Q: I've decided to sell DH as other than the dividend I don't think it now has the management or leading edge technology to compete in the US anymore. They had a good business for many years but have not kept pace. Looking for a replacement in a RIF which includes MIC, IPL, EIF, KXS, ESL, KEY & WSP. Your recommendations. 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: I've own WSP since 2014, though still sitting on a 10% gain, I'm frustrated by the poor results of the last year or so. If I choose to reduce this holding, I would like to pick up something in the renewable energy sector. The two candidates I have in mind are BLX and INE. Which one of these two, in your view, has the higher growth upside and the potential for sustainable increase in dividends? Or staying with WSP would be a better option than switching to either of these two?
Thanks.
Thanks.
Q: I realize these two companies are very different, but both have had a nice share price reduction recently (well, nice if you're a potential buyer!). Straight-up question: Which would you choose for a better TOTAL return over a 5 - 10 year time frame?
And do you see a material difference in net risk between the two over such a time frame? Thanks!
And do you see a material difference in net risk between the two over such a time frame? Thanks!
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $118.35)
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Constellation Software Inc. (CSU $2,454.25)
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Stella-Jones Inc. (SJ $95.62)
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Enghouse Systems Limited (ENGH $18.51)
Q: Hello Peter,
I own sj, csu, esl, and gib.a. All of them are down more than 10%-15%. My weightings range from 2 to 4 percent. Is it best to just keep the weightings as they are for long term or reduce them. Much appreciated.Umed
I own sj, csu, esl, and gib.a. All of them are down more than 10%-15%. My weightings range from 2 to 4 percent. Is it best to just keep the weightings as they are for long term or reduce them. Much appreciated.Umed
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Brookfield Renewable Partners L.P. (BEP.UN $40.80)
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Brookfield Infrastructure Partners L.P. (BIP.UN $49.95)
Q: Can you give me the EV/EBITDA ratios for these two companies?
Thanks a lot.
Thanks a lot.
Q: Hi .. I'd like to hear your thoughts on the privatization plan for MGO .. more info. at http://business.financialpost.com/news/agriculture/migao-corp-ceo-already-companys-largest-shareholder-makes-bid-to-privatize .. my "advisor" bought this for me 5 years ago at $4 .. also, your thoughts on the broader implications vis-a-vis Chinese companies. thanks, best regards Patrick
Q: The Board has recommended that the company go private for a price of $0.75/share. Do you believe this is a fair price? The stock closed at $0.68 today. Would you buy this stock at $0.68 to sell at $0.75 in the near future?
Q: Hi Peter and gang,
BAM.A's stock price has been dropping over the last year or so, I am thinking of moving some of my money in BAM.A to BIP.Un. What your thoughts are such a move? Also please comment on BIP.UN's high P/E ratio and the sustainability of its dividend payout.
Thanks,
Harry
BAM.A's stock price has been dropping over the last year or so, I am thinking of moving some of my money in BAM.A to BIP.Un. What your thoughts are such a move? Also please comment on BIP.UN's high P/E ratio and the sustainability of its dividend payout.
Thanks,
Harry
Q: Another brutal day for Linamar on the markets. On 6/28 you advised it was looking "interesting". Does it look even more interesting today? I have a minor position taken about 90 days ago and I hate to catch a falling knife but my hands are already bloody...think its wise to expose even more skin?
Q: Would you please give your assessment of MNW going forward. I am currently down by about 30%, should I ride with it for another quarter or 2/or longer, or just eat the loss and move on to something else? Thanks.
Harry
Harry
Q: Hi can I get your latest opinion on this company? Dividend yield manageable? Thx!
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Linamar Corporation (LNR $86.36)
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Magna International Inc. (MG $70.20)
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AirBoss of America Corp. (BOS $4.86)
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Exco Technologies Limited (XTC $7.10)
Q: How would you rank these stocks based on expected total return on a 1-2 yr time horizon and why? Thanks.
Q: I have a fairly well diversified portfolio based on your Balanced Equity portfolio, including 20% from the Growth portfolio. I have some cash to invest.
Please advise your recommended sector allocations at this time plus two or three stocks in each of those sectors which you think will do particularly well over the next 2-3 years.
Please advise your recommended sector allocations at this time plus two or three stocks in each of those sectors which you think will do particularly well over the next 2-3 years.
Q: Could I have your opinion on CJR.B for a half, or possibly full, position in a primarily dividend portfolio. Thanks, Ted
Q: Hi an you give your opinion of NYX now and potential 12 months out
Thanks
Thanks
Q: Hello Peter & Team: Would like your opinion on AGU vs.POT., Is AGU a more stable company to hold in a near term or long term. Thanks.
Q: What is your overview of this chronically under whelming company. Will mobile hydrogen always remain the "next big power source of the future". Ballard BLD always seems to have contracts and news releases but never moves much.
Thank you
Thank you
Q: How can I invest in Blockchain?
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Fortis Inc. (FTS $72.03)
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Alaris Equity Partners Income Trust (AD.UN $21.79)
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Savaria Corporation (SIS $24.25)
Q: Hi, I'm replacing Prism Medical. What are your top 3 choices in this sector for income?
Would you consider AD as a health stock? It seems to have an interest in the medical field in Canada and the US.
Thanks
Would you consider AD as a health stock? It seems to have an interest in the medical field in Canada and the US.
Thanks
Q: Hi All at 5i!! My husband received a $100,000 inheritance and would like to buy some stock. Could you please suggest 5 income and 5 growth stocks that are a good buy at this point in time. Thank you and have a great Canada Day ! Cheers, Tamara