Q: Good Morning! I just renewed my membership for two more years at your special 10% discount rate on the second year, and also at the current price before increases take effect in December. Great deal..... great service.... one very satisfied customer. Thank you!! My question is about XHB. What is your opinion on holding it for income without risking a significant drop in capital value in a rising interest rate environment?
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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: Can I please have your views on the recently reported revenue/income. What is your opinion on the balance sheet and revenue going forward. Thank you Jason.N
Q: What are your thoughts on Kel. I have this week taken a position of about 3% and am prepared to hold for 2/3 years. This is my only exposure to the oil/gas industry.
Q: Which of the following reits do you favor at this time for the combination of dividend safety and capital growth: HR.UN, CAR.UN, REI.UN, SRU.UN? I am contemplating adding two to my RRIF. Thank you, Barrie
Q: What metrics should one use to evaluate this company? The ones available are confounding: forward PE of 243, -75% ROE yet it trades at an all time high (impressive given current conditions). Revenue and Earnings growth doesnt seem that impressive. Is it good value here and if so based on what measure? Would BAM be a comparable company, which is better value? Finally, would you rank OCX as an A or B company? Thank-you.
Q: Hi
I've started to do some early tax loss selling hoping I can buy them back cheaper while banking a "capital loss" in the meantime.
Which ones would you buy back in the fall if in fact we do get to capitulation mode?
CNQ , CVE , CPG , FRU , SU , ERF , HSE , CEU , WCP , PEY , ARX
Thank you..
I've started to do some early tax loss selling hoping I can buy them back cheaper while banking a "capital loss" in the meantime.
Which ones would you buy back in the fall if in fact we do get to capitulation mode?
CNQ , CVE , CPG , FRU , SU , ERF , HSE , CEU , WCP , PEY , ARX
Thank you..
Q: there is a very informative presentation by paul colbourne at the denver oil and gas conference available by webcast. dividend is more than safe at 40 dollar oil and share buyback starts tomorrow. enercom 360 oilandgas webcast if anyone who owns sgy is interested in watching.
Q: Huh?.......What is going on? Why the huge drop that seems worse than
the general drop today?
the general drop today?
Q: IF, we assume precious metals have bottomed which stocks would favour. SLW, NSU, G, MND or do you have another suggestion. Or would you still keep away from the sector.
Q: Hello Peter,I have some money to invest, I would like to have your opinion of the above w.t.r. to growth, safety in view of future interest increase. Also, if you have better choices for me.
Many thanks, J.P, Burlington
Many thanks, J.P, Burlington
Q: Two questions here (to save sending 2 separate items) - and maybe the answers will differ regarding timing new buys in these 2 sectors.
With most bank stocks and even the better rated energy stocks hovering just above or just below 52 week lows, would you be comfortable buying any of the banks or energy stocks right now or have we not seen "the whites of their eyes" yet?
In an earlier question (I believe) you suggested not buying anything for a couple of weeks.
Would the same apply here?
Thanks. (What a great resource to have in trying to figure out how best to invest).
With most bank stocks and even the better rated energy stocks hovering just above or just below 52 week lows, would you be comfortable buying any of the banks or energy stocks right now or have we not seen "the whites of their eyes" yet?
In an earlier question (I believe) you suggested not buying anything for a couple of weeks.
Would the same apply here?
Thanks. (What a great resource to have in trying to figure out how best to invest).
Q: CODI has been described as a mini-Berkshire Hathaway buying smaller companies, recently selling Camelbak and adding Manitoba Harvest to their portfolio. Being an old fart a hemp based food business strikes me as somewhat fad oriented but a lot of people have made a lot of money off of fads. Trading at a low P/E and a having a yield around 8.7%, what are your thoughts on this company ?
Q: Quite often these days you hear some expert calling for a 10 to 15% correction. What level on the TSX are they using to correct from. January 1, 2015 or the highest level the TSX reached this year or from the level the TSX is at the day the expert financial fortune teller makes the call?
Q: Morning Peter and Team,
Seems AFN has been caught in the current downdraft. (not to mention the western Canadian drought). I purchased the company after your recent report. I'm down 16%. It's dividend is now over 6%. Do you think it's safe. Also, is this the kind of company that can withstand a possible global recession caused by the "China Problem"? What is the downside?
Also, what is your opinion regarding the impact China's economic problems could have on the global economies
As always, thanks for your opinions.
Seems AFN has been caught in the current downdraft. (not to mention the western Canadian drought). I purchased the company after your recent report. I'm down 16%. It's dividend is now over 6%. Do you think it's safe. Also, is this the kind of company that can withstand a possible global recession caused by the "China Problem"? What is the downside?
Also, what is your opinion regarding the impact China's economic problems could have on the global economies
As always, thanks for your opinions.
Q: Many of small/mid cap companies 5i covered have been sold off a lot lately. Some due to poor earnings, and some have no reasons at all. It looks like money is hiding under the large cap right now. Do you think the growth story will end here and investors should shift their investment towards large cap companies? Also market sentiment is so bearish, I think it usually presents a good buying opportunity. (Contrarian Play) Do you agree? Thanks!
Q: Hello Peter
With the fiasco at phm .Would you ever recommend a stock in the future that was run by Michael Dalsin and Roger Greene.Even if fundamentals of the stock was good.
With the fiasco at phm .Would you ever recommend a stock in the future that was run by Michael Dalsin and Roger Greene.Even if fundamentals of the stock was good.
Q: Hi Team
I am considering taking a position in either DOL Dollarama or CTC Canadian Tire. My interest/focus is figuring out which stock would offer the best defensive position in this market's climate. Safety first these days ...
I am considering taking a position in either DOL Dollarama or CTC Canadian Tire. My interest/focus is figuring out which stock would offer the best defensive position in this market's climate. Safety first these days ...
Q: Baytex share price continues to implode. Is this a value play at $7.10? It was a $48 stock 12 months ago. If the price of oil stays in the low 40's for 18 months, would Baytex survive? The timing of last years acquisition could not have been worse.
Q: Aug 13 quarter report was anything but positive. After the big drop in share price today do you think its akin to catching a falling knight or worth a small nibble for the risk capital portion of my portfolio? CEO says " We are generating the cash flow that enables the payment of a dividend at the bottom of the cycle. He does not say if that div will be at the current level going forward. Do you see this div as sustainable, because a cut probably would see a further drop in share value. Thank you for you thoughts
Q: Just off the conference call and I have to say, this one is a real head scratcher. Everyone begins by congratulating the team on a great quarter and the stock does a serious nose-dive. I couldn't see anything but positives in either the numbers or the answers. Am I missing something? Or is this just sell the news. Thank-you.