Q: Has your view changed on this company since your comments of 06/28/16 and it's recent private placements?...Buy?
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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: I am wondering what would be a normal p/e for Concordia? Also perhaps you can shed some light on the difference between cash flow and levered free cash flow.I understood the latter represented the cash left over after debt obligations have been paid. With their substantial debt I expected Concordia's levered cash low to be substantially less and yet Yahoo Finance shows cash flow per share of $4.10 and levered at $6.55.
As always your assistance is greatly appreciated.
Mike
As always your assistance is greatly appreciated.
Mike
Q: Hi, would you expect BBU.UN to start paying a dividend soon, similar to all the other Brookfield companies?
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
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Thomson Reuters Corporation (TRI)
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High Liner Foods Incorporated (HLF)
Q: Hi
I have a half position in the above 3 Rogers B, Thomson R, and high liner, all are on the uptrend
I am a conservative investor holding stocks that pay me a dividend while I wait
how would you rank the above 3 stocks in terms of value and safety
and which one would you like to see me adding to ?
I have BCE in my portfolio as income as well.
thanks
Michael
I have a half position in the above 3 Rogers B, Thomson R, and high liner, all are on the uptrend
I am a conservative investor holding stocks that pay me a dividend while I wait
how would you rank the above 3 stocks in terms of value and safety
and which one would you like to see me adding to ?
I have BCE in my portfolio as income as well.
thanks
Michael
Q: Hello Peter et al
Given the history of some of PHM’s management is it possible their game plan is to take the company private within the next eighteen months or so, and then public 3 or 4 years later? Any thoughts?
Many thanks. Bob
Given the history of some of PHM’s management is it possible their game plan is to take the company private within the next eighteen months or so, and then public 3 or 4 years later? Any thoughts?
Many thanks. Bob
Q: I had purchased both Amazon and Netflix in equal weighting for my US holdings, at 2.5% each. I rode the wave of Netflix to top $130 only to see it tumbling down right to where I started. No harm, no foul. The question is, though, is the long-term growth of Netflix intact, notwithstanding its recent slowdown? I tend to have faith in these behemoths re-inventing themselves, but it doesn't always work out. Would it make sense to move this money to Amazon, or does it make good investment sense to hang on. (The other position I was thinking of adding to instead of Amazon is NVDA, now held at 2.5%, roughly.) Thanks, as ever, for your sound advice.
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Restaurant Brands International Inc. (QSR)
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Recipe Unlimited Corporation Subordinate Voting Shares (RECP)
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MTY Food Group Inc. (MTY)
Q: Thanks for the small cap suggestions yesterday. I was also thinking of a 10I position in Cara, Mighty Foods, or Restaurant Brands International. I would appreciate your answer based on the fundamentals for a minimum 24 month hold. I also know Cara's board has had some issues re: directors as insiders and objectivity going forward.
Thanks again.
David
Thanks again.
David
Q: My son turns 18 this August, when can he begin his TFSA?
Q: Considering an investment in Methanex. The information I have indicates zero insider ownership and over 100% institutional. What's the correct situation.
Thanks, Len
Thanks, Len
Q: I know US holdings are not a big part of your mandate, but I'm wondering what your suggestion re Cal-Maine would be moving forward?
Heather
Heather
Q: Hi Can I have your comments on Q2 results to me they look good your comments are valued.
Kind Regards Stan
Kind Regards Stan
Q: Hi guys
I have new york mtg. in my rif. nymt us keeps on paying me a div.
now for years cost avg. 5.50 at5% of my total money .
I strugel every time to sell or reduce this holding I know you dont
cover us stocks but would appreciate your view on the co. THXS.
Bob
I have new york mtg. in my rif. nymt us keeps on paying me a div.
now for years cost avg. 5.50 at5% of my total money .
I strugel every time to sell or reduce this holding I know you dont
cover us stocks but would appreciate your view on the co. THXS.
Bob
Q: Total return index ETF; is it good ?
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Income Portfolio (Income)
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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iShares Convertible Bond Index ETF (CVD)
Q: On the fixed income side of a portfolio 5i has included both conv. debs. and prefs. Do you see them as having a similar risk profile? With new money would you choose CVD or CPD? and why? I am having a hard time finding CDs that are worth the risk, yet the rate reset pref. market seems like a "bargin" assuming rates go up in the next 5,10,15 years.
Q: Would you please give your thoughts on this company
Q: My losses are not that great but I am getting fed up with AVO. I am thinking it gets one more earnings/outlook in August and unless there are some serious positives, I am getting out. Is this broadly your own thinking, or am I missing something? Thank-you.
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Cenovus Energy Inc. (CVE)
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Veren Inc. (VRN)
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Advantage Energy Ltd. (AAV)
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Athabasca Oil Corporation (ATH)
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Crew Energy Inc. (CR)
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Freehold Royalties Ltd. (FRU)
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TORC Oil & Gas Ltd. (TOG)
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Gran Tierra Energy Inc. (GTE)
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Big Banc Split Corp. Class A Shares (BNK)
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Cardinal Energy Ltd. (CJ)
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Canacol Energy Ltd. (CNE)
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Spartan Energy Corp. (SPE)
Q: I own twelve oil and gas stocks in a $2.5 million portfolio as listed above. My advisor recommends selling the first seven stocks on the list and adding to the last five positions. I'm primarily interested in capital gains with dividends being a secondary consideration. Would you recommend selling any of the first seven stocks? If so, what gas and oil stocks would you choose as replacements? Thanks for your advise.
Q: I would be curious to see if there is any "scuttle-butte" on Enercare. It seems to be moving up quite nicely in the last 3-6 months. In a recent reply to a member you said you would be comfortable purchasing it up to
$17.25, now that it has reached $17.75 (at time of writing) are you still
comfortable? Seems to have good momentum!
Thanks in advance
Scot
$17.25, now that it has reached $17.75 (at time of writing) are you still
comfortable? Seems to have good momentum!
Thanks in advance
Scot
Q: This question has to do with research. Recongnia shows Ithaca as being under valued, with ESP growth rate of 35.6% and a Rate of return of 185%. Do you put much store in this kind of research.
GUY R.
GUY R.
Q: I am now flat on berkshire which I bought as a proxy for the US economy. With the shares not doing much for a while I was thinking of switching to General Electric which looks like it is preforming better in the last couple of years. What is your opinion.