Q: BAM represents 6% of my (mostly well-diversified) portfolio at this time. Is this too much? My aim is always growth, with growing dividend, and given that BAM seems to be going sideways in the short term, I was thinking of trimming back to 4% and using the extra 2%, along with some cash sitting in the account, to buy into something with more potential and/or more momentum. If you think this is a good idea, could you provide a favourite name or two in the Energy Sector. My only holding in this sector is TOG at this time, which represents 4.25% of the portfolio. Thanks for your help.
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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: Peter and His Wonder Team
All I can say is "HELP"! TDG went down today almost 10% on hugh volumne of 8.8M shares. I realize that in takeovers the purchasers shares usually decline and of course the other side is delighted with the premium and cash in their hand.Several consultants seem to think that this deal was constructive and had long term value for TDG.Yesterday Eric Nuttall on BNN was very optimistic in the long term for TDG claiming it was very cheap and made it a Top Pick.I am not sure if he was taking this deal into his calculation. In any event I would like your assessment of this deal and share holder reaction. Are they panicking...are they being too short sighted or are they smarter that management?
Your info and insights are always valuable and help me sleep at night!Ha!Ha! Thanks again!
Dr. Ernest Rivait
All I can say is "HELP"! TDG went down today almost 10% on hugh volumne of 8.8M shares. I realize that in takeovers the purchasers shares usually decline and of course the other side is delighted with the premium and cash in their hand.Several consultants seem to think that this deal was constructive and had long term value for TDG.Yesterday Eric Nuttall on BNN was very optimistic in the long term for TDG claiming it was very cheap and made it a Top Pick.I am not sure if he was taking this deal into his calculation. In any event I would like your assessment of this deal and share holder reaction. Are they panicking...are they being too short sighted or are they smarter that management?
Your info and insights are always valuable and help me sleep at night!Ha!Ha! Thanks again!
Dr. Ernest Rivait
Q: Is PHM considered to be a US company to be reported under Form 1135?
Thanks
Joe
Thanks
Joe
Q: hello, a member asked if PHM was a USA corporation and was subject to "FORM 1135". you replied "yes". I contacted Dennis Wilson (corp development) at PHM & CXV, he told me PHM and CXV are both Canadian companies, WHO IS RIGHT/WRONG? and WHY? THANKS, fred
Q: Am considering buying either Loblaws or Alimentaion Couche Tarde and would like your opinion on your preference. Thank you. Anne
Q: In January 2015, you gave Enghouse a rating of A-. ESL just released its second quarter results. Revenues are up by profits for the first six months are down. The stock dropped over 3% in one day. Is it time to sell my position?
Q: Have been doing some research on this company. Looked at fundamentals on both TD and BNS and found it odd that the figures differed greatly. Is one more current than the other, and how does one determine what is right/wrong? Am interested in this stock but would like a little more accurate information on their financials and management effectiveness. What are your thoughts? Many thanks.
Q: Is there any reason for the slide in the stock??
Are yo still holding it?
Are yo still holding it?
Q: How likely do you view a dividend cut given it's over 10% now....thanks.
Q: When you say 'some type of restructuring', do you mean bankruptcy?
Q: I am just curious to know whether a lot of the selling taking place is short sellers? Thanks.
Q: Am I the only one wondering what is going on with Amaya's price? Once it was listed on NASDAQ on June 8th it started to fall and it has been falling since, today on large volume. Insights?
Q: what did you think of Dollarama's latest results?
Thankyou
Thankyou
Q: Hello,
I'm big time under under. How crazy of an idea is to triple down now ?
From what you see, can this go under?
Thanks
M
I'm big time under under. How crazy of an idea is to triple down now ?
From what you see, can this go under?
Thanks
M
Q: This is more of a comment than a question re DRT. i noticed in your last 5 or 6 responses to DRT questions it was never mentioned that insider selling has occurred. If my information is correct then it appears like almost 6 million dollars of insider selling has taken place.I'm just wondering if it should have been factored into your recent answers, thanx Norm
Q: Can you lease comment on the earnings release? Thanks
Q: Could you name some other companies like New Flyer that sell a lot to the USA proceeds and are Canadian stocks
Q: I'd be interested in your thoughts on the moderate use of leverage. To be invested in something like the Model Income Portfolio with a timeline of at least five years.
Thanks for the great service!
Thanks for the great service!
Q: I would appreciate your comments on Enghouse'e earnings release. Thank you, Peter
Q: What is your outlook for Zargon? Balance sheet?It's payout ratio? Safety of the dividend (it has been cut once), would you recommend this stock or would you prefer another dividend payer?
Thank you
Thank you