Q: I have a well diversified (thanks to you) portfolio of Cdn and US equities. I have a long term horizon, am comfortable with risk and do not need income (although its always a bonus). I have been sitting on some US cash equivalent to half a position and wondering
1) am I best to be patient and hold the small amount of cash
2) or fully invest it and if so, what you would be on your "shopping list" today for US stocks with greatest upside potential.
Q: Good Morning! Is AVO at today' price of $13.90 worth adding to my TFSA now? I hold around 15% tech shares including KSX and SHOPIFY already . Thank you!
Q: my question regards our holding 2.5% in enb and 2.5% in ala both pay wonderful dividends but both are down about 6% in our portfolio...would you keep these both these stocks or remove one of them ...we also own a 1% weighting in wcp in energy but a 4% weighting in kwh.un and vnr...this is not a burning question but one that we feel possibly needs to be addressed and you are the people that know best so thank you for your advise...
Q: In my technology sector I hold CSU, ABT,ITC, KXS, MDA and OTEX. These stocks share equal weights except for Constellation (CSU) is up more than 300% and is now taking up 30% of my 15.5% weighting in this sector. Although I do not want to sell CSU, should I be looking at rebalancing and replacing perhaps half of my CSU with another tech stock? If so, would you suggest a new one or recommend adding to one or more that I already have. Thank you for your views on this.
Q: Looking to add to my oil exposure. Outlook is 5 years+ for investments. How would you rank these companies today based on valuations if oil would be at $60 down the road.
Q: We would like to have more exposure to the consumer sector in our portfolio. We are considering adding one of the first three companies and/or adding more to winpak, which we currently hold. What is your opinion?
Q: As a shareholder of Integra Gold - ICG- I am considering my options in regards to the recent takeover offer by Eldorado Gold - ELD- Can you give an informed and nuanced report on the merits of each option accounting for relative sizes, foreign exposure, future outlook etc.
Thank you
Q: Just add a comment to David's Q today.Christine Kramer is a top 100 most powerful businesswomen in Canada.She is very sharp,knowledgeable,good personality & highly respected by all in the organization.Possible to be a female CEO of a bank.A great move by CIBC.For hockey fans,McDavid is a spokesman for CIBC.
Q: ON 6/15,insider purchase of 2200 shs @ $8.75 Please advise if there are other insider buying,reporting date of Q & estimated EPS & REV.Thanks for u normal great services & views
IPL is currently trading at a much lower P/E ratio (18X, 6.3% dividend yield) than PPL (35X, 4.8%) and ENB (50x, 4.9%). Would you please comment on what may have contributed to this.
Would you please provide your opinion on hotel management fees that AHIP pays, and if you feel they are in line with the industry? I have held this for several years and enjoy the monthly return but there has been little appreciation in the shares.
Anyway, inovalis is the only stock I could find that is trading reits in Europe apart DRG that I own since end 2014.
1/ What do you think of this company
1/ Is there any other ways to trade Reits in Europe
THanks
CDJ
Q: What is your current opinion on KML since its price drop from its IPO price and its current yield of 4.2%? I note that TD Waterhouse are now recommending it on their Action Buy list.
Q: I have this stock in my wife rrsp and could top to 5% weighting.You have mentioned in past not to chase stock on the way down.Would this be exception for 3 yr commitment. It would bring her cost down by $3.00 a share
Q: Morning Peter,
While the declines in oil prices are well assessed, whats the reason that other commodities like Coffee are hitting long term lows even though demand is high ? Is it also over supply ?