Q: Hi Peter and Team: Given your market update would you take some profits in your portfolio holdings that has a big gain? In our fall Fed election if a change in government it might affect the market further. Your comments please. Thank you for your insight.
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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 light of current market conditions, what would you recommend as an appropriate level of exposure to the oil and gas sector for an income portfolio?
Thank you.
Thank you.
Q: Mr. Hodson, any obvious reason for Constellation Software weakness ? Just preparing itself for better jumping, or general weakness for bigger caps companies ?
Q: JUST A COMMENT, from Stockhouse
http://www.stockhouse.com/companies/bullboard/t.aya/amaya-gaming-group-inc?postid=23851570
think about your strategies
This stock has been range bound for a year. When it gains traction, the incessant attack from the Globe pulls it down again. When do you think the inevitable break out occurs? With Bwin, US entry and sportbetting all around the corner and the Casino roll out. With delivery over and over again by Baasov and a hedge fund in at 30 to 34. Do you want to miss the rocket launch? You won't ever get in at the price you sell. Period.
Mr. Hodson, would you care to comment on the above ?
http://www.stockhouse.com/companies/bullboard/t.aya/amaya-gaming-group-inc?postid=23851570
think about your strategies
This stock has been range bound for a year. When it gains traction, the incessant attack from the Globe pulls it down again. When do you think the inevitable break out occurs? With Bwin, US entry and sportbetting all around the corner and the Casino roll out. With delivery over and over again by Baasov and a hedge fund in at 30 to 34. Do you want to miss the rocket launch? You won't ever get in at the price you sell. Period.
Mr. Hodson, would you care to comment on the above ?
Q: On Friday Enbridge said it has reached a long anticipated deal to transfer some of its Canadian pipeline and renewable energy assets to Enbridge Income Fund. This move is to allow ENB to boost its dividend and accelerate growth.
While ENB common was up significantly its preferred shares (including ENB.PR.A (B, H, N, etc.) where all down.
Are the preferred shares riskier now than they were before the announcement? Do the preferred represent good value? If so, is there any series that you would favour?
While ENB common was up significantly its preferred shares (including ENB.PR.A (B, H, N, etc.) where all down.
Are the preferred shares riskier now than they were before the announcement? Do the preferred represent good value? If so, is there any series that you would favour?
Q: Would you please provide comments on this company. Last October in an answer to Dave it was supposed to fold and be gone. It is still around. Is it now a buy?? Thanks for the great info as always.
Q: Hi 5i team: given your answer to Gord on June 19, what should individual investor do, sit tight and wait for it to come up again? I am reluctant to take cap gains to bump up my taxable income.
Q: Hi Peter and Team:
There are now a number of perpetual preferred floating rate shares. Do they present an opportunity. EX: TRP series 3. TRP.B-T. Coupon for first 5 years 4%. Will reset at 2.25%, butpurchase price now 14.90. This works out to just under 4%.
As rates go up it will float up. It is preferred as to what?
Would you please point out all the risks with these. There
must also be some pros. They never mature so if the rate rose too much I imagine they would be redeemed. Thanks very much.
There are now a number of perpetual preferred floating rate shares. Do they present an opportunity. EX: TRP series 3. TRP.B-T. Coupon for first 5 years 4%. Will reset at 2.25%, butpurchase price now 14.90. This works out to just under 4%.
As rates go up it will float up. It is preferred as to what?
Would you please point out all the risks with these. There
must also be some pros. They never mature so if the rate rose too much I imagine they would be redeemed. Thanks very much.
Q: This question is in regard to Canadian Banks.
When you look under key stats (yahoo finance) there is a section called "Enterprise Value".
For the 4 banks I looked up all have negative numbers in the billions (TD being the lowest at -21B).
Also the operating cash flow shows a similar pattern of minus numbers in the billions (BNS being lowest at -6B).
Am I taking enterprise value and operating cash flow out of context to mean something different than it sounds?
When I think of Canadian Banks and their almost yearly record profits, huge negative numbers like these don't usually come to mind.
Are these common for banks and can you give me a brief understanding of what they mean?
thanks,
Paul
When you look under key stats (yahoo finance) there is a section called "Enterprise Value".
For the 4 banks I looked up all have negative numbers in the billions (TD being the lowest at -21B).
Also the operating cash flow shows a similar pattern of minus numbers in the billions (BNS being lowest at -6B).
