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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: After the market closed on 4/23 CF announced the its founder,the renouned Mr Peter Brown,resigned as director,officer & honouray chairman of the co & will not seek reelection to the board of directors.Going forward,it is his intention together with some friends & partners to pursue a new career advising established private companies with a growth profile & in need of private debt & equity financing Please advise the effect on the co especially its stock price.Txs a lot.
Read Answer Asked by Peter on May 25, 2014
Q: http://us7.campaign-archive1.com/?u=994a273391e6cd95081ecf363&id=15f5eb241d&e=2f3954e526
Mr. Hodson, does this recommendation to NOT buy any Canadian bank make sense ? This goes of course against your usual approach to the matter.
Read Answer Asked by Serge on May 25, 2014
Q: Telus and SLF have been components of the model portfolio for more than a year with no rating and I assume they would have to be at least a B- or better to join at all but I wonder if you could assign a provisional rating, perhaps subject to adjustment when full reports are done, so that members can get a better idea of just how keen you are on them. I note also that the Income Portfolio doesn't have a column for ratings, at least for April; would it be possible to add it and assign provisional ratings for the stocks not yet covered too? Thanks, J.
Read Answer Asked by Jeff on May 25, 2014
Q: Good morning gentlemen,
In an answer recorded 23 May 14 re your 6 favourite picks (? asked by Matt) you indicated Black Diamond as one of the 6. Do you mean Black Diamond Inc (BDE - outdoor products) or Black Diamond Group (BDI - oilfield svcs). Thanks in advance. Bob
Read Answer Asked by Bob on May 25, 2014
Q: Re: FTS.IR
I am an owner of FTS and have been quite interested in following the merger/take over of UNS. I have been part of other take overs/buyouts with other companies but can't figure out why the .IR units are pounding so much higher. I was hoping you would be able to tell me what is happening with these .IR units and why they are gaining so much. Thanks
Read Answer Asked by Keith on May 23, 2014
Q: G Goldcorp I am sitting on a substantial loss (35%) on this stock. Want to sell to book the loss but want to keep a portion of the PF in gold. Do you have an alternative gold stock to do this with?

TIA
Read Answer Asked by Gerald on May 23, 2014
Q: Hi 5I, thank you for your excellent service. Redknee Solutions; RKN is making a big move today. Any comments on what the driving force is?
Read Answer Asked by Gavin on May 23, 2014
Q: LRE
You said " Because it just started a dividend, the payout ratio is a bit of a moving target, but in the first quarter it was just 18%. Based on forecasts by the company, the 2014 ratio will be less than 20%. It is increasing its dividend with the July payment as well (5%) after the acquisition closes."
If the above is correct and their pay out ratio is 20" with a 7% dividend is it not a screaming buy considering all the other positives. I bought 0.5 position and am wondering if I should sell some Surge and buy More ?
Thanks again and again
Yossi
Read Answer Asked by JOSEPH on May 23, 2014
Q: Profits...
I just came through a very elegant review of the above in a 4 parts serie at:
http://intrinsicmomentumblog.com/
Of potential interest to some of your members.
Publish at your choice
CDJ
Read Answer Asked by claude on May 23, 2014
Q: Hi team I can get some Prairie Sky shares What do you think with the ipo top price and extra shares
Sam
Read Answer Asked by CECIL on May 23, 2014
Q: As follow-up and in addition to your reply to Maggie's question
this morning about the BUY/SELL/HOLD question in todays market.
Here is an extract from a column in the Globe & Mail by John Heinzl and it gives a startling example of the effect of re-investing dividends and by coincidence uses Royal Bank (RY) as an example:

"Consider two investors, whom we’ll call Harry and Sally."

"On Dec. 31, 1993, each invests $10,000 in shares of Royal Bank of Canada. They hold their shares for the next 20 years, the only difference being that Harry spends his dividends while Sally reinvests the quarterly payments in additional shares of Royal Bank."

"Now, it’s obvious that Sally will come out ahead. After all, she’s not spending her dividends like Harry is. But the magnitude of the difference may surprise you."

"At the end of 20 years – on Dec. 31, 2013 – Harry’s $10,000 investment will have grown to $98,923, according to Bloomberg calculations. That sounds impressive, until you compare it to Sally’s investment. It will be worth $193,301 – nearly twice as much as Harry’s. On an annualized basis, their returns work out to 12.1 per cent and 15.9 per cent, respectively."

Thought other member might be interested in this tremendous example of the power of compunding dividend re-investing.

Thanks 5i,
Scot
Read Answer Asked by Scot on May 23, 2014
Q: Peter
I was given some wonderful information on Teva Pharma on a recent trip Could you comment on this stock as I am thinking about taking a small position
Thanks for your great service Paul
Read Answer Asked by Paul on May 23, 2014
Q: Could you tell me why ET is in your income portfolio?
Is there still a change of a take over?
Also if you had a choice which 3 stocks would you put in a tsfa?
Read Answer Asked by Josh on May 23, 2014
Q: gwr what do you think of this company for income and growth and comparied to hwo which do you prefer. thanks
Read Answer Asked by don on May 23, 2014