Q: Just a quick comment and suggestion on Tucows. I've held on to Tucows since last year to see how well their U.S. wireless carrier product Ting would contribute to growth. Something I didn't expect as a growth kicker is that their higher valuation gives them more leverage to consolidate other domain service providers into their core business. TC is up 15% this morning as they're buying a competitor. Might be worth taking a look again to add to a growth portfolio and would be great if you could do a report on them!
Just interested on your opinion of McCoy Global. They were a portfolio company a while back, and it would seem to me that they will have tremendous torque once O&G spending comes back around. Am I missing something?
Q: Can you please prioritize which of these is the better buy for a long time speculative hold. ( NXE, NMX and LAC ) Appreciate your feedback. Thanks in advance
Q: Thanks for your Shopify reply. As a follow-up, no business relationship is secure forever but I was surprised you mentioned the risk with their Amazon relationship/partnership. Would they not have a contract for an extended period to justify Shopify's investment in time and resources at the expense of other opportunities and who else would be a potential partner that would be in a position to replace Shopify?
Thank you.
Q: Milestone received $120,,000 a unit for their apartments from Starwood.Mrg.un has 13215 similar units in the U.S..Are they valued at this level presently?
Thank
Bob rose
Q: If trump is to spent 1 trillion to rebuild U.S. infrastructure; what two US and Canadian stocks/etfs would benefit the most? Are the buys at today's price?
Q: Peter and His Wonder Team
I am working on the assumption that issuing more shares is usually not good for the share price. TDG will reduce debt and upgrade equipment...etc. So in this case does it have more positive merits than negative? Please give your thoughts on this "bought deal financing". I am also wondering if the mere fact that there are investors at all is a positive sign in going forward!?
Thank you!
Dr.Ernest Rivait
Q: Hi All at 5i! What are your thoughts on Rogers sugar as far as a long term investment of an income variety? Would this be a good entry point or is it a little pricey right now? Thanks, Tamara
Q: In a reply to Elizabeth about suggested well diversified ETFs in a non-taxable account question, (posted morning of Jan 20th), you mention that HXT avoids a dividend tax liability by increasing its NAV rather than distributing dividends to shareholders. Wouldn't the Dividend Tax Credit look after the issue - or is there something about ETFs that doesn't make dividends eligible for the credit ?
Q: Great BNN show yesterday Peter! With equity markets near all time highs, how do you think one should protect against downside risk for their portfolio (if at all)? Holding gold companies in January/February 2016 proved to be a bit of a hedge against the overall market decline and I continue to do so for this reason (amongst others). Curious to hear your view on inverse ETFs as well.
Q: Hello Peter, I know you like all three of these companies. My RRSP and TFSA are already well-diversified. On top of that, I'm now trying to build a non-registered account for long-term holdings (mostly solid, 'steady Eddy's' such as ATD, ENB, T, FTS). I'd like to add 2 full positions to the account. Which two of CSU, WSP and CGX would you suggest adding at this point for long-term gains, factoring in a 'sleep at night' element. (No concern over dividend rates.) Thanks for the continually excellent service! James
Q: I have 1/2 a position in EIF in my income portfolio. Since I bought it stayed flat. Should I sell, hold or increase my position? If you suggest to sell what should I buy instead.
Regards,
Jacob
Q: Hi, I started a position in this company, and following the announcement of a new contract with the Canadian military, it has been moving down from a 28 cents high. Do you see a major catalyst moving forward or would you recommend moving into another stock?
Q: I am interested in beefing up the fixed income portion of my portfolio. My adviser recommends PMO005. I see a MER of 1.39%. What do you think of this mutual fund? Are there similar ETF's at a lower MER. I know you don't usually like Mutual funds but your commentary in the questions and answers seems good on Pimco. Should I diversify fixed income into several bond funds? If so could recommend a few of your favourites please. Thank you for your great service.
Q: Hello. Had an earlier question on gold bullion ETFs but think I may have timed out or something as didn't get a message saying you received it. So trying again.
Looking to buy some gold bullion ETF units as insurance for both my own portfolio and my wife's portfolio. Central Fund seems like the best bet for a Canadian ETF. Three questions:
1. Am considering splitting unit purchases between my RRSP and non-registered accounts. Any issues here?
2. Can you advise the Canadian tax treatment for capital gains in my taxable account?
3. Could you please help me understand the 'premium/discount to NAV'? Today it's -8.79% for CEF.A.
Q: What etf (or more than one) do you like to cover the broad Canadian market? There are so many, and they are so overweight in financials and resources. I would be most interested in one that has a lot of holdings, but welcome your opinion/advice if you think a smaller holding is more appropriate. This is for a non-registered account, so tax-deductible investment ideas are welcome.