Q: In its most recent SEC filing, billionaire Carl Icahn’s Icahn Enterprises LP (NASDAQ: IEP) disclosed a 149 percent net short position in U.S. stocks. IEP has been declining since this position was taken yet in the last few days the market and the circumstances surrounding the market have been negative. I would anticipate that IEP should rise against this situation based on its rather substantial net short position but this doesn't seem to be the case. Do you see any reason why the shares of IEP are reacting in this manner?
Q: I hold TOU, ALA, KEY. Down 18%, 24% and 13% respectively. This is all my direct oil/natural gas exposure which represents 17% of my entire portfolio.
I have 10+ years investment horizon for these stocks. These stocks fluctuate a lot which I don't mind but I dislike being underwater for a prolong period of time.
Should I stick with these names or should I make a switch to other oil companies like VET? If yes what names would you suggest and how should I divide the investment % wise? Which stock(s) to sell and which one to keep? Switch now or later?
The goal of the switch is to position myself for eventual(I believe) oil recovery.
Q: There have been 2 preferred issues that I know of recently
that have minimum resets that are very attractive for
a taxable acct. PPl.pr.m and trp.pr.j receting at 5.75 and 5.5% respectively. Do you know of any others ? and apart
from credit risk what is the downside with these ?
Thank you Ian
Q: What would be your current number 1 picks (1-2 year total return) for a dividend paying stock and for a non dividend stock - regardless of industry? Thanks!
Q: I would appreciate your opinion on which sector CSH.un is in.
The Globe and Mail has it listed in the healthcare sector. That makes some sense given the demographic of its clientele. However, other sources list it in the REIT sector. It makes some sense that it would be sensitive to the housing sector (i.e. if house prices fall, fewer seniors will be able to sell their houses to move into retirement homes.)
With respect to my attempt to be diversified across the 11 sectors, which sector would you place CSH.un in?
Thanks so much!
Q: As a pensioner, I just came into $150K of "extra" money that I would like to invest in the 5 year and more time frame. (I'm optimistic). I would like 6 names you can recommend within the following framework.
1. Must be TSE listed company.
2. Much of the income must be from outside of Canada.
3. Must be in the top tier of stable companies.
4. Should be growth rather than dividend focused.
Three "ideal" investments I have in mind is TD, MG, and BAM.A. So along this line, what can you recommend? Thank You.
Q: I am considering initiating a small position in Helius Medical Technology because I am really interested in the treatment options for neurological disease/trauma they could potentially offer. After reading about their PoNS device in various books and articles, I recently discovered they have gone public. I know it is very early days, but in your opinion, is it a worthy investment opportunity? I would be purchasing a small amount as part of the "speculative" part of my portfolio.
Thanks for the help you guys provide day in and day out, Rory
Q: Can you tell me about Transglobe. It appears to be financially healthy -- can it weather the current low/moderate price? Is it a good target for takeover? Would you consider it a buy, hold or sell?
Q: I have some cash parked to build a house and am wondering if I should keep this as cash or invest these in bonds to get some interest. If the latter, what do you think of 50% in XSB and 50% in XGB?