Q: Is the earning report on Monday satisfactory? They raised the dividend but the stock is dropping. What is the reason and do you like this stock? Thank you.
Would you go full position on Priceline today? Do you still believe in the company the way you did last year? Would it be worth biting the exchange bullet on this one when you have to buy every US dollar to purchase it? The holding period is 5+ year.
Thanks as always on your informed and prompt response.
When you remove FM from a model portfolio, does that mean a sell for us even if we do not hold the same positions as the portfolio. Would you recommend swapping FM for another company in the sector (e.g HBM or LUN) or just getting out of the sector at this time?
Also, what's you take on PRW's survivability in the current environment?
Q: What are your thoughts on a share purchase at this time? Pozen has a new CEO guiding them who has a stellar reputation for packaging companies as attractive takeover targets.
Q: Down around ~40% on Kelso & Questor in 8 month old's RESP. $1800 to use elsewhere if I sell.
Context is 3 RESP's 4 year old, 2 year old, 8 month hold, managed as single portfolio (new contributions annually). 14 Names held at relatively equal weights are KLS, QST, GUD, PHM, CXI, PSD, ADW, BNS, WEF, MCD, CSU, FFH, SU, ESL. Happy with all except maybe PSD is a bit of a dud lately given sector.
Sit tight on KLS & QST given investment horizon?
Sell and put into a little overweight in one of 12 names left?
Or sell and put into AirBoss or other 5i stock/ETF suggestion?
Q: BCE or ET? My thesis is to hold this for income and I would like to consolidate my portfolio. In order to do so I need to choose between these 2. Which one would you choose?
Q: Hi, When asked about DRT today you mentioned that the "growth rate is disappointing." Does this mean you don't recommend buying the stock now?
I own a half position. I had heard on BNN that this quarter wouldn't be great so planned to buy more to complete my position after it fell on the news. Is this still a good plan? Or are you suggesting that people wait to buy?
Q: The stock price has spiked in last week and was wondering if you feel it is a bit ahead of itself...perhaps finding a bid due to weakness in other sectors? I have owned it since the high $90's.
Many thanks as always!
Q: Hi,
Can you tell me why TRL has been declining lately? Have the fundamentals changed or is this just a case of investors bailing out in a tough market?
Thanks
Q: TSM pays about 3.5% div and it was a slow Eddy and gave me a 70% return since 2011. For this year to date it has lost 5.9%. This is in my RRSP. Cy (Cypress Semi) is much smaller and I think it has a much better growth potential, and it also pays a 4% dividend.I am a semi retired aggressive investor. Do you think this is a good swap?
Q: Both companies have now reported what appears excellent results. Could you comment on colliers' results and do you have a preference for one or the other. Do you view them as long term holds? Thanks for your insights
Q: Hi Peter I talked to stb today and the reason the stock is down their large holder in France decided to monitize its porfoilo.
I was informed that they current payout ratio was 68 percent .
I hold a bit for us income from a canaidian domiciled company to avoid the us withholding tax.
Kind regards stan