Q: how do the numbers look?
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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: Hi; This should be a simple question. If a large firm\investment bank is underwriting an IPO or equity offering, what specifically does that entail. Is that simply the firm\investment bank selling equity to client. Is there any fiscal inputs required from the large firm\investment bank. Secondly, if the investment bank is underwriting and providing analyst coverage isn't that an obvious conflict of interest. Are there no regulations for that?
Q: I am curious as to what criteria is used for selecting companies for the various portfolios.
I realize that the criteria will be different with each portfolio and its purpose but my curiosity has been peaked by a stock that has never made any of your lists.
I realize that there are a limited number of spots with a limited number of portfolios and as such you must make choices as we all do.
In my case the curiosity was peaked by NFI which I have owned going back to the good old trust unit days and while my portfolio shows that I am up 260% all of the shares that I own are really free as I have taken all of my costs off the table, so to speak and I won't be trimming my holdings of it any more.
Since I have owned and followed the company for many years other than a very brief period of concern over the lack of American municipal finding for public transit, the company has had a full order book, been profitable, increased dividends and increased in value.
Never made your reports or portfolios hence my curiosity.
I has even survived being recommended by Gordon Pape although that effect may still linger!
So why wouldn't a company like that make a portfolio?
Thanks for the great service.
I realize that the criteria will be different with each portfolio and its purpose but my curiosity has been peaked by a stock that has never made any of your lists.
I realize that there are a limited number of spots with a limited number of portfolios and as such you must make choices as we all do.
In my case the curiosity was peaked by NFI which I have owned going back to the good old trust unit days and while my portfolio shows that I am up 260% all of the shares that I own are really free as I have taken all of my costs off the table, so to speak and I won't be trimming my holdings of it any more.
Since I have owned and followed the company for many years other than a very brief period of concern over the lack of American municipal finding for public transit, the company has had a full order book, been profitable, increased dividends and increased in value.
Never made your reports or portfolios hence my curiosity.
I has even survived being recommended by Gordon Pape although that effect may still linger!
So why wouldn't a company like that make a portfolio?
Thanks for the great service.
Q: Is this stock worth buying at this time? I do not need a dividend and I'm willing to wait for a capital gain.
Q: Hi 5i team
I'm looking at adjusting my rrsp holdings
I currently hold
25,000.00 in cig837
255,000.00 in cig686
57,000 in mmf006
39,000.00 in pmo006
I'm thinking that I have to much bond exposure and would like
To move some into vgg eft to get some America company exposure
What are your thoughts
Tks for the input
Sam
I'm looking at adjusting my rrsp holdings
I currently hold
25,000.00 in cig837
255,000.00 in cig686
57,000 in mmf006
39,000.00 in pmo006
I'm thinking that I have to much bond exposure and would like
To move some into vgg eft to get some America company exposure
What are your thoughts
Tks for the input
Sam
Q: If you HAD to make your best educated guess between gold & oil which is more likely to recover first?
Q: I hold CN in my unregistered account and it has gone up considerably. I plan to donate half my holding to charity and buy it back either using my & my spouse's TFSA for 2016 or in my unregistered account. Have you a suggestion as to which is the better spot for it? I assume it will probably not repeat the spectacular rise it has had since I bought it years ago.
Q: Most of us have BAM in our portfolio. I came across this article in Seeking Alpha. Any concerns?
http://seekingalpha.com/article/3692366-brookfield-asset-management-a-black-box-with-u-s-and-canadian-regulators-lurking-in-the-background
http://seekingalpha.com/article/3692366-brookfield-asset-management-a-black-box-with-u-s-and-canadian-regulators-lurking-in-the-background
Q: Could I please have your opinion of Western Forest
Q: I have to preface this by saying I`m not a buy and hold investor, but it makes me wonder when people complain about a stock`s poor performance. If a stock has dropped 50% why are you still holding. At what point does it become obvious this is not a good investment at this time. That`s not to say it won`t be a good investment in the future, but it now has to double for you to break even.
Sorry for the rant, and I would like to thank 5I for helping me to retire early and continue to live a reasonable lifestyle.
Sorry for the rant, and I would like to thank 5I for helping me to retire early and continue to live a reasonable lifestyle.
Q: My wife and I are retired - if one is currently looking to put half of his portfolio into low risk income investments (bonds, bond ETFs, bond mutuals or low beta equities), what would u recommend in your opinion.
Thank you kindly.
Thank you kindly.
Q: could you comment on the quarter,debt, and future prospects. thanks
Q: There has been much talk lately about sector rotation. Can you tell us sectors that are being sold and what sectors the money is going into. Is this due to where we are in the economic cycle . Are we still in the "recovery" cycle. Thanks again for your great service
Q: Hi there,
I have owned this company for sometime and the results have been consistent over a long period of time. It has dropped recently - it would appear that is in sympathy with the Autoparts industry as a whole. Does this make sense and would you continue to hold if you owned. Thanks
I have owned this company for sometime and the results have been consistent over a long period of time. It has dropped recently - it would appear that is in sympathy with the Autoparts industry as a whole. Does this make sense and would you continue to hold if you owned. Thanks
Q: I own some BAM.A shares and would it be wise to add a further position or diversify and start a position in OCX at this time or wait for a pullback in these shares.
Thank you
Thank you
Q: I am a 72 year old income investor. I currently have 17% of my portfolio in "Pipelines/Utilities" including ENB 5.8%; TRP 2.7%; IPL 2%; PPL 2.7%; ALA 2.9%; VSN 1.2%; all held for several years. My questions are 1. How do I allocate each of these between Pipelines and Utilities? 2. Would you recommend consolidating some of these to fewer names? Thanks for your great service.
Q: Hi there, may I get your opinion on (MAL) Magellan Aerospace Corp.
I'm thinking of buy it.
Thanks.
I'm thinking of buy it.
Thanks.
Q: What are you re top 3 canadian picks to short,and why.
Thank you
Thank you
Q: Please comment on today's results. Would your view of the company change in view of the recent quarterly results or is too early to determine if this is the beginning of a growth trend. Thanks.
Q: Hey Peter & Team,
I bought a full position 2 years ago @ $19. Enjoyed a good dividend but eventually lost patience with the Capital Gains expectations and the lack of prospects for a positive future and sold in April @ $21.28.
Today I saw recent results and they looked very good with metrics being up across the board and interestingly enough, much of the success attributed to the stronger U$.
I would like to hear your thoughts on the results and, considering we can expect the U$ to remain strong for the foreseeable future, if you think renewing my position at these levels is a good idea or a bad one?
Thanks for all you do
Gord
ps... been sitting on 50% cash since Aug which is why all of a sudden back I have so many questions. I think we could see some recovery happening for many undervalued stocks after the recent correction in the new year. Trick is finding those undervalued companies.
I bought a full position 2 years ago @ $19. Enjoyed a good dividend but eventually lost patience with the Capital Gains expectations and the lack of prospects for a positive future and sold in April @ $21.28.
Today I saw recent results and they looked very good with metrics being up across the board and interestingly enough, much of the success attributed to the stronger U$.
I would like to hear your thoughts on the results and, considering we can expect the U$ to remain strong for the foreseeable future, if you think renewing my position at these levels is a good idea or a bad one?
Thanks for all you do
Gord
ps... been sitting on 50% cash since Aug which is why all of a sudden back I have so many questions. I think we could see some recovery happening for many undervalued stocks after the recent correction in the new year. Trick is finding those undervalued companies.