Q: This is a 2 part portfolio editing question:
1. I hold BDT as well as STN and WSP. Should I hold all 3 or sell BDT and split the funds between STN and WSP?
2. I hold CHW and have a paper loss on it as I do with AVO and ACQ. Thinking several years up the road, would I be better off selling CHW and re-investing in AVO and ACQ, both of which you appear to like; or simply hang on to CHW?
Q: Hi
I am a new subscriber and really appreciate your service! I am building up an RSP portfolio, and have Brookfield Asset Mgmt, Stantec and BNS so far, and would like to add other stocks appropriate for such a registered account. Can you please recommend up to 10 additional stocks I should consider. Thanks!
Q: The stock seems to be drifting downwards, any thoughts on it? I have had a good run but with no dividend makes me wonder if I should just sell and invest in a dividend bearing equity. Your comments please? Thank you Phyl
Q: I have roughly a 14% position in Altagas (ala), Pembina (ppl), and Interpipe (ipl), collectively. I was thinking of selling one entirely or part positions in all three and using a portion of those funds to purchase Shawcor (scl) which is trading around 12.45x 2015 earnings.
To make up for the lost dividend income, I plan on purchasing Sunlife (slf) as I only have a 1.85% exposure to the insurance sector (I have pwf).
Q: Looking to stabilize my portfolio as I think there is a lesson to be learned from the recent market volatility. Looking forward I want to mitigate my risk by making wiser choices and not falling into the trap of trying to hit home runs. To help in this process I would like your opinion as to the 5 safest Canadian stocks outside of utility and energy stocks. Thanks in advance. Doug
Q: Hi: one of the speakers at market call at BNN suggested that the POW could spin out some of the core assets to benefit the shareholders, but the other company PWF (power financial) would not benefit from the move. It is a speculation
It would be appreciated if you could explain to the investors like us what is the main differences and advantages of holding PWF vs POW ? I have some shares of PWF, should I switch 50% to POW ? Thanks!
Q: After the recent correction most oil and gas companies have recovered to some extent. However Tourmaline continues its downward drift. Is it company related or the outlook for natural gas? A second question if i may - I have some loose change in my RRSP and have been dithering between QST and PRW. Which would you recommend after today's price jump? Thanks
Q: Hey Guys, I have held LNR for the past year (2% position) and this week purchased MG (3% position). Should I sell LNR for a profit and purchase more MG or hold onto both and think of them as one.
thanks,
Jim
Q: What do you think of the sale of assets announced yesterday and also the coincidental purchase of aircraft assets. I've owned this a few months and its up 11% this morning. I admit I'm having difficulty figuring out what this might all mean to both the risk and growth profile for this company . The sale at 200 million is big numbers for a small cap like this. Thanks
Q: I'm looking at taking a position in a gas producer, can you comment on the relative valuations between Bellatrix and Peyto. How much more is Bellatrix on a BOE/day basis, how much am I paying for future growth? Which do you think is a better investment?
Q: EIF is rallying recently and has reported selling it's US Westower unit yesterday. Would appreciate your thoughts on company prospects going forward.
Q: Hi,
I forgot about this stock during recent volatility and starting to look at again. I like the assets and lack of debt. I dislike the earnings and my lack of knowledge of the management. Do you know the management at all and any thoughts on investing small position for 3-5 years or longer?
Thanks,
John
Q: MSL has been going up the past week, do you have any news? Can you please give your opinion on this company or suggest another company for a TFSA.
THX