Q: LNR is down quite a bit today after the quarterly release. Your opinion of the quarterly and the resultant price drop please. The results looked OK to me - what am I missing? Buying opportunity or?
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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: A good analysis of EMPIRE (EMP.A) and deciding when to sell a stock in the Globe today if you think other members might be interested.
http://www.theglobeandmail.com/globe-investor/inside-the-market/making-a-sell-strategy-is-key-to-portfolio-management/article32653838/
http://www.theglobeandmail.com/globe-investor/inside-the-market/making-a-sell-strategy-is-key-to-portfolio-management/article32653838/
Q: I just received news that the agreement between Glencore and NIF.UN will be renewed for another five years. However, "With the renewal of the Supply and Processing Agreement, the main challenge now facing the Fund will be to continue to operate its Processing Facility at a profit once market terms take effect May 3, 2017. The Fund’s Board of Trustees is mindful of the expected negative impact that the transition to market term pricing will have on the Fund’s operations, including its ability to sustain its distribution policy. The Board of Trustees is carefully reviewing the Fund’s reserves and will augment the reserves if necessary." Whatis your view on NIF.UN?
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Loblaw Companies Limited (L $62.92)
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Metro Inc. (MRU $91.49)
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North West Company Inc. (The) (NWC $49.73)
Q: Hi I see all 3 pulled back today (Wed) , could you clarify the reason
and which do you like best
Thanks
and which do you like best
Thanks
Q: I purchased CCO yesterday for a long term investment. Does Peter or anyone else have an opinion, short and long term?
Q: What are your comments on BPY's results and which company would you prefer as a long term hold between BPY, BIP and BEP (or hold all 3).
Q: In a reply to a question today you quote a (trailing?) P/E of 15. earnings this year have been variable with the first 9 mon. at .29/sh but the last qtr .42/sh. Can you make any reasonable guess at a forward P/E ??
Thanks Jim
Thanks Jim
Q: BDT is not feeling the Morneau love this morning, unlike for example WSP which is up on an otherwise down day. Is this a fair assessment of the likely beneficiaries of government infrastructure money? Anyone else in the space that is worth looking at? Thank-you
Q: FAR has been showing some improvement over the past year. Earnings are improving (though still negative), P/B, P/S and P/CF look good, and debt seems manageable (~50%), although margins and ROA, ROE, ROI etc. are still terrible. It is only covered by one analyst, but the rating is Strong Buy. I bought speculatively when there was some minor insider buying and am currently showing a small profit. I'm debating whether to continue holding should a mining / energy sector rise float this boat. Thoughts?
Q: Hi,
Could you tell me if you think Gilead should be kept or sold at this point.
Do you think it still has potential?
Thank you
Could you tell me if you think Gilead should be kept or sold at this point.
Do you think it still has potential?
Thank you
Q: What accounts for ARE's 13% drop this morning. What is your opinion of the 3rd qtr results. Is it a buying opportunity?
Thanks
Thanks
Q: After the big drop off in advance of the PP shares becoming free trading, I am thinking about getting into this name.
Is it starting to look compelling at these levels? or how much lower?
Thanks
Is it starting to look compelling at these levels? or how much lower?
Thanks
Q: I noticed the short interest is growing in both of these stocks. Could you please comment on who may be shorting these companies and why. Thank you
http://www.financialpost.com/markets/data/market-short_pos.html
http://www.financialpost.com/markets/data/market-short_pos.html
Q: I'm in a loss position (around 10%)for both of these. Should I dump and move on?
Q: I am looking to build a future income stream from a portfolio of 5-6 names that can be held for many years (decades) that will show sustainability and dividend growth. I am patient and would add to the names consistently for the next 20 years. If you had to pick 6 "forever" stocks that you could rely on, what would they be? (utilizing Buffett's theory of best time horizon for owning a stock is forever). I don't ever want to worry about a dividend cut and am comfortable holding through periods of extreme volatility as long as I know I am getting paid. Thanks in advance! (PS I am aware this could mean no exposure to commodity stocks)
Q: How would you compare SPB and AQN for growth and dividend sustainable going foward ?
Q: Referencing your Aug 15 th comments on Magellon and its recent strength what are your current comments and opinions including their news items?. I was a purchaser in late July at $17.50.
Q: It dropped quite a bit the last few days. Do you think it is a good entry point for RRSP now or is it still too expensive to get in? Thanks.
Q: Understand business conditions are poor And ALC is a really good company in a very bad business. The political climate on free trade and energy concerns suggest there may be no recovery in demand for ALC bulk carrier shipping business any time soon. I noticed there is some shipping industry consolidation underway in Japan and perhaps other countries. Do you think industry consolidation is an option in North America and could it be helpful to ALC outlook. What would you do with this stock as tax loss selling gets underway. Thanks.
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Shaw Communications Inc. Class B Non-voting Shares (SJR.B $40.48)
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Algonquin Power & Utilities Corp. (AQN $8.91)
Q: I bought SJR.B in Jul. 2015 at $27.36. Today, it's $26.57. BMO Investorline Morningstar Canadian Income portfolio and Canada Core portfolio suggests selling this stock and that the fair value is $24.00. Do you agree? They did not raise their dividend in Mar. 2016. If I sell, what can replace it for a secure very long term hold for growing dividend income in a taxable account? BCE? (No banks/financial; I have plenty.)