Q: I have owned and added to Husky HSE for a number of years and my cost base is precisely where the stock price is now. So the dividends have been my only return to date, and the company has made it known there will be no div. increases for the next couple of years. I know you have a good opinion of HSE, as do I, but I'm wondering whether it'd be advantageous to switch into Vermilion (similar dividend but better growth opportunities?). Thank you
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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: Peter and Crew:
Regarding the Brookfield Group: Which is preferable to hold, the parent company BAM.A or the individual subsidiaries eg BEP.un. They seem to provide a larger dividend for income, but wondered how they compared for growth. Also was wondering about tax implications in a non registered account.Are "units" treated differently than common shares with respect to dividend income.
Thanks
Phil
Regarding the Brookfield Group: Which is preferable to hold, the parent company BAM.A or the individual subsidiaries eg BEP.un. They seem to provide a larger dividend for income, but wondered how they compared for growth. Also was wondering about tax implications in a non registered account.Are "units" treated differently than common shares with respect to dividend income.
Thanks
Phil
Q: Hi Peter and team,
Could I get your opinion on two U.S. stocks: EnerSys (ENS) and Comcast Corp. (CMCSA)?
Many thanks!
Michel
Could I get your opinion on two U.S. stocks: EnerSys (ENS) and Comcast Corp. (CMCSA)?
Many thanks!
Michel
Q: A couple of my holdings have been punished for reporting weak quarterly numbers, namely Parkland (PKI) and Newalta (NAL). Here's my question: I hear some people say that one weak quarter is often followed by another, while others say that one quarter is too soon to decide on a stock. Could I have your comments on PKI and NAL, as well as on how to decide whether a bad quarter is a harbinger or a blip. Thanks very much.
Q: Hi team, I have BDI and FSZ in my TFSA. Both of them are down 6-7%. Should I sell them now. If so, what should I replace them with? Many thanks,
Q: Hi, LOY and AVO: which of these do you prefer for a small cap investment? What is the risk for each? Good time to buy? Thanks so much. Helen
Q: I read that you mentioned that HNL is a hold. Please define what you mean as a hold?
Thanks
Thanks
Q: Hi 5i,
Are all insiders created equal? Using JE Just Energy as an example, am I right in believing CEO's, CFO's, have more inside knowledge on company specifics than say a 10% holder?
Why I say this, would Jim Pattison have bought stock in JE, Just Energy, knowing the company was going to slash their dividend so soon after his purchases and take a 25% haircut on the stock price?
Also how do directors rate in insider knowledge ?
Thanks.
Are all insiders created equal? Using JE Just Energy as an example, am I right in believing CEO's, CFO's, have more inside knowledge on company specifics than say a 10% holder?
Why I say this, would Jim Pattison have bought stock in JE, Just Energy, knowing the company was going to slash their dividend so soon after his purchases and take a 25% haircut on the stock price?
Also how do directors rate in insider knowledge ?
Thanks.
Q: Hi Team. Could you please comment on Lorus Theraputics (LOR). I took a small position in April this year. Much appreciated.
Q: re: ALA Altagas
As of late I have been hearing and reading many pundit comments suggesting ALA has a very bright future - especially if/when LNG approvals starting coming in... if/when being the biggest component in that statement. With that in mind I have a few questions;
1) your thoughts on the 2nd 1/4 results released July 31?
2) is there a reason there doesn't seem to be much interest in ALA on a volume and 5i membership basis (last 5i question was June 10)
3) What do you think about ALA with and without the LNG approvals in place over the next year and beyond?
Thanks for all you do
Gord
As of late I have been hearing and reading many pundit comments suggesting ALA has a very bright future - especially if/when LNG approvals starting coming in... if/when being the biggest component in that statement. With that in mind I have a few questions;
1) your thoughts on the 2nd 1/4 results released July 31?
2) is there a reason there doesn't seem to be much interest in ALA on a volume and 5i membership basis (last 5i question was June 10)
3) What do you think about ALA with and without the LNG approvals in place over the next year and beyond?
