Q: Hi Peter and Team - Your response to today's question on the Exchangeable shares has really helped to clarify the situation. I too have opted for the exchangeable shares and would like to convert back to the regular ones in order to sell but TD Waterhouse was very doubtful that I could do this. Before I pursue this further do you know when the deal for exchangeable shares will close. Also do you think there is a chance the shares in Intertain or the new company will go to zero. Are the fundamentals still reasonably sound and particularly is the debt load manageable. Thanks.
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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: In their current earnings release CBL speaks about "yield enhancements". Can you explain what this means?
- Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
- Torstar Corporation Class B Non-voting Shares (TS.B)
Q: Can you comment as to why Fairfax would purchase 3.5 million shares of Torstar. Do they know something the rest of the market doesn't.
Q: I own ACQ at a considerable loss and consider myself a patient investor. Would you recommend dumping or holding on for the longterm? Many thanks.
Q: Your input on the results. They look reasonably positive.
- Protech Home Medical Corp. (PTQ)
- Stars Group Inc. (The) (TSGI)
- The Intertain Group Limited Exchangeable Shares (ITX)
Q: These three stocks are held in registered portfolios representing 6% of total investments and are down significantly. Is it "time to cut bait " and if so, can you suggest two or three promising investments we can have a look at.
Q: Comments on quarter please?
Q: As suggested, I tendered my shares for the exchangeable shares through my discount broker.
I have been wanting to sell the shares before they go to zero and have not been able to do so.
It is too late to cancel my conversion request and when I called Kingsdale they said the shares won't be at the brokers for another 7 to 10 days and I'm therefore in limbo.
I don't even think I can short sell my shares and cover with the exchangeable as they are different shares. Putting yourselves in this situation, any thoughts on how to liquidate the shares, or am I stuck?
Thanks
Sheldon
I have been wanting to sell the shares before they go to zero and have not been able to do so.
It is too late to cancel my conversion request and when I called Kingsdale they said the shares won't be at the brokers for another 7 to 10 days and I'm therefore in limbo.
I don't even think I can short sell my shares and cover with the exchangeable as they are different shares. Putting yourselves in this situation, any thoughts on how to liquidate the shares, or am I stuck?
Thanks
Sheldon
Q: Is it worth holding western forest. I have held it for two years and only get dividends no capital gains. Do you view it as a possible takeover?
Q: I watch a lot of BNN Market Call and enjoy listening to the different guests speak about stocks and different styles of investing. Some more then others.(you guys are great by the way) I always wondered if some guys have more respect on Bay Street then others? Also who would you pick to do your investing? I understand if you don't want to give out names but I am just curious!
Q: I'd like to invest in Tricon, but note that, as you say earnings are lower than in 2013/14, when it was trading between $6-$8 dollars.
1. Should I assume from this that I should wait until the stock drops to the $6-$8 level before buying?
2. Why are they having so much trouble generating earnings in an improving real estate market? Are the execs paying themselves too much?
Thanks for your opinions.
1. Should I assume from this that I should wait until the stock drops to the $6-$8 level before buying?
2. Why are they having so much trouble generating earnings in an improving real estate market? Are the execs paying themselves too much?
Thanks for your opinions.
Q: It cropped up in a "reliable dividend" filter I saw published in the G&M yesterday. I owned it years ago. Any thoughts on it for income? Thanks.
Q: My question is about REITs in general. When I hear of management disposing of non-core investment properties I usually cringe as I feel like the buying and selling is just churning and move from one thing to the next while pay themselves finders fees and all the 3rd party fees for buying and selling. Why can't REITs have a strategy to buy and hold or is this a too simple a strategy in practice?
Q: cominar reit please give thoughts on their report today thank you
Q: A number of the food retailers are down 15ish percent from recent highs and I've been wanting to add another consumer staples stock for a while. Time to bite? Given your comments that sometimes we should look at stocks that are setting new highs, would you favour SAP today? My inclination is to go with L (which you seem to like) because they have both food and pharmacies. Any thoughts on potential dividend growth would also be appreciated.
Thanks for the support you provide to the average retail investor. Your CSU pick has easily paid for my lifetime subscription!
Thanks for the support you provide to the average retail investor. Your CSU pick has easily paid for my lifetime subscription!
- iShares Russell 2000 Growth ETF (IWO)
- iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
- Vanguard U.S. Dividend Appreciation Index ETF (VGG)
- Vanguard Dividend Appreciation FTF (VIG)
Q: Good morning,
Looking to clarify with regards to the Vanguard Dividend Appreciation etf's for an rrsp- if one wishes to have a currency effect( vis a vis US: Cdn dollar)they should purchase "VIG, or if looking to hedge and only feel the effects of the equity movements then purchase "VGG"? Also is there an equivalent for the IWO? Looking to add both to my portfolio and looking to see if they are a good complement.
With thanks,
Brad
Brad
Looking to clarify with regards to the Vanguard Dividend Appreciation etf's for an rrsp- if one wishes to have a currency effect( vis a vis US: Cdn dollar)they should purchase "VIG, or if looking to hedge and only feel the effects of the equity movements then purchase "VGG"? Also is there an equivalent for the IWO? Looking to add both to my portfolio and looking to see if they are a good complement.
With thanks,
Brad
Brad
Q: Hi, Peter and Team,
Could you please comments on HCG's Q3 and outlook. Is HCG worth hold? Thanks
Could you please comments on HCG's Q3 and outlook. Is HCG worth hold? Thanks
Q: I recently asked about wdg and sold my position at a nice gain. it continues to go up. have you missed something about this company thanks bill
Q: Is Linamar a better buy than Magna today? Both companies did well for the quarter with LNR showing a better revenue growth over the last 4-6 quarters. The valuation is cheaper and while Magna is much larger, LNR is large on an absolute basis as well. Does npot the upside from here look better for Linamar?
Q: Hi Peter, I'm looking to restructure and consolidate my investments. Assuming I choose to follow the Balanced Portfolio as a guide with a few growth stocks, US equities & fixed income included for diversity, how should one split this mix among RRSP, TFSA, & cash trading accts? Based on a 25 stock maximum + 30% fixed income, are stocks best disbursed equally between the 3 accounts, or is there a better formula? (bonds & foreign dividend payers would probably go into my RRSP). Many thx.