Q: Hi Peter and Team: Hope all is well with your ride. How would you rate Surge Energy, (SGY) vs. Rock Energy, (RE), or is their another similar energy play you would rate higher.
Thanks, David
Thanks, David
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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: re: Utilities & Interest Rates
I know we all continue to watch for any mention that it is time to raise interest rates. And it appears to me to be inevitable - just a matter of when.
It is obvious which sectors should benefit once this happens - banks, insurance, lenders - also just as obvious we can probably expect REITs to take a hit when they go up.
Can you please comment on what effect rising interest rates will have on Utilities? And which companies in particular we should have our eyes on when rates do go up?
Thanks for all you do
Gord
I know we all continue to watch for any mention that it is time to raise interest rates. And it appears to me to be inevitable - just a matter of when.
It is obvious which sectors should benefit once this happens - banks, insurance, lenders - also just as obvious we can probably expect REITs to take a hit when they go up.
Can you please comment on what effect rising interest rates will have on Utilities? And which companies in particular we should have our eyes on when rates do go up?
Thanks for all you do
Gord
Q: Hi guys,
Could I have your view on Eagle Energy Trust (EGL.UN) and how safe the insanely high dividend is. Lots of insiders buy in September with a 10 year low stock price so what is your general view on the stock. It would be for a div buy and hold strategy.
Thank you,
Richard
Could I have your view on Eagle Energy Trust (EGL.UN) and how safe the insanely high dividend is. Lots of insiders buy in September with a 10 year low stock price so what is your general view on the stock. It would be for a div buy and hold strategy.
Thank you,
Richard
Q: ACO.X
Any reason why the stock dropped 10$ since May 2014 ?
Thank you !
Any reason why the stock dropped 10$ since May 2014 ?
Thank you !
Q: ECI - EnerCare I have a half position and looking for dividends. With a soft offer, my thinking is the stock should have a $13.00 floor. What are the pit falls of adding some shares here. What are the chances of the offer turning into a real offer? What are the chances of a better offer?
Q: Parkland (PKI)
Would you recommend adding to an existing position in light of the Pioneer acquisition, as part of a long term hold strategy for PKI?
Thank you.
Would you recommend adding to an existing position in light of the Pioneer acquisition, as part of a long term hold strategy for PKI?
Thank you.
Q: Good morning 5i, may I have your opinion on investing in SAN, Banco Santander, for income and growth after the Scottish referendum. How risky is it now compared to the times of the first two questions in 2012 and 2013. Is it too risky for a RRIF? Thank you
Q: SGY Surge energy , Can you please update me on the 3 biggest inside
holders of this stock , No of shares held , average purchase price .
What is the percentage owned by the top combined 3 versus
the total number of shares issued . Many thanks Rick
holders of this stock , No of shares held , average purchase price .
What is the percentage owned by the top combined 3 versus
the total number of shares issued . Many thanks Rick
Q: Peter et al,
I watched BNN last night and the visiting guru was John O'Connell.
He did not seem to like Gluskin-Sheff very much, but I did not follow his reasoning. I wonder if you could comment on that? My wife also commented that he seems anti-Canadian. Thx in advance.
Gary
I watched BNN last night and the visiting guru was John O'Connell.
He did not seem to like Gluskin-Sheff very much, but I did not follow his reasoning. I wonder if you could comment on that? My wife also commented that he seems anti-Canadian. Thx in advance.
Gary
Q: I saw your answer re nat gas to look at buying cr,pey,ppy.What service companies would you look at re nat gas.
Q: Hello 5i Team,
I would like to get an update on Methanex (MX). It has risen significantly over the past few months, despite some maintenance issues at some of their plants. In previous commentary, you have mentioned this stock as "cheap". Is it still cheap and would you consider this a good place to buy?
I would like to get an update on Methanex (MX). It has risen significantly over the past few months, despite some maintenance issues at some of their plants. In previous commentary, you have mentioned this stock as "cheap". Is it still cheap and would you consider this a good place to buy?
Q: Hello 5i team,
In the energy producing sector of my portfolio I hold CPG (light oil), BTE (heavy oil), TOU (gas) and VET (oil & gas). I'm not too happy with CPG for their endless acquisitions by raising more equity; would WCP be a worthwhile switch?
Thanks,
Tony
In the energy producing sector of my portfolio I hold CPG (light oil), BTE (heavy oil), TOU (gas) and VET (oil & gas). I'm not too happy with CPG for their endless acquisitions by raising more equity; would WCP be a worthwhile switch?
Thanks,
Tony
Q: This is regarding WIN.T I thought the last two news releases were decent. The last two days it got sold off. Any thoughts on this company. Thanks......
Q: I held atd.b (Couche-Tard)since 2009 with significant gain but it is still within 5% of my portfolio as I have not added to it. I had a discussion with a Montreal Portfolio Manager about Couche-Tard today at a meeting. He told me 3 out of the 4 founders at Couche-Tard have or retiring from the company. While these folks have retired they have not sold their own shares yet. This mutual fund PM have existed their position in their fund and moved on to a similar U.S. company. Should I take some profit by reducing my position or exit my position? The security is held in my RRSP.
Q: reguarding mic-t why such a drop in share price in the last few weeks trouble with parent co or what
Q: Greetings Team 5i,
With it looking like an increase in interest rates coming soon, and understanding that insurance companies appreciate higher interest rates, I would like to add to my holdings in that sector. I realize you like Sun Life SLF and I'm thinking of taking a position but I'm also interested in Fairfax Financial FFH. I would appreciate your opinion of FFH and the wisdom of taking a position in it at this time.
As always, thanks for your guidance.
With it looking like an increase in interest rates coming soon, and understanding that insurance companies appreciate higher interest rates, I would like to add to my holdings in that sector. I realize you like Sun Life SLF and I'm thinking of taking a position but I'm also interested in Fairfax Financial FFH. I would appreciate your opinion of FFH and the wisdom of taking a position in it at this time.
As always, thanks for your guidance.
Q: Hi Team,
I have a few SJR.B shares that I have held for a number of years now and am taking of switching them for Telus for growth. Do you see any problems with that?
Also for a two to three year time frame who do you think offer the best outlook for growth/returns between STN and WSP?
Thanks and good luck for the remainder of the ride.
BK
I have a few SJR.B shares that I have held for a number of years now and am taking of switching them for Telus for growth. Do you see any problems with that?
Also for a two to three year time frame who do you think offer the best outlook for growth/returns between STN and WSP?
Thanks and good luck for the remainder of the ride.
BK
Q: I sold POT yesterday, made a decent profit and of course rec'd the dividends. I am wondering if I should deploy the capital to something you could suggest that has the safety with growth or should I wait until you offer your investment service. Do you expect that to be this month or a later time frame? Thanks again.
Q: Last night on Market Call, John Zechner was on and said that he would sell the railways, the pipelines, and the auto parts manufacturers as they were all too expensive and he didn't see any upside for them. Could I have your opinion on this, particularly with regard to Enbridge and Magna?
Q: what is your view on Atlantic powers (ATP.TO) recent strategic review...will this help turn the company around? The stock is down a ton partly due to the big dividend cut. Time to buy a few shares?