Q: Hi Peter, what is your opinion on Air Canada for the next year or so? A low oil price would seem to be a plus, although this is somewhat offset by a falling C$.
Thanks
Thanks
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Following your recent comments on Tck, can you please comment on their overall debt level. Specifically the Deferred income and resource taxt liabilties in the amount of approx. 6B$ on their balance sheet. Can you explain what it is and is it considered real debt that has (or will have) to be repaid ? I was holding Tck in 2008-09 when things got pretty bad and from what I remember, the balance sheet of the company is better now (2MB$ cash + revolving) at current commodity prices. I hope they learned from 08 as I believe it is the same CEO ?. I like the diversification, dividend and upside potential. Do you think the risk return scenario is appealing for 5 year +. Thank you.
Q: I have a pretty balanced portfolio. I have some cash that has been sitting around for a while. Is it a good time to buy into this volatile market. I am thinking of adding CXR and more MG to my portfolio. Are their prices still ok to get in now? Thanks.
Q: I wonder if you could comment on TFI. I thought the stock would get a boost from low energy costs, but the stock has stalled and I see BMO downgraded it yesterday. What do you think?
Thanks.
Thanks.
Q: Any explanation for today's sharp decline in TFI at the same time TMA has sharply increased? Thanks.
Q: do you have any idea why transforce gapped down this morning?
Q: Greetings! Please your opinion of rx. Also I would like your two top ETFs in Canadian dollars for both US healthcare and US technolgy. Thanks again for the help I can count on!
Audrey
Audrey
Q: Hi Peter, would this be a good entry point? Do you like the company?
Q: Peter and Gang:
I need to bump up the consumer sector of my portfolio. It seems like a lot of these stocks are at or near their 52 wk. high, particularly after the little "Target bump". Which two stocks would you recommend,and although timing is difficult do you see now as a good time to add. What do you think of ATD.B & L vs. CTC and WN. I am looking at a 10 year plus hold.
Thanks for all you do
Phil
I need to bump up the consumer sector of my portfolio. It seems like a lot of these stocks are at or near their 52 wk. high, particularly after the little "Target bump". Which two stocks would you recommend,and although timing is difficult do you see now as a good time to add. What do you think of ATD.B & L vs. CTC and WN. I am looking at a 10 year plus hold.
Thanks for all you do
Phil
Q: I am looking for a growth story for my non-reg account. Any thoughts on purchasing either CXR or GUD (or perhaps both) at their current valuations. I currently have no healthcare exposure and am looking to rotate some funds out of Cdn bank holdings into more growth oriented stories.
Thank You
Thank You
Q: Peter and Staff
Positions in stocks below are not large,wondering if you would sell any one of them in favour of splitting proceeds with two of the others ,if so which and in which order to replace it with
AIM,CHE.UN,CJR.B,DIV,DII.B,KBL,MTL,PZA,TCK.B,TMA,WSP
Positions in stocks below are not large,wondering if you would sell any one of them in favour of splitting proceeds with two of the others ,if so which and in which order to replace it with
AIM,CHE.UN,CJR.B,DIV,DII.B,KBL,MTL,PZA,TCK.B,TMA,WSP
Q: Can't seem to find out what happened at WEF. Dropped nearly 25% in the last 10 days. One director resigned & another officer - Cairo sold out his position. Am I missing something else?
Thank you.
Thank you.
Q: Can you give your outlook on "Bomber" after it has suffered the recent downdraft?
Q: Finning is (almost) at a 5 year low. Would appreciate your view on buying now for a capital appreciation in a 2-3 year time frame. Also is the dividend reasonably safe? Thanks.
Q: The Bombardier common shares have taken a big hit in the last few days but why does that affect the bombardier preferred series bbd.pr.c
Q: Hi Peter and team,
On reading Antoine's question re allocation and re-balancing, he lists 12 sectors, the 12th combines Utilities/Telcos. I am trying to correct my allocations but am using the 10 that I find on TD Direct Investing Website. Is there some basic standard that you would recommend that we use? It appears to be a very inexact science and is thus difficult to put in practice. Thanks for the continued, excellent service.
Ted
On reading Antoine's question re allocation and re-balancing, he lists 12 sectors, the 12th combines Utilities/Telcos. I am trying to correct my allocations but am using the 10 that I find on TD Direct Investing Website. Is there some basic standard that you would recommend that we use? It appears to be a very inexact science and is thus difficult to put in practice. Thanks for the continued, excellent service.
Ted
Q: What do you think about Russel Metals at the current price. Like most stocks with energy exposure, it is down, but wondering about your opinion on a constant dividend and price upside.
