Q: Savarias results look good. Could I have your comments. 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: Questerre had a trading halt on Friday. Why the halt? Does this impact your view going forward? Do you still like as a speculative buy?
Q: As we move into the tax loss selling period, is it not possible (probable?) that DH Corp could take another big hit before year's end? After holding for several years with good initial gains I'm now in the red. Wondering about selling & possibly buying back in January if price action improves... your thoughts? Also not sure what you meant by still an "official" hold for now... sounds like a thinly veiled 'sell'. Many thx for your insights.
Q: What do you think about proposed merger of GE & BHI oil services assets to form a separate company and the $17.50 per share dividend GE will pay BHI shareholders? Any idea on timeline and whether this proposed deal will have any regulatory issues? I can't see any regulatory issues - but, who knows. I was thinking of buying this one as I currently do not own any gas or oil producers - so, surrogate for them.
Q: ECN continues to drop in value. Is it now a strong buying opportunity, or is it just a company that is going down a lot more with tax loss selling. Should I possibly sell now and buy back in a month, just hang on or buy more? Your thoughts - thanks
Q: Could you comment on the recent results of DGC. Much appreciated.
Q: Can I get your take on the earnings report and your thoughts on buying in at these levels for a long term hold ? Thanx Robbie
Q: I purchased CCO yesterday for a long term investment. Does Peter or anyone else have an opinion, short and long term?
Q: WSP: bought in March of this year: has not done much, I think missed last 3 Q EPS, does not seem to have a history of > dividends - so, what do you see going forward - I believe they have done a lot of acquisitions as well which will take a lot of time to show on the P&L. Comments please.
Q: What are your comments on BPY's results and which company would you prefer as a long term hold between BPY, BIP and BEP (or hold all 3).
Q: If you owned DH, would you sell? My concern is that if they cut the dividend, the stock will tank again, should I get out while I'm still up on the stock and move on or is it worth it to stick it out? I am more concerned about the dividend sustainability than capital gains.
Q: CAO is dropping fast today - any news?
Q: The stock has been trading lacklustre for nearly 2 months. Though the key performance indicators are good, it has not attracted the investors attention Is it worth holding?
Q: In a reply to a question today you quote a (trailing?) P/E of 15. earnings this year have been variable with the first 9 mon. at .29/sh but the last qtr .42/sh. Can you make any reasonable guess at a forward P/E ??
Thanks Jim
Thanks Jim
Q: I know you have high regard for MDA but had frustration with it's performance. Today the market is reacting badly to recent news. Do you think reaction is overdone or does this reaffirm your decision to drop it from your portfolio. I own 200 MDA right now and am wondering if this is an opportunity to "average down" my cost, or just throwing good money after bad. Your thoughts please...
Q: BDT is not feeling the Morneau love this morning, unlike for example WSP which is up on an otherwise down day. Is this a fair assessment of the likely beneficiaries of government infrastructure money? Anyone else in the space that is worth looking at? Thank-you
- The Boeing Company (BA)
- General Dynamics Corporation (GD)
- Harris Corporation (HRS)
- JX Luxventure Limited (LLL)
- Lockheed Martin Corporation (LMT)
- Raytheon Company (RTN)
- Raytheon Technologies (UTX)
Q: A recent Globe & Mail article recommends investing in certain American defence companies, based on the assumption that military spending will increase regardless of who is elected. They cite the high growth areas of “aircraft, shipbuilding, missile defence and precision munitions”. Their recommendations include RTN, GD, LLL, and HRS. They also mention BA, UTX and LMT but don’t rank them quite as highly. I realize you follow Canadian stocks more closely, but I was wondering if you had any preferences among these names, or if an ETF like ITA or PPA would be preferable for diversification and safety. Thanks very much again for your expertise.
Q: What is your view of Norbord now and specifically their latest quarter? Do you think they are worth holding? I've been holding it since May2013 and finally seeing some limited gains.
Thank you.
Thank you.
Q: Appears the markets don't like CWX's latest report,any thoughts?
- H&R Real Estate Investment Trust (HR.UN)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Chartwell Retirement Residences (CSH.UN)
Q: Hello 5i team,
I would like to purchase a few REITS through my RRSP account since I currently have non. I was thinking of purchasing one of the listed REITs that you suggested in a previous question and maybe an ETF (if they exist).
Of the REITs (CSH, HR, CAR) which one has the best dividend/growth? I figured a REIT that goes across the country would be the best.
Also do REIT ETFs exist? If so are there some that possible cover commercial properties only?
Thank you,
Andrew
I would like to purchase a few REITS through my RRSP account since I currently have non. I was thinking of purchasing one of the listed REITs that you suggested in a previous question and maybe an ETF (if they exist).
Of the REITs (CSH, HR, CAR) which one has the best dividend/growth? I figured a REIT that goes across the country would be the best.
Also do REIT ETFs exist? If so are there some that possible cover commercial properties only?
Thank you,
Andrew