Q: I am looking over my portfolio and am overweight tech - like many, I suspect. Kinaxis is one of your favourites and in the balanced portfolio, which is why I own it. Is it not very, very expensive, though? The G&M has it with a forward PE of 85, and a PEG of 3.11. By way of comparison, Facebook is at 30.5 with a PEG of 1.2.
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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: I bought TOY the other day and it has since pulled back 6% or so. Seems to be just normal volatility. Would you support buying more if it drops down further to ~$35?
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Fortis Inc. (FTS)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Algonquin Power & Utilities Corp. (AQN)
Q: What is a good alternative to BEP.UN? Due to the late reporting of tax information from BEP I have chosen to sell my units as I just received two $100 penalties from CRA.
Q: DR is taking a fair hit today, apparently over the change in leadership announcement (or is there something else?). How significant is this change, in your opinion? With a 7+% dividend, do you think that DR might be worth buying now as a small position, with the objective of collecting a nice dividend and perhaps a bit of growth potential?
Thank-you
Thank-you
Q: Hi,
Could I get your thoughts on EFX. Would it be a BUY at this point?
Thanks guys!
Could I get your thoughts on EFX. Would it be a BUY at this point?
Thanks guys!
Q: I own NMX warrants, expiring 8 July 2019. In the event of share dilution (such as with the just-announced bought deal), is there an anti-dilution provision? (i.e. a readjustment of the strike price)
Thanks!
Thanks!
Q: In view of today's management change announcement, what is your view of this equity?
Q: The CEO of MFC. has resigned. Today price dropped on large volume. Do you have more information why he resigned. Would you buy hold or sell. TD had a buy rating with price target of $23.00 Thank-you
Best Regards
Harold
Best Regards
Harold
Q: Is there any news regarding the recent weakness in BIP?
Q: In regards to Kenny's question on portfolio rebalancing, could you please suggest limits that would trigger a rebalance. I understand this moves towards personal risk tolerances but in terms of overall portfolio volatility what could you suggest as a position limit? Thanks.
Q: Your thoughts on Brooks Automation?
Thank you.
Milan
Thank you.
Milan
Q: please provide an update on maverix.Thanks
Q: Good Afternoon 5i
Plse take a look at latest info coming out of Nemaska. Funding of $50M from National Bank. Also comments of CAO Bourassa on discussions concerning future funding. What effect short and long term do you seeing coming from this news?
Thanks as always.
Plse take a look at latest info coming out of Nemaska. Funding of $50M from National Bank. Also comments of CAO Bourassa on discussions concerning future funding. What effect short and long term do you seeing coming from this news?
Thanks as always.
Q: I have an rdsp for my son with approx.15% each in BCE, CM, ENB,OTEX and SIS. Also 4% in EFN. Can you please suggest 2 stocks to add to this portfolio? We have over 15 years before needing the money.
Thank you!
Thank you!
Q: Although Mullen share prices are weak currently and the PE ratio is about 34 it seems that the Mullen Group (MTL) is optimistic about its own future with recent acquisitions and substantial stock purchases by the president and a director in Mid-May. It seems that the company has diversified to some degree away from the oil and gas sector although still quite dependent on performance of the sector.
I value very much your opinion of the future for this company over both the short term (1 year or so) and long term (5+ years) as represented by its stock price and dividend growth.
Thank you very much, Ed
I value very much your opinion of the future for this company over both the short term (1 year or so) and long term (5+ years) as represented by its stock price and dividend growth.
Thank you very much, Ed
Q: Tenneco (TEN.us)
Would you please update your mid-2016 opinion on Tenneco. Is it worth holding given the challenges faced by auto part makers and auto manufacturers. (GM for example has the lowest P/E in the S&P 500, I think--- not sure). I am a value-growth investor who also looks for dividend growth. Does TEN.us have good prospects? Is the company growing and are the fundamentals good?
Incidentally a member last year in a question on Tenneco referred to “the 5i-Scratch-Test”. What is that please?
Would you please update your mid-2016 opinion on Tenneco. Is it worth holding given the challenges faced by auto part makers and auto manufacturers. (GM for example has the lowest P/E in the S&P 500, I think--- not sure). I am a value-growth investor who also looks for dividend growth. Does TEN.us have good prospects? Is the company growing and are the fundamentals good?
Incidentally a member last year in a question on Tenneco referred to “the 5i-Scratch-Test”. What is that please?
Q: Hello,
I'm not happy with the new DESJARDINS trading platform and thinking for a switch.
In your view what is the best for a retire guy with a income portfolio (600K), 5 to 10 trade a month. I need real time quote and good charts. And easy to use....
Thanks.
Francois
I'm not happy with the new DESJARDINS trading platform and thinking for a switch.
In your view what is the best for a retire guy with a income portfolio (600K), 5 to 10 trade a month. I need real time quote and good charts. And easy to use....
Thanks.
Francois
Q: Hello. Can you please give me your comments on these two company's and would you be a buyer at these levels?
Thanks
Thanks
Q: Would you buy GE at this point as a new C E O and chairman has been appt. ? Thanks
Q: LaSalle Hotel Properties (LHO
Please evaluate LHO’s prospects for the next few years. Is LHO a dividend growth company. Is it well managed; does it have good fundamentals.
Do you believe it might be more interest-sensitive than its peers?
I have enough Canadian REITs which I have held for 4 or 5 years. I have been generally disappointed.Nevertheless, if you still recommend a Canadian company in lieu of LHO.us, I would welcome your opinion and your reasoning.
Please evaluate LHO’s prospects for the next few years. Is LHO a dividend growth company. Is it well managed; does it have good fundamentals.
Do you believe it might be more interest-sensitive than its peers?
I have enough Canadian REITs which I have held for 4 or 5 years. I have been generally disappointed.Nevertheless, if you still recommend a Canadian company in lieu of LHO.us, I would welcome your opinion and your reasoning.