Q: So my next step is to buy MG, however am trying to determine the effect that the global chip shortage will have on the auto industry and MG in particular , including extent and duration of any growth headwinds for the company. Thanks for your help. Derek
Q: Further to my question of March 19, I have received the funds which represent 15% of my non registered account ( and 7.5 % of total portfolios).
I have added the hedged ZQQ to the list as I have no tech exposure in any portfolio and have a US property being 20% of my total assets, thus providing adequate currency diversification.
I used one third of the new funds to purchase BAM and am now looking for the next 2. Your suggestion and reasons are appreciated. Derek
Q: All five are poised for future growth via acquisitions and organic growth. I don't have a position in any. How would you rank them if you had new money to put to work for buy and hold for next 5 years for the growth part of my portfolio.
Q: I will be converting my RSP to a RIF next year resulting in my income increasing some 50 % and with money I do not not need for my present lifestyle. The account is full of banks, reits, pipelines, infrastructure , utilities etc., as is my non registered account which is the same size as the RSP. Does it make sense to adjust the non registered account to more growth stocks , and hence less income ? I I have listed some prospective stocks. A crazy idea to reduce income and perhaps this is outside your.venue but any thoughts are appreciated. Derek
Q: Hello Peter,
I got into StorageVault just over a year ago at $3.50. Can you tell me what you think of this company. Also, would you recommend a switch out to First Service Corp at its current price?
Thank-you.
Q: I'm confused about the price action of FSV today as opposed to CIGI. Both derive most of their income from the property sector, though in different ways. Yet FSV is down over 5% today while CIGI is up almost 10%. Since I've seen no company specific news I'm assuming this is in response to the vaccine news. What I can't figure out is how CIGI comes out so far ahead with a vaccine but FSV will lose out.
Q: I had Colliers then got FirstService as a result of a split . I have 0.85% in CIGI and 1.26% in FSV. Should I continue to hold both or sell Collier then add to FirstService. Both are held in a non registered account. . ..thanks