Q: Hi Peter and team. Just heard the news this morning. Can you suggest a few good large cap stocks with good yields to pick up if there's a significant drop in price. Looking mostly for good yield, relatively safe and at least a bit of growth. Preferably Trading on New York Stock Exchange or as ADRs. Thank you. Tulio
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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.
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Fortis Inc. (FTS $79.02)
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NFI Group Inc. (NFI $18.28)
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Aecon Group Inc. (ARE $42.65)
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Premium Brands Holdings Corporation (PBH $82.71)
Q: I am looking at these 4 stocks for a combination of growth and income. Do you see any problem with these or do you have a better suggestion? Also, do you feel now is a good time to buy or would it be better to wait until summer is over?
Q: Hello Peter and the 5I team
I am using SHERWIN-WILLIAMS CO as an example. I like to use ROE as one of the main numbers I look at before I buy a stock, is there a point when a high ROE is a concern. SHW has a ROE of 145 ( according to my RBC banking brokerage info) is this too high? At what level do red flags come up and what causes extremely high ROE. What statistics do you look at and could you rank them for their importance in your check list.
Thanks
I am using SHERWIN-WILLIAMS CO as an example. I like to use ROE as one of the main numbers I look at before I buy a stock, is there a point when a high ROE is a concern. SHW has a ROE of 145 ( according to my RBC banking brokerage info) is this too high? At what level do red flags come up and what causes extremely high ROE. What statistics do you look at and could you rank them for their importance in your check list.
Thanks
Q: CHR has been in a bit of a downtrend the last few months,could you comment on that ?
Q: Hello Peter,
Any idea why paramount resources is going up everyday recently? I own chartwell retirement, sienna senior living (SIA), concordia healthcare and hydro one. I would like to take a bit more risk for higher rewards. I would like to sell hydro one and put the proceeds towards chartwell, sienna senior living, or concordia. Chartwell is 2 percent of my holdings, sienna senior is 3 percent, and concordia is 1 percent. I was thinking of increasing sienna senior to 4 percent where i get a nice dividend and a potential upside. I was initially thinking of concordia but there does not seem to be much interest in a takeover or does this process take along time. I would appreciate your comments. Thanks very much.
Any idea why paramount resources is going up everyday recently? I own chartwell retirement, sienna senior living (SIA), concordia healthcare and hydro one. I would like to take a bit more risk for higher rewards. I would like to sell hydro one and put the proceeds towards chartwell, sienna senior living, or concordia. Chartwell is 2 percent of my holdings, sienna senior is 3 percent, and concordia is 1 percent. I was thinking of increasing sienna senior to 4 percent where i get a nice dividend and a potential upside. I was initially thinking of concordia but there does not seem to be much interest in a takeover or does this process take along time. I would appreciate your comments. Thanks very much.
Q: 3 excellent stocks in your potfolio.Note that recently the advances of Cgx & SJ stalled @ $52-52.50 & $50 respectively.Please explain.On the other hand,Syz took its time to break the $8 & $9 resistances,now just on top($10.08) of the $10 resistance with next resistance @ $11.It could be a multi bagger as previously suggested. Thanks for your usual great services & opinions.Looking forward to seeing Ryan,ex Vancouverite this Friday on Bnn
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Parkland Corporation (PKI $39.84)
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Alaris Equity Partners Income Trust (AD.UN $21.22)
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Exchange Income Corporation (EIF $105.17)
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Sienna Senior Living Inc. (SIA $22.41)
Q: Hello Peter
I am wanting to replace some bonds with these 4 stocks. (EIF,PKI, SIA, AD ) Could I have your opinion and any concerns.
Thanks for your great service.
Gary
I am wanting to replace some bonds with these 4 stocks. (EIF,PKI, SIA, AD ) Could I have your opinion and any concerns.
Thanks for your great service.
Gary
Q: A reasonable growth strategy is through acquisition, who are their likely targets?
Q: What is the leverage of underlying OSB commodity pricing to Norbord's share price and if supply stays constrained through 2016 what EPS acceleration could be expected for BLX?
Q: I'm wondering if you can comment on their latest results. Thanks
Q: Update
Q: Please comment which type of account (non-registered, RRSP or TFSA) would be best suited to hold Brookfield Business Partners). From the prospectus the distribution will be approximately $0.25 per annum (1 %). I currently hold the other Brookfield LP entities (BEP, BIP and BPY) so I am familiar with the issues associated with T-5013 on my tax return.
