Q: What do you make of the insider buying regarding JE.T?
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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: hnl, With the release of 2nd quarter 2014 results (released yesterday) below analyst expectations, what would you suggest, keep the stocks or sell it off now and wait for a turnaround in two quarters.
Q: Could I have your thoughts on AAA.would you say its a buy now and a potential take over candidate?
The Israelian company has a big stake.
Thanks
The Israelian company has a big stake.
Thanks
Q: Hi Peter and Team,
What are your thoughts on Axis Capital Holdings, AXS.US
What are your thoughts on Axis Capital Holdings, AXS.US
Q: Brookfield asset management has a lot of subdivision.Is it better to own BAM for growth or different subdivision ( power,real-estate and etc.)?Thank you,ebrahim
Q: Hello Peter,
Thanks for your prompt replies and expert advice. I was listening to BNN last night, and interesting points were made. I have two questions:When companies buy back stock, the EPS goes up which is good for the stock; however, does it not reduce the book value. I was looking at CNR and the stock is trading over 4 times book. If this is the case, how is it that CNR keeps ticking higher (is it because it has a high barrier to entry and investors feel there is safety in the stock). Second question that came up is that the bank stocks have not hit a top. What metric would suggest a top in the banks? Is it if the PE goes over 15? Thanks again
Thanks for your prompt replies and expert advice. I was listening to BNN last night, and interesting points were made. I have two questions:When companies buy back stock, the EPS goes up which is good for the stock; however, does it not reduce the book value. I was looking at CNR and the stock is trading over 4 times book. If this is the case, how is it that CNR keeps ticking higher (is it because it has a high barrier to entry and investors feel there is safety in the stock). Second question that came up is that the bank stocks have not hit a top. What metric would suggest a top in the banks? Is it if the PE goes over 15? Thanks again
Q: Hi folks,can please ask opinion on Q results for Norbord nbd/t,seems a beat of eps .20 vs estimate of .10. Would u rate buy/hold and do u feel the 10+% dividend is safe,have 1/2 position @ 23.10,thanks as always,jb
Q: I own PWT PennWest petroleum bought it for a turnaround and management Rick George.
News this morning not good ie accounting irregularities. Those words always make me cringe.
The only comfort is that the company itself has found these irregularities and not outside accountants.
But they say their debt covenants are at risk. Sell right one at the open or don't panic and wait for the review. Where there is one cockroach there are usually more but I am inclined to give PWT some slack. What do you think with all your experience? Thanks.
News this morning not good ie accounting irregularities. Those words always make me cringe.
The only comfort is that the company itself has found these irregularities and not outside accountants.
But they say their debt covenants are at risk. Sell right one at the open or don't panic and wait for the review. Where there is one cockroach there are usually more but I am inclined to give PWT some slack. What do you think with all your experience? Thanks.
Q: Hi Peter and Team, regarding Macro Enterprises, MCR, do you see an up-tick in share volume over recent week(s)? Good or not so good? Any rumours? Thanks!
Q: Is this a bad time of the year for auto stocks? ACQ continues to move downward, as does LNR while MG is basically drifting.
Q: A year or so ago, you mentioned that LAS.A on T was on your to-do list. Just wondering if it is nearing the top of list and if you still expect to cover the name. I think you also may have said the same about ADW.A. And so will that be covered in the future? What would your "back of the napkin" rating by on these 2?
As a suggestion, have you given some thought to publishing a "here are the next 5 (or 1 or 10 or whatever) names we will be covering list" so that someone contemplating those names might wait for the reports. Just a thought.
Rick
As a suggestion, have you given some thought to publishing a "here are the next 5 (or 1 or 10 or whatever) names we will be covering list" so that someone contemplating those names might wait for the reports. Just a thought.
Rick
Q: Hi Peter, if you had to choose one for long term growth, BAD or BDI?
Thanks Dave
Thanks Dave
Q: re:AYA
Morning team
As follow up on your answer for Helen, are you able to give us an idea re: target price moving forward?
Thanks for all you do
Gord
Morning team
As follow up on your answer for Helen, are you able to give us an idea re: target price moving forward?
