Q: Hello Peter,
I have done well on bombardier and was thinking of selling my position and adding to alimentation couche tard to bring to 5% weight given the current debate on the control structure. The stock is down on the news and was wondering if the switch would make sense given Bombardier is more speculative, but 5% weighting of couche tard makes me a bit nervous. Please advise.
Q: I'm keen to watch top managed companies in totally out of favor sectors, to buy when business conditions improve. I'm not looking for a relief rally on overlevered stocks for a short-term profit, but rather for stocks I can hold for a signifiant time as business conditions improve. BDI is one of the companies I'm interested in.
What would be the signs that BDI is a good "risk-return" story? What do I look for?
Q: Good Morning, Your ROE calculations show a 5yr average of -4%
in the report. Scotiabanks research shows an average of 29% ROE.
Why the huge difference? Thanks Gordon
Q: What did you think of Winpak's earnings, prospects and forecasted earnings growth?
According to today's quarterly report, is Winpak's (WPK) current cash balance 169.5 million or 169.5 million minus 47.4 million. I'm having a little difficulty understanding that paragraph and determining its current cash position.
Q: Does this seem like a good entry point for Winpak? It looks to me the sell-off is a little excessive.
Thanks for your great service and congratulations on your "new look".
Q: CGX was doing well & today had a big drop.Is there any specific reason given that it is reporting on May? Appreciate your usual great services & views
Q: Yesterday Royal Bank restated a $57 target price & a outperform rating.On the technical side,IE,discount brokerage arm of CIBC stated as follows: Resistance $51.13,Medium term target $53-54.5 & long term target $60-63. Is this a good entry point?Thanks for your usual great services & opinions.
Q: I have owned this Company for some years now, and am 'under water' about 10%. It represents approx 7% of my holdings. Would you suggest an alternative with better upside?
Q: I'm looking to add a "healthcare" stock to my portfolio. I'm currently only exposed to PHM and TSO3 (combined at about 1.5% of my portfolio), so am looking for something with less risk than those.
Is BEP.UN the "best" way to play our lovely politicians' relentless drive toward renewable energy? It seems the way that public policy and public opinion is going, people are going to move toward renewable power regardless of economics. Would BEP.UN continue to observe significant growth from this?
I am very scared to invest in any solar manufacturers or battery producers because they all seem so risky.
Q: Hi Guys. I bought AFN last June @ $46.60. It fell like a knife bottoming end of Feb to $25 and then began rising nicely until 6 days ago, hitting $39. Now 4 straight days down and back to $37. It reports Apr 28. All the gain-back off the low is evaporating, the ag industry (fertilizer at least)seems out of favour (AFN had been bucking the trend), and I worry it is headed right back down. It does have the cash to continue the 6% div. It doesn't seem to be making money, ROE is terrible & book value seems high at 4.5x. Should I get out now while the loss is "only" 20%, wait for the Q1 result and then decide, or simply hang on and when it nears bottom again buy some more on the hope the company will either make some money or that something will act as an upward catalyst someday? Thanks for your thoughts & suggestions.