Q: On Friday, David Prince on BNN said that the passing of CETA would put pressure on Premium Brands due to increased competition? Please give me your comments?
Cheers, Darcy
Cheers, Darcy
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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: Can't see any reason for the recent days declines, can you?
Sheldon
Sheldon
Q: Hello,
Would you consider writing a blog in the near future regarding equity allocations to registered vs non registered, and how to do this optimally. Several subscribers routinely ask such questions.
Thx
KR
Would you consider writing a blog in the near future regarding equity allocations to registered vs non registered, and how to do this optimally. Several subscribers routinely ask such questions.
Thx
KR
Q: I manage a small TFSA for my daughter. She would like to buy Aritzia (ATZ). She likes the store.
I appreciate it is fun to own companies you like. But don't want to do anything silly.
Any advice?
I appreciate it is fun to own companies you like. But don't want to do anything silly.
Any advice?
Q: Hi all - I need an energy company to add to my portfolio. I have held off buying a name in the oil/gas/pipeline sector as I've been expecting the cycle to take a number of years for the demand and supply sides to lose inertia and start moving in the opposite directions. I don't think we're there yet (US crude draw-down reports are suspiciously counter to other indicators out there), but I'm thinking the down-side risk is for companies that will survive is pretty low at least.
Which two companies would you recommend at this time?
Thx very much.
Which two companies would you recommend at this time?
Thx very much.
Q: There is an article on Bloomberg " Aussie banks 7000 mile Blockchain experiment could change trade " It's worth a read to get a better understanding of the viabiity of blockchain transactions in international trade. I believe DH Corp's relationship with Rabobank and Malauzai is designed to move DH corp into the fintech world, specifically regarding the use of blockchain transactions in international business dealings. What does the 5I team think of this and does DH have the ability to become a significant player in this area?
Q: I am just about to give up on Empire A. Do you think Cineplex would make a good switch in a Balanced/Income portfolio?
Or should I just bide my time as I am currently down 27% and hate to lock in the loss? Letting go is always a problem for me as I suppose it is with a lot of retail investors.
Or should I just bide my time as I am currently down 27% and hate to lock in the loss? Letting go is always a problem for me as I suppose it is with a lot of retail investors.
Q: In the conference call the CEO specifically stated that share buy backs are not being considered. Their three goals for now are 1) investing in the businesses, 2) reducing debt, 3) and supporting the dividend. However they are suspending the DRIP program. What would be the logic for this?
Also, do you know, and would you consider this a management that can be taken at their word? The experience with Wi-Lan and Concordia was not encouraging.
Mike
Also, do you know, and would you consider this a management that can be taken at their word? The experience with Wi-Lan and Concordia was not encouraging.
Mike
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BMO Floating Rate High Yield ETF (ZFH)
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BMO High Yield US Corporate Bond Hedged to CAD Index ETF (ZHY)
Q: BMO has a risk rating for ZYH and ZFH of low to medium for each of
these etfs.Would you agree with this assessment? Joe
these etfs.Would you agree with this assessment? Joe
Q: Hello, Apologies, my last question was about Viad Corp US (VVI) not Seven gen. Thanks.
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Question:
VVI has gone up by almost 30% since summer, I am thinking after the election if there is a little bit of a lull..might be a good time to take a half position on this company. What are your thoughts on this company. Thanks. Shyam
Answer:
Seven Gen looks quite good following its recent acquisitions. It is showing excellent momentum, good growth is expected and cash flow looks good. It has checked back a bit from its high, and looks good today. It reports Wednesday. Its last quarter was well ahead of estimates.
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Question:
VVI has gone up by almost 30% since summer, I am thinking after the election if there is a little bit of a lull..might be a good time to take a half position on this company. What are your thoughts on this company. Thanks. Shyam
Answer:
Seven Gen looks quite good following its recent acquisitions. It is showing excellent momentum, good growth is expected and cash flow looks good. It has checked back a bit from its high, and looks good today. It reports Wednesday. Its last quarter was well ahead of estimates.
Q: 11:13 AM 10/30/2016
Hello Peter. I have a 1.2% position in Chesswood for income and some growth, and am down 32% at present. The data I see on the company is:
Dividend $0.84, Yield 6.8%, POR 75%, P/E 7.5. Earnings $1.12, so to me it looks pretty good.
How solid do you think the company is and do you think the dividend is reliable and sustainable over the long run? Would you advise doubling my position at this price.
Thank you............ Paul K
Hello Peter. I have a 1.2% position in Chesswood for income and some growth, and am down 32% at present. The data I see on the company is:
Dividend $0.84, Yield 6.8%, POR 75%, P/E 7.5. Earnings $1.12, so to me it looks pretty good.
How solid do you think the company is and do you think the dividend is reliable and sustainable over the long run? Would you advise doubling my position at this price.
Thank you............ Paul K
Q: Peter and Team
As the sector allocation between ZLB and XMV (both identified Low volatility ETF) is significantly different. Could you please confirm which ETF would be most suitable to replace Sentry All Cap Income Fund with a MER of 2.68%?
Thanks
Sylvain
As the sector allocation between ZLB and XMV (both identified Low volatility ETF) is significantly different. Could you please confirm which ETF would be most suitable to replace Sentry All Cap Income Fund with a MER of 2.68%?
Thanks
Sylvain
Q: I presently hold an ETF for the S&P 500 and am thinking maybe now is the time to exit this Index ETF. Would like to know your thoughts. Thank you
Q: VVI has gone up by almost 30% since summer, I am thinking after the election if there is a little bit of a lull..might be a good time to take a half position on this company. What are your thoughts on this company. Thanks. Shyam
Q: For the next two years, which one of the two would be best, to replace BEP.UN ? And would that be advisable ?
For the next five years, same query.
Altogether, would ATD.B be clearly a best choice ?
For the next five years, same query.
Altogether, would ATD.B be clearly a best choice ?
Q: What are your favourite Canadian renewable companies for a 5 year investment ? Thanks.
Q: Further to my previous comments, perhaps DH should slash their dividend and use the cash flow to finish the conversion to a fintech corporation.
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Parkland Corporation (PKI)
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Kinaxis Inc. (KXS)
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Premium Brands Holdings Corporation (PBH)
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Savaria Corporation (SIS)
Q: Hi , can you please provide the estimates for Revenue, EBITDA and EPS for the quarterly release, next week. Thanks
Q: I am up 17% on BCE.
Would it make sense to sell some BCE stock to buy Telus thus diversifying risk & growth opportunity between two companies?
Would this same logic apply to say Enbridge & Fortis?
Would it make sense to sell some BCE stock to buy Telus thus diversifying risk & growth opportunity between two companies?
Would this same logic apply to say Enbridge & Fortis?
Q: KXS has been on a recent downtrend. Has the sentiment changed about the company? Is it time to move to a different investment in the same technology? Currently I only hold CSU, GIB.A and KXS in the tech sector.
Thanks,
Danny
Thanks,
Danny