Based on Ryan's reply to the questions asked on the 3 companies mentioned above today on BNN.
Would it be wise to sell them now or reduce my position?
If yes, what would you suggest to replace them with?
Looking for growth first and a dividend is always nice.
Thank you
Mike
Q: My objective is income and preservation of capital. I have a 2 % high risk portion (fun).
I have a 6.4 % position in Enb . 40% cash. Given the attractive dividend. Should I had to my position ie average down.
Q: Hi,
When you respond "We will have to revisit our thesis" about ABT, what does this mean more specifically? Does it mean it may get dropped from the portfolio? Should we be moving on from this one. Thanks. Marco
Q: This is starting to look quite interesting at these levels. I am looking for income and some growth with at least a two year outlook, as well as stabilising my portfolio with less volatile stocks. Your opinion please.
Thanks, John
Q: Hi team, you just answered my question, (very quickly, thanks), I'm unclear as to what "for a bit" means. Are you talking about a timeline, or a partial position?
Q: Hello,
5i has ECI as Non cyclical while Morningstar has it as industrial. Is their a reason for this discrepancy or is this just whimsical?
Thank you
Stanley
Q: What is your thought about their results and do you see ABT as a good take over candidate?
Are the dividends looking good forward and covered nicely?
Q: You are still holding XHY in the Income Portfolio. With credit spreads near record lows and the Fed forecast for three rate hikes over the next year are you looking at a higher quality and shorter duration alternative, and if so, what choices are you considering for both $CDN and $US holdings?
Q: The company's Q3 results and outlook this quarter looked very positive. Something seems to have happened, however, this morning. Is there some news that I am missing? Also what is your advice in light of whatever is going on? Thanks, as always.
Q: Could you please give your analysis of Afn results and the outlook for the next year? Some analysts have a 15 to 20 % upside and like their recent acquisitions. Would you be comfortable with a half position purchase? Thanx.