Q: What oil companies would you recommend currently with a long term hold outlook? I currently have holdings in BTE and CPG.
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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: Good day to all. Not sure why agt dropped 5% today, any concerns you see, or buying opportunity?
Q: Hi Team,What are your thoughts on building a position in Emp.A in view of recent Sobey's news?
Q: Hi, would you consider investing in healthcare REITs at this time? In your opinion which would be the best one to invest in right now?
Thank you,
Thank you,
Q: Worry about "sell in May & return in Nov".Please provide 6 stocks, which normally do well in the above period,from your 3 portfolios plus 3 if any from outside your portfolios.Thanks a lot for your normal great services & views
Q: My accountant is strongly in favour of keeping our U.S. holdings under $100,000 to avoid having to file with the U.S. government. Could you comment on this. We also do try to invest in Canadian companies doing business in U.S. Alan W.
Q: This stock has gone up
$14 in last 2 months
ANY THOUGHTS PLEASE
$14 in last 2 months
ANY THOUGHTS PLEASE
Q: Could you please share your analysis on Killam Properties for both secure income and some capital growth. It is currently rated as "outperform" by the Royal Bank with a $12.00 one-year target. Thanks!
Q: Bonjour, I would like your comments on these two American companies: FBHS and Fluor Corp. (FLR).What is the expected growth and share appreciation?
Merci
Ronald
Merci
Ronald
Q: Regaring Davids request on tracking TFSA contributions. cra.gc.ca keeps track of all contributions and withdrawls. This is found in MY ACCOUNT under RRSP & savings plans. However it is not always up to date.
FYI
FYI
Q: I have searched widely for the answer to this question but haven>t found one, Perhaps you can help. When claiming tax loss for a certain stock, is it necesssary to claim the ACB, or can you claim, if you are only selling a portion of your holdings in that stock, can you claim the highest price paid?
thanks
thanks
Q: re: Hal's question of Apr. 27 for a site that classifies stocks for seasonality. He could try EquityClock.com. There are charts and tables for stocks, sectors, indexes.
Q: I'm wondering what's happening to Valiant.The company seems to be silent, and the stock is tumbling.
Q: Just reviewed your question with Interest dated April 24/15. Why is there so much volatility here, and seems to be on a downward spiral ever since the last high.
Can you please provide a detailed explanation.
Also I believe earning report in coming up in Mid May
Thanks
Rick
Can you please provide a detailed explanation.
Also I believe earning report in coming up in Mid May
Thanks
Rick
Q: Hi guys,
I've been noticing that healthcare stocks are all down big today and part of last week. Names like Concordia, Actavis, Biogen, and smaller names like Nobilis, Patient Home and Convalo are down as well. Is this part of a sector rotation with people rotating out of a hot sector maybe to get exposure to energy with the recent run up in oil?
Thanks,
Jason
I've been noticing that healthcare stocks are all down big today and part of last week. Names like Concordia, Actavis, Biogen, and smaller names like Nobilis, Patient Home and Convalo are down as well. Is this part of a sector rotation with people rotating out of a hot sector maybe to get exposure to energy with the recent run up in oil?
Thanks,
Jason
Q: I am fully invested and therefore must sell a position in order to buy a new position. I am considering selling LMP, WCP and GUD to raise funds to buy a 5% position in CXR. I am hoping the trade will reduce my risk somewhat and increase momentum. Would you please comment. Thank You
Q: Hey Peter & Team,
One of the news letters I receive had this to say about PHM. To me Fabrice Taylor makes much sense and goes directly to some of your comments on today's answer in our forum.
Post it if you think it worthy of such...
I spent two hours with Michael Dalsin (of PHM, Convalo and Inspira fame) in Los Angeles last week and got a very good update. I also spoke to him today.
PHM stock, we can see, is not immune to the laws of valuation but I took a small piece of the $1.50 financing (despite having sold all my stock at $1.20 after a 2,400% return). I wouldn't call it a value stock here but I note that insiders were net buyers of stock lately and the story is better today, so I think you can put bids in and let the sellers come to you.
