Q: What about an investment in equitable at this juncture given it is being tainted by home capital? Would they not benefit from Home Capital's demise? Thx
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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: Good morning...your view of the letter issued by CSU CEO last night? What do you read into it? Does it change your view moving forward? Nay projections on growth of stock for the year?
Thanks
Thanks
Q: Good morning...I have held syz for two years with a loss on the stock other than a dividend return but stock down 20%...I have held back on one of my rules of reducing exposure as you hold this company in high regard...I already own abt and it is doing well but am thinking of replacing one half of my exposure to syz with et...do you consider this a prudent move as I hold all of the balanced portfolio and parts of the dividend and growth portfolios and have had very good returns other than syz...I value your opinion in this matter and look forward to you reply...thanks for a great year ...gene
Q: Can I get your current opinion on this company for longer term hold.
Q: Could you comment on the take over offer for Generation Healthcare - good or bad? Do you think there will be an equity offering (company says it is fully funded from existing resources - should we believe that)? Any comments about NWH in general for income would be appreciated.
Thank-you
Thank-you
Q: I'm looking at it down 45% today. Buying opportunity? Thanks.
Q: Your thoughts on Restaurant Brands quarterly report. Its a core holding for me, worth about 3.85% of my portfolio. Its the company's first miss in at least 9 quarters. What are your thoughts an managing an existing position (add, sell, do nothing)?
Thanks.
John
Thanks.
John
Q: Amy comments on QSR results today and specifically do you have any worries about the miss on same store sales? Thank you!
Q: Please comment on this. We have 2 companies in the past 9 months that are mis- managed , or overvalued (or both) yet receive 'B' ( or better) ratings in your evaluation system.
I'm not complaining, but I'm wondering about your thoughts on this. Could there be some ' grade inflation ' at 5i?
I'm not complaining, but I'm wondering about your thoughts on this. Could there be some ' grade inflation ' at 5i?
Q: Good Afternoon,
Could you please give me your analysis on the fundamentals of these 2 companies.
THANKS,
Rick
Could you please give me your analysis on the fundamentals of these 2 companies.
THANKS,
Rick
Q: Can you please provide opinion on GEO. It's seems to have hit a wall the past few months and is trending down a bit. The metrics for the company look good but it's stalled.
Q: I have searched but cannot find out if interest on US bonds held in a RRSP are taxed (i.e. withholding tax)? I am aware that US dividends in a RRSP are not. Thank you for your help. Peter
Q: CRIUS appears to act like a middle person in the sale of electricity and gas to residential and commercial customers. Would it not be advantageous for these customers to deal directly with the utility provider ? How can CRIUS compete with the utilities in terms of cost ?
Q: Hi, just wanted to get your thoughts on the outlook for SCL. Why did it suddenly start falling? It was doing well while other energy-related names were suffering. Does the recent weakness represent a buying opportunity, or would you sell? Thanks again.
Q: Peter, can I please get your thoughts on American Tower for a long-term hold. It seems to have a bit of a 'moat', or at least a great advantage, with all of its communication tower sites. Do you like the concept and the company going forward, acknowledging that it's a US stock and you don't cover it. Thx!
Q: Whitecap Resources (WCP) is 3% of my portfolio. As I watch the price continue to fall, and analysts continue to have a "buy" recommendation on it, do you think now is a good time to increase it to 5% of my portfolio?
Thank you
Thank you
Q: Do you think this a good time to buy CNR. Their financial report today was favourable, but CNR stock price has fallen. Do you think it is a good buy & hold stock. Thanks … Cal
Q: Hi
You seem to continue to hold RRX in high esteem. With the price now down around the $8 level, do you see this as a good entry point? I have no other energy stocks at this time.
GUY R
You seem to continue to hold RRX in high esteem. With the price now down around the $8 level, do you see this as a good entry point? I have no other energy stocks at this time.
GUY R
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Fortis Inc. (FTS)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Algonquin Power & Utilities Corp. (AQN)
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TransAlta Corporation (TA)
Q: At current depressed level,is it a good candidate for buy and hold? If not what are your suggestions for 2-3 others?
Q: Hello Peter and team, this is regarding the news about GWO restructuring and reductions in Canadian workforce (1,500 employees over the next two years). What do you read in that news? Does this mean that GWO is losing business to the benefit of Sunlife and Manulife? In your opinion, what will be the impact of this transformation on the stock price in the long term? Would you buy GWO at this time. Regards, Gervais