Q: For a play on the auto industry, what would your best bet be in the components, Linamar, Martinrea or Magna. And best pick from the car manufacturers? Thanks!
Q: I see BTB.UN has announced a bought deal equity issue at $4.35 and todays price has dropped on this news. I have held this for about 2 years and have liked the income. Should I be conccerned about this recent event. Thanks John
Q: I have a few holdings that are currently below water & could be sold to trigger losses to offset gains already realized this year. I would appreciate your opinions. Given today’s prices which of the following would you liquidate now: COS, CPG, ERF, JE, PGF, PWT, PBN, TA?
Now for the proceeds; what securities of a similar risk/return profile (long term potential for growth with reasonable dividend while I wait for the growth) would you suggest? FYI, of the securities you have rated, I currently hold ATP, BEP.UN, CUS and have small holdings (ie. room for more) in CSH.UN, ECI, HR.UN, THI, and WIN.
Q: ANS/ANS.RT Ainsworth has issued rights that became free trading yesterday. It appears to be a complicated formula that either I or the market has misperceived. I am hoping you can clarify this for me.
The formula is: 1 share gives the owner 1 right. Each right allows the owner to buy 1.4 (rounded up) shares for $1.25.
Yesterday one right traded for $1.40 (roughly) and one share traded for $2.30 (roughly).
By my calculation either the share is overpriced or the right is underpriced by around 20%! By buying 1 right for $1.40 I will end up paying $1.90 per share for each fully exercised right. By selling my share at $2.30 I have pocketed a tidy profit that will be realised on the excise date (Dec. 21). Do you agree?
Q: PSN ...Given: An astonshing 70 million shares have traded hands in the last couple of weeks ... And, for every seller there is a buyer.
Is this company dead in the water, just not officially declared so?
Or, are the buyers discerning opportunists ... or wild eyed gamblers?
Or something else?
Now, the real question: Are we at the point where the risk reward has tipped into the reward camp?
Q: I have a large position in a rsp for sgc, sundridge gold, any news or updated insights. No tax loss selling advantage so would sell anyways at this point? Thanks so much for the expert advice as always
Q: Hi Peter and 5i team, A while ago, you answered a question on gold. I am very much in agreement with your reasons for holding gold and also what to hold. However, you likened gold to insurance and suggested to have some always. That suggests a permanent typa deal. For long periods (20-25 years stretches), gold could be a drag on the portfolio. I intend to get out of it once the threat of banking collapse, hyperinflation/currency-debasement and turmoil in global money system all subside. Are we so different on this point?
Q: Microsoft had a free stock tracking site a few years ago but unfortunately dicontinued it. It provided all key metrics, inside buying, charts, % gains, etc, etc, and was so superior to anything I have found since. Do you or your readership have any recommendations?
Q: Ric Richmont continues to drop in price. Is there any news that is affecting the stock negatively? I own shares at much higher prices in my RSP. Should I be selling or buying more. Thanks for ongoing excelent advice.
Q: In response to Jim's Question on November 27, 2012 he may wish to Google for Canadian Dividend Aristocrats and/or Canadian Dividend Achievers. There should be quite allot of information available including, although not limited to, some information from Standard & Poors.