Thanks for all you do
Gord
Q: re: TOU Tourmaline
Your thoughts please on 2nd 1/4 results and CEO Mike Rose' comments?
And with that in mind, I sold 50% of my position in TOU @ $56 early July. Everyone loves this company and I am seriously considering repurchasing my position after the recent price correction. Would you consider this a wise move?
Thanks for all you do
Gord
Your thoughts please on 2nd 1/4 results and CEO Mike Rose' comments?
And with that in mind, I sold 50% of my position in TOU @ $56 early July. Everyone loves this company and I am seriously considering repurchasing my position after the recent price correction. Would you consider this a wise move?
Thanks for all you do
Gord
Q: ACQ. I'm assuming from your earlier answer and its plunging stock price that the conference call didn't go well. Now down 8% on the day, following a 16% fall over the past weeks, any momentum in this stock seems headed downward in the short to medium term, at any rate. Am I wrong?
Q: I'm holding PHK (US) in my TFSA to get US dollars for travelling. Given interest rates will probably rise am I wise to hold or look at another high yielding US stock. If so what would you suggest? I'm not necessarily looking for growth. Also if I hang on to PHK how do you think it will react over a time period if rates only rise fractionally? As always, great answers to (my dumb) questions. Bob
Q: I would be interested in your opinion of Tekmira Pharma TKM. Is it too late to get on this bus? Thank you Peter and Team
Q: GXI - Please advise your opinion on this stock. Short Term/Long Term
Q: re: AVO Avigilion & Alexander Fernandes comments on Business Day
It seems AVO is getting into the habit of providing a surprise each time they report.
What are your thoughts (if you watched/read) on Mr. Fernandes' comments today on BNN's Business Day?
Thank you for all you do
Gord
It seems AVO is getting into the habit of providing a surprise each time they report.
What are your thoughts (if you watched/read) on Mr. Fernandes' comments today on BNN's Business Day?
Thank you for all you do
Gord
Q: ERF - your opinion and how can they beat estimates by this amount and should i add at this price ...thx
Q: Hello peter.
First question for me. I have just sold bns due to all the problems in the world. I would like to be a bit more safe. Some of my investments in my riff are Provincial bonds. Some of them are coming due. Some of them were in the 4.5% and higher I should have taken longer terms. Are there any recommendation on your site on safe bonds, including provincial bonds or corporate bonds that are safe. Due to our age we are looking for maximum 5- 8 year laddered terms. Looking forward to your reply
First question for me. I have just sold bns due to all the problems in the world. I would like to be a bit more safe. Some of my investments in my riff are Provincial bonds. Some of them are coming due. Some of them were in the 4.5% and higher I should have taken longer terms. Are there any recommendation on your site on safe bonds, including provincial bonds or corporate bonds that are safe. Due to our age we are looking for maximum 5- 8 year laddered terms. Looking forward to your reply
Q: Hello Peter
Please comment on the resent drop on the share price of Auto Canada . Is it a good buy at these prices or do you see more drop going forward ? Does the future still looks good after the 2Q report ? Should i hold the company or switch to other opportunities .Thanks Claudio
Please comment on the resent drop on the share price of Auto Canada . Is it a good buy at these prices or do you see more drop going forward ? Does the future still looks good after the 2Q report ? Should i hold the company or switch to other opportunities .Thanks Claudio
Q: I hold ALA, PPL, IPL, KEY, VET, PEY.
ALA I view more as a utility.
PPL, IPL, and KEY I see as oil services.
VET I see as more oil than gas and PEY I see as more gas than oil.
They're all in the energy sector though and combined they are 30% of my portfolio.
I would like to add an oil growth stock. Between SGY, DEE and RE, which one would you choose and do you think my energy sector weighting is too high?
ALA I view more as a utility.
PPL, IPL, and KEY I see as oil services.
VET I see as more oil than gas and PEY I see as more gas than oil.
They're all in the energy sector though and combined they are 30% of my portfolio.
I would like to add an oil growth stock. Between SGY, DEE and RE, which one would you choose and do you think my energy sector weighting is too high?