Q: In 5iResearch’s investment portfolios I understand how the “Since Inception Return” & “Yield” columns are calculated, but not for the “Monthly Return” & “YTD Return” columns. Could you please explain how the “Monthly Return” & “YTD Return” columns are calculated. Thanks.
… Cal
Q: Hi, could I get your opinion on a diversified ETF selection for a non registered account.
I was thinking of 3-6 ETF's with a 4-5% dividend and to preserve capital as best as possible. This will be for a long term hold for retirement income. If I can get the same performance with 2-3 ETF's that would be fine.
Thanks for the help
Q: Two questions: Can you recommend a simple/small set of low-fee ETFs for a young, long-term investor for a TFSA, and one for an RRSP? (If not the same.)
Q: Hello, would you classify all of the following as industrials? My weighting (in order shown with highest first) is 24% so if they are all industrials I need to trim. I assume you'd get rid of DRT. If I also would get rid of another I could bump up my ZCL. (I feel comfortable at 20% weighting so if I've mis-categorized I may not need to do anything).
Q: Any comments on the latest acquisitions and valuation of MRC. I have held this for a very long time but the valuation always seems to lag the sector. Besides the fact that is very choppy and a thin trader. Your thoughts?
Q: Although recognizing the potential of Envidia I have chosen to take profits and move on. I don't wish to Abandon the semiconductor space and as a result am looking at ON. Recognizing this is a US company I would appreciate your thoughts.
Thanks
Q: Considering the company's recent financial results and future prospects, what are the most compelling reasons:
- to continue holding the shares?
- to sell the shares now?
Thanks
Q: I'm sitting on a +/- 50% loss on both CCO and WJX and have been waiting for some sign of life for several years. Is it time to accept defeat and move on? I'm also holding on to a smaller loss on CXI. If I sell it I need to replace it with some other financial. What would you advise? Also, my CSI has grown to approx. 8% of the portfolio. Do I sell some to cover the other losses even though it's my best performer?
Thanks, Rod
Q: I am beginning to think that the market is starting to factor in a permanent reset (downward) in the evaluation of all things to do with the oil industry - service cos, drillers, e&p, integrated, midstream and pipelines.
The 2 basic elements of economics seem to be working against oil. SUPPLY is in excess with easy access shale. DEMAND is poised to fall with the sooner than expected arrival of affordable electric cars. Shell Oil expects peak demand for oil is a decade away. Prices will reflect this reality long before then.
Do you believe this to be true. Is it time to wean off oil stocks. Is this why IPL is yielding 7%?
Q: Peter and His Wonder Team
I know you are value investors who look for companies who appear to have positive momentum. So BB is not exactly your forte. So I have an impossible question for you. All factors considered ...taking risk and there patients into account...at what price do you think BB is worth right now. I realize the market is loosing patience and it has fallen in the past several months. So it is a $10.00 stock...a $8.50 stock...a $7.00 stock...I know impossible to say...but please just give your best guess!
Thanks a ton!
Dr.Ernest Rivait
Q: Please comment on the status of this turnaround given the recent results. It seems to me that while very small, Eli Dadouch of Firm Capital has turned this ship around in a steady, consistent and methodical fashion since stepping in and booting out the former crook of a CEO almost 2 years ago.
I was thinking of starting a position in DR after the last Q report (and I wish I had) but I found something in the financials (from morningstar.ca) that gave me pause:
Earnings per share: $.46
Earnings per share (diluted): $.18
The diluted share count did grow by 8,000,000 (or roughly 25%) but that doesn't account for the difference in per share earnings. Was there a share offering? How should I interpret the bigger difference in per share earnings versus share count?