Q: Approximately 15% of my holdings are in convertible debentures (eg HR.DB.D) purchased some time ago with interest payments just under 6%. With one small exception these dropped to around their purchase point of 100 with the recent interest rate scare. These were purchased by my full service broker before we parted ways. I have now found that they are extremely illiquid and may be hard to sell at the price shown on my screen as the last sale may have been weeks ago. They form about 50% of what I consider the fixed income part of my assets but their price actually tracks the common because of the convertible nature. Am I right to consider them fixed income and do you have an opinion on the wisdom of keeping them?
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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: A question regarding portfolio management. When you talk about weightings, do you mean the original amount that was invested? I hold BYD in my TFSA along with 12 other stocks, it is now up 130% so should I be talking some profit and redistribute to adjust the weighting (a nice dilemma, thank you)!
I have the same situation with AYA which is up 90%, although it is not in my TFSA.
If I should be making some adjustments, any thoughts on which stocks to add?
Thank you
I have the same situation with AYA which is up 90%, although it is not in my TFSA.
If I should be making some adjustments, any thoughts on which stocks to add?
Thank you
Q: Please tell about ala ( alta gas) seems like a good company and is expanding but numbers are very hard to digest. Is it worth buying NOW o r dangerously high priced
Q: Peter,
Do you think CEN is a good buy for takeover play. Some of the recent takeovers like TOL have been pretty disappointing. How much premium is already reflected and how much more can be anticipated?
Do you think CEN is a good buy for takeover play. Some of the recent takeovers like TOL have been pretty disappointing. How much premium is already reflected and how much more can be anticipated?
Q: Could I get your comments on AUM Golden Minerals, especially concerning the Sept 11 Shareholder Alert and what this alert is about.
Thanks
Thanks
Q: I'm looking at investing in a Mortgage Investment Corporation. The returns look favourable. This would be for income only. Or should I be looking at a Real Estate REIT. Have you ever considered doing a report on any of the many Corporations out there ? Thanks
Q: What is your take on SAND (sandstorm) as a long term investment
Q: Hi Peter & Team,
Quick thoughts on TICC Capital Corp, TICC. Are the financials sustainable, are they a good growth/dividend increasing company? and finally is the current price a good entry if at all?
Quick thoughts on TICC Capital Corp, TICC. Are the financials sustainable, are they a good growth/dividend increasing company? and finally is the current price a good entry if at all?
Q: Any idea why Catarmaran CCT is down over 3 percent today?
Q: Your thoughts on Student Transportation & Bonavista.
Thank you
Thank you
Q: Hello Peter & Co. RE: Superior Plus SPB-T
Could I get a fresh look at SPB Please.
I see over the last 22 days it has a slight up trend and the MACD is currently providing a weak bullish signal.
Would you know the percentage of cash flow?
How are they managing with their debt level?
I have been waiting for a good entry point for SPB to add to my long term income portfolio.
As always , Thank you for your Great Service.
Dennis
Could I get a fresh look at SPB Please.
I see over the last 22 days it has a slight up trend and the MACD is currently providing a weak bullish signal.
Would you know the percentage of cash flow?
How are they managing with their debt level?
I have been waiting for a good entry point for SPB to add to my long term income portfolio.
As always , Thank you for your Great Service.
Dennis
Q: Hi Peter, staff, I noticed the question today about DRYS and I was I was intrigued by SFI. While not nearly the same business, I hold TAL and wondered what you would think about a switch from TAL to SFI. Thanks.
Kyle
Kyle
Q: Parkland Industries (PKI) - is this a good entry point? Tx
Q: I asked about RFC-V That it dropped in last couple of days. Forgot to ask RFC or SUM Or another small cap stock. Again Thank You
Q: hi folks,hold small position in dryships drys/n and stock moving as Baltic dry index touching new 52 wk high yest. Is there any shipping stock u like/recommend,looking at it as a contrarian play,thanks as always
Q: Peter; My RUS position is up to 6% and I am thinking of trimming it back and adding to my HLP.UN which is at 4.8%. Is this a reasonable trade? Thanks. Rod
Q: what are your thoughts on MMT.V
Is ther cause for concern?
Thanks
Is ther cause for concern?
Thanks
Q: What do you think of Zedi (ZED)? They seem to be favourably covered by people who know of it, however in a beaten-down sector and practically invisible in terms of profile. One analyst feels that growth may be explosive internationally. Should I pick some up with a small amount of speculative money? Thanks again.
Q: Hi Peter and team,
Could you please name some TSX listed companies that would benefit from a European recovery, other than autoparts?
Thank you, love your service.
Could you please name some TSX listed companies that would benefit from a European recovery, other than autoparts?
Thank you, love your service.
Q: I have a question about cipher pharmaceutical. Do you cover it and if so what is the prognosis for this company?