Can you give me your thoughts on TNC's results, released this morning? Revenue up marginally, but some decent margin expansion. Any red flags (or even yellow flags), in your view?
Q: Hi Peter and 5i Team, I'm 49 yrs old, retired with a defined benefit pension (Fed Gov) which meets our basic needs (food, shelter & utilities). Do you think it's ok for me to think of my pension as the fixed income portion of my portfolio? Right now all of my investments are diversified in about 50-60 individual stocks with 0 in bonds or other fixed income. Your thoughts on this approach would be appreciated. Also looking for a brief update on the possibility of creating an ETF with your portfolios. This was mentioned a while back. Thanks.
Q: What is your opinion in buying Canadian bank preferred shares in the income
allocation portion of your portfolio as opposed to bond ETF's?
Best regards,
Oleh
Q: There is a report out that a CIBC advisor, Murray Bockhold in a letter to the Chairman of the Board of Extendicare Inc is asking the company to payout a special one time dividend of C$100 Million following the disposition of their US business, shrink the board to 7 directors from 9 and for the company to buy back C$100 million in shares. Do you think there is a possibility for any or all of these to occur? Thanks
Q: What do you think of Cenovus responding to the rumour on the street that the company is in talks to dispose of the company royalty lands? It is speculated that the Ontario Teachers Pension Fund is the likely acquirer? What do you think of the Cenovus's timing to do this transaction? Do you expect there might be a one time special dividend to shareholders or do you think they would use the funds to pay down debt and/or buy back shares?
Q: Hi 5i: I'd like to check out a comment made on BNN the other day regarding share dilution for Trevali Mining, and other small metals companies currently exploring and producing at the same time. Do you have data for Trevali on market cap and # of outstanding shares for the last few years? Thanks for all your help.
Q: While not a market timer I do like to buy things on sale. Given the decline (and maybe further drop) could you give me a couple of stocks from each of your balanced and growth portfolio that are currently cheap. Thanks as always, Bill Y.
Q: Would appreciate your comments on the speculation of Frederic Blondeau with Dundee Capital Markets that Sienna Senior Living Inc and Extendicare Inc are most likely takeout candidates now that Regal Lifestyle Communities Inc has a buyer.
Q: would appreciate an update on CEW...
the lifeco's are on the rise but the banks are in the doldrums!
what is your outlook for the banks for the short term?
do you think it would be a good time to add to some more CEW to
portfolio (currently at about 2 1/2%)
many thanks - ed
I know you mostly comment on stocks, and I have read your previous commentary on MRC.
I have a hole to plug in my five-year bond ladder which serves as the low risk side of my portfolio. I was thinking of buying an MRC bond maturing 12/10/18, CUSIP 617577AA9, as a small fraction of my bond holdings. Do you think this is a reasonably "safe" investment even though it carry's a BBB low rating? I plan to hold to maturity.
Q: Hello Peter and company. I am interested in your views on Sylogist Ltd. This company looks to be very similar to a micro CSU. How do you rate the balance sheet and future growth. Do you see the possibility of others in the space seeing this company as a interesting small roll up.
I was also wondering if I might pose this question to you. Given the current environment with Obama Care being extended,Canadian companies looking to acquire and interest rates very low around the world. If you where going to invest in 3 companies with high growth and good balance sheets what would they be. Thank you as always and keep up the great work. Jason
Q: Hello, my question is about the "Macroeconomic report card". What is the definition of "TSX Comp.Yield"? On the macroeconomic report card of June 15th, you report a yield of 3.30%, is this the dividend yield only? I am asking because it seems to me a little bit high. (same question apply to the S&P500 yield). Thanks, Gervais
Q: Afternoon folks, this stock was in an article in the FP today identified as a preferred financial stock by Lightwater Partners. Your thoughts would be appreciated.