Thanks for all you do
Gord
Q: Hi Peter and Team,
I hold US stocks and US ETF in a US trading account with TD Waterhouse (100k). Could you clarify to me if I will be liable to pay US estate taxes to the IRS or if I have any special reporting requirement.
IF so is it better to buy only ETFs issued in Canada of US indexes.
Any other alternatives?
Regards.
I hold US stocks and US ETF in a US trading account with TD Waterhouse (100k). Could you clarify to me if I will be liable to pay US estate taxes to the IRS or if I have any special reporting requirement.
IF so is it better to buy only ETFs issued in Canada of US indexes.
Any other alternatives?
Regards.
Q: Hi Sir, My question is about Exchange Income Fund [EIF]. This stock has taken a huge fall from +-$32 to +-$19. Are you aware of any problems and is the dividend safe? Thx Colin
Q: Hi,
At the Money Show 2014 Randy Cass and Peter Hodson, the master of ceremonies, were promoting the average investor to go it on their own. Forget paying fee's to fund managers. I have bought stocks that are high on 5i's recommendation list: ACQ, BAD, and CSU, and have lost a bundle of money. Also on that list were AYA, SYS, and CF, which I should have bought, and then I would have made a bundle of money. As luck would have it, I picked the wrong three. Would you be able to bring to the forefront the ones with the most upside potential?
Thanks,
Dennis
At the Money Show 2014 Randy Cass and Peter Hodson, the master of ceremonies, were promoting the average investor to go it on their own. Forget paying fee's to fund managers. I have bought stocks that are high on 5i's recommendation list: ACQ, BAD, and CSU, and have lost a bundle of money. Also on that list were AYA, SYS, and CF, which I should have bought, and then I would have made a bundle of money. As luck would have it, I picked the wrong three. Would you be able to bring to the forefront the ones with the most upside potential?
Thanks,
Dennis
Q: I was looking for some more detail on your double down approach. My position in AYA has increased from 7%, to now 14% of my portfolio. I am ok with the risk of having a very concreated position as i regularly have positions over 10%. My question is what would you use as a trigger to purchase more AYA, or would you just let the market price increase and increase the position. Would you wait for a 25% gain and then by more or some other approach. As always great service.
Darcy
Darcy
Q: This is a comment in response to Claude.
I have been using Qtrade for the last five years and have found them to be excellent in all respects. They have been given the top rating out of all the online brokers by the Globe and Mail for all but the most recent year, when they came second. Their real-time price quotes and ask-offer spread details are fine. I recommend them.
I have been using Qtrade for the last five years and have found them to be excellent in all respects. They have been given the top rating out of all the online brokers by the Globe and Mail for all but the most recent year, when they came second. Their real-time price quotes and ask-offer spread details are fine. I recommend them.
Q: MDA is now down about nearly 10% from its high and is nearly flat from last fall. This seems like a great buying op for a full position. If you agree I am going for it before tomorrows earning report. Please comment. Thanks.
Q: This is a call for information about something going on with my BMO Investorline account.
I have seen over the course of the past year and some.. a complete abandonment of a true report of real prices on the bid and ask of my level 2 listings. Prices are all over the place and there is no more price discovery.
To make things even more challenging, the real time quotes are very often showing absolutely different bid and ask prices than the one from the level 2. A multitude of call to BMO has gone nowhere and I am planning an exit from my account, but no idea where to go!
So my question to the community is: Do anybody has a significant difficulty with the bid/ask from their broker, and who has not seen any discrepancy on their bid/ask, it will help any further move out of BMO.
Thanks
I have seen over the course of the past year and some.. a complete abandonment of a true report of real prices on the bid and ask of my level 2 listings. Prices are all over the place and there is no more price discovery.
To make things even more challenging, the real time quotes are very often showing absolutely different bid and ask prices than the one from the level 2. A multitude of call to BMO has gone nowhere and I am planning an exit from my account, but no idea where to go!
So my question to the community is: Do anybody has a significant difficulty with the bid/ask from their broker, and who has not seen any discrepancy on their bid/ask, it will help any further move out of BMO.
Thanks