I would like to know your choice between Canacord CF and Fiera FSZ for a three years hold. I am looking for capital gain and growth.
Thank you again for your your excellent service.
Q: This am win annouced a settlement with ho hi precision. No disclosure on financial. I am under on this one from its hi. Is it time to sell. You still have a high rating. Frustrated
Q: You gave a great answer on why winpak declared a one dollar special rather than raising the dividend, my question is why you would want to have a company like that in your model portfolio, it seems like they are just self serving. Dave
Q: AHF I have owned this company for a while, bought at around $1.40 and watched it drop to almost $1.00.
Should I continue to hold it and expect that it will regain it's former price or should I sell, absorb the loss and move on.
David
Q: I have held a position in Winpak (WPK) for over a year and have done very well with it. I intend to continue holding, but am a bit perplexed by their recent announcement of a special $1 per share dividend. The announcement came without any explanation. Now don’t get me wrong, I don’t want to look a gift horse in the mouth and think it’s great when companies give back to shareholders. My understanding however is that special dividends typically occur after an asset sale, or in response to shareholder pressure when a company is flush with cash. Winpak’s current regular dividend of only 12 cents amounts to less than 0.5% yield. The $1 special dividend could have been used to finance doubling the current regular dividend for the next 8 years! Can you explain what management is doing here with the special dividend?
Thanks
Q: Hi Peter. First capital Realty (FCR) reported earnings last week and I would appreciate your thoughts on results and your expectations going forward.
Thanks
John
Q: Based on 2 days trading it seems the market first liked recent THI results then on sober second thought hated them. What's the 5i take? I guess guidance for 2014 was light but I think Tim's is doing many things right like addressing long lineups, simplifying menus, buying back stock and increasing dividends. Dropping the gingerbread man will no doubt alienate the 6 year old demographic, however. My discount brokers show ROE as 34 to 36% which seems very high; what's not to like for the long term, even if growth is slowing? Thanks, J
Q: My portfolio is 95% in equities, a strategy that has been very successful for me. CSU has been a big winner, 13 bags in less than 12 months. I'm considering taking it up to a 7% overall weighting. Would you approve given your positive comments about the company?
Q: I have 1000 shares of WB and it has gone down steadily for the couple of weeks. I'm concerned that with the bad ski season and the coming spring, WB will be a real loser. What would you think of selling WB and buying 1000 shares of NPI? Thanks- Ted
Q: Hello Peter and team,
My portfolio's Financials sector (9% weight) comprises BNS, EFN, TD and ZUB; I was thinking of adding HCG (another mortgage lender?) or DH or PWF.
Please advise
Tony