Q: Is ZCL a company that you would be comfortable in going from a 3% position to full 5% position in. Total portfolio value of 140,000 split between TFSA's and RRSP's.
Thank You again
Thank You again
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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: Good morning Peter and Team,
My wife holds DH in her TFSA and her average purchase price was $28.08 per share (not ideal timing). It's only 0.38% of our overall portfolio. In the Technology sector, across all accounts, we own CSU (4.07%), ENGH (1.02%), KXS (0.68%), and OTEX (1.82%). What stock(s) in the same sector would you recommend to replace DH? I realize that our larger positions in CSU and OTEX probably eliminate further purchases, but would you say that adding to ENGH and KXS would be advisable? Or are there other Tech sector stocks we should consider? (We haven't yet decided to wait until DH is taken over and tender our shares, or to sell now if there are compelling reasons.)
Thanks as always for the valued advice.
My wife holds DH in her TFSA and her average purchase price was $28.08 per share (not ideal timing). It's only 0.38% of our overall portfolio. In the Technology sector, across all accounts, we own CSU (4.07%), ENGH (1.02%), KXS (0.68%), and OTEX (1.82%). What stock(s) in the same sector would you recommend to replace DH? I realize that our larger positions in CSU and OTEX probably eliminate further purchases, but would you say that adding to ENGH and KXS would be advisable? Or are there other Tech sector stocks we should consider? (We haven't yet decided to wait until DH is taken over and tender our shares, or to sell now if there are compelling reasons.)
Thanks as always for the valued advice.
Q: Although I find the recent reports on rig activity in Papua New Guinea confusing, it seems to me that drilling activity in PNG is winding down and revenues from that part of the world will be reduced. What is your prognosis for revenues for the next few quarters?
Q: Hello, I was wondering on your thoughts on today's response by Methanex on the 13D filing by M&G.
Do you think this company is moving in the right direction?
What time frame do you think this stocks need to be held for full value to be seen by shareholders?
What do you think M&G will do next?
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The response talked about the investment they want to do in CHILI as well as their plans on share buyback.
March 27 (Reuters) - Methanex Corp:
* Methanex Corp - commented on filing of revised schedule 13D by largest shareholder, M&G Investment Management Limited Of London, U.K.
* Methanex Corp - "We are optimistic that we will be able to secure additional gas to support an investment in restart of our Chile IV plant"
* Methanex Corp - "expect to be in a position to make a decision by mid-2017 to spend approximately $50 million over 12 months"
* Methanex Corp - "We would expect to spend around an additional $50 million approximately in mid-2018 to refurbish Chile I plant"
* Methanex Corp - "However, given our limited near-term cash requirements, we expect to generate significant free cash flow even at methanol prices that are lower than what we are realising in Q1 2017 and plan to allocate the free cash to share repurchases. Assuming we are able to average a realized price of around $400/tonne, in what is proving to be a very volatile methanol market, we estimate that we could generate sufficient cash to complete the NCIB within a period of approximately four months from the start date of March 13, 2017. After completing the current NCIB on the NASDAQ, it would be our intention to extend the NCIB on the Toronto Stock Exchange which would allow us to use excess cash to purchase up to an additional roughly 1.7 million shares."
Do you think this company is moving in the right direction?
What time frame do you think this stocks need to be held for full value to be seen by shareholders?
What do you think M&G will do next?
----------------------------------
The response talked about the investment they want to do in CHILI as well as their plans on share buyback.
March 27 (Reuters) - Methanex Corp:
* Methanex Corp - commented on filing of revised schedule 13D by largest shareholder, M&G Investment Management Limited Of London, U.K.
* Methanex Corp - "We are optimistic that we will be able to secure additional gas to support an investment in restart of our Chile IV plant"
* Methanex Corp - "expect to be in a position to make a decision by mid-2017 to spend approximately $50 million over 12 months"
* Methanex Corp - "We would expect to spend around an additional $50 million approximately in mid-2018 to refurbish Chile I plant"
* Methanex Corp - "However, given our limited near-term cash requirements, we expect to generate significant free cash flow even at methanol prices that are lower than what we are realising in Q1 2017 and plan to allocate the free cash to share repurchases. Assuming we are able to average a realized price of around $400/tonne, in what is proving to be a very volatile methanol market, we estimate that we could generate sufficient cash to complete the NCIB within a period of approximately four months from the start date of March 13, 2017. After completing the current NCIB on the NASDAQ, it would be our intention to extend the NCIB on the Toronto Stock Exchange which would allow us to use excess cash to purchase up to an additional roughly 1.7 million shares."
