Q: Good Morning Peter, It would be appreciated if you would provide your views on MAL, MX LRE, POU and SPE three months and three years out. With thanks, Colin
Q: Hello 5i,
I have purchased these companies because of long term charts, size and stability, sector diversification, and the nice dividend. Though I do monitor the companies occasionally, the companies have little information available. Can I relax a little to the factors stated?
ZURICH INSURANCE (ZURVY), SSE PLC (SSEZY), BELGACOM (BGAOY), AUSTL&N ZEALND BK (ANZBY. You folks are the best.
Thanks
Q: Would like to get your opinion on Old Republics International Corp. (ORI-N), is it a solid company for income? Do you have better pick in same sector in North America?
Q: I am looking to add BDI, which is in your model portfolio, to my portfolio. The share price has been dropping quite steadily since mid June and is down almost 9% in that time frame. It is down 1.5% to-day. Are there developments I am unaware of which are causing this significant downtrend in a market that is up (a bit)? Or is this a buying opportunity?
Q: Hello Team:
Being close to 70 and having all our portfolio in stocks, should I be considering moving a chunk of money into bonds? Some I am considering are Templeton Emerging Markets (TEI),Pimco Strategic Income (RCS) and Phillips Hager&North (PH&N). I have confidence long term in the market, but am somewhat uneasy of being caught in old age in large downturn. That said, I am willing to accept some risk for better return. I realize this is a big question, but any help you can provide me to structure some sort of plan would be most appreciated.
All the best
brian
Q: I am considering moving my portfolio from RBC Dominion- to a money management firm- what are some of the pitfalls I should be aware of and maybe a couple or three questions I really should be asking- before making a decision.
I have recently seen an analyst report looking at forward earnings for AYA. I believe that they estimated 2.50/share for F2016. A forward multiple of 15x would put AYA into the 37.50/sh range. My questions are:
1 Do you believe that this is a reasonable projection based on the current state of the company?
2 Do you foresee any issues with the shareholders rejecting the deal and/or the deal not going through?
I have already trimmed this position once after the news came out -at a tidy profit- and it is currently sitting at 10% of the PF. As this is a conservative PF I would rather play it safe however most of the initial capital has been recouped from the trimming.
As always I look forward to your thoughts!
Have a safe charity ride and stay healthy!
Phil
PS For those of us into the road biking world.. what are the full specs on your new ride?
It appears as though AYA Amaya Gaming has received regulatory approval for their acquistion of Rational Group. Are we "home free" here on a regulatory front?
I am holding this as I expect big things but would love any updates on your thoughts about Amaya.
Q: Now that amaya has all regulatory spprovals for purchase of rational what is your target price or a better question where do you see it going from here. Dave
Q: Peter et al,
I bought Gluskin Sheff at $20.37 and it has risen approx 50%. Fabrice Taylor on BNN last week suggested to always take a profit when you can, but I think it deserves more consideration than that. What do you think its prospects are? Would a move to another financial e.g Cannacord CF be advisable? I already have Alaris, Element, Counsel, & Fiera. Also Davis & Henderson if it is considered a financial. They make up 23% of my portfolio. Thanks in advance for your advice.
Gary
Q: I am looking to compliment my portfolio with an infrastructure dividend paying company , considering BIP.un, but not happy with their latest quarterly results. Can you suggest a better choice. many thanks,Joseph
Q: Re DHX
ScotiaMacLeod has downgraded this stock and reaction to it is driving stock down (it has been drifting lower prior to this). Should one react to this, and do you have any comments. Thanks