Q: Thank you for the quick response. So, do you see this as an opportunity to start a position on TCN? If so, what % of portf. would you recommend?
Thank you!
-- the income rec'd is very close to the drop in capital value
-- ie, i have rec'd about 2k in income and the shares are down about 2k - so i am about breakeven (ish)
question: understanding the oil/alta problems; am i better to sell and buy say a SIA/EXE or ZRE/XRE or ??, OR is D.UN a blue chip that is suffering unduly?
I took a look at the recent reporting as of Nov 5. From what I can tell, poor crop expectations, resource prices and related uncertainty,regional economic uncertainty surrounding oil prices, which primarily impacted new equipment demand in the Alberta construction market, the increased Canadian dollar cost of new equipment due to appreciation in the US dollar are all creating a significant head winds for CVL.
I am in at $24.20 (4% position)
From what i can see my options are to cut the loses and put this capital to work elsewhere or, hang tough and wait it out.
my questions...
Would you advise I move or hang tough?
ps... dividend is very good... do you think it is safe?
Q: Hi Peter and Team!!!! I have made a good profit with CCL so far. Do you anticipate the stock doing even better in 2016? It represents about 8.9% of my holdings and I was wondering if I should take a profit. I do not need the money at this time. I am sitting on the fence and getting splinters. Your opinion would be greatly appreciated. Cheers, Tamara
Q: First, in your response to the question about pipeline holdings, you mentioned Pembina raised their dividend this year. Did you mean Interpipeline, which just raised theirs recently?
What is the future of Brookfield Renewables and how will solar impact it's use over the next decade? I want to put this into a RRSP and just keep it - nice dividend - but I don't want a dated product.
Thanks.