Q: Kirkland Lake's quarter looks pretty solid to me and they are raising the dividend and buying back shares and their production guidance looks decent. Any thoughts on why the stock is getting hammered down 5.3% on this news today? Is this a short trying to drive it down on a quarter release or am I misreading the quarter?
Q: Telus is having a solid pull back today - I believe on news of it's capital raise at $52. I've been a long time holder of the stock but had to sell to assist with a house transaction. I enjoy it's capital appreciation and consistent dividend growth. Is now a good time to re-enter given that I mostly mimic the BE Portfolio and currently have no telecom exposure?
Q: Hi,
Can you explain the difference in performance over 10 years between those two ETFs? I am showing a difference of almost double between the two over eight years. The portfolio seems to share similar stocks. Could it be the currency hedging? Please explain
Thank you for the great service
Q: I have my registered accounts with a broker RRSP and TFSA. They have suggested Manulife Global Balanced Fund, managed by Mawer. Please give me your opinion on this fund. I am not sure that is what I want, but would like your opinion. Could you suggest something better for both a RRSP and TFSA.
Thank you so much, Shirley
Q: What would you consider appropriate overall portfolio percentage holding ranges for stocks vs ETFs? From reading questions I get the impression that a minimum of 2% for individual stocks, 5% for individual ETFs. Maximum (although personal decision) might be 5% for stocks and 10% to 15% for ETFs. Would this be reasonable goal to provide diversification and potentially minimize large fluctuations in income?
Q: Looking to increase my American technology positions. I'm interested in taking a position in Adobe. What do you think the future holds for this company, short term, (1 year) and long term (5 years). I'm trying to decide between ADBE and MSFT. Which do you think is the best investment or would you buy both? Would they complement each other? Are there other U.S. tech. companies you like as well or better?
Thank you for answering my question regarding BEP.UN.
I have to admit that I still do not fully understand the problem with holding BEP in a non-reg account. If I simply receive something from my broker (T3 or whatever the form is) telling me what amount I received from BEP the following year and I pass that on to the person doing my taxes what is the "pain" that you refer to with regards to limited partnership tax accounting? Is there some convoluted time-consuming calculation that the accountant must do? Or is there some other complication once the stock is sold? I am fine with some portion of the flow-through being withheld in regards to the US portion of the income from the stock.
Thanks for your patience!
Love your service!
Q: Hello peter, At this time, which would you prefer from total return perspective.
BIP - 1 year high and yield 3.9%
BEP - 1 year high and pay 3.8%
BPY - towards 1 year low and pay 7.2%
Are you concerned with low dividend growth at BPY.
Thanks
Q: While you have not been particularly enthusiastic to this point, I would appreciate your analysis of their latest results. Clearly the market was very impressed as it cracked both the highest gainers and most heavily traded lists yesterday.
BEVERLY, Mass. and TORONTO, Feb. 19, 2020 (GLOBE NEWSWIRE) -- Hamilton Thorne Ltd. (TSX-V:HTL), a leading global provider of precision instruments, consumables, software and services to the Assisted Reproductive Technologies (ART) and developmental biology research markets, today reported preliminary selected unaudited financial results for the fourth quarter and year ended December 31, 2019.
Based on preliminary unaudited results, 2019 revenues increased 21% to a record $35.3 million with adjusted EBITDA for the year of approximately $7.1 million (14.6% year over year growth). Fourth quarter sales increased 34% to $10.8 million, with adjusted EBITDA estimated to increase 27% to approximately $2.2 million. Organic growth on a constant currency basis was approximately 15% for the year and approximately 20% in the fourth quarter, largely driven by sales increases of equipment and consumables. Gross profit margins were approximately 53.8% for the year and 56.4% for the fourth quarter.