Q: Peter/group I just trimmed my Boyd Auto body (after making 400% (I have held it for a long time) I trimmed it by 50% so its now 7% of my portfolio. Can you recommend a stock/stocks that would offer a chance of similar performance going fwd. I have $40,00 to re invest and was thinking of leaving it in cash for a while unless you can recommend a screaming buy right now.? Thanks for your insight
Q: Yesterday, August 17, the ceo of EIF was on bnn , extolling the virtues of their most recent financial results. Later, another guest was on warning that they may have a good EBITDA, but the cash flow was poor and they will run out of money by year end. I looked at the statements for June 30, and I do not understand. The cash flow per share would appear to be OK. Perhaps my source is incorrect. What do you show? I tried to get both parties today by phone to no avail. Also, question today from Charlie. What company has the ticker BEI?
Thanks Peter and Team.
Q: It would seem that "averaging down" on some commodity stocks would make sense if the time horizon is somewhat long (5 yrs.), and the individual does not trade actively. I currently own tck.b / fm / g, and while down significantly, do you think "averaging down" for a long term horizon makes sense? And, of the three stocks which (in your opinion) will recover most favorably (reducing debt, not diluting itself, maintain dividend, etc.), And lastly, can you let me know of an 5i favorite / recommended commodity ETF, thanks!
Q: Good Morning Peter,
In our Banking positions we currently own RBC, TD, and BNS... we own the smart reit (old CWT) have been watching BEI and NA for sometime now and would like your opinion on which stock you would purchase for Retiree for a long term hold.
Given the economy is looking a little weak here, does it make sense to keep exposure to automotive stuff by focusing on repairs rather than new car purchases by switching from Magna to Boyd or perhaps reducing Magna to half a position and have Boyd be the other half?
Q: How would you rank these four? Do you see any reason not to invest in any of them (aside from general aversion to small cap)? NYX and FAN are smaller and have been crushed. Is there another gaming stock I should be watching? I like this sector and think now is a good time to invest.
Q: Hi Team
on Aug 17 Tio Networks announced a non-brokered private placement of up to 2 million of common shares priced at $1.08.
This placement has been subscribed to only certain members of Tio's management tream. Proceeds will be used for general working capital purposes.
Can I get your valued opinion on this placement. It it good or bad and as a shareholder would you be concerned?
Q: An idea for a conference presentation may be the asset mix ideas people might have in retirement. I know that no size fits all but it is a thing that concerns all do it yourself pensioner investors.
Q: Suggestion for Pierre.
You need Cdn. a/c & a US a/c.
Purchase a large cap. Cdn interlisted stock such as RY, TD, SU & so on in your Cdn. a/c.
Ask your broker to tfr. the purchased security to your US a/c.
Sell the security in the US a/c. You now have US funds.
There is some mkt. risk but is worth it considering the huge fees saved.
You can also do it gradually to lessen mkt. risk.
Cost is 2 commissions plus mkt. risk.
If you happen to already own an interlited, tfr. to US a/c & sell.
Q: Hi, is BIP's takeover a good deal for the company and shareholders. If it is accretive to earnings then why the sell-0ff? Is a rail acquisition outside the usual business of this company and therefore increase risk profile of company? Thanks.
You could please comment on recent earnings(58% increase in quarterly revenue), the increase in screens and the $5-million investment in form of a loan by Caisse de dépôt et placement du Québec(CDPQ)? It would be much appreciated.
Q: Is the drop in price of CFX sector related or is there more going on here? As you know, there have been plenty of Pulp Mills closed in the last 10-15 years.
Q: I'm trying to decide between UNS and SW. I like the long term of SW in the IoT space and UNS in auto parts and paint. I'm over weight cash, and tech at the moment, under weight on consumer discretionary. I'm looking for growth over the long term and I'm ok with volatility.
I'm interested in your take on the continued sell-off on ATA. The disappointing quarter aside, do you think the softness now speaks to concern about the currency move in China and the ripple effects that would have on North American manufacturing? Is their exposure in Asia and beyond not diversified enough to insulate them for any softness in North America.