Q: I need to invest in the health care sector to balance my portfolio. I'm retired but able to accept some risk. I would appreciate some growth and income from the sector. That being said, should I invest in Valeant, Johnson & Johnson or Gilead. OR would the 3 make a balanced basket of investments? Are there other investments in this sector that might meet my needs? As always, thanks in advance for your much appreciated advice.
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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: Hello Peter & Co.
Could you give me your insight into Clark please.It looks quite good on most metrics.
Thanks
Dave
Could you give me your insight into Clark please.It looks quite good on most metrics.
Thanks
Dave
Q: Hi Peter and Team,
Some thoughts no Mattersight please, MATR
Some thoughts no Mattersight please, MATR
Q: Hello,
Can I please get your analysis on exco's Q4 results. Did they meet or exceed expectations and should I continue to hold or even buy more shares of Exco?
Can I please get your analysis on exco's Q4 results. Did they meet or exceed expectations and should I continue to hold or even buy more shares of Exco?
Q: Terra firma reported today, what do you think of their results and this company going forward. thanks
Q: Hello, I own BEP.UN as per your portfolio but noticed the other two Brookfield companies look good BIP and BAM. Did you choose BEP because you feel it the strongest of the three or because id the sector? Would you recommend owning all three and if you had to narrow it down to two which would you choose? I like BEP because of the dividend. BIP also has a good dividend but BAM has a much smaller one.
Q: What do you think of the strategy of moving some of the money from my small caps that have done well over the last 1-2yrs and gradually parking the money in this ETF? Is the dividend safe and what are the downside risks?
Q: Hi,
My portfolio is low in consumer staples. ATD.B is the only stock I own in this sector. I owned loblaws in the past and due well on it but felt the p/e was too high do sold. Csn you suggest one or two holdings I could add to my portfolio for this sector, preferably ones with decent dividends?
I also have no health care exposure, can you recommend one or two names?
Thanks,
Carla
My portfolio is low in consumer staples. ATD.B is the only stock I own in this sector. I owned loblaws in the past and due well on it but felt the p/e was too high do sold. Csn you suggest one or two holdings I could add to my portfolio for this sector, preferably ones with decent dividends?
I also have no health care exposure, can you recommend one or two names?
Thanks,
Carla
Q: I'm wondering you're opinion on RE. The stock has absolutely tanked with the recent downturn in energy. Is there a concern about debt in 2015? This stock seems to be getting hid harder than most in the sector. Thanks.
Q: I own surge energy (Sgy) for growth and dividends and would like to own whitecap as well because of your recommendations
As well, on advice for stable dividend to ride out whatever the price of oil might be I just bought HSE (which immediately went down in price more than the declared dividend) however, listening to 'experts' opinions on oil prices into the future, I pose this question:
Would it be more wise to avoid this sector altogether now and wait for it to go very low (as some predict) and perhaps even bail out of this sector altogether until it proves that it can gather more steam?
Thanks
As well, on advice for stable dividend to ride out whatever the price of oil might be I just bought HSE (which immediately went down in price more than the declared dividend) however, listening to 'experts' opinions on oil prices into the future, I pose this question:
Would it be more wise to avoid this sector altogether now and wait for it to go very low (as some predict) and perhaps even bail out of this sector altogether until it proves that it can gather more steam?
Thanks
Q: I was under the impression an announcement by OPEC would possibly help the energy sector. Your insight and ever confident outlook would help me with SGY's future.Thanks for all you do.Al.
Q: ESI has not announced any future dividends. From their web site, I see that in the past 2 years they had already announced by this date. What is the best way to determine when they will make the announcement? Is this a warning sign that they have not announced yet?
Thanks
Thanks
Q: Hello Peter & Co,
6.3% of my RRIF portfolio is in this sector (HWO, TOU, VET and WCP).
Given the turbulence in this sector, I have 2 options:
1) sell my holdings and absorb a 7% loss (impact of 0.4% on the portfolio); buy holdings back after the dust settles
2) hang in there, grin and bear. However, given the supply situation, prices a year from now could very well be as low as now.
I have a strong feeling that you would lean towards option 2
Thanks in advance,
Tony
6.3% of my RRIF portfolio is in this sector (HWO, TOU, VET and WCP).
Given the turbulence in this sector, I have 2 options:
1) sell my holdings and absorb a 7% loss (impact of 0.4% on the portfolio); buy holdings back after the dust settles
2) hang in there, grin and bear. However, given the supply situation, prices a year from now could very well be as low as now.
I have a strong feeling that you would lean towards option 2
Thanks in advance,
Tony
Q: If I can get COS at 16.75 would it be a good long term buy(3yrs). I would be buying it for the dividend and is the dividend safe for the long term?
Q: The ex dividend date is Nov 26.2014, the date of record is No 28. If I sold the stock on the 26th who gets the dividend.
Q: Good morning Peter and Team, What are your current thoughts on CAR.UN? As an anecdote, we live close to several of their properties, and they appear to maintain them reasonably well for rental buildings. Their 5% discount on DRIP'ed shares is also attractive. Alternatively, are there other investments in this space that you prefer? Thanks in advance for your guidance.
Q: In response to Dennis Mcv comments on brokerage permissions.
I understand that brokers/bankers can only loan out your shares for short selling if they are in a margin account. So they tell us!!!
I think the only way to ensure that your shares are not short sold is if you hold in your hands the physical stock certificate. but who does that today. I have always believed that the practice of short selling is not a good thing and is destructive by its very nature.
I understand that brokers/bankers can only loan out your shares for short selling if they are in a margin account. So they tell us!!!
I think the only way to ensure that your shares are not short sold is if you hold in your hands the physical stock certificate. but who does that today. I have always believed that the practice of short selling is not a good thing and is destructive by its very nature.
Q: Hello Peter & Co,
I'd like to know which energy producer ( one in oil, one in gas) you would choose to invest in (one with yield, one without yield).
Thanks,
Tony
I'd like to know which energy producer ( one in oil, one in gas) you would choose to invest in (one with yield, one without yield).
Thanks,
Tony
Q: Could you please update your 2013 answer on the interesting ETF.
Many thanks !
Many thanks !
Q: What's your opinion of KKR? Would you suggest buying it today as an income stock? Is there any growth potential there? Alternatives (e.g. BX)? Thanks.