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.
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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: 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?
Q: AYA
Today Amaya is trading down from its Friday's close. I believe the purchase agreement with Poker Stars and Full Tilt Poker includes shares of AYA priced at $20.00. Do you see the price of AYA rising to that level in the near term? Thanks for your answer!
Today Amaya is trading down from its Friday's close. I believe the purchase agreement with Poker Stars and Full Tilt Poker includes shares of AYA priced at $20.00. Do you see the price of AYA rising to that level in the near term? Thanks for your answer!
Q: Is amaya the gift that keeps giving, i assume it is retail investors doing all this selling since the deal does not close until sept. 30,so i sold half my position at 20.05 on friday and bought back the same half at 15.70 this morning. Whats your call. I think you would like that trade. Dave
Q: Hello 5i,
I'm thinking of selling Emera or Fortis and buying Capital Power, what do you think of this move.
Thanks
I'm thinking of selling Emera or Fortis and buying Capital Power, what do you think of this move.
Thanks
Q: I am considering selling TD Bank and buying either Bank of Nova Scotia or Capital Power CPX. TD has had a good run and I think BNS may provide more upside over the next 2 to 3 years. I also like Capital Power for it's 4.8% dividend and it's growth prospects over the next few years. For capital growth potential and dividend growth which would you prefer between BNS and CPX?
Thanks for your help,
Duncan
Thanks for your help,
Duncan
Q: hello 5i:
KBL appears to have negative free cash flows for 2013, and for ytd 2014. Is this company still a buy, and how does free cash flow figure into your valuations?
thanks
Paul
KBL appears to have negative free cash flows for 2013, and for ytd 2014. Is this company still a buy, and how does free cash flow figure into your valuations?
thanks
Paul
Q: ACQ
ACQ seem to be getting very expensive, though the recent inroads into Quebec and franchise with BMW and Mini are very promising. The purchase of Hyatt in Alberta is also good. They are included into TSX composite too.
Do you think they need to raise equity to fund the continuous acquisitions?
Do you think the acticle in http://seekingalpha.com/article/2267263-autocanada-an-easy-short has merits or just too worry about nothing?
ACQ seem to be getting very expensive, though the recent inroads into Quebec and franchise with BMW and Mini are very promising. The purchase of Hyatt in Alberta is also good. They are included into TSX composite too.
Do you think they need to raise equity to fund the continuous acquisitions?
Do you think the acticle in http://seekingalpha.com/article/2267263-autocanada-an-easy-short has merits or just too worry about nothing?