Q: Hi Peter, read your article on March break strategies in FP. I will be spending April in Europe. YTD I did very well with some Canadian companies such as AC, VRX, Magna, but especially in the US biotech sector. What should I do? Go to cash? Put in stop-loss orders? Or just monitor the market from Italy - I can trade over the internet, of course.Thanks for your advice.
Q: I purchased this at the same time as A&W and both have dropped substantially since purchase.
I would appreciate your review of the financials of RPI. and is the reason due to recent distributions made or are they connected to Market swings.
I am wondering if I should be selling or do you consider this holding appropriate.
Thanks for your advice
Q: Hi Peter and Co.
Have you taken a look at the earnings yet? Rev. was 5.2 million and earnings 0.06 per share. Rev. growth was 26% and earnings were down year-over-year because of one time costs. What were expectations and what do you think of the earnings?
Thanks,
Michael
Q: I bought byd.un at 10, this represent now 3.5% of portfolio. also their dividend is not eligible. Technically it seems to have rounded a top, I am not afraid of capital gains tax. Would you trade it or part of it for exco.
Thanks
Q: Hello Peter,
on the lines of FSV, with the similar positive traits that are liked at 5i, can you please provide some other names that would provide US exposure with cdn dollars. Thanks and keep up the good work.
Q: hello Peter, Will you prefer AW.UN ( as it is in income portfolio) over HR.UN, for income, stability and overall return. I am holding HR.Un for over a year and it is trailing AW.un by a wide margin. So thinking of switching. Do you advise it. your opinion, please. Thanks.
Q: Hi, Could you please comment on Stella Jones results? Dividend increase is nominal but company appears to promise improved outlook for its business? Railways ties issue still appears to linger on? Is the stock buyable at these levels? Thanks
Q: Hi team:
the stock jumped up yesterday and now is pulling back
as mentioned NA sold part of her holdings in FSZ
any reason for the volatility ? thanks team!
Can you give me your outlook on QST and SUM. I hold SUM in my TFSA at about a 7% position, and QST in my registered account at about a 2% position. Haven't seen much movement as of late on either one.
Q: Over the past month ADN is up ~ 11 % while WEF is down ~25%. ADN has a PE of only 6.6 Vs. 12.4 for WEF, ADN has a PB of 1.1 vs 1.9 for WEF and finally ADN has a slightly higher yield of 5.4% vs 4.2% (based on TMX data). I have a very small position (<1% total portfolio) and wondering at this point would you favour adding to WEF or selling WEF and buying ADN. I do not want to own both as I already have too many stocks.
Appreciate your excellent service.
Steve
Q: Wondering if you have any comments on 5N Plus as potential growth stock. They seem to have been growing steadily and well over the last few years although not a large company comparatively.