Q: Hi - With the recent pullback in many stocks, have any of your favourites dipped in price enough that you would be advising clients to hop on board. Totally understand that this is just guessing but hoping that a few jump out at you. No need to consider KYC factors in your response. Many thanks!
Q: Stocks in your model portfolios. TNC - when is this takeover going to be completed? It seems like it is taking a long time.
ITC - this stock is the majority of the time under $2.00 and for the short period of time that it goes above $2.00, everyone hits the sell button and it goes back below $2.00. Should I be hitting the sell button the next time it gets over $2.00 because it is the worst performing stock in my portfolio. PEO - also has over the last two months been another under-performer and so should I get out of it? Thank you for your good service Dennis.
Q: Hi,I have tog and wcp now,and was thinking of selling tog and buying Rrx for better return, if the oil and gas sector ever turns around. I have about a half position of each.
Is this worth while,or is Tog good enough to keep?
Thank, Brad
Q: Hi Team I am looking for both ETF and stock exposure to Europe. The above two ETF's seem like good choices? Would you recommend them or do you have some other ETF preferences? Also are there a couple of European stocks you would recommend? I currently own LXFT, Luxoft and am looking at EEFT. Euronet. Thanks Team Chris
Q: please let me know your opinion on CPG. I have a small position, down 30%. It's worth keeping or look for something else? What do you think about HWO?
Thank you
Q: Hello
Is ITP's $67M purchase of CANTECH a material event for ITP. I see the purchase price is $3Mhigher than originally stated due to some extra costs.
What is you opinion of ITP's prospects going forward.
Thank You
Have a great day
Clarence
Q: My RRSP portfolio is comprised mostly of individual stocks and I am considering moving to an ETF portfolio. I would like some US exposure and I am looking at the BMO suite of ETF options for this. Are there selections that should be avoided for withholding tax reasons? I understand that a withholding tax may apply even inside an RRSP for US holdings that pay dividends.
Q: Hi, I am thinking about taking some profits from PKI and adding to my position in AD. This will lower my average cost,and increase the dividend I receive, but mainly I would hope to catch some of the upside momentum the stock has shown lately.
So really the question is, do you see the positive upside movement to continue. Many thanks
Q: Hello- we will be purchasing a house in the next 3-6 months. We have $25,000 that we would like to invest to make a little interest between now and then. Do you have any suggestions about where we could put this money?
Q: Re Company information
In comparing an annual information form and a management information circular for an annual meeting, is the latter comprehensive? If not, what type of information is only found in the AIF?
Q: The US is apparently going to be spending large amounts of $ on infrastructure. Can you recommend particular companies that could
benefit? I currently own WSP which I believe has a large US division. Thanks
Could you please offer your assessment of GOOS and its marked weakness subsequent to its last new issue? Has the stock declined to a level where it could be bought?
Q: Michaels question on June 30 regarding portfolio watching.I think most subscribers watch these/their portfolios on a daily basis (I know I do) but if a person feels they are becoming obsessed with stock watching I think looking at the Portfolio Performance (monthly) reports that you send out. These results (1,2,3 years) speak volumes for themselves. A 10 or 16 % return on a portfolio is beyond expectations and hopefully leads to confidence in 5i's direction ...if we listen.
Q: Good morning from the West Coast. Looking over smaller companies in the US for diversification, I found this little gem. Fundamentals look solid, and growth looks positive as well. May I please have your opinion.
Thanks Rick