Q: TD is showing a p/e ratio of -94.57 for bep.un, I know you are not concerned with this company but I am wondering how a company with a negative P/E is in good shape. I have a lot to learn, thank you. Peter
Q: I'm long CRH but I'm trying to consider all the negative outcomes that could take place. We are aware of the proposed code changes that will effect the reimbursement rate to CRH. But I keep hearing that private insurers will likely follow suit and cut back their reimbursement rate. If only the gov rate cut is factored into this big pull back could there possibly not be another big pull back if they cut back as well? I know CRH came out and stated what the hit to earnings would roughly be from GOV cuts but aren't the private insurers the majority of their income. Thanks
Q: Why is BNS and the other banks shares price decreasing lately? With the positive economic news and increase of interest rates, I would have thought that the bank shares would be moving higher.
With increasing interest rates and banks at attractive valuations, would it be a good time to go overweight in banks for an income investor who is attracted to the 3.7%+ yields and possible capital gains.
Q: Hi. This is my first time posting a question, or rather three questions. Why would a small-cap company like ABT want to issue dividends? Is there any benefit for them to do so? Is there dividend in more danger of being cut, because they are a small-cap company?
Q: All seems well here? I've let it run to an overweight position, especially for the size of company, whats the biggest company risk you see going forward?
Q: hello 5i:
I'm looking at adding to my OTEX holding (conservative investor, underweight tech and financials). Open Text is not rated. What approximate grade would you give it today, and do you consider it buyable at the present price?
thanks
Paul L
Q: Hello Peter et al,
I have a half position in both Enghouse and Open Text and want to consolidate into one position. Which would you keep for growth and why?
Thanks for your help
Dave
Q: NFI seems especially weak these days. The lower backlog seems a relatively minor issue. Of course investor sentiment is just something one has to live with. That being said do you think a strengthening Canadian dollar (against the US dollar) will impact revenues? The company seems well diversified with manufacturing facilities on both sides of the border. I suppose if they report revenue in Canadian dollars but receive it in US dollars there will be less revenue when the US dollars are converted into Canadian dollars. May I have your thoughts?
Thanks as always
Jim
Q: Presently hold NFI at 1.95% of my portfolio and looking to add more Industrials for dividends. Would you suggest adding to this or bringing in something else and if so what.
Q: Whitecap is back down around its 52 week low after dropping 7% the past two days. Is this just another over-reaction with crude dropping? Or has there been any other news regarding WCP the past couple days?
Q: Hi Peter and group I bought an entry position in PBH early this week. It has gone down pretty well every day this week +Fairly heavy volume (taking profits/or?)Do you think I should add to the position ?