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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: Peter et al,
I am up from 21% to 27% in the energy sector (BTE, CPG,SGY) with the recent increases of Baytex and Cres Point. I am considering selling some CPG to invest in another sector. I have no industrials, pharma or biotech. I have been looking at Badger and Black Diamond. Reading previous answers you seem to favour both. Which would you recommend for growth with a little income? Thanks in advance.
Gary
Read Answer Asked by Gary on May 07, 2014
Q: As for the unfilled CSU odd lot order I always believed the market maker for each stock has an obligation to fill odd lots out of his inventory at a certain level below or above bid or ask. I'm not sure what this level is now, perhaps you do, but when stocks traded in fractions, it was an eighth. Sometimes market makers make mistakes so perhaps Bill has a legitimate beef. Would you agree? J.
Read Answer Asked by Jeff on May 07, 2014
Q: I notice stocks, two in particular (KLS and CXR), that continue to go up constantly. There are no correcting or pull backs. Is it good to buy some of these stocks that have upward momentum? Or shop around for ones that are correcting?
Thanks,
Dennis

?
Read Answer Asked by Dennis on May 07, 2014
Q: Hello Peter and company,
In the pharma/health care/biotech sector of my RRIF portfolio, I only hold Valeant and 2 ETF's XHC (global) & ZUH (US).
Would any of the following add value / diversification in the mix (Cipher, Concordia, Knight and Merus)?
Thanks
Tony
Read Answer Asked by Antoine on May 07, 2014
Q: Morning,

In response to Ben's question about REIT or corporate structure, I believe the main reason is one of income tax. The REIT structure passes the tax liability to the unit holder and therefore the pension plans would not pay tax on the higher income they receive. They don't pay tax on the income from a corporation either, but the corporate entity does.

Regards
John

PS Post if you wish
Read Answer Asked by John on May 07, 2014
Q: looking for growth with a $25,000. portfolio what would be you
preferred picks. Thank you. Lorraine
Read Answer Asked by Lorraine on May 07, 2014
Q: I am 10 years from RRIF time. Presently I have 500,000$ in my RRSP and am mostly exposed to Canadian Equities. The breakdown is 80% Canadian, the balance US. Breakdown is about 70/30 equity to Fixed income. I would like to go to a more balanced world portfolio keeping the same ratio, i.e. 70/30, but do it with ETF's and Index Funds, Suggestions?
Read Answer Asked by Jean on May 07, 2014
Q: I have a follow up to my last question on Imris. I am almost ready to pull the trigger on this one. Your last answer to my question put you in the not buy camp, however I have a 3-5 year time frame and these prices just seem like a great time to get in. My hesitation is around their cash levels. I was looking at their annual report and cash is very low plus they borrowed 25M that has to start repayment in 2015. So I guess to summarize what would you peg the percentage chance of this company going to 0? i'm okay if it drops from here as i have a long time frame but if they can't survive well that's another story. is the downside risk that high? thank you for the great service you provide.
Read Answer Asked by ryan on May 07, 2014
Q: Further to the question by Nancy: If what she means is that the stock is being held in her C$ account (for potential future sale on a Canadian exchange) and then moved to her US$ account (for potential future sale on a US exchange), then it would be the same stock that is held by her, just moved from one of her accounts to another, so nothing is being sold at all at that time, right?
Read Answer Asked by Ralph on May 07, 2014
Q: BLX - Boralex

You last report Feb 20 ($13.04) "Boralex has so many projects on the go for 2014 and 2015 that the outlook and commentary are very positive right now." "It looks better to us now, even at the higher price."

As of today it is at $12.96 and has shown a very nice flat technical for the last 11 weeks.

There have also been many positive comments on BNN plus news keeps rolling in regarding forward looking projects.

Can you please update your opinion if possible and comment on what we might be looking at 6 months - 1 yr out?

Thanks for all you do

Gord
Read Answer Asked by Gord on May 07, 2014
Q: DASTY - Dassault Systeme A

Reached a 200 day high today @ $125.15. Any updated opinion since last commenting on DASTY mid Feb?

Thanks for all you do

Gord
Read Answer Asked by Gord on May 07, 2014
Q: BDI. What are your thoughts on BDI in front of earnings report tomorrow? I realize the company's long term position looks favorable given expected LNG development in BC, but can you comment on any short term impacts such as long winter, etc? The share price seems to have plateaued of late. Can you also provide any insight on management's investment in the company? Thanks for your help...
Read Answer Asked by Darren on May 07, 2014
Q: To preserve capital and to have a bond component in one's portfolio would you recommend buying 5 laddered bonds with successive 5 year maturities, held to maturity OR ETFs?
If laddered which bonds: municipal, provincial, federal or corporate?
If ETFs what 3 names would you recommend?
Thanks kindly.
Read Answer Asked by George on May 07, 2014
Q: Hi Team
I know you like SGY and their management team, and the share price has done very well over the last year. My question is in regard to share issues. In 2009 there were 17 million shares O/S, today there are 166 million shares O/S. Does this not represent a high level of share issuing, or am I missing something.
Read Answer Asked by Ed on May 07, 2014
Q: Webinar? Where was it announced and is it archived? Thank you.
Read Answer Asked by Jerry on May 07, 2014
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