Thanks
Jim
Thanks
Jim
Q: Hello team: I was interested in the earnings release just given for SVC. The earning beat is good but I am worried about the expense and margin side. The CEO has spoke about the margin compression and increased marketing and R&D increase. What are your thoughts.
I was reviewing Canacol and have noticed that they have a great opportunity going forward. The new concession that they got for a song and the lock up agreements for there natural gas contracts. What is your thoughts on this going forward.
Thank you as always Jason
I was reviewing Canacol and have noticed that they have a great opportunity going forward. The new concession that they got for a song and the lock up agreements for there natural gas contracts. What is your thoughts on this going forward.
Thank you as always Jason
Q: Peter and Team,
I have a 6.9% weighting in Amaya gaming that will be getting reduced today as I had been selling call options the past few months on part of my position. I expect to be called away today so my weighting will drop down to 4.1% (thanks to you guys, this will be like the 4th or 5th time I've trimmed this due to big profits and portfolio management... thank you!).
With the cash, I am thinking of adding to a 2.2% weighting in SLF that I initiated a couple months ago and intended to increase to 5% over time. Other options are add to Badger Daylighting which I like very much but has been smashed with the oil sector and has now fallen to 3.6% of the portfolio, add to Corby Spirit and Wine which has been great and is now about 3.9% of the portfolio, or finally initiate a new position in Brookfield Renewable Energy.
For reference, I am fairly diversified with 90% stocks, 10% bonds and the stock portfolio has been modeled after 5i models (although it takes time to get there).
Thanks for your thoughts!
I have a 6.9% weighting in Amaya gaming that will be getting reduced today as I had been selling call options the past few months on part of my position. I expect to be called away today so my weighting will drop down to 4.1% (thanks to you guys, this will be like the 4th or 5th time I've trimmed this due to big profits and portfolio management... thank you!).
With the cash, I am thinking of adding to a 2.2% weighting in SLF that I initiated a couple months ago and intended to increase to 5% over time. Other options are add to Badger Daylighting which I like very much but has been smashed with the oil sector and has now fallen to 3.6% of the portfolio, add to Corby Spirit and Wine which has been great and is now about 3.9% of the portfolio, or finally initiate a new position in Brookfield Renewable Energy.
For reference, I am fairly diversified with 90% stocks, 10% bonds and the stock portfolio has been modeled after 5i models (although it takes time to get there).
Thanks for your thoughts!
Q: Hello Peter & Co,
I'm another year less young (71) and thinking of moving 15-20% of my RRIF portfolio into fixed income vehicles; I could reduce each holding on a pro-rata basis (which is easy to do) or I could exit 10 positions (which is much harder to do).
Which of the following would you select to exit?
Consumer discretionary 5.2% of portfolio: LNR,MG
Energy 6.9%: HWO,TOU,VET,WCP
Financials 8.1%: BNS,EFN,HCG,TD
Health/Pharma 12.6%: CCT,CPH,CXR,GUD,RX,XHC
Industrials/Transport 8.5%: CCL,CHE.UN,CNR,SJ
Infrastructure 4.6%: BIP.UN,STN
Materials 4.0%: IFP,WEF
Pipelines/Midstream 11.5%: ENB,IPL,KEY,PPL
Retail 5.3%: ATD,DOL
Services 7.4%: BYD.UN,FSV,CGX
Technology 16.9%: CSU,DSG,ESL,GIB,MDA,OTC
Util/Telco/RE 9.0%: ALA,BCE,BEP.UN,TCN
I greatly appreciate your input
Tony
I'm another year less young (71) and thinking of moving 15-20% of my RRIF portfolio into fixed income vehicles; I could reduce each holding on a pro-rata basis (which is easy to do) or I could exit 10 positions (which is much harder to do).
Which of the following would you select to exit?
Consumer discretionary 5.2% of portfolio: LNR,MG
Energy 6.9%: HWO,TOU,VET,WCP
Financials 8.1%: BNS,EFN,HCG,TD
Health/Pharma 12.6%: CCT,CPH,CXR,GUD,RX,XHC
Industrials/Transport 8.5%: CCL,CHE.UN,CNR,SJ
Infrastructure 4.6%: BIP.UN,STN
Materials 4.0%: IFP,WEF
Pipelines/Midstream 11.5%: ENB,IPL,KEY,PPL
Retail 5.3%: ATD,DOL
Services 7.4%: BYD.UN,FSV,CGX
Technology 16.9%: CSU,DSG,ESL,GIB,MDA,OTC
Util/Telco/RE 9.0%: ALA,BCE,BEP.UN,TCN
I greatly appreciate your input
Tony