Q: What's your opinion of Gluskin Sheff Q1FY2019 results. I don't see what is all the whoopla from the market.
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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.
- AltaGas Ltd. (ALA)
- Chemtrade Logistics Income Fund (CHE.UN)
- American Hotel Income Properties REIT LP (HOT.UN)
Q: Good day!
I am an income investor, living on dividends. On Oct 24th or so I sold 50% of my full position in ALA for tax loss reasons, planning on buying it back late November in an ideal world. I sold over $21, and it is now at $16 or less.
However, I also have a 50% position in Chemtrade and also a 50% in American Hotel. All have somewhat larger dividends over the 10% mark. I have 'reasonable' confidence in a long term hold for all three, and see the great dividends as being very well paid to wait.
Anticipating a possible dividend drop for ALA, I might consider deploying partially or even fully into one of the other two, thinking their dividend payment is more likely to remain where it is in the short term, and yet the upside in each might be as good as ALA. I would appreciate your comments on these thoughts, and any guidance you could muster as to which direction to go.
Thanks!
Paul
I am an income investor, living on dividends. On Oct 24th or so I sold 50% of my full position in ALA for tax loss reasons, planning on buying it back late November in an ideal world. I sold over $21, and it is now at $16 or less.
However, I also have a 50% position in Chemtrade and also a 50% in American Hotel. All have somewhat larger dividends over the 10% mark. I have 'reasonable' confidence in a long term hold for all three, and see the great dividends as being very well paid to wait.
Anticipating a possible dividend drop for ALA, I might consider deploying partially or even fully into one of the other two, thinking their dividend payment is more likely to remain where it is in the short term, and yet the upside in each might be as good as ALA. I would appreciate your comments on these thoughts, and any guidance you could muster as to which direction to go.
Thanks!
Paul
Q: What is your thoughts about Intrinsyc's Q3 results. EBITDA and net earnings are up nicely and the Company has now reported a string of strong quarters.
Q: Can you compare TEAM with SQ. Which one would you buy. 5-10 year hold.
PB
PB
- Photon Control Inc. (PHO)
- Brookfield Renewable Partners L.P. (BEP.UN)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Methanex Corporation (MX)
- Colliers International Group Inc. Subordinate Voting Shares (CIGI)
- NFI Group Inc. (NFI)
- Kinaxis Inc. (KXS)
Q: These are a list of my stocks that I may sell for tax losses. I would like to have your opinion if I should sell and rebuy these in 30 days.
Q: Oil/Gas companies should be near their bottom [!?]. I am considering a bundle consisting of CJ, KEL, TVE, ARX, TOG, WCP, TOU as a group for the best bounce if conditions improve. Please, delete/add if you have other ideas.
Q: Most analysts are bullish on this one,,, but still the share price is dropping
any idea if it is a good entry point
thanks
any idea if it is a good entry point
thanks
Q: In your view is there a valid reason for the 40% (approx) drop in price of VLE - apparently it had something to do with " water " in the drilling sites?
Q: An analyst on BNN Bloomberg recommended this stock yesterday. Do you concur?
- Great Canadian Gaming Corporation (GC)
- Savaria Corporation (SIS)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Good day,
Thanks for all of your insight lately during this market volitility. Im looking at putting some new money to work in a TFSA, with no regard to sectors or diversification, what two or three companies would you be a buyer of today? Thanks
Thanks for all of your insight lately during this market volitility. Im looking at putting some new money to work in a TFSA, with no regard to sectors or diversification, what two or three companies would you be a buyer of today? Thanks
Q: I’d like to invest in companies with excellent balance sheets, a clear catalyst for growth, and which are trading at a discount to their historic valuation. I’m hoping you can provide a list of stocks, both domestic & foreign, that meet these criteria. Are there any sectors or countries with an abundance of such companies right now? If so, please suggest some appropriate ETFs. Thanks very much.
Q: Where can I get AECO gas prices pls. Tx
Q: CPH has been really beaten up lately. What do you think is the reason.
Do you view this as a good buying opportunity?
Do you think that GUD is interested in this company?
...........thank you
Do you view this as a good buying opportunity?
Do you think that GUD is interested in this company?
...........thank you
Q: Any ideas why Nobilis is popping today?
Q: Hi, THO had a nice jump on the sale news. Is there an upside potential from this point on?
Aside from company news, what are your thoughts about the sector?
Aside from company news, what are your thoughts about the sector?
Q: Hi 5i
What do you think of K-bro as an investment now? Thank you.
What do you think of K-bro as an investment now? Thank you.
Q: SAP vs PBH.
Which company has the best:
- Management
- Balance sheet
- Dividend growth
- Potential for capital gains
- Current valuationPBH i
- Overall business
Do you have a gut feel which would do better during a recession?
Thanks.
Jim
Which company has the best:
- Management
- Balance sheet
- Dividend growth
- Potential for capital gains
- Current valuationPBH i
- Overall business
Do you have a gut feel which would do better during a recession?
Thanks.
Jim
Q: In a previous question you suggested that WBA could possibly be a good short. That sort of threw me because I thought of it a safe defensive stock not unlike a loblaw, shoppers kind of stock. I have held it about 7years now at probably a triple. Would you think it is fairly valued. (not likely due to the short recommendation) Would you sell all or a portion. And if yes could you recommend a US replacement. Thank you as always
Q: Is there a way to trade Samsung on the New York stock exchange or an etf with a heavy Samsung weighing.
The new Samsung S9 is superior in every way over the iPhone and has the potential to disrupt apples dominance of the smart phone market.
The new Samsung S9 is superior in every way over the iPhone and has the potential to disrupt apples dominance of the smart phone market.
Q: On Sept 20, SIS forecasted:
- 2018 Revenue of $285m & EBITDA of $44-45m
- 2019 Revenue of $400m & EBITDA of $60-62m
Today, SIS is forecasting...yup you guessed it... EXACTLY THE SAME.
Frustrating price action, but maybe a good thing. I'm trying to figure out if, like KXS, when their outlook hasn't changed, is this a fantastic buying opportunity or should we temper the 3-5 year timeframe enthusiasm somewhat given the macro environment.
- 2018 Revenue of $285m & EBITDA of $44-45m
- 2019 Revenue of $400m & EBITDA of $60-62m
Today, SIS is forecasting...yup you guessed it... EXACTLY THE SAME.
Frustrating price action, but maybe a good thing. I'm trying to figure out if, like KXS, when their outlook hasn't changed, is this a fantastic buying opportunity or should we temper the 3-5 year timeframe enthusiasm somewhat given the macro environment.