Investment Q&A

Q: Hi Peter and team. There have been several questions recently about how to profit from what appears to be a recovering U.S. housing market. What about the very frothy Canadian housing/condo market? Any thoughts on how to play a likely correction domestically? Are you a believer in the "soft landing" scenario? Thanks.

Q: You have mentioned that 20 stocks make for a balanced portfolio. It's a big question (really more than one) but what 20 stocks would you recommend for 2013 (I saw the five you recommended recently in another question - AYA, STN, CGX, KBL and PKI)? When answering could you please consider my question from someone who is getting close to retirement (5 - 8 years out) and who has a very low current exposure to equities (about 6% of my total portfolio)? Also, do you have a recommendation for what percentage of one's total portfolio should be in equities under the circumstances for a conservative investor trying to improve returns over bonds but also wishing to preserve capital? Finally, does it make sense to ease into equities under the circumstances, and if so, at what rate? Many thanks for your great service!

Q: Wisinhg the whole team at SiResearch a prosperous 2013.
re: Premium Income Corp. Cl A (PIC.A); I am invested in the Canadian banks through holding ZEB and ZWB. My focus is capital preservation and annual income over 2-3 years. Have you any comments on how PIC-A compares with the earlier mentioned ETFs? I would propose to hold them in a registered account, and review annually.

Many thanks.

Q: In light of the upturn in car sales in the US, would you prefer LNR to XTC or just go with Magna?

Q: what are your thoughts on NVidia (nvda) thanks.

Q: Which stocks would you recommend for someone with no pension plan?

Q: Previously you have recommend approximately 20 stocks with a 5-6 % holding.Is that recommendation for a total portfolio or would that apply to each account held?

Q: Enjoy your Holiday season with family.When the time comes can you please give some advice on Emera for an investment

Q: Hi 5i crew,
an opinion on PBN would be greatly appreciated.
Thanks, Zoran

Q: Would you mind sharing your top 5 picks for 2013 and also your top 3 stocks that have been blown out by tax loss selling?

Q: Peter and the team My question is on AvenEx AVF. I have held this stock for quite some time and am underwater. With the recent news of the merger and pull back would this be a good time to average down?

Thank you and all the best for the New Year

Q: Is ATP a "buy on weakness" today?

Q: Methanex (MX) has a really high EPS growth rate forecast in the coming years. What do you think of this company? BTW: I am renewing my subscription, as I am extremely pleased with your services.

Q: Could I please ask your opinion of Extreme Drilling?

Q: Peter and Staff; First have a safe, happy and merry Christmas and a bullish 2013. Second if you could look at the insider trades in RPL would you interpret this a buy signal? Thanks. Rod

Q: I would like your opinion of Romarco, R.
It's been falling and had 2 big days down, can't find any news on why.
Iv'e traded it a couple times and am considering going back into it.
Thanks and Merry Christmas to everyone

Q: I was wondering if you could comment on San Gold's downward movement. Has there been some bad news recently? Thanks and happy holidays to everyone. You do a wonderful job of informing and educating investors.

Q: What are your thoughts on Alimentation Couche-Tard Inc. (ATD.B)? My stock screener identifies it as having one of the highest 5 yr. EPS growth forecasts. Thank you for the great service. Merry Christmas!

Q: what is your view on longview oil[LNV], is there dividend sustainable? thanks, pat

Q: Question regarding TNH and RNF: What is your opinion regarding Terra Nitrogen TNH-N and Rentech RNF-N as investments in the fertilizer space? Both have nice yields. TNH has been flat for a while and looks like it could break out and RNF has had a nice increase but still has a high yield.
Too good to be true? Thanks yet again.