Q: Based on the price appreciation of Amaya this month the Model Portfolio weighting has likely gone from 5-6% to 10-11%, unless there's been a reallocation, as there was in May. I get the philosophy of not wanting a position to get too large in a portfolio but surely this idea might be counterbalanced sometimes by the idea of letting your profits run (and not adding to your losers) particularly on a stock that has such a great promise. If profits were taken on AYA on the way up, at what point was the decision made to do so, and what was the rationale behind it? Thanks, J.
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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: Hi, For Boyd Income Group (BYD.un) should recent insider selling by CEO and another director be of concern? Thanks
Q: Highliner (HLF) had a 13% increase this past week. Are there takeover rumours or anything else going on at the company to explain this?
Q: safety??
the market seems to go higher and many feel a significant correction is coming. what say you ??
Which stocks might fair best in a serious correction or and bull market.A short list with a reason would be very helpful.
thanks
Yossi
the market seems to go higher and many feel a significant correction is coming. what say you ??
Which stocks might fair best in a serious correction or and bull market.A short list with a reason would be very helpful.
thanks
Yossi
Q: I have held on to Cominar REIT and Northland Power for a year and a half and 2 years respectively on the theory that there is no point in realizing my loss and putting the money to work elsewhere unless the outlook for CUF and NPI is dim. Is my reasoning right, and if it is, is the outlook OK for those two? CUF, sadly is in a TFSA. I'm trying to wrap my head around "selling your losers" versus needlessly trading. Thank you so much for this service. I am really enjoying the education I am receiving thanks to you.
Q: Good morning group...thanks for the great service...what do you think of nif.un ... \I like the div. and also the sector ...cheers
Q: Hi Peter, in the tech area we hold AAPL, AVO, CSU, EMC, ESL, ET, and Samsung in ~equal amounts. I'd like to replace Samsung as it's harder for me to follow. Would appreciate your recommendation for a replacement and any other changes you might make. Thank you.
Q: Could you please offer your opinion of Chartwell Seniors Housing REIT, CSH-UN.TO? Thankyou.
Q: I hold a couple of small cap technology stocks: QHR-V and RC-T. Over the past three months the share price of both have been stagnant. Which of these stocks do you think offers greater potential for capital appreciation over the next 12 months? Thank you in advance for responding to my inquiry.
Q: I get the sense that most investors are focused on the risk of the AYA deal getting done. Correct me if I'm wrong, the real risk is the US regulatory approvals for the online gaming after the deal is done. Amaya will take on a ton of debt will they be able to service the debt without US approval for PokerStars.
Q: Good Morning:
I am more fearful on the Northern Gateway Project outcome ... Investor confidence is waning due to First Nations and Kitimat opposition ... I just received notice of a new share offering . ( is this bad timing ? ) . Is this going to be a 5 year legal trap ?
Does your opinion of Enbridge change with these events ? Thanks
I am more fearful on the Northern Gateway Project outcome ... Investor confidence is waning due to First Nations and Kitimat opposition ... I just received notice of a new share offering . ( is this bad timing ? ) . Is this going to be a 5 year legal trap ?
Does your opinion of Enbridge change with these events ? Thanks
Q: For growth potential which one should I choose; Aston Hill, InterRent, Carfinco, Fiera Capital, First Capital Realty or First Service Corporation? Or some other?
Q: Hi Peter. Please comment on Canaccord. Looks like significant fees to come regarding Amaya deal. Is this a good time to get in?
Many thanks for your great advice on Surge, Enghouse and Amaya. Great work!!
Cam
Many thanks for your great advice on Surge, Enghouse and Amaya. Great work!!
Cam
Q: I have an unrealized capital loss on Canexus (CUS), with an ACB of $8.90. Do you see any hope with this company? I see recent reports from analysts suggesting they should sell the infrustructure assets. Should I patiently collect the dividend or capture my loss and move on.
Q: Hi 5i Team,
If you had to categorize it, would you consider Cineplex (CGX) to be a value stock or a growth stock?
Thank you again for a great service!
Michael
If you had to categorize it, would you consider Cineplex (CGX) to be a value stock or a growth stock?
Thank you again for a great service!
Michael
Q: I would appreciate your evaluation of the recent floating rate debenture offering from Constellation Software. The interest rate is very enticing but I understand the CSU can defer interest payments. What do you think of the value and risk of this investment. Thank you.
Q: Hi team:
I owned all the pipelines: TRP, IPL and PPL as well as ENB
for the dividends and abit of long term growth
I have some extra cash, which one would you suggest for 3-5 years hold for dividends and abit of growth ? Thanks
I owned all the pipelines: TRP, IPL and PPL as well as ENB
for the dividends and abit of long term growth
I have some extra cash, which one would you suggest for 3-5 years hold for dividends and abit of growth ? Thanks
Q: Hi Peter I currently holds Win and it really seems to be doing nothing not sure if I should sell the shares and buy something else. if I did this what would you recommend? Thanks for your help Clare
Q: TY for Amaya gaming ... have a small position in Richards Packaging (RPI). Are you still comfortable with this stock going long?
Q: Aya- Stock down 6-7% today. Would you be a buyer now or wait until it finds a floor?