Q: With the latest move up and slight give back on price do you think this is still a good entry point or would you suggest to wait. I would like to take a small position at some point.
Thanks
Thanks
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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: Hello. Is it a good place to place some money may be with less risk then just 3 or 4 stoks. Or do you have another choice for me Thank you
Q: Hi Peter. I'd like to add a couple of banks to my portfolio. I'm leaning toward NA and either BMO or BNS. Of the various Canadian banks what would you recommend for my two picks ?
Q: Would you view the latest dip as a good buying opportunity? Given some positives, dividend, etc is there still a growth potential? I'm looking at purchasing 5% on dips.
Thanks
Thanks
Q: Hi Peter,
Are you still happy holding this stock. Do you see these levels as a buying opportunity.
Thanks,
Kristine
Are you still happy holding this stock. Do you see these levels as a buying opportunity.
Thanks,
Kristine
Q: Hi Peter and Team,
Thoughts on GWG Holdings please.
Thoughts on GWG Holdings please.
Q: VRX may be buying an Egyptian Co. Seems they were not expected
to go shopping - maybe because of their debt level.
Your opinion please, as I have a 4% position.
Thank you.
to go shopping - maybe because of their debt level.
Your opinion please, as I have a 4% position.
Thank you.
Q: Re Enercare payout ratios Members might want to check-out the
slide presentations at the link below for clarification. Also don't forget they just took over assets of Direct Energy in Q4/2014 with integration still ongoing.
http://files.shareholder.com/downloads/CWIF/215083183x0x829571/C64CD778-190D-4C5B-BB79-73AB2E5B0FE7/EnerCare_Q1_2015_Slides-FINAL.pdf
slide presentations at the link below for clarification. Also don't forget they just took over assets of Direct Energy in Q4/2014 with integration still ongoing.
http://files.shareholder.com/downloads/CWIF/215083183x0x829571/C64CD778-190D-4C5B-BB79-73AB2E5B0FE7/EnerCare_Q1_2015_Slides-FINAL.pdf
Q: I’m a little confused reference your answers to the two most recent questions on Enercare ECI dividend payout ratios
May 22, 2015 (asked by Grant)
The payout ratio is 68%, and dropped 4 points last quarter.
March 04, 2015 (asked by Eugene)
If we look at 2014 full year numbers, ECI generated $121 million in operating cash flow, and paid $46 million in dividends. Against cash flow, the payout ratio was 38%.
Am I missing something here, or has it really changed that much?
May 22, 2015 (asked by Grant)
The payout ratio is 68%, and dropped 4 points last quarter.
March 04, 2015 (asked by Eugene)
If we look at 2014 full year numbers, ECI generated $121 million in operating cash flow, and paid $46 million in dividends. Against cash flow, the payout ratio was 38%.
Am I missing something here, or has it really changed that much?
Q: I have done well with eci, and as a result of the recent price decrease, I am considering adding more to bring my holdings from about 2.5% of total portfolio to 4%. I hold this for income, and am not looking for capital gains. Do you consider the dividend sustainable (payout %?) and see any dangers to the stock price?
Thank you
Thank you
Q: Good morning; I own WestJet. The stock is down 20% since I bought it. I look at the chart and it doesn't look pretty. I am debating whether to wait it out and hopefully it comes back or take the loss. The stock keeps going down. Thanks
Q: Hi Peter, which one would you choose between GIB.A (CGI) and CTSH (Cognizant)? Thanks
Q: Could you please tell me what you think of HEDJ.US for exposure to European stocks? I am ok with the US dollar exposure but do not want the risk of the EURO declining versus the US dollar.
Q: What is you current view on HWD in conjunction with the U.S housing market? I see two analysts on TD Waterhouse call it a Strong Buy. HWD increased their quarterly dividend. Is there potentially more upside ?
Thank You for your help
Clarence
Thank You for your help
Clarence
Q: Currently IGM comprises about 2.3% of my portfolio and is in an RSP. Total Financials are 27%. Dividend payback is about 4% but I think I should take my losses of 20% and utilize the proceeds in Communications (5%), Basic materials (1%) or Utilities (5%). What do you think? The other option is to add new money to the low sectors and hold IGM.
Thanks
Bob
Thanks
Bob
Q: Hi Peter, For a retirement portfolio needed after 5 to 7 years, can you please recommend a) a mix of equities versus bonds / fixed income, b) the percentage of Canadian vs us vs international equities c) a sector mix.
In the ideal situation, I am aiming for an average annual return of 8% with manageable risk.
In the ideal situation, I am aiming for an average annual return of 8% with manageable risk.
Q: Hello 5i team. In portfolio I hold 3 banks (TD, RY, LB) & 2 pipelines (ENB & IPL). I am thinking of selling RY, LB & IPL and buying CNR & FSV for diversification. Can I get your thoughts please.
Thank You
Craig
Thank You
Craig
Q: CSU is taking over Picis. 700 hospitals worldwide sounds big but just how big a deal is this? Market seemed to like it initially but is calmer about it now. Thanks, J.
Q: my question today is regarding Tree Island Steel (TSL). Their last quarter numbers seem quite impressive. Can i get your opinion on the latest developments of TSL. i have done very well with PHM and have to rebalance that position and was thinking of adding TSL. i realize they are two totally different companies . i first got into TSL several quarters ago at $1.70 and now it looks poised to breakout.some insider buying has also occurred very recently.I know the chinese could flood the market with very cheap fasteners which would hurt .could you also comment on the debt situation. thanx Norm
Q: Hi Mr. Hodson, 5i.
In your answer to question by Claire May 21, did you say "If you have 10% or less of your portfolio in USD, we think owning it in US dollars is fine (assuming it doesn't bring USD exposure above 10%)." I am a little confused.
Are you saying one's total US $ exposure should be 10% only? Or, am I mis-reading you? Please clarify. Thanks for the service. sarah
In your answer to question by Claire May 21, did you say "If you have 10% or less of your portfolio in USD, we think owning it in US dollars is fine (assuming it doesn't bring USD exposure above 10%)." I am a little confused.
Are you saying one's total US $ exposure should be 10% only? Or, am I mis-reading you? Please clarify. Thanks for the service. sarah