Please comment whether it's better to hold the TSE listed units (BBU-UN) in Canadian dollars or the NYSE listed units in US dollars.
Thank you for the excellent service.
Please comment whether it's better to hold the TSE listed units (BBU-UN) in Canadian dollars or the NYSE listed units in US dollars.
Thank you for the excellent service.
Q: Like to get your opinion on this for a long term hold
Q: HI. Could you give a update o FCF,MMP & spe.. Thanx in advance CLIFF
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Weyerhaeuser Company (WY $24.43)
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Interfor Corporation (IFP $10.53)
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Western Forest Products Inc. (WEF $14.81)
Q: With the difficulty getting a new softwood agreement with the U.S. would it be more prudent, at least in the near term, owning a company like WY instead of Canadian lumber stocks at this time? or perhaps owning some WY and either IFP or WEF as well?
Q: Haven't seen Cameco trade this low for some time. How secure do you think the dividend is? Do you think it is worth taking a small entry into this stock at this time. Certainly seems to be a lot of pessimism in the sector.
Q: CSW.B on TSX
This company pays a good dividend. Is it a reasonable investment at this time?
This company pays a good dividend. Is it a reasonable investment at this time?
Q: cAN YOU COMMENT ON THE RECENTLY SPUN OUT bROOKEFIELD bUSINESS pATNERS ....ESP IN LIGHT OF THE POST SPIN 10 %DROP IN PRICE TODAY
Q: I bought shares in EFL 5 days ago and it has since gone up by 92%. The surge seems to be due to a contract for a 200 million euro deal to provide residential energy storage (using its own lithium batteries) to a Europe provider over the next 3 yrs.
The stock has seen sharp pops and drops in the past (it was $8 back in 2001) but may be in for a prolonged growth phase. So my question is what kind of price target to give a stock like this. With other microcaps, I have generally taken my start out capital out once a stock doubles, but I am wondering whether that would be prudent in this case. Would it be better to use stop losses?
"Toronto, Ontario – June 15, 2016 – Electrovaya Inc. (TSX: EFL) today announced that it signed a Letter of Intent (LOI) with a Global Original Equipment Manufacturer (OEM) for the delivery of battery modules for Residential Energy Storage with volume quantity deliveries starting early Q1 CY2017. Electrovaya will provide its battery modules with integrated cells and battery management systems (iBMS). Electrovaya's battery modules have unparalleled safety and cycle life performance which is the critical performance required by the OEM.
The demand for Electrovaya's battery modules by this OEM, is estimated to be up to Euro 199 million (Cdn $ 288 million or US $ 223 million) over a period of 3 years. High volume deliveries are scheduled to start in early Q1 CY2017 with smaller quantities with delivery in CY2016."
The stock has seen sharp pops and drops in the past (it was $8 back in 2001) but may be in for a prolonged growth phase. So my question is what kind of price target to give a stock like this. With other microcaps, I have generally taken my start out capital out once a stock doubles, but I am wondering whether that would be prudent in this case. Would it be better to use stop losses?
"Toronto, Ontario – June 15, 2016 – Electrovaya Inc. (TSX: EFL) today announced that it signed a Letter of Intent (LOI) with a Global Original Equipment Manufacturer (OEM) for the delivery of battery modules for Residential Energy Storage with volume quantity deliveries starting early Q1 CY2017. Electrovaya will provide its battery modules with integrated cells and battery management systems (iBMS). Electrovaya's battery modules have unparalleled safety and cycle life performance which is the critical performance required by the OEM.
The demand for Electrovaya's battery modules by this OEM, is estimated to be up to Euro 199 million (Cdn $ 288 million or US $ 223 million) over a period of 3 years. High volume deliveries are scheduled to start in early Q1 CY2017 with smaller quantities with delivery in CY2016."
Q: As per your comment that any declines in stocks/market present an opportunity,I am thinking of adding/buying the following companies:Sis,Mnw,Inn($6.79 despite take out offer of $7.25 with a $100m deposit),Bos,Kxs,SH,Syz & Atd.b.Your opinion please. Thanks for your usual great views & services.