Q: Hi Peter and team,
Given its good results just released, and your answer to another Mike's question earlier, is BAD fairly or undervalued at $22?
Thanks and great work.
Mike
Q: It does not make sense that Amaya issues new equity or borrows more money.
1/Are you in a position to investigate this aspect ?
2/Would u agree that this is the major cause for the deep selloff ?
Thank you very much.
Q: my question is... this year these stks and their % in my portforlio which are bin-3% - syz-1% - cxi-3% - aya-1.5% -enb-4% - mda-3% - mg-4% - atd.b-5%... they are under performing the market...would it be sensible to add a % or so to each of these as they will be part of the sector rotation that i hear so much about...i am sitting on enough cash to do this at this time...or should i just hold the positions that i have..your advise has proven very accurate in the past and thank you for a great service..
Q: Hi, "The MSCI Canada November 2015 Semi‐Annual Index Review results were announced after the close on Nov. 12/2015 and take effect after the close on Nov. 30/2015. Additions: EFN, CCL.b, LNR, VII, and SRU.un. Deletes: POU, BTE, ERF, and TA. " What would be the implied impact for index ETF's (i.e.ishares MSCI Canada etc)in terms of estimated number of CCL.b shares required to be purchased as at Nov/30? Thanks
Q: There are cases where stocks fall because people are taking profits and not because there is something wrong with the company; e.g. WSP today as you suggested to other subscribers. What should we be doing in this case? Just hang on? Or join the profit taking crowd and sell? I am up slightly on WSP, but I definitely did have higher gains prior to the recent sell-off. Would it make sense to take profit and buy back later?
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?