as I want some emerging market exposure...thank you

Q: We have AX.UN and REI.UN in our portfolio. Would you think it wise to drop one of these in favour of AAE.UN? If so, which?

Q: Good Morning Peter, what are your current thoughts on Alexco (AXR.to) ? Thank you, Paul

Q: Hi Peter and Team,
What are your thoughts on Cimatron, CIMT?

Q: Hi Team
Great job what is your view on some etfs like zem zeo zuh
Thanks Mike B

Q: I was wondering if Seadrill in the U.S. would be a safe investment. I like the 10 percent yeild. thanks

Q: New Portfolio; I'm thinking of setting up a portfolio of BMO etf's and would like your opinion. I'm thinking of 20% weightings for each etf. 1. For banks/financials: ZEB (Equal Weight Banks) or ZWB (Covered Call Banks) 2. For oil/gas/energy; ZJN (Junior Gas) and ZJO (Junior Oil) or ZEO (Equal Weight Oil & Gas). 3. Utilities/communications: ZWU (Covered Call Utilities) 4. Industrials; ZIN (Equal Weight Industrials), 5. Add an international etf, such as ZGI (Global Infrastructure) or a more broad etf such as ZDM (International Equity) or something similar. What do you think of this combination? The main objective is growth for 2-5 years to give my portfolio a boost in terms of capital gain. It doesn't have be BMO etf's. (In another portfolio I would have USA etf's and equities.)

Q: My no-so-smart advisor (whom I'm leaving) got me to buy $115K worth of US stocks for my Can. open/non-registered account. (At the time, I didn't know any better.)The $115K is 30% of my open account. In addition, he sold me about $30K of US stocks for my RSP; the balance being Can. stocks. This is the opposite of what should be. Can. stocks belong in the open account, to be able to take advantage of the dividend tax credit. Some of the US stocks are "keepers"; good companies I'd like to continue to own, such as AT&T, Pepsico, GE, etc. The question is what to do now? Just sell and buy Can. stocks for the open account, and US stocks for the RSP?

Q: I have owned BELLUS Health, Inc. (BLU.TO) for several years and has not done to well until this year. It is up 180% since the January and want your opinion if there is future potential for BLU or would this be a good time to get out?

Q: Hello 5i,

Do you folks have an opinion on Lexington Realty (LXP) for a long term hold.

Thanks

Q: Hi Peter

What is your take on Lithium Batteries lit @ roc

Thanks Mike B

Q: In researching MST.un I discovered the reit operators have an external contract. Why is this considered bad and an internal contract good?

Q: Good Morning
I hold AAV.DB.H,the price currently is over $104.00 , matures January 2015 and is trading at a premium over the conversion rate. Should I take the premium and exit?
Thanks

Q: Hi guys, I'm a new member and a rookie investor and so far, love the question feature and the overall site!

I'm building a buy & hold dividends US/Canadian portfolio in my RRSP and I am looking for suggestion for 1 or 2 Canadian dividends company for a long term perspective (5 years and more) to complete the portfolio, here are my holdings so far:

US: KO, JNJ, MDT, PG, GSK and V.

Ca: BNS, FN, RY, TD, TGL and TBE

I plan to add 1k every month into the smallest holding in the portefolio regardless of market. Would however switch and buy into a stock if there is a pullback.

Feel free to comment on the US perspective as well and the overall portfolio.

Thanks and have a great weekend,

Richard

Q: Hello Peter,
Thanks again for your reply on AAPL and BKE. Lately, many of the energy stocks have been moving higher. Is this because of the IRAG situation? If so, any idea why Spartan Energy (SPE on Vanc)has not moved higher with the energy sector? Also, i am thinking of adding suncor to my existing position, but technically it looks over bought. Should i wait for a pull back? Thanks very much. Umed

Q: Hi Peter and team,

Great job keeping us all informed on the Amaya deal!

In addition to your recommended growth and income portfolios, i like to keep a portion of my TFSA dedicated to a basket of 4 or 5 value plays that have the potential to recover in the 12-18 month time frame. Are there any names out there that you would recommend. I am currently looking at NCR but would appreciate any others outside of the resources area.

Thanks