Investment Q&A

Q: Hi Peter,when the PTI takeover was announced the US $ was 1.0432 ,today it is 1.0642. At $9.32 US time 1.042= $9.72 Canadian takeover price. At $9.32 US time 1.0642= $9.92. Why is the stock at only $9.76 today.(16 cents less then $9.92)
Secondly I am told that the ARBS are providing liquidity for the sellers, can you explain to me how they are doing that to make a profit. Lastly, is it a good strategy to hold some shares till closing as the US dollar is getting stronger daily.
thanks, George

Q: A new year is approaching. Coming in a little late to your party of great stocks, I am wondering if you are considering a new or possible second portfolio of stocks which have the most upside going into 2014? Or do you feel the current portfolio is still very valid from an entry point of view?

Q: When I open links and then open one of the subjects I get Wyatt Investment Research which asks for my E-mail. What is this? Am I going to start getting e-mails from them selling me their info.
Allan

Q: Hi Peter,

I am one of those members who really appreciates your services, and tries to restrict my questions, to few and far between, but well thought out (hopefully) and worthy of your attention.

I just read your excellent summary of 5i to date and really appreciate the evolving business model. I think the question restriction is a great idea.

In future reports I would be interested in seeing "where are you are intending to go" (which can change of course). Your talents can only be pressed so thin. Perhaps a # of members cap ?

Fee free to publish this note if you want to.

Thanks again,

Q: ATS gets a good write up in today's Globe. What are your thoughts? It looks compelling to me.

Q: Thanks for the review of Tricon (TCN). Are you in a position to comment on the management abilities of the Chairman, CEO and CFO? Thanks

Tim....

Q: I would appreciate your view on convertible bonds (debentures)as an alternative to corporate bonds or preferred shares for income particularly in a rising equity environment and in a potentially rising interest rate environment. Is a laddered approach feasible? I have found only three ETFs devoted to convertible bonds, CVD and CXF in Canada and CWB in the US. The first two fall short of their benchmarks which surprised me as I thought ETFs were supposed to mimic their benchmarks. CWB on the other hand has done well lately. Are there half a dozen or so converts that you could recommend if one wanted to start a ladder? Thank you; I look forward to your reply.

PS: perhaps a listing in "View by Category" for preferred shares and convertible debentures would facilitate searches?

Q: what is the difference between atd.a and atd.b they act quite different

Q: Thanks for the great service. I'm looking to add a ETF (such as IWO) in a non-registered USD account. Given some of these etf's have had large moves I'm worried that if I buy before the end of the year I will get a large taxable distribution. Is this a valid concern? Thanks, Ed

Q: The Nov.25 issue of Canadian Business had a very positive piece on Avigilon and its CEO. It seems the potential for this technology to really take off is explosive. I currently hold a 2% position in AVO; any problem in going to 5%? Thanks, J.

Q: Hello,

We need to add US Healthcare to our portfolio. We already own GSK and MRK. We are looking at Zimmer holdings ( ZMH ) or Stryker corp ( SYK ). With the aging population, knees and hips replacment should be on the rise.
Could you give me your opinion on these two and possibly an alternative if you don't know them.

Thanks

Q: Aside from gold, what other sectors/companies do you believe have been oversold or present an opportunity on a value basis?

Q: Hi Peter,

Can you provide an update (last March 28/13) on your opinion of Dynacor (DNG) given they recently released their quarterly results.

Thanks

Dave

Q: Hi,could you please comment on XHC and would you recommend this or is there an alternative?
Thank-you so much.

Q: Hi Peter and team,

Can you please comment on Volta Resources? Is there a future for this company or are they consigned to the dung heap of gold producers? Despite B2Gold's offer of .42 the share price has fallen to .32.

Thanks,
Dave

Q: When you are researching a stock, do you talk to management?

Q: I normally do not consider investing in debentures mainly because I really do not understand them however, I have come across one that looks interesting: Premium Brands Convertible Unsecured Subordinated Debentures (PBH.DB.C-TSX).
Your insight in this security would be greatly appreciated.

Q: could please up-date nwh.un thanks,great work

Q: Attracted by the concept of a cost plus airline, a low PE and a large dividend I have been in CHR.B from near its inception. Its recent arbitration win was received with very mixed forecasts - for example 1yr Targets of $2.25 (NBF) and $4.00 (Scotia). High debt is cited as a major issue but it seems justified to upgrade the fleet within the protection of the CPA with AC. High costs which likely flow from AC's prior mismanagement are also a hurdle. Management seems aware of and focussed on their cost issues. Is Management seen by the street to be incapable and is their strategic direction seriously flawed?

Q: Hey Peter,

What stocks are new/exciting that folks are not asking about? I am looking for something to bolt on to my core holdings to add a little sizzle.