Using existing cash (i.e. not including the financing) I believe the company can get to EBITDA (through acquisitions) that would give it a valuation of about 15 times today, which, again, is not a value stock but isn't as crazy as 30 times.
I think part of the selling is from investors who bought the $1.50 financing, so they’re selling their free-trading stock. That suggests that $1.50 should be roughly the floor.
The oil price also hurts PHM and other health stocks when it rallies, as it draws investment money out of health care and back into energy shares (and pushes the Canadian dollar higher, which cuts into PHM’s profits since it earns money in USD.) But I don’t think the Saudi plan was to cut the price of oil in half for six months. It was, and is, to crush the U.S. shale industry, and that still hasn't happened so I don’t expect strength in oil prices.
There were also rumors that PHM would be banned from cross-selling, which is simply not true. Management would have heard of any move in this direction before the public (or any short seller) and they have not as of today.
Much of the same holds true of Convalo. Put in bids and let sellers come to you at as low a price as possible.
as always... thanks for all you do
Gord
One of the news letters I receive had this to say about PHM. To me Fabrice Taylor makes much sense and goes directly to some of your comments on today's answer in our forum.
Post it if you think it worthy of such...
I spent two hours with Michael Dalsin (of PHM, Convalo and Inspira fame) in Los Angeles last week and got a very good update. I also spoke to him today.
PHM stock, we can see, is not immune to the laws of valuation but I took a small piece of the $1.50 financing (despite having sold all my stock at $1.20 after a 2,400% return). I wouldn't call it a value stock here but I note that insiders were net buyers of stock lately and the story is better today, so I think you can put bids in and let the sellers come to you.
Using existing cash (i.e. not including the financing) I believe the company can get to EBITDA (through acquisitions) that would give it a valuation of about 15 times today, which, again, is not a value stock but isn't as crazy as 30 times.
I think part of the selling is from investors who bought the $1.50 financing, so they’re selling their free-trading stock. That suggests that $1.50 should be roughly the floor.
The oil price also hurts PHM and other health stocks when it rallies, as it draws investment money out of health care and back into energy shares (and pushes the Canadian dollar higher, which cuts into PHM’s profits since it earns money in USD.) But I don’t think the Saudi plan was to cut the price of oil in half for six months. It was, and is, to crush the U.S. shale industry, and that still hasn't happened so I don’t expect strength in oil prices.
There were also rumors that PHM would be banned from cross-selling, which is simply not true. Management would have heard of any move in this direction before the public (or any short seller) and they have not as of today.
Much of the same holds true of Convalo. Put in bids and let sellers come to you at as low a price as possible.
as always... thanks for all you do
Gord
Q: What do you think of this company? Present value and future prospects?
Thank you!
Thank you!
Q: Good morning...I am currently a non resident CDN investing in CDN Equities off shore...I mainly stick with CDN stocks out of comfort/routine...I currently hold US dollars and trying to decide if it is better to change to CDN for exchage rate and invest further in CDN stocks...or invest in US...currently have no US exposure...consider my situation financial sound...I have followed your portfolio matching 75% of holdings...in one account and have done well over the past years...I currently have a timeline of 4 to 5 years for my offshore account before liquidating...what would be your top 5 picks for CDN and US...Growth and Income...no tax concerns..
Thanks
Thanks
Q: With the increased limits for the TFSA I was thinking of either increasing my holding in CXI,currently 1.8% of my total portfolio OR using the $9000 (my TFSA and my wive's) and buying EFN.However if I did this it would mean EFN would only be about .5% of my total portfolio and in a recent portfolio review you felt that anything less than 1% wasn't worth while.Other holdings in our TFSA's include DSG/ESL/SYZ/CGX/ENB.All are over 1% with ESL the highest at 2.9% of my total portfolio.Any advice is greatly appreciated.Thanks Paul