Could we have your assessment of Badger's numbers this morning. The market is not impressed, but would you see the reaction as overdone or appropriate. What are your thoughts as a holding going forward.
Q: Hi there,
Would you consider NFI, New Flyer, a reasonable buy. It looks like it had another solid quarter.
A good divy but seems a bit expensive at over 20X earnings?
Thanks,
Harry
Q: Hi 5I, my question is regarding PHM - Patient Home Monitoring. at present it doesn't seem to get much coverage but appears to possibly have great potential. can i have your opinion regarding this stock including current management quality, future growth prospects, any red flags etc. thanx norm
Q: KFS
I have kingsway in my RRSP. I have been slowly changing my rrsp account to more resemble the model portfolio. KFS has had a good year should i keep it or sell it.
Q: Do you think TRW.US is worth holding weather the takeover goes through or not. I'm looking for more growth in my RRSP. My thoughts are to sell and buy DIS or UA as these stocks seem to be growing well. Or just hold my position. Your thoughts. Thank you for the great service.
Q: Would a portfolio of high quality Canadian preferred shares be suitable for a senior? The senior is 80, does not need the income, does not expect to need the funds within 5 years, but is looking for higher yield (vs GICs), with limited downside risk (in case any funds are required). Possible companies: Loblaw, Fortis, TransCanada, etc.
One concern is interest rates: if rates increase (e.g. over 5-10 years), is there significant risk that the stock price will decrease (i.e. similar to a bond)?
Could you do a comparison of Altagas and Keyera in terms of valuation and future overall prospects. I currently hold Interpipe and Enbridge. All things being equal, would you add either ALA or KEY or would you see this as being duplication.
Q: Hi Peter and team Re LRE J. O'Connell on BNN has a negative view on this div. payer and feels the div. is too high. TD sources tell me the div. is 7.8% , EPS .24cents , payout ratio 86%,and BF $4.91 He preferes WCR and CPG with payout ratios of 272% and 456% respectfully. I kmow they both have lower D/G ratios but it seems to me LRE has some new drilling properties and a good recent track record. What is your opinion thanks Paul
Would you please comment on KEL on TSX? KEL released it's result today. I'd like to know your thoughts about the result and it's future performance. Specially compare it with SGY. Which one is more risky. I bought SGY for my RRSP account recently. I am thinking to buy KEL as well in my regular trading account. I can hold it for 2 ~ 3 years.
Q: Regarding Concordia Healthcare (CXR): do you suspect there could be headwinds against companies that employ "inversion" as a means of growing their earnings per share, as this strategy may appear "gimmicky".
If public sentiment turns against inversion stories, do think companies like Concordia could be affected?
Lastly, could you provide us with CXR's earnings per share estimates for this quarter?
Q: I was disappointed when mfi maple leaf foods reported and did not announce a special dividend from the sale of Canada bread. I sold my stock at a decent profit. I had been holding it for three years.
Now on weakness I am thinking of buying it back wondering what they will do with all that cash.
Thanks. Helen M.
Could you give me your insight with regards to Morneau Shepell? The company reported recently and I felt good about their results. Is there anythingn in particular I should keep a close eye on when invested with a company like this?
Q: Would appreciate your thoughts on EIF Exchange income r2nd quarter report today. Westower margins and profitability appear to be improving. Will this be enough to blunt the short sellers? I sold half my position at a loss after the Globe and Mail printed Veritas' one-sided report without bothering to mention the positive opinions of most analysts. Thanks