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Asked by Erichsen on November 16, 2015
Q: capital power makes a ton of cash i am concerned with their coal fired plants getting phased out. would they be okay with this happening, is it priced in.Would veresen be a solid long term hold?
Q: After the spin off from ebay and the acquisition of zoom what do you think of PayPal as an investment specifically is it reasonably priced as a growth company?
Q: Can you comment on dee earnings and the company itself, I'm starting to build a position in companies that "should" rebound that are at all time lows, I'm thinking that dee should come out of this and gas and oil prices can't stay this low forever. I'm looking for a holding time period of a couple years. Thanks
I sent a query near the end of last month regarding the price decline of CAR.un At that time you had attributed the decline to unusual month end trading on lower volumes - since then the stock has declined approximately $2. Do you have any additonal insights that might help explain the subsequent decline and as well does this current price represent a good entry point.
Q: Hi 5i team, Please give me your view on the results from HOT.UN. Does this holding have much opportunity for share price appreciation or is it just an income play? Do you prefer something similar instead? Thanks Rob
Q: I was looking at a book on asset allocation.
They defined several asset classes within 3 categories: stocks, bonds, and "real assets".
There are 4 asset classes in the "real assets" category: TIPS, Commodities, Gold and REITs.
My question is regarding what vehicles I can use in Canada for the "real assets" asset classes.
TIPS: XRB?
Commodities: XMA? I don't like the market cap weighting. POT and AGU weigh in at about 25%
Gold: CGL? (I would probably avoid this asset class)
REITs: XRE? Or just buy 3 REITs and avoid the fee?
Q: Intrinsyc released Q3 yesterday and the results and outlook appear strong. The company was also named as a top 20 public tech company and is presenting at next weeks CIX Tech Investor conference in Toronto. What are you thoughts on ITC as a micro cap tech opportunity given the company's strong balance sheet.
Q: Please comment on today's results. Would your view of the company change in view of the recent quarterly results or is too early to determine if this is the beginning of a growth trend. Thanks.
I bought a full position 2 years ago @ $19. Enjoyed a good dividend but eventually lost patience with the Capital Gains expectations and the lack of prospects for a positive future and sold in April @ $21.28.
Today I saw recent results and they looked very good with metrics being up across the board and interestingly enough, much of the success attributed to the stronger U$.
I would like to hear your thoughts on the results and, considering we can expect the U$ to remain strong for the foreseeable future, if you think renewing my position at these levels is a good idea or a bad one?
Thanks for all you do
Gord
ps... been sitting on 50% cash since Aug which is why all of a sudden back I have so many questions. I think we could see some recovery happening for many undervalued stocks after the recent correction in the new year. Trick is finding those undervalued companies.
Q: Can you explain to the less educated why SPB should be selling off when they declare to pay out the debentures at 7.5% in this low interest environment, I would have thought that was good thing, but obviously the market does not agree me, I guess this is an opportunity to add to my position.