Q: I have recently taken a full position in Enbridge and am thinking of taking another half due to the price being so deflated and the strong dividend. Should they cut their dividend do you think that would that take more than 15 percent off the price?
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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 have held 1,000 shares in my RRSP since July 2013, and because of the dividend, have just now broken even. Should I take the company's tender offer of $24/share and redeploy, or cut and run?
Q: Hello 5I/Peter
I own BAC shares and all the bank shares have dropped on Friday with JPM & Citi Group reporting good earnings. What are your thoughts ?Are the bank stock a good sector to be in ?
Thanks
Claudio
I own BAC shares and all the bank shares have dropped on Friday with JPM & Citi Group reporting good earnings. What are your thoughts ?Are the bank stock a good sector to be in ?
Thanks
Claudio
Q: Hi Peter
Please help me understand.
In your column in the Post today you claim “our model could care less about the TSX” and as independent investors we are “ free to see to our portfolio far more diversified than the Canadian market”.
So why does the Income Portfolio only have 7 % outside Canada?
Thx Frank
Please help me understand.
In your column in the Post today you claim “our model could care less about the TSX” and as independent investors we are “ free to see to our portfolio far more diversified than the Canadian market”.
So why does the Income Portfolio only have 7 % outside Canada?
Thx Frank
Q: What are thoughts on KWH.un now? Would you buy in here? Am an income investor!
Q: Any reason the stock is not doing well inspite of a 9.1% increase in divident? Would you suggest adding to a half position? Thanks. Shyam
Q: Why would not GUD take a run at TH....both Montreal based cos. TH has 2 FDA approved drugs, one of which is life-saving and the market has not given this co a much better valuation. Plus TH has about 32 mil in cash and little debt!
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Restaurant Brands International Inc. (QSR)
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Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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Knight Therapeutics Inc. (GUD)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Savaria Corporation (SIS)
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Spotify Technology S.A. (SPOT)
Q: Hello Peter,
On your april 9th reply to QSR, the dividend that was indicated was above 3 percent; I am seeing a dividend of 1.9 percent on google. Any idea? Also, I am planning to keep QSR , GUD, SIS, ADW.A, Shop, and Spot as long term holds. Any concerns here? My weights range from 2 to 4 percent. Lastly, I I know you have had lots of questions on Knight, but from a shareholders perspective, are we not waiting along time to get some results that are meaningful to increase stock price? What are the analysts saying about Knight as I am sure their clients are not happy with the stock price. Thanks again for the great input.
On your april 9th reply to QSR, the dividend that was indicated was above 3 percent; I am seeing a dividend of 1.9 percent on google. Any idea? Also, I am planning to keep QSR , GUD, SIS, ADW.A, Shop, and Spot as long term holds. Any concerns here? My weights range from 2 to 4 percent. Lastly, I I know you have had lots of questions on Knight, but from a shareholders perspective, are we not waiting along time to get some results that are meaningful to increase stock price? What are the analysts saying about Knight as I am sure their clients are not happy with the stock price. Thanks again for the great input.
Q: Gentlemen,
In your answer, there is a typo on the first SJ, I understand it is MX ?
We like SJ and it is showing excellent momentum. It might be a takeover target and earnings growth looks good. But.....it will act very differently than SJ and will likely be far more cyclical
Thanks
Best reagards
In your answer, there is a typo on the first SJ, I understand it is MX ?
We like SJ and it is showing excellent momentum. It might be a takeover target and earnings growth looks good. But.....it will act very differently than SJ and will likely be far more cyclical
Thanks
Best reagards
Q: Hi, Peter, Ryan can you comment on the consolidation of the shares of PLI. I received the voting instruction form today. I know 5i sold its shares but for those who held on what would your recommendation be at this point or what would be the best thing to do. Thanks, Nick
Q: ANET getting killed this morning down over 10 percent. probably in part due to the downgrade. Is growth story still intact or is competition killing it? still a buy/hold or is it time to sell?
TIA!
TIA!
Q: What is your opinion of JPM and the latest results? Buy, Sell or Hold?
thanks, cathy
thanks, cathy
Q: Whats causing the current weakness?? Thx
Q: As a follow up to the Greenblatt's formula for selecting value stocks from earlier today, can you please provide a shortlist of your favorite large caps meeting or coming close the "value" requirements and are listed on the TSX?
Thanks
Thanks
Q: HI could you please update your view on Trevali here? It looks like Zinc price is stabilizing. How to you view Trevali's update today versus predictions? It seems annual guidance is unchanged - is this a good entry point at $1.20?
Q: If I am correct, insiders own a lot of absolute software. What other companies would you recommend buying based on how much stock insiders own which would align them with shareholders and that is good value right now.
Q: Shaw reported a $164MM CAD loss in Q2 2017 due to restructuring. And $200MM CAD revenue from their wireless unit (+93500 new subscribers). It's been reported, so far, business is up 12% in 2018. Stock price is up today (Apr 12) more than 9%. Two questions: How much of this improvement is primarily attributed to management's actions? And, what is your opinion of this telco as an investment vehicle going forward? Thanks!
Q: Would you view KHC as a buy at current prices? They are controlled by 3G Capital and Berkshire Hathaway.
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Alimentation Couche-Tard Inc. (ATD)
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Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A)
Q: These 2 are trading at or near their 52 week lows. I would like your comments on why and whether they represent good value today. Also a brief discussion on risks would be appreciated.
thanks, Len
thanks, Len
Q: I have noticed this emerging biotech stock has been moving up nicely since they did a financing.
Can I have your thoughts.
Regards
Can I have your thoughts.
Regards