Q: I would appreciate your thoughts on the weak price performance of PBH stock. PKI by contrast is much stronger although the metrics of PBH are at least comparable. For example both have high debt over 120% of equity. Both have forward earnings growth over 30% and both trade on a forward PE below the 5 year low PE. The big difference is the price action. PKI trades close to median price that analysts estimate for next year whereas PBH is well below those estimates. I am assuming you prefer the good price momentum of PKI and, all being equal, you would go with PKI despite the apparent better value in PBH? Your thoughts would be appreciated.
Mike
I’m attempting to make sense of the current ALA situation. For months, the market has been suggesting that the ALA dividend is in trouble, as the yield continued grow. With this in mind, in September I asked my financial advisor if a cut was probable, and he replied that it was more likely that the dividend would increase rather than be cut, and that ALA should be ok for my income portfolio. Now, less than two months later, he’s stated that a cut is probably on the way.
I’m confused. Did ALA hide information (which has now been revealed) ? If the answer to this is “yes”, then I can understand how people have been hoodwinked. If ALA did not hide information, and the share price had been signalling trouble, I am tempted to say goodbye to this advisor and move my money, as this has cost me a substantial sum.
Did ALA hide information from the market that you are aware of ?
Q: Vascepa is already fda approved and they have 200 million in sales where is the risk or is this just a partial approval from the fda pending further study and on a scale of 1 to 10 how risky is it ten being the riskiest. dave
Q: Hi Guys: I hold an Altagas Preferred (ala.pr.e) which is down significantly over the last year. I hold it principally for the yield so I am not too bothered by the drop, unless of course I begin to believe that the company will have to default on its debt obligations. This seems (to me at least) a pretty unlikely scenario, notwithstanding all the current drama with its debt and stock price etc. Please give me your opinion in this regard. With thanks, Don
Q: GUD reports earnings on Nov. 8, and it makes up 3% of my portfolio. Is now is a good time to add to GUD, to bring it closer to 5%? I plan on holding for at least a year.
Thank you
Grant
Q: I am trying to clean up my portfolio a bit by reducing the number of holdings. For the fixed income portion I have 5 different bond funds (CBO, XBB, XHY, CVD, HYGH). Is there enough overlap with either of these that I should consolidate any, or would you suggest any different ETFs to simplify the fixed income portion of my portfolio?
Q: The "street" appears to dislike the Encana purchase announced today. Is this transaction that bad for the Encana stock?
The sell-off is certainly significant and does this represent a worthy entry point?
I also keep hearing that gas stockpiles are far below historical levels and with the cold weather around the corner would this have any positive impact for Encana?
Q: I was thinking of selling my position in AX.UN and replacing with BPY.UN which would give me a decent yield, modest dividend growth, as well as much broader geographic diversification. A decent trade? Thanks
Q: Hello, my question is regarding WEED, can you shed some light on Constellation brands investment and warrants it has that can potentially allow them to become over 50% owner and what affect that could have on the stock if they exercised them. Their most recent investment August 15th was at $48.60/share, when I see this stock drop below that price I feel as though I should buy it... would that large investment at that share price technically limit the downside of WEED? Do the warrants to purchase more shares limit the upside? Thanks for your guidance.
Q: my reading of the q results on CRH was fairly positive but stock is down. Can you comment, and would you add based on the release?
I hold a half position in Open Text and was wanting to bring this up to a full position depending on the Q release... what would you suggest here?
Q: Is there an advantage to buying these etf which are marketed as minimizing volatility if one is aiming for international diversification? On the Blackrock website they are stated to be low to medium risk. Would you buy the Canadian hedged or non hedged version?