Q: Eric Nuttal, on Friday's Market Call, stated that the management of Legacy gave themselves great increase in compensation. If so, would that change your opinion on this Company. In my experience I have seen this so often as the stock declines. Most of the time the stock does not recover.Thanks
Q: Hi Peter and Team. AI has a nice DRIP program and a low beta. I am considering putting some money behind this stock using their DRIP but I would like to know what could be some of the risks (ie Canadian Housing Market) and should I enter a half position and wait for an interest rate increase to see how much of an affect that will have on the stock price. I enjoyed your topic and presentation at the Money Show...I appreciate you sharing your insights. If there is another DRIP stock that you like I am open to other options also.
Thank You
Jeremy
Q: Hi team
When you say you would be comfortable with a 15 to 20 percent weighing in energy in a portfolio is that a percentage of total portfolio? For example with $700,000 portfolio $100,000 allocated to oil and gas stocks is adequately diversifying the portfolio with the rest in all different sectors. Thanks.
Q: Following up on your comment to Gord today: "It is very unlikely that 5i will report on US stocks. One problem is simply finding staff with experience in the US markets that are willing to commit to no trading", would you be open to the idea of creating a US stock research section where the analysts allowed to hold U.S. securities but must fully disclose them?
I'm pretty sure most 5i Research members are astute enough to discern the difference between objective commentary and biased, self-serving opinion. Moreover, you could institute very strict guidelines for making stock recommendations that would address possible biases.
I have made a lot of effort in the past few years to diversify worldwide (U.S. 40%, Europe 20%) but it's awfully hard to find good, objective information on foreign companies.
Robert
Q: Is RIOCAN a better Reit to own than H&R , I read somewhere Riocan is planning to develop some of it's properties and maybe build condos in Toronto. Does that mean more growth. The payout ratio is also quite good, is that true. Thank you.
As a follow up to Stephan's question on Oct 19, BMO's report on REITS shows only 8 of 34 Reits have return of capital of less than 50%. 16 of the 34 have a return of capital of more than 70%. As a general rule, would this not indicate that REITs are better invested outside of the RRSP.
I would appreciate getting your view on North Atlantic Drilling Ltd (NADL). The share price has really been hammered in the recent correction and I'm wondering if now is a good entry point and whether the yield is too high to be sustainable.
Q: Coukd you please give yor cureent assessment of PRE: safety, dividend safety, prospects for growth and comparison to your current favorite in energy,
Q: Due to fiduciary resposibilities, I am looking for ETF's that invest exclusively in investment-gade Canadian debt instruments, which could include quasi-debt such as preferred shares. Do you have any suggestions?
Q: Hi: could you comment on latest results from the Score given big jump in users and revenues. Are they still 2 yrs away from break even, any improvement based on these numbers? thanks
Q: I'm a recent member , was backchecking on Sherritt and noticed a response from July 31st that identified S as more of a copper player when I understood it to be primarily a nickel play especially with the Madagascar site hopefully ready to produce when the market improves.
I've owned Sherritt for some time. Is it a keeper for the next 3 -5 years? Thks. Tony.
Q: Hi Peter and gang. Please ignore my earlier question as I have just learned, and it is my understandaing, that Largo did not appreciate and the discrepency in my valuation is due to a 1 for ten consolidation. However, I would still like your opinion on this stock going forward.
Many thanks
GUY R
Q: How do you feel about buying call options in good blue chip dividend paying companies over a longer term? As I understand that options still payout dividends while holding the contract. I have noticed that some contracts have dropped 40-50% while the underlying stock has dropped only 20-30%. This would present a good case for substantial rise and possibly exercising the option down the road. Your thoughts.
Q: re - 5i Filter – Overblown Corrections?
This report shows Sears (SCC) with a dividend of over 50%. When I looked up the stock on BMOInvestorline, it showed a dividend of 0. Does it pay a dividend? Is it safe at that rate?
Q: Looking at Symax Lift SYL on the Venture Exchange, interim statements indicate increased profits of almost 100% over comparable 6 month period in 2013, may I have your thoughts please.