Q: Hi, i am trying to reduce the family's portfolios from 29 stocks to arround 20. I have Sienna and Chartwell. Both together represent 4% of the portfolios. If I was to keep one with a 5 to 10 year time horizon which one would you suggest. Also I do look at a mix of growth and dividend growth but i dont like hight debt, actually i prefer companies with no debt or very low debt. Thank you so much for this fantastic service.
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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: How do you currently feel about Boyd Group Income Fund - would it be negatively impacted if NAFTA didn't get resolved - are there any other companies that would be negatively impacted - and any companies that it would be positive for. Thanks.
Q: Last year BNS was hired to examine the sale of this company.
Has there been and subsequent news on this study?
Thanks
Bob Rose
Has there been and subsequent news on this study?
Thanks
Bob Rose
Q: Season's Greetings 5i:
Can you please tell me how many significant deals Mr. Goodman made before and after his accident.
Can you please tell me how many significant deals Mr. Goodman made before and after his accident.
Q: Regarding the decision to add AVO to the BE portfolio, what is AVO's strategy shift that you referred to, what metrics did you use to conclude its valuation is cheap (PE is around 36) and any concerns about the declining sales growth?
Q: Very saddened to hear about the recent mysterious death of Honey and Barry Sherman of Apotex, however, will this void create an opportunity for Jonathan Goodman to enter into talks with Jeremy Desai?
Q: You stated in your Q&A on Enbridge that "that cash flow PER SHARE has doubled since 2010." However if I go to the Morningstar web site under Key Stats it shows that cash flow has been mostly negative for the last ten years.
The following are numbers from there site......
Free Cash Flow Per Share * CAD
2007-12 -1.28
2008-12 -3.10
2009-12 -1.78
2010-12 -0.74
2011-12 0.33
2012-12 -3.51
2013-12 -5.50
2014-12 -9.47
2015-12 -4.87
2016-12 -1.20
What am I missing? Are their numbers incorrect?
The following are numbers from there site......
Free Cash Flow Per Share * CAD
2007-12 -1.28
2008-12 -3.10
2009-12 -1.78
2010-12 -0.74
2011-12 0.33
2012-12 -3.51
2013-12 -5.50
2014-12 -9.47
2015-12 -4.87
2016-12 -1.20
What am I missing? Are their numbers incorrect?
Q: Great show on BNN. As always Peter was to the point,sharp and candid. (CPG for example).
I was surprised that GUD didn't make it to the top picks . Any reason why? It figured prominently in the year end tax loss selling based buys. Always gets a good recommendation in Q&A. Yet didn't make it to the top 3.
I was surprised that GUD didn't make it to the top picks . Any reason why? It figured prominently in the year end tax loss selling based buys. Always gets a good recommendation in Q&A. Yet didn't make it to the top 3.
Q: Do you believe that today's DIS deal could have a positive impact on DHX in terms of placing a higher value on their library?
Q: Can I get your take on GPS's earnings report? Was it what yo expected? Please provide your outlook for the future.
Q: Comments please on their latest quarter and YOUR outlook going forward.
Thank you
Thank you
Q: GPS dropped 0.07 today after q results.Please your take on the results & going forward.Thanks for u usual great views & services.Looking forward to seeing Peter on BNN tomorrow
Q: please comment on the quarter? Thx
Q: Hi Peter& Ryan,
Could you comment on the latest acquisition.
Thanks
Could you comment on the latest acquisition.
Thanks
Q: Why would this company not pay a dividend, if they are sitting on all this cash, and cannot find anything to do with it?
Q: Why does the Balanced Equity Portfolio spreadsheets
give NFI and others a NR rating when the specific reports such companies give them A,B,C etc.
give NFI and others a NR rating when the specific reports such companies give them A,B,C etc.
Q: I have a little bit of cash at the moment and I'd like your advice.
I currently hold all of the balanced portfolio except BYD.UN and CAE, should I open a position with either of these two or should I top up another stock in the portfolio.
Thanks!
I currently hold all of the balanced portfolio except BYD.UN and CAE, should I open a position with either of these two or should I top up another stock in the portfolio.
Thanks!
Q: When do you expect TOY will report the holiday season results? An answer to a question on Nov 22 suggested that TOY not be purchased until that occurs. Your portfolio sold 1/2 of TOY in November and I am wondering what do to with mine?
Q: Is there any reason to hold onto PUR beyond the ex-dividend date tomorrow? Is it simply a decision between a low risk small gain per share by waiting versus redeploying the capital elsewhere?
Q: Badger Daylighting is up over 4% today but I don't see any news.
Do you think it is a buy, sell or hold?
Do you think it is a buy, sell or hold?