Am I taking enterprise value and operating cash flow out of context to mean something different than it sounds?
When I think of Canadian Banks and their almost yearly record profits, huge negative numbers like these don't usually come to mind.
Are these common for banks and can you give me a brief understanding of what they mean?
thanks,
Paul
Q: The only holding in my TFSA, to which I have made maximum contributions, is SUMMIT REIT ( SMU.UN). I wanted a high yield growth stock and went with a small cap REIT.
I am going to sell half my holdings and diversify into another sector with a growth stock having a 4% plus yield. Would you have 2-3 suggestions? Thanks
I am going to sell half my holdings and diversify into another sector with a growth stock having a 4% plus yield. Would you have 2-3 suggestions? Thanks
Q: Hi guys,
I have just a quick question for you. My wife is trying to fix the weighting of her portfolio, currently 34% is in the energy sector, even after the terrible down turn. What do you think she should sell, hold or modify? Thanks
BTE - 1.46%
CPG - 7.02%
SPE - 3.61%
TOG - 0.48%
TOU - 3.01%
WCP - 8.06%
PPL - 10.57%
Total Energy - 34.22%
Thanks
I have just a quick question for you. My wife is trying to fix the weighting of her portfolio, currently 34% is in the energy sector, even after the terrible down turn. What do you think she should sell, hold or modify? Thanks
BTE - 1.46%
CPG - 7.02%
SPE - 3.61%
TOG - 0.48%
TOU - 3.01%
WCP - 8.06%
PPL - 10.57%
Total Energy - 34.22%
Thanks
Q: DCI has dropped significantly recently. Has there been some fundamental issues impacting the stock or do you see this as a buying opportunity?
Thank you very much,Bob.
Thank you very much,Bob.
Q: Peter, I am retiring from working soon and I have sufficient fixed income to cover all of my living costs. I have a decent size portfolio and I was looking at the various robo advisers, but they do not take into account your existing fixed income and most want to allocate up to 50% into bonds. I know that allocation between countries is a personal decision but wouldn't mind your thoughts on what I am thinking. Canada 60% (comprised of XEI, CDZ, VDY); US 30% (IWO, VGH, IBB, XUS or a hedged version) and 10% (VEE, FEZ). I prefer hedged ETF's over unhedged.
I do have a 5i portfolio of stocks in addition to this new one that I will be setting up. Great service!
I do have a 5i portfolio of stocks in addition to this new one that I will be setting up. Great service!
Q: A few suggestions of growth companies for a TFSA. Holding period target 5years +
Thank you.
Thank you.
Q: Peter, if the upcoming election is looking like Stephen may lose his majority or if it looks like he may not even form a minority government, would it be prudent to sell off a good portion of my portfolio before that time and sit on the sidelines with cash in hand? I can't imagine that an NDP government or a Liberal government under Trudeau would be a good thing for the markets.
Q: Please comment on risks , outlook & the size of Market cap --? dividend safety
Thx --Don
Thx --Don
Q: Your last rating for MDA was an A-. It's recently come off around 10% since May. How do you rate MDA in today's market and would you recommend buying it at these prices.
Thanks
Thanks
Q: Hey Peter & Team,
Have noticed something today that I am hoping you can explain. Besides being down across the board, Volumes for all the Canadian financials are exceptionally high.
TD 11.87M (2.79)
RY 7.84m (2.30)
BNS 7.47m (1.93)
NA 2m (948k)
+
MFC 10.76m (3.23)
SLF 3.81m (1.14)
With all these share values being down, it appears to me there is a massive sell off happening in Canadian Financials.
Am I reading this correctly or is there something else at work here I am not aware of.
Thanks for all you do
Gord
Have noticed something today that I am hoping you can explain. Besides being down across the board, Volumes for all the Canadian financials are exceptionally high.
TD 11.87M (2.79)
RY 7.84m (2.30)
BNS 7.47m (1.93)
NA 2m (948k)
+
MFC 10.76m (3.23)
SLF 3.81m (1.14)
With all these share values being down, it appears to me there is a massive sell off happening in Canadian Financials.
Am I reading this correctly or is there something else at work here I am not aware of.
Thanks for all you do
Gord
Q: With the announced transfer of some assets to Enbridge Income Fund, what affect will this have on Enbridge and its share price in the future, and what do you recommend for holders of Enbridge shares?
Q: Your thoughts on the Ram Forest purchase?