Q: what is your appraisal for Microsoft. short and long term. 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: It is my understanding that as of January 2016 the "private equity market" will now be available to all investors not just "high" wealth investors.
Could you comment of this change and whether or not ordinary investor's should pursue this opportunity?
Could you comment of this change and whether or not ordinary investor's should pursue this opportunity?
Q: My wife and I both have TFSAs. We are in our eighties and the proceeds from TFSAs will go to our children on the second death. Would you consider MFC as a suitable investment for both of our accounts in 2016? Do you have better suggestions?
Q: Hi,
I currently own HCG as part of my "financial" stocks. It is currently at about 2% of my holdings. I also own BNS (4%) and SLF (4%) as part of my financials. My target for financials is 12% (max 3 stocks). I also own HR.UN in about the same weighting for REIT exposure.
At today's prices, would you suggest increasing HCG to a full position (4%), sell it and switch to something else (ie. EFN or CXI), or do nothing?
Thank you
I currently own HCG as part of my "financial" stocks. It is currently at about 2% of my holdings. I also own BNS (4%) and SLF (4%) as part of my financials. My target for financials is 12% (max 3 stocks). I also own HR.UN in about the same weighting for REIT exposure.
At today's prices, would you suggest increasing HCG to a full position (4%), sell it and switch to something else (ie. EFN or CXI), or do nothing?
Thank you
Q: My experience with these funds in the last few years is that at maturity I have received about
3% less than what I paid. I assume that the interest paid makes up for the 3% and then some, but the damage such as it was was done and I didn't bother to reconcile it.
I was trying to keep a 3 year ladder for withdrawals from a RRIF. I have since moved on to HFR and CBO. This year I may put a year's worth of withdrawals in an ISA
3% less than what I paid. I assume that the interest paid makes up for the 3% and then some, but the damage such as it was was done and I didn't bother to reconcile it.
I was trying to keep a 3 year ladder for withdrawals from a RRIF. I have since moved on to HFR and CBO. This year I may put a year's worth of withdrawals in an ISA
Q: What is the dividend payout ratio currently?
Also, what is the book value per share and how does this compare to US business development companies?
Thanks!
Also, what is the book value per share and how does this compare to US business development companies?
Thanks!
Q: Hi Peter and Staff
I know you are high on this stock and it's been a top pick in a few post replies for 2016. Globeinvestor shows a forward P/E of 8.37. What would you have and from where ?. At 8.37 it would seem to be a back up the truck buy?
Thanks for all you do and all the best for 2016
Dennis
I know you are high on this stock and it's been a top pick in a few post replies for 2016. Globeinvestor shows a forward P/E of 8.37. What would you have and from where ?. At 8.37 it would seem to be a back up the truck buy?
Thanks for all you do and all the best for 2016
Dennis
Q: your thoughts on Dundee as a value pick on the discount to BV
Q: Can one construct a portfolio based on beta. In other words can you structure it in such a way that if the overall market declines say 1% you portfolio would go down .3% therefore a beta of .3. Just wondering if this makes sense. Thank You
Q: With the current market conditions in energy, is CFL positioned for growth in 2016? At their current price the dividend is ~10%, but they have lost over 50% on their price in a very short time. Are they a prospective long term growth, or likely to fail if the energy sector continues to hurt.
Q: Where would the ordinary guy find estimated next year growth for a company. I have brokerage accounts with TD & ITrade but can't seem to find this information. Also, is comparing next years estimated growth to PE a good way of deciding valuation.
Thank You
Thank You
Q: Good morning Peter and Team,
Is the thesis for PUR still there? How much of their revenue come from oil and gas compared to municipal? It has been beaten down to 1% of my portfolio so do you recommend I top up to a reasonable weighting or let it go? Thanks,
Wes
Is the thesis for PUR still there? How much of their revenue come from oil and gas compared to municipal? It has been beaten down to 1% of my portfolio so do you recommend I top up to a reasonable weighting or let it go? Thanks,
Wes
Q: My strategy for TFSA's differs from most because of age and income needs. Would you consider CYH to be a good choice for a monthly income or would you have a better choice. Thanks for guiding us through the most difficult of years (2015) and good investing to all 5i members and staff in 2016.
Q: What are the prospects for a stock like NAT-N given the negative sentiments towards crude oil. Also their current ROE does not looks so good. My goal for any stock I buy is for a 15-20% ROE.......not always possible of course.
Many thanks and wish one and all a very safe and happy New Year. Helen
Many thanks and wish one and all a very safe and happy New Year. Helen
Q: Hello Peter & Co,
The only way I am currently participating in US housing activity is through Tricon Capital; could you please suggest a couple of other Canadian names? My exposure to it should not exceed 4% of my portfolio.
For example, I am exposed to the Auto industry through Linamar and Magna and have recently added a position in Exco Technologies; altogether, they represent 6% of my portfolio.
Happy New Year
Antoine
The only way I am currently participating in US housing activity is through Tricon Capital; could you please suggest a couple of other Canadian names? My exposure to it should not exceed 4% of my portfolio.
For example, I am exposed to the Auto industry through Linamar and Magna and have recently added a position in Exco Technologies; altogether, they represent 6% of my portfolio.
Happy New Year
Antoine
Q: Price Size Mkt Time Buy Sell
0.85 0 TSXV 15:56:48 001 001
0.88 1,000 TSXV 15:55:10 007 002
The last trade shows 0 shares traded and a close 3 cents lower than the previous trade where 1,000 traded. Can you explain why when no shares trade a price can drop 3 cents?
A Happy New Year to everyone and thanks for the many questions answered.
0.85 0 TSXV 15:56:48 001 001
0.88 1,000 TSXV 15:55:10 007 002
The last trade shows 0 shares traded and a close 3 cents lower than the previous trade where 1,000 traded. Can you explain why when no shares trade a price can drop 3 cents?
A Happy New Year to everyone and thanks for the many questions answered.
Q: Happy New Year 5i and thanks for everything in 2015. Since it's not easily available can you please relate, perhaps from Bloomberg, the TSX composite yield for 2015? Around about 3.5% I would guess?
Thanks
Kim
Thanks
Kim
Q: I spoke to the head of IR at this company based in Calgary a few weeks ago because I am a long-time SH and was concerned about the dividend being cut going fwd. He was quite sure it would not be cut even though, as I pointed out, they carried a fair bit of debt. - build out Corrib in IRE - on stream soon - Dec. 30th started pumping - 30% increase in cash flow: pay down debt. As well reduced capital budget for 2016 which would support the dividend which he deemed quite sacred. Comments please?
Q: For Canadian Telecoms now, would you favour BCE or Telus - and why? Thanks so much.
Q: I have some money to invest that I may need in 3-5 years as income but would like some up side other than the amount the bank pays. I have been thinking of putting it into a bond fund but with rising interest rates do you think that the potential capital loss will be offset by an overall gain in this time period. My overall holdings is mostly in equities and I would like to start to increase my bond holdings. Also do you think PH&N bond fund is a well run fund. What do you think a neutral interest rate for today is. Thanks