How come the removal of SLF from the income portfolio? I had though it was there as insurance (haha) against rising rates. I hold it in a couple of accounts. Should I continue to hold?
Thanks in advance!
BTW, I will be renewing soon. Just trying to figure out if I want 2 years or the one year with the MS subscription. :)
Q: Hello.
I am thinking of adding to a small position in Leon. It has retracted quite a bit recently. Does that make an attractive entry point? Also the closing of future shops, which sold appliances as well as electronics should open up a window for the competitors. also thank you for the wonderful service, and I would like to express the opinion that I do not agree with the people who are in the starting block for the release of a new portfolio and ready for the market open with their orders, showing impatience to your service. Feel free to publish.
Q: amaya has announced that it has applied for nasdaq listing. Considering that they are under investigation, i would think that nasdaq will wait until the result before they can accept to list it.
is this a correct assumption?
Q: Is there some unusual trading/manipulation taking place with Amaya's stock? AYA on the TSX was set to close at $31.00 but then there was a sudden jump to $29.70 (ending 1.69% down for the day).
On the other hand, Amaya's stock trading on the US OTC markets (AMYGF) ended the day 4.02% up. That's quite a large gap between the two markets.
Q: Hi Peter and team, I've read the changes you've made in the Balanced Equity Portfolio (formerly known as Model Portfolio). HCG was removed.....does this mean you are suggesting it is a sell? And, are we to assume you're not going to cover it anymore?
Q: I have left Amaya to run up to 12.5% of my model equity portfolio and 6.6% of my total portfolio. What are your thoughts of leaving Amaya to run versus bringing it down to an equal weighting in my model equity portfolio and using the proceeds to set up a growth portfolio?
Q: Hi Peter and Team!! Me again...I have $5000 to invest. I would like to start a new holding with growth potential (a small dividend would be nice as well) Magna just had a stock split...GS??....ET?...I am looking for suggestions. Cheers, Tamara
Q: Hello Peter and team!
I currently hold Goldcorp and I am interested in adding two more gold companies to my portfolio. Are there two companies you could recommend other than Goldcorp? I really appreciate the wonderful service you provide!!! Thank you.
I hold Stella Jones in my RRSP and know you like the company. I'm considering selling my position in CNR which is held outside my RRSP as many see it as expensive at this point and adding SJ in order to maintain exposure to this sector. Can you compare the valuation of the two and provide your thoughts on my strategy.
Q: At Close today DH announced purchase of fundtech for 1.25 b, coupled with 5.00% Convertible Debenture to probably fund the purchase.
The stock has been halted at the moment, and wonder what your thoughts are regarding the open tomorrow.
Q: Hello 5i, Could you comment as to the recent events at Capital Power.
- EPCOR reducing their shares of the company by 9%.
- Capital Power announcing that they will be buying back up
to 5 million common shares.
- Capital Power eliminating their drip
Also is this company having financial issues, Your opinion of this company as a buy sell or hold.
Thanks
Q: Good morning A Team. Amaya just announced it is selling Cadillac Jack for Can $476,000,000. Is this sale price within the range analysts may have expected for such a sale? Thank you, Peter
Q: "Start shedding the deflationary plays such as utilities, consumer staples and telecommunications because that story has become as old and tired as the bond rally." So writes David Rosenberg in a basically anti-bond pro stock piece in the March 27 Financial Post where he assesses the impact on bonds and income stocks of interest rates rising even slightly. Do you think the 5%+ (growing) yield on BEP would offer a sufficient cushion over most other utilities in the face of rising rates or should profits be trimmed as Mr. R. suggests? Thanks, J.
Q: Not sure if it is just me, but I've noticed a lot of people having or expecting babies lately. Many investor typically talk about investing in companies that cater to the baby boomer (ie. aging) generation, but can you list a few opportunities that could benefit from an influx of newborns? I was thinking DHX could be one, but not sure if your team had any other ideas. Thanks!
Q: in your summary report you list Enbridge as belonging to the Energy sector but you often refer Enbridge as a good Utilities stock so should Enbridge really be under the Utilities sector?