RDM Corp. (TSX: RC) released Q3 and the results looked outstanding. The Conf. call was also very positive for the future. RDM seems very undervalued considering all its business is in USA and based on comparable company transactions. What is your thought?
Q: Is the Beutel Goodman Income Fund (BTG771) a sound investment given the potential of rising interest rates in the near future. Many thanks for all your help....Karl.
Q: Hi Peter, REIT's seem to have taken a pounding lately. I know they are vulnerable to rising interest rates but do they represent a good value play? I am looking at taking a position in HR.UN or FCR what do you think?
Q: Regal Lifestyle Communities (RLC) - any chance for an update from your last comments in May? It's dividend is now over 9% due to the drop from it's IPO price. Is this a dog to be avoided or worthwhile purchasing for a diversified income portfolio. I already own Medical Facilities Corp (DR) and Leisureworld Senior Care Corp (LW) in my Healthcare sector at 2.8% each weighting. Adding RLC would increase my sector weight to 8.5% Would Chartwell be a safer bet? Thanks!
Q: I'm looking at Mcan Mortgage Corporation (MKP) for dividend income and some capital gains. You last commented on this company on March 28th. The stock dropped significantly throughout May and June but has recently turned around. It pays an 8.2% dividend. What is your currently thinking on this company? Is the dividend safe? Is this a good entry point? Is this company sensitive to interest rate increases? I appreciate your team's research and value your opinion. Thank you!
I see that TD Waterhouse has a Book Value on BB @ $18.89 - shares closed @ $9.30 today. Does Book Value mean that if the company was sold it's assets would be worth $18.89/share. If that is the case wouldn't it be a good idea to keep my shares and hope for either a big turn around or a sale. BB is 2% of my portfolio.
Q: Peter - can you explain the merits of the 50-day, 90-day, and 200-day moving averages? Also, what is the best source to acquire this information for individual companies. Thank You.
Q: Doing some DD into a small company called Savaria (SIS). I like small cap stocks as many run under the radar of mass market volatility and I've learned over time the right ones can have hidden potential. Would appreciate your thoughts - Cheers.
Q: 5i staff
What is your outlook on CEU ?It recently has been a steady grower making acquisitions..Is the stock price a little ahead of itself?
Thanks
Cal S.
Q: Peter; MTL was just halted by IROC. They are supposed to announce earnings tomorrow so should one assume someone got a preview and was acting on it? Does IROC announce when they will reopen trading or does it just suddenly resume? Thanks,
. Rod
Q: I have been advised to increase my U.S. exposure by buying BRK.B. What happens when and if W.B. dies? He is 82, I believe. What do you think of the plans for the company once he is out of the picture?
Q: May I please have 5i's opinion of Russel Metals vs. Vicwest for a 2-3 yr. hold. If you're not keen on either of these, could you provide another name(s) in the same sector. I require dividends for income. Many thanks, John.
Q: Hello Peter,
RE: Investment Strategy.
Do you subscribe to a policy of "letting your winners run' OR
Rebalancing to adhere to a 5% weighting ?
Thank you for your response.
Bill.