Q: Crius is selling off recently on high volume. Any obvious reasons? Thanks.
Q: Hello,
We have these two companies in my child RESP from the split last year. Which one do you has the potential for better growth over the next 3 to 5 years?
Would you advise selling one and use the proceeds to buy the other? If yes, which one would you keep and why?
Thank you for the usual awesome service.
BK
We have these two companies in my child RESP from the split last year. Which one do you has the potential for better growth over the next 3 to 5 years?
Would you advise selling one and use the proceeds to buy the other? If yes, which one would you keep and why?
Thank you for the usual awesome service.
BK
Q: I would love to see a 5i indepth report on SHOPify to fully understand different aspects. This company seems to be growing great guns. It is now over 8% of my portfolio and I am tempted to let it run. My rationale being that this is a company which is doing e-business for thousands of other companies in different sectors. In that sense it is a well diversified entity in itself (or so I convince myself). What are your thoughts?
Q: Bill was asking about CXI. Technically, something to note is that on the weekly chart, the price is above its rising long-term moving average (200 weeks moving average). Also notice that in January 2016, the price also tested this moving average and 8 months later, was up 50%. If draw-down worries you, you could consider buying half your positions closer to the long-term trend-line. Hope that helps.
Q: CXI has hit a 52 week low.What factors are causing this?What would you do with this stock? Thank you. Anne
Q: I'm sure you have questions about what's up with CXI. Any thoughts? Would you buy more today?
Q: CXI has been continuely drifting lower even after received its long awaited schedule one bank license. Please give reasons for the poor stock performance and recommend buy/sell/hold for a 2 years holder at $35.30 average cost (3% of my portfolio holding). Thank you.
Bill.
Bill.
Q: Scotia Mcleod posted this Methanex (MX) – Shareholder M&G Investment Management, which has a 19.5% stake in MX, changed its shareholder
status to 13D from 13G (passive). Per FactSet StreetAccount, M&G believes MX’s excess cash flow should be solely directed
toward share buybacks until the share price appreciates beyond the replacement cost of MX’s assets. Further, M&G has
become repeatedly frustrated with the market valuation of the company, which M&G believes does not reflect MX’s intrinsic
value.
status to 13D from 13G (passive). Per FactSet StreetAccount, M&G believes MX’s excess cash flow should be solely directed
toward share buybacks until the share price appreciates beyond the replacement cost of MX’s assets. Further, M&G has
become repeatedly frustrated with the market valuation of the company, which M&G believes does not reflect MX’s intrinsic
value.
Q: I would appreciate your comments about the press release issued today by PLI concerning a new financing agreement. It looks to me like a sensible and encouraging development. Thank you, Peter
Q: I am following balanced equity portfolio over the last 2 months. Have bought all equities except CXI CSU NFI PKI SJ SYZ SJ Telus TOY WSP also added GUD and SHOP(took a shot and chose over CSU)can add 2 or 3 in non registered which would you recommend? Thanks as always for your great advice. T steve
Q: I always thought a company's Earnings per share should be higher or at least cover the their Dividend per share. However, FSZ's EPS appears to be around $0.35 and the DPS is now $0.68. What gives?
Q: I find it difficult to understand I5s and Motely Fool Canada favorable views on Couche Tard. With more fuel efficient and battery powered vehicles, the demand for fuel should be reduced over the long term. Fuel sales is about 40 % of Couche Tard's revenue. Why are you enthusiastic about the stock? What am I missing?
Q: Hi,
I purchased a half position in these companies and all are down 6-11% would you be confortable adding the other half now or should I continue to wait?
Thanks
Luke
I purchased a half position in these companies and all are down 6-11% would you be confortable adding the other half now or should I continue to wait?
Thanks
Luke
Q: Hello team, Would you pls. comment on FSZ 4Q results?
Thank you
Thank you
Q: Please name which stocks out of Balanced Equity Portfolio deserve a place in taxable Investment account. Thanks for your service.
Q: I have a question about Kinaxis Inc. There has been significant insider selling lately. Does insider selling signal lack of confidence in additional near-term growth?