Q: Hi there,
Do you think this is a good entry point for XLV.US for a 2 year hold? Any opinion on this ETF?
Thanks,
Kerri
Do you think this is a good entry point for XLV.US for a 2 year hold? Any opinion on this ETF?
Thanks,
Kerri
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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: For international diversification for 30% of my portfolio I am thinking about vxc, I know you have recommended vxus in the past but due to currency conversion (U.S. Rates). I was wondering about Vxc. What do you think about this ? Or should I bite the bullet and convert currency to USD? Can you comment on tax implications as well in registered and non registered accounts as well. Thanks.
Q: Hold some Magna and want to buy more. Is this a good time? How concerned should I be if emerging markets and possibly Canada remain in recession?
Q: Any reason the stock does not explode, as expected ?
Q: Hi Team
This company is setting new lows daily with increasing volume.What is the possibility of fraud?I rely a lot on insider buying and at these levels no insider buying.What would change your bullish view on this company.
This company is setting new lows daily with increasing volume.What is the possibility of fraud?I rely a lot on insider buying and at these levels no insider buying.What would change your bullish view on this company.
Q: Would you consider these three reasons sufficient to justify a switch from Pembina Pipeline (PPL) to Enbridge Income Fund (ENF):
(1) ENF's lower valuation on a p/e basis
(2) ENF's recent dip due to its equity offering
(3) ENF's fairly aggressive (and seemingly predictable) dividend policy
I have a pretty good capital gain on PPL but I also have some capital losses I can use to offset Pembina's gain. Do you think its possible/likely ENF can outperform PPL by around 10%?
Lastly, is either company more likely to be to be an acquisition target?
Many thanks.
John
(1) ENF's lower valuation on a p/e basis
(2) ENF's recent dip due to its equity offering
(3) ENF's fairly aggressive (and seemingly predictable) dividend policy
I have a pretty good capital gain on PPL but I also have some capital losses I can use to offset Pembina's gain. Do you think its possible/likely ENF can outperform PPL by around 10%?
Lastly, is either company more likely to be to be an acquisition target?
Many thanks.
John
Q: I would suggest that Canoe got the better of this deal.Your comments please
Q: Hi Peter,
Being a retired person looking for safe dividends I have full positions in The Royal Bank, TD and Bank of Nova Scotia. I was wondering about doubling my BNS shares.
My thinking is that the dividend is safe and BNS will probably continue to be around a long time from now and the price I am paying for the shares seem to be cheaper than most other businesses at approximately 11 times earnings. Where for example to buy Telus is approximately 18 times earnings.
(as an FYI, I also have Railroads, utility's, pipelines, telecoms,oil, gold, reits, Life co's)
Warren Buffet says to buy things that are on Sale.
Just wondering what your opinion would be on this thought.
Thank you,
Charlie
Being a retired person looking for safe dividends I have full positions in The Royal Bank, TD and Bank of Nova Scotia. I was wondering about doubling my BNS shares.
My thinking is that the dividend is safe and BNS will probably continue to be around a long time from now and the price I am paying for the shares seem to be cheaper than most other businesses at approximately 11 times earnings. Where for example to buy Telus is approximately 18 times earnings.
(as an FYI, I also have Railroads, utility's, pipelines, telecoms,oil, gold, reits, Life co's)
Warren Buffet says to buy things that are on Sale.
Just wondering what your opinion would be on this thought.
Thank you,
Charlie
Q: Hi Peter,
Can I get your opinion on the $1.16-billion offer to acquire French aluminum components maker Montupet SA in a deal that expands Linamar’s global reach and customer base. The market doesn't seem to like it because the stock is down today.
Correct me if I'm wrong but LNR earnings are growing +30% yoy yet the valuation is only 10x 2015 estimates. I know the market is full of fear but this stock screams bargain to a GARP investor like Peter Lynch.
Can I get your opinion on the $1.16-billion offer to acquire French aluminum components maker Montupet SA in a deal that expands Linamar’s global reach and customer base. The market doesn't seem to like it because the stock is down today.
Correct me if I'm wrong but LNR earnings are growing +30% yoy yet the valuation is only 10x 2015 estimates. I know the market is full of fear but this stock screams bargain to a GARP investor like Peter Lynch.
Q: While most gold stocks (even royalty plays) have come up with the price of gold, Osisko seems range-bound and even weak; is this because the recovery benefits the more marginal players first? Or, if not that, why?
Q: Peter and Team,
I just renewed again for the next 2 years to take advantage of the deal you offered and of course your great service. Thank you again for thinking of us existing members before increasing prices... it helps us feel valued.
Keep up the good work!
I just renewed again for the next 2 years to take advantage of the deal you offered and of course your great service. Thank you again for thinking of us existing members before increasing prices... it helps us feel valued.
Keep up the good work!
Q: Hi,
I am thinking of buying either TD or BNS for my RRSP to buy and hold. I saw that you recommended BNS on BNN the other day so I assume you like it more than TD. Can you briefly tell me why and how the two compare on a valuation basis. I like TD for the US exposure.
Thank you!
I am thinking of buying either TD or BNS for my RRSP to buy and hold. I saw that you recommended BNS on BNN the other day so I assume you like it more than TD. Can you briefly tell me why and how the two compare on a valuation basis. I like TD for the US exposure.
Thank you!
Q: In Donville's most recent ROE reporter, he notes that he remains committed to Concordia. He says this:
"...at current valuations, I think the company is
worth a lot more than $50 a share. On our numbers, CXR trades on 4.8x 2016 Cash Earnings and 1.1x BVPS, while earning a 24% ROE."
Are these valuations in line with 5i's research, including the AmCo (Amphidarm) deal?
"...at current valuations, I think the company is
worth a lot more than $50 a share. On our numbers, CXR trades on 4.8x 2016 Cash Earnings and 1.1x BVPS, while earning a 24% ROE."
Are these valuations in line with 5i's research, including the AmCo (Amphidarm) deal?
Q: Hi, What do you think of BNS buying Sears Canada credit card portfolio from JPMorgan? Would buying in a TFSA be best as the dividends won't be taxed?
Thank you!
Thank you!
Q: I own share of Regal. What is procedure to cash out on recent purchase of company ?
Tks
Jean
Tks
Jean
Q: Hi Peter and Team,
Could you please comment on National Bank? Is it good buy at current price compare to other candian banks?
Thanks
Could you please comment on National Bank? Is it good buy at current price compare to other candian banks?
Thanks
Q: What are your thoughts on Genworth ?
Q: What is your assessment of the update released by CXR this morning of the AMco financing and Capital Structure post AMco Acquistion? Do you think the share price will recover with the closing of this deal Oct 21st? Do you see CXR being impacted by the events happening with Valeant in US? Thanks
Q: You think this company is been beaten up too much?
what is your outlook here ,is now a good time to buy?
what is your outlook here ,is now a good time to buy?
Q: Concordia revenues are divided into 3 categories: Legacy Pharma, Orphan Drugs, Special HC Distribution. Could you explain what products make up each category? Legacy Pharma is far and away the biggest in $ volume.