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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: About a third the float of PLB and ENDP turned over yesterday; what to read into that? Also there's an article in this AM's Report on Business indicating the takeover is high risk for Endo because of the Irish tax dodge issue. Would selling half the PLB position now be a prudent move? Thanks, J.
Read Answer Asked by Jeff on November 06, 2013
Q: Hi Peter,
Almost ready to throw in the towel, wave the white flag on Wilan. I only hang on because of your comments. What do you think of earnings etc...Still hang on?
Thanks as always, you guys are wonderful.
Read Answer Asked by Debbie on November 06, 2013
Q: Peter,what is your opinion of Temple Hotels(TPH)
Read Answer Asked by gary on November 06, 2013
Q: hi
Second question today, but only 3 or 4 th since subscribing. Is this a good entry point for phx ? what are your views since the earnings ? (sadly I used to own it but sold it in some down turn...)

thanks
Read Answer Asked by Francois on November 06, 2013
Q: Hello Peter and team, can I get your thoughts on Duluth Metals (DM). Thanks and great service!
Read Answer Asked by Graz on November 06, 2013
Q: which companies that you guys have covered could be the most negatively affected by a surprise interest rate increase, thanks?
Read Answer Asked by Pat on November 06, 2013
Q: Good Afternoon, I own a few REIT's in my portfolio. They have been less than stellar. I realize there will be a correction in the future. Is now the time to unload or should they hold up reasonably well. Thank You.
Read Answer Asked by JAMES on November 06, 2013
Q: Hello Peter.
This may be more of a portfolio management and Investor behaviour question but as everyone wants to own a portfolio that grows and/or grows income, from your experience how does an individual investor balance all the inputs?
Inputs like, Media noting markets appear to have run their distance, Others saying we are in a long-term Bull at least into March next year, technical managers indicating sell when the uptrend is broken.(good investments don't always stay in an uptrend)
I understand most of this is noise and some is out there to generate market activity, but in the mix has to be some truth to be distilled.
As a small investor, I am interested in seeing my portfolio grow over time and would like to not pay 2.5% or more to the banks for keeping my capital in a mutual fund.
I guess the question is, how does a small investor navigate through the noise and what are the important structural inputs for successful investing as a retail investor? What are the important inputs that will support the right moves (portfolio management) at the right time?
Your thoughts on this and any resources or readings in this area you can recommend would be appreciated.
Thanks for this ongoing excellent service
Dave

Read Answer Asked by David on November 06, 2013
Q: Hi
Please advise your buy, sell or hold opinions on the following with reasoning: cuq,nii,clq,cet,esn,atp,kgc, and azc. Thanks for your guidance
Read Answer Asked by hal on November 06, 2013
Q: I have a question about CAE. Tonight's newscast on NBC reported on new FDA regulations requiring a significant increase in flight simulator training for all pilots across all major U.S. airlines. Would this be a major positive influence on CAE's fundamental business model, or are there other technology companies that can meet this increased simulator demand? Thanks
Read Answer Asked by Paul W on November 06, 2013
Q: Could I please have your view of NPR.un third quarter numbers released today
Thanks
Garry
Read Answer Asked by garry on November 06, 2013
Q: Hi Peter, I am considering buying the closed-end fund First Asset Pipes & Power Income Fund (EWP.UN), mainly for income and diversification. The income seems very stable and the fund seems relatively concentrated. The MER looks fairly cheap at 0.75 per cent. But I am not very familiar with this type of product. NAV does not seem to be far from trading value. I would your view on this type of product generally and on this fund in particular. Thanks.
Read Answer Asked by Bernard on November 06, 2013