Q: A recent Dundee analyst-Mr Blondeau, when commenting on Chartwell Seniors, said they will have an acquisition capacity of about $500 million following the sale of their US portfolio. He said, "In our opinion, one of our favourite names Regal REIT, is an ideal take-over candidate, given the size of the (real estate operating company)and the quality of its portfolio," he said. I would appreciate you view on this analysts comments. Thank you
Q: Please give your comments on ZST as an ETF to compliment XBB & CBO which I already own. Is this a good ETF to hold while waiting for a BOC increase? Also, can you explain why CBO & ZST share prices slowly erode over time while XBB has slow gains?
Thanks,
Tom
Q: 5i
Is it still a favourable time to invest in U.S. Stocks . I currently don't have any U.S. Stocks but have been quite pleased with the majority of my Canadian stocks . I'm wondering though that maybe it's time to branch out south of the border . Is it a concern when purchasing U.S. stocks that the Canadian dollar has dropped so much thus making U.S. stocks more expensive to buy or does it all balance out in the end when the stocks are sold and converted back to Canadian dollars ?
That being said what are your thoughts on Wab , sna , and fisv . Buy , hold or sell ?
Thanks
Bill
Q: I have a small position (2%) in Senvest stock, which is a montreal-based value hedge fund. They have been growing book value quickly, recently to $305 while the share price is about $190. Barron's just listed them as #2 in their top 100 hedge funds ranking. I'm wondering if you have heard of these guys and whether you endorse them as fund managers or have heard otherwise, because I am thinking of taking it up to a 4% allocation. Thanks!
Q: Hi Peter ... I'm looking for another stock for my TFSA which currently includes BEP.UN, CCL.B, ET, XTC, HCG, BIN and MDA. I am looking at both CNR and CLR which have each pulled back around 20% recently. Which of the two would you prefer over the next 1-2 years? Or, perhaps you have a better suggestion? Thanks for the great service.
Q: I believe you've referred to DHX as being a cyclical stock. I'd appreciate if you could explain why.... I'm trying to understand this term and the application.
Thanks in advance!
Q: How do you feel about Open Text (OTC) now that it appears they are going to announce their second quarter in a row with a fairly large miss? Is the growing earnings per share story broken or just taking a breather?
CIBC's Investor's Edge, has 2016 eps estimates currently at $3.91. If I lop off 30 cents of that to take into account the downward 2016 eps revisions and assume the shareprice will fall close to $55 tomorrow, I get a 2016 p/e of 15.23. Worth holding?
Whats your best ballpark "guestimate" as to the new 2016 revised earnings for OTC?
further to an earlier email on element with respect to mgmt
I remember when newcourt and steve hudson had their heyday in financing in the 1990's and early 2000's
from my recollection there was a lot of 'creative accounting' (a term updated recently to "financial engineering")
question: in light of this 2.2BB issue today (which increases the company capital structure by almost 40%) what makes anyone believe that this mgmt is any more competent than when they near bankrupted newcourt?
one thing of interest being they didn't borrow the whole 2.2bb
My stock portfolio largely resembles the 5i balanced equity portfolio. I recently trimmed Stella Jones from 6% of the portfolio down to 5% to keep its weighting in line. I have been building my position in BIN and currently have 3.2% of the portfolio in it. Is BIN a good spot to invest my profits from SJ today?
Q: Could you provide a brief summary on why you would include Element Financial in your growth portfolio. I see they have always made money but what about them makes you believe they will continue to grow.
Thanks
Jim
Q: Apparently the judge on the Ericsson case through out the two contender,this is the stronger case for Win as result this stock keep going south unfortunately i allocate 5% of my income portfolio on this stock, should i lighten up and reallocate some .
Q: I'd like to get into the shopify IPo on the New York stock exchange tomorrow. Is it best to just put in an order at market or how should I approach buying it?
Q: Would like to purchase Canadian Tire stock for a long term hold. Not sure of the difference between the two symbols. Any suggestion which stock to purchase. Thanks
Q: Hi guys, in my u.s. balance equity portfolio I have the following; BRKB, QQQ, SPY, VIG, AAPL,DIS, HD,PFE,V and SBUX. They all have equal weighting (2.5%), do you have any concerns/what changes would you make with this group. Time frame 5 years.
Thanks
Jim