Q: hi team,
7gen just started trading and i received a partial fill in my ipo expression of interest. Should i sell for the quick profit or hold steady? Is this an A class team?
Q: Hi Peter and team, what do you think of UNH as an exposure to the US Health Care sector? Will the ETF VHT be a better way to invest new cash in the sector? Thanks, Gervais
Q: hi and thanks
Is there an economic trigger or situation that causes health care to fall?
Looking to invest on my US side - I know you like JNJ but was wondering how you would rate it against Aetna AET or Lily LLY?
Q: You suggested this stock some months back and it has performed very well. It has been on a pretty good run for a the past month. Still a good stock or is it reaching its peak?
Q: Good Afternoon.
A general question about the iron ore sector, where do you think the bottom is? The price seems to be holding around $80/ton down from $190 in 2011. I know the big 3 have been ramping up production to drive their costs down even further and as a result of course oversupplying the market. I believe the big 3 (Rio/BHP/Vale) control about 70% of the seaborne market and that market share is likley climbing as we speak as they put the high cost producers out of business. Eventually I would think once they capture further market share they would rein in some supply and the price would bounce back (make much more for their shareholders @ $125 vs $80 iron)). I know you are momentum investors and would prefer buying 52 highs as opposed to lows but any insight into this very cyclical business would be appreciated. There are some juniors now trading at cash so lots of opportunities energing for year-end buying perhaps. Thanks
Q: I hold Cameco now for nearly 2 years in my RRSP account, which is 100% invested in diversified canadian equities. I felt the company prospects were tantalizing and bought it for the long term. While the market has done pretty well over this 2yr period, I am slightly underwater here. I am wondering if there is an opportunity cost lost here and should I get out now when traditionally there could be seasonal strength?
If you think I should indeed get out, what would you replace it with either in Canada or USA? I have a fairly well diversified portfolio with no exposure to metals/mining and a very small exposure in healthcare with PHM, 10% in oil and gas and overweight in financials. Would you consider switching to Seven generations if trading below $20, something else in Canada or do you have a suggestion something south of the border.
I know this question now extends to more than one, and if you prefer, give a separate answer. How would you compare Tourmaline and Seven Generations @ around 20 dollars?
I would appreciate your viewpoint.
Thanks.
Q: I have a position in this company with a big loss. I am contemplating selling this position for capital loss and buying a company with a better prospect than this one. Any suggestion would be appreciated?
Q: What did you think of their latest earnings and would you hold on to such a stock or take the hit and move on to something else? It is a 1/3 position in my portfolio. And if you could put the funds in anything, what would your 3 top picks be right now (any sector)?
Thank you.