Q: Hi, Watching today's drop/consolidation, triggered by all the reasons mentioned in your response. Is it prudent and time to trim my 6.5% holding ? Thanks
Q: I'm reading that Citron put a $60 PT on SHOP and is comparing it to the likes of Herbalife. Any validity to these claims that you are aware of or is this just Citron shorting the stock before the report to gain a quick buck? Seems kind of ridiculous!
Q: I noticed this month that with the exchange of ENGH for CG that it changed the tech sector allocation from 19% to 16% was this done to facilitate a sector rotation that seems to be underway or simply a function of one company with better prospects over another. I tend to complete the Balanced Portfolio and also have a number of your Income Portfolio stocks in my portfolio and was wondering if I should move my portfolio to that percentage in tech..as usual thank you for your great service...Eugene
Q: Hi,
Just curious. Prometic float display a number of shares of 683 781 000 which means that any 1 dollar tick will increase the value of the company by $ 683 781 000.
I show assets of 62M and liabilities of 121M
I show revenues of 4M.
I know that you will answer discounted cash flow and phase 3 trials. but in this new world of ...." I don't care about valuations type of thinking" would it make sense to really ask how high the stock value will go.
CDJ
Q: Hello Team,
Regarding the suspension of trading yesterday in XAU and following press release of the 'BoughtDeal' at C$ 4.30 raising 30 millionC$.What does this imply for the stock since it has been trading considerably higher with higher volumes in recent days?
Q: Can you please list a handful of ETFs with >50% exposure to India. Can you please give me your take on the prospects for these ETFs (and India) over the next 5-10 years. Is hedging against currency important to consider?
I was curious on your thoughts on the HYLD ETF managed by Peritus. Tim Gramatovich seems like a smart guy with a cautious approach. The yield on the fund is high (approximately matches the yield of the bond/loan book based on a cursory look) and it appears that one would make some money on this holding for the last while considering the NAV and the yield. Your thoughts and a quick confirmation of what you see as the total annual return of this ETF for the last few years would be much appreciated! Looking back 5 years, it looks like the NAV of the ETF got hit pretty hard by the High Yield crisis that was going on a few years back.
Q: i own two prefs...gwo.pr.T bmo.pr B...great life has dropped in price and bmo is steady..the yield on gwo is attractive..
has the say 5 yr bond spread or the pref yield spread between lifeco's vs banks widened? also your thoughts on gwo thanks as always..
Q: I understand that HCLP is a US stock,but I was hoping you could shed some light on future growth for this company .I have heard nothing but good things on outlook going forward.
Q: I see PIC.A has extended the term of these units but that there is a redemption option available for those who do not wish to continue and a potential 10% gain with that. I am interested in making a purchase now/soon - what would be your advice ???
Reading some of your past comments on Cascades Inc your main concern is with their large level of debt. Looking at MSN.com, they show that the company has a debt/equity ratio of 1.2. When comparing this to another company that you really like (GSY), MSN.com shows that it has a debt/equity ratio of 1.5 - much higher than Cascades, but you don't ever mention the higher debt/equity ratio of GSY.
Could you please tell me why Cascades debt level is a much greater concern for you than GSY's debt level, even though GSY has a much higher debt/equity ratio?
I'm considering purchasing one or both of these stocks and just trying to understand why your much more negative on Cascades than GSY (and I know they're in different sectors and tough to compare the two).
Cascades trading much lower than price to book and looking pretty attractive at these levels.
Q: Hi, All Canadian banks have bounced back nicely over past few weeks. Canadian Western Bank, however has outperformed the big banks by a wide margin. Analysts have also been busy raising price targets, citing higher NIM and stronger growth in loan portfolio. Recent stabilization of oil prices and rebound in Alberta economy may also have a role to play. What is your opinion of this bank as long term hold? I own CM,TD and RY and recently took a starter position 1.5% in CWB. Is it worth adding at current prices ? Thanks
Q: Hi, In your opinion, which would be a safer investment over a five year time frame, xhy, U.S. high yield bond index fund or Bam.a Brookfield asset management "A" stock, thanks?
Q: Does the recent announcement by Riocan to sell off properties in secondary
markets offer an opportunity for smaller Reits to buy some real estate
in smaller centres or is it a sign of dwindling profitability in retail
real estate in those centres? Are there any Reits that might buy these properties from Riocan ? Thanks, Joe