Q: Could I get some up-to-date numbers on PIF please - How much debt? How is cash flow? What is the current payout ratio? Any recent insider activity? Any other cautions or comments on their financials would be appreciated. Also, how much political risk is in this company given the location of their assets? Thanks.
Q: Hi,
Is this a good time to buy metals?
I have no experience in metals except for losing money in both of these companies when metals began their decline a couple years ago.
If so, what sectors or stocks are a good place to start for a two year hold, or longer?
Q: I'm down 30% on POT. It was bought for income but I also wanted to preserve capital. Of course, now they have cut their dividend too. What criteria do you use when deciding to sell a losing stock? What is your recommendation for me (I also own Agrium and am down on that too but I know you prefer it). Thanks!
Q: I think for a dividend investor, where this trades it is a buy.
For another 2 years it pays you about 8.7%, and when it resets in 2 years it still pays you more than 6% at this price. It is cumulative and perpetual, and probably will not be called.
What am I missing, why is it so cheap? Is it the credit quality of Artis that is the problem?
Wondering what your take is on Energous Corp if you have followed it much? I know they are still small and risky but the potential of the product seems to be pretty big. It has been on a rally of late and if you look at footnote 2 in small green writing at the bottom of the following link it appears as though Q1 performance shares have been granted: http://stkw.it/y3tS
Q: I'm considering buying either Ten Peaks [TPK]orDHX Media[DHX.B]for growth.Both are small companies with some risk but both have potential.Which one would you recommend or would you recommend booth? How big a %age would you recommend - 1.5%,2.5%,5% ?
Q: Hello Peter & Co,
I know you are a proponent of the portfolio approach; however, (1) if I were to fully participate in your 3 portfolios, I would have to own some 60 holdings; that is, in my humble opinion, too much to handle whereas 30 to 40 would be more manageable.
(2) Supposing that 60 holdings is OK and I just duplicate your portfolios, what would be the economically optimal and practical size for each portfolio in $ terms?
Thanks,
Antoine
Q: I am not sure if this topic was covered on previous questions, so I thought to bring it up for the benefits of other subscribers who may not know it. Doing my income tax this year I just noticed that my T3 for the XMU ETF contains a large amount of phantom taxable capital gain that was never giving in cash and therefore was never reinvested in new shares. Upon calling Blackrock they informed me that this amount should be added to the cost of the shares. My broker doesn't add this amount to book value, so I have to keep track of these amounts myself for when I sell. This is a quite different from the mutual funds reinvestment of distribution, which you reinvest an actual cash distribution and obviously it is added to book value. Likely there are many other situations like these so one have to be aware of them.
Q: What is your opinion on Avante Logixx? The Company has made 3 acquisitions (the latest being last week) which takes its annual revenues over $20 million (over 30% recurring). Also high insider ownership and now 3 analyst buys.