Q: Please provide comments on AIM as being appropriate in an income portfolio.
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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: Can i please get your thoughts on Stuart Olson. Is the dividend safe ? If not, has the price decline already discounted a possible dividend cut. I often see stocks rally after a dividend cut id announced. Thank you
Q: Hi guys, I have a small position in each of the above, I can increase only two to 3%. Which ones and why.
Thanks
Jim
Thanks
Jim
Q: Hi Peter and Team,
First of all, thanks for putting out the Growth Portfolio. Looks awesome. I was happy to see that I already hold 5 of the names in the portfolio. My question is about Solium Capital. I currently have it in my TFSA and think it might be a good call to switch it out for 1-2 names (2 since SUM is an 8% weighting) in the growth portfolio. Can you recomment a good replacement from the portfolio? I already own CXI, DHX.B, AVO, GUD, XTC, and I plan on buying OTC with cash I already have set aside.
As always, thank you!
Jordan
First of all, thanks for putting out the Growth Portfolio. Looks awesome. I was happy to see that I already hold 5 of the names in the portfolio. My question is about Solium Capital. I currently have it in my TFSA and think it might be a good call to switch it out for 1-2 names (2 since SUM is an 8% weighting) in the growth portfolio. Can you recomment a good replacement from the portfolio? I already own CXI, DHX.B, AVO, GUD, XTC, and I plan on buying OTC with cash I already have set aside.
As always, thank you!
Jordan
Q: Peter and his Wonder Team
Macro just reported its 4th quarter declining revenues which was widely expected and I think not too bad considering the sector and commodity prices as a whole. Please give me your overview of this company and its prospects going forward! Would you still consider it a cheap stock with the strength to survive the sector storm? Thanks for your continued knowledge!
Dr.Ernest Rivait
Macro just reported its 4th quarter declining revenues which was widely expected and I think not too bad considering the sector and commodity prices as a whole. Please give me your overview of this company and its prospects going forward! Would you still consider it a cheap stock with the strength to survive the sector storm? Thanks for your continued knowledge!
Dr.Ernest Rivait
Q: Reports are that Metro will be buying back stock. Can you advise if that is a positive for the stock? Also reports today that several analysts were downgrading the stock. Would the buy back of the stock be a reason for the downgrade? Tnx.
Q: hi folks. This was recommended on Bnn.MPG. Has it got some new news? alsoI notice you never discuss Splv and has been so good to me. Why ? Thanks in advance Cliff
Q: I also saw the movement by AYA stock on Tuesday and it was strange. There was high volume on the stock for most of the day, but in the last 30-60 seconds it went from 31 to 29.70 in the blink of an eye. I actually had 29.85 ready to go for the last 5 minutes and when it started dropping I hit submit. An error popped up and I hit submit anyway and to my surprise, it actually got through (It was still open when I went to bed that night). I've never seen a stock drop that fast before.
Somewhat off topic, sorry about that.
I know you guys prefer T and BCE in telecom, but I'm wondering if you think Rogers (RCI.B) is getting any better with the recent drop?
Thanks, Paul
Somewhat off topic, sorry about that.
I know you guys prefer T and BCE in telecom, but I'm wondering if you think Rogers (RCI.B) is getting any better with the recent drop?
Thanks, Paul
Q: What is your view now of this company? It seems it may put itself up for sale. Would you buy it at the current price?
Q: I note you are referring to the equity portfolio as the "balanced equity portfolio". Typically a balanced portfolio contains a mix of fixed income and equities and as such the term balanced is confusing. Suggest calling it simply the model equity portfolio.
Steve
Steve
Q: That was really good advice from Rick to set up alerts rather that stop loss orders. I will be setting up alerts on all my positions. Thanks for a great service and thanks to the other members who contribute good tips too.
Q: Can I have your thoughts on BEK post their earnings report and strategic review not providing and immediate results? Environmental assessment seems begign and dividend is generous but do you feel it's sustainable? Wondering if there's a value opportunity here. Thanks for your service.
Q: Could I please have your analysis on xsr,it has recently come down to the 5.50 mark. Looks to me its cash flow is fine and dividend should be save. Has this stock been beaten up a little too much or am I missing something?
thanks
Cal
thanks
Cal
Q: Hello, can you comment please on the recent earnings report. I have held a position for about a year and like the fact their dividend has been sustained as well in this downturn. The market seems pleased with the results. Thank you, Bill
Q: Hi,
Since BCIs positive earnings report on Mar 16, the stock price has been dropping every day, even yesterday, when most companies were up?
I have about 5% of my CDN holdings in BCI and am up 30%. Should I trim, sell, or just hold on, as I am a long term investor.
Since BCIs positive earnings report on Mar 16, the stock price has been dropping every day, even yesterday, when most companies were up?
I have about 5% of my CDN holdings in BCI and am up 30%. Should I trim, sell, or just hold on, as I am a long term investor.
Q: Hi! I don't have much exposure to interest rate sensitive sectors such as telecoms, utilities, REITs, etc. With rates expected to rise eventually (we think!) would it be prudent to wait since historically there seems to be a short-term overreaction in the market and a short-term sell off even though longer term the impact is negligible. Should I start building a position in these Companies now or wait for a short-term interest rate correction or half now and half later. Also, do you prefer Telus over BCE and do you think the Conservatives desire for a 4th carrier will subside eventually or only with a change in government?
Thanks for your help,
Jason
Thanks for your help,
Jason
Q: Hi 5i. When talking about investing in a business, monopolies (or those that don't have competition) tend to win and have this durable competitive advantage. What would you guys say is a near-monopoly companies that are worth investing in?
Q: I have a small position in WEF and am looking to increase my exposure to the sector. If you were to choose one lumber play today, which one would it be? And what indicators would you be looking at that might signal that the sector is starting to move again. Thanks.
Q: I was about to sell this stock after reading that you see little (though > 0) chance of a competing bid and that currency fluctuation was going to be the main cause of movement. But I saw that some 700,000 shares have moved today and it got me wondering who was on the other side of these trades? As you say, there are two sides to every trade so is it "sharp" arbitrageurs buying and if so, should I hang on? I would just as soon move on if it is only going to be for a few cents but am I missing something here?
Appreciate your always sage advice.
Paul F.
Appreciate your always sage advice.
Paul F.
Q: Hi Peter,
Sincere thanks for all the great advice. What's your short list of TSX listed companies that have a large percent of their income from south of the border, and/or from places other than home ? TCN, CSU, ESL have all been terrific. Thank you.
Sincere thanks for all the great advice. What's your short list of TSX listed companies that have a large percent of their income from south of the border, and/or from places other than home ? TCN, CSU, ESL have all been terrific. Thank you.