Q: The safest of financials have rallied a lot (big banks). I assume that investors will start going into the riskier financials. What do you think about buying a 1/2 position in a broker? Gluskin Sheff pays a 5% dividend, however there is that lawsuit overhang, so, I'm tilting towards Canacord Genuity. With the strength in the materials sector, do you expect $CF to start getting more contracts from that industry? I believe that's the core of their business? I could wait a quarter or two, but those stocks move very fast and my error in the past has been buying when everyone likes a stock (2014), rather than the other way around (summer 2016). Trying to change this, but as safely as possible. Thank you!
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: In the past, Morguard has increased its position in Temple during the latter's rights offerings. The announced purpose of the offering is to redeem a debenture, but is this the point at which Morguard takes control? If it doesn't, does that tell us anything?
Q: For a company like Starbucks, why has the stock been in such a downtrend in the past few years? It seems like they are executing on many fronts. What to do you think are the key risks to owning SBUX at this time?
Q: How much money do you think is flowing from other sectors into the energy sector today? What sector and stocks are an opportunity outside of energy on a day like today?
Regards,
Robert
Regards,
Robert
Q: Good Day FTS,AQN and NPI what has the best growth in the next two years?Which one has the safest dividend? What is 5i favourite?
Q: is it ok to bring sis,toy,pbh to 5% each after recent drop?.
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Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
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Premium Brands Holdings Corporation (PBH)
Q: I currently own Loblaw (L), ADW.A, and ECI in the Consumer sector. I would like to add PBH to give me two holdings in each of Consumer Staples and Consumer Discretionary, but I suspect CTC.A is a'safer' pick. So I am debating between the improved diversification by taking PBH versus the 'safer' choice of CTC.A. Which should I add? I am looking for steady dividend growth with holdings that might hold up better in down/bear markets. Thanks as always.
Q: What is your opinion on CST's potential for growth within 12 months? They have proven their technology on two fronts, first as their pilot plants were successful in proving the company's claims, second on successfully defending their patents. Lastly, would you see CST as a takeover potential?
Q: I am interested in a small position in zef and I am wondering what a rising U.S. dollar might have on this etf. Would you recommend this etf for an allocation in an rrsp for income? Thanx.
Q: Hi Peter and Team,
Mining industries tends to improve recently with the rising commodity price together with today's OPEC deal which also improves energy industries. Do you think it is time to get back to Canaccord Group, or is it still to early?
Thank you for you expert advice. Pui
Mining industries tends to improve recently with the rising commodity price together with today's OPEC deal which also improves energy industries. Do you think it is time to get back to Canaccord Group, or is it still to early?
Thank you for you expert advice. Pui
Q: Could I get a couple of suggestions for 1-2 small-to-mid-cap regional US banks with good fundamentals that you like the looks of. What are your thoughts on US financials generally for the next 12-24 months. Thanks.
Q: Is there an etf that has both USA and Canadian Finacials ?
Q: Pivot announced has conditional approval to list on the TSX as of Dec. 19. With a share price of only 41 cents, would this be permitted or do you expect a share consolidation to occur? Also, with a market cap of only $70MM, does this really qualify for TSX listing? Dividend at 1 cent quarterly is 9.6%, which is certainly attractive. Do you have any further thoughts since the last couple of questions on this stock?
Q: Can you give me per share AFFO for each of the above companies since inception? I'm concerned about share dilution in both of the above. Thanks a lot.
Q: Can you see any reason for the 8%+ jump today?
Thanks
Sheldon
Thanks
Sheldon
Q: Hi Peter and staff
Stock hasn't done well since you added it (as long team hold I realize) - thesis still intact and if my weighting is low and have long term view any harm in averaging down?
Thanks for all you do
Dennis
Stock hasn't done well since you added it (as long team hold I realize) - thesis still intact and if my weighting is low and have long term view any harm in averaging down?
Thanks for all you do
Dennis
Q: Thanks for the new report on DSG. What do you think of a switch to DSG from ENGH? I have held ENGH for a while and it can't get any momentum. You speak positively about both these firms. What do you think of each for the next year? Thanks.
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Bonavista Energy Corporation (BNP)
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Bonterra Energy Corp. (BNE)
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Enerplus Corporation (ERF)
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Surge Energy Inc. (SGY)
Q: Hi Peter and Staff
I was another investor who had too much weighting in oil- aside from a few that went out of business , I have held the rest until now and still have more $ in oil than I now want as a percentage weighting - not wanting to miss any rally entirely but also not believer in $75 oil coming I am going to shave some monthly until I get to my new weighting / if you were going to sell some of one of the four stocks listed which would you pick and why
Thanks for all you do
Dennis
I was another investor who had too much weighting in oil- aside from a few that went out of business , I have held the rest until now and still have more $ in oil than I now want as a percentage weighting - not wanting to miss any rally entirely but also not believer in $75 oil coming I am going to shave some monthly until I get to my new weighting / if you were going to sell some of one of the four stocks listed which would you pick and why
Thanks for all you do
Dennis
Q: Why is Dollarama down so much today?
Is there any news on the company?
Thank you!
Is there any news on the company?
Thank you!
Q: Thinking long term on the themes of infrastructure spending, recent pipeline approvals, (with maybe more to come in the US), and projections for crude to stabilize in around ~$60/barrel, do you see any tailwinds for BDI assuming they can keep the balance sheet clean? If not BDI, any other recommendations for companies providing support services to future infrastructure spending?