Q: How do you see Element Financial's (EFN) sensitivity to rising interest rates over the next two to three years? Material impact or minor issue? Thanks and Happy New Year!
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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: Peter and Team,
I'd like to wish you all a happy new year, first off. Second, I have owned Tourmaline for a while and had been writing covered calls on the name. I went a number of months without getting called away but finally did in December. It was almost a 5% weighting for me. I also currently own PPY (currently 3.0% of the portfolio) and PEY (Currently 3.7% of the portfolio) in the Natural Gas Sector.
My question is, with the proceeds from TOU should I be trying to get back into TOU? Are there better or other names that I should look at in the sector? Should I put the cash made into one of the names I already have?
Thanks for your thoughts!
I'd like to wish you all a happy new year, first off. Second, I have owned Tourmaline for a while and had been writing covered calls on the name. I went a number of months without getting called away but finally did in December. It was almost a 5% weighting for me. I also currently own PPY (currently 3.0% of the portfolio) and PEY (Currently 3.7% of the portfolio) in the Natural Gas Sector.
My question is, with the proceeds from TOU should I be trying to get back into TOU? Are there better or other names that I should look at in the sector? Should I put the cash made into one of the names I already have?
Thanks for your thoughts!
Q: Hi Peter and best of the season.
PSD was haulted and then came back with a 10% lift. Any news there? I remember when you were regularly on BNN Market Call and often a Top Pick would get a similar bounce (you and Joseph Schachter seemed to be only ones who could do that). Jason Donville had this one as a TP on the 24th. Could this have been a Donville bounce? Thanks.
PSD was haulted and then came back with a 10% lift. Any news there? I remember when you were regularly on BNN Market Call and often a Top Pick would get a similar bounce (you and Joseph Schachter seemed to be only ones who could do that). Jason Donville had this one as a TP on the 24th. Could this have been a Donville bounce? Thanks.
Q: I'm looking to add a pharmaceutical to my portfolio. Can you give me your take on VRX vs PTI?
Thankyou and Happy New Year to all.
Thankyou and Happy New Year to all.
Q: ATA on TSX
Do you believe that ATS Automation's business model will be threatened by the 3D printer industry. Thanks
Do you believe that ATS Automation's business model will be threatened by the 3D printer industry. Thanks
Q: Christmas Greeting, Peter Co.
I am considering a purchase of Mandalay Resources (MND) shares for small cap precious metals exposure. Is the announced purchase of Challacollo from Silver Standard a material event to consider? Do you see MND as a survivor in this harsh precious metals climate? Is there a small cap, dividend paying PM stock that you would prefer?
Thanks,
Ed
I am considering a purchase of Mandalay Resources (MND) shares for small cap precious metals exposure. Is the announced purchase of Challacollo from Silver Standard a material event to consider? Do you see MND as a survivor in this harsh precious metals climate? Is there a small cap, dividend paying PM stock that you would prefer?
Thanks,
Ed
Q: I have had ANDREW PELLER (ADW.A) for a while. Could you kindly share your opinion on this one? Thx.
Q: In regards to LGT.B Martin Mittelstaedt covered (recommended)the company on May 29, 2012 edition of the Globe & Mail. He stated the company has not had a profitless year since going public in 1969. Mr Mittelstaedt recommended the stock @ $19.51 so he made a good call.
He stated that the president, Ms Paquin, was appointed the new acting chair of CP. Is there any concern with Ms. Paquin being "spread too thin" with her chairmanship of CP? Will her relationship with CP drive new business to LGT.B?
I am thinking of selling BMO to buy LGT.B. It would increase my transportation weighting to about 9%. (3% ALC, 3% HNZ.A and 3% LGT.B). Does this make sense - I am overweight in financials.
Regards
He stated that the president, Ms Paquin, was appointed the new acting chair of CP. Is there any concern with Ms. Paquin being "spread too thin" with her chairmanship of CP? Will her relationship with CP drive new business to LGT.B?
I am thinking of selling BMO to buy LGT.B. It would increase my transportation weighting to about 9%. (3% ALC, 3% HNZ.A and 3% LGT.B). Does this make sense - I am overweight in financials.
Regards
Q: Could you provide your current views on Medical Facilities Corp (DR)
Q: Peter
I own DHX and have owned it since $2.62.Now it is overweight in my portfolio.Traditional thinking is that I should be selling some and rebalancing.What is wrong with putting a stop loss(lets say 15%) behind the stock and let it run!I spend a lot of time trying to find such an investment and I submit I took more risk at $2.62 cents than I am today.
I own DHX and have owned it since $2.62.Now it is overweight in my portfolio.Traditional thinking is that I should be selling some and rebalancing.What is wrong with putting a stop loss(lets say 15%) behind the stock and let it run!I spend a lot of time trying to find such an investment and I submit I took more risk at $2.62 cents than I am today.
Q: Further to the earlier question today on DHX Media, I'm curious why it ran up so much on the news. Seems counter intuitive to me. Thanks.
Q: DHX Media announces $133 million secondary offering of common shares... DHX WILL NOT receive any of the net proceeds from the Offering. http://www.newswire.ca/en/story/1279377/dhx-media-announces-133-million-secondary-offering-of-common-shares I'm confused... Why would a company do this and not receive any proceeds? - please help me to understand how this practice benefits me as a shareholder. - Cheers.
Q: Hi Peter and group what is your opinion of e-t, enterprise group. Thanks
Q: Hello Peter, are there plans to write a Company Report about Element Financial (EFN)?
Thanks,
Deb
Thanks,
Deb
Q: Good Morning,
I find it a little bit harder to find a good stock right now. From your model portfolio, if you would sell one stock, which stock would you replace it with?
Thanks.
I find it a little bit harder to find a good stock right now. From your model portfolio, if you would sell one stock, which stock would you replace it with?
Thanks.
Q: could you tell me what is going on with LSI . thank you.
Q: Just a note of Corby. They changed their name and symbol to CSW.a/CSW.b. Also, the B shares do not have coat tail provision from my research. folks should be aware of that.
Great service. thank you.
Great service. thank you.
Q: Hello Peter and team.
New member and first question. Are you able to provide an opinion on LGT.B. It's been rising parabolically since I started watching it this past summer.
Thanks, Paul
New member and first question. Are you able to provide an opinion on LGT.B. It's been rising parabolically since I started watching it this past summer.
Thanks, Paul
Q: Hi Team- have you had a chance to look at todays financing from E? Any insight on the acquisition of Hart? Will it be dilutive as it seems like a big bite for them. How will it be priced? Overnight in the market?
Q: would you be a buyer of martinrea here. its seems incredibly cheap. also what would be the downside here. thanks.