Q: hi folks,almost embarrassed to admit,but own Labrador iron lim/t,could u please give opinion on last night Q results,another $23M loss,held on amid hope of rebound in stock with iron ore price holding $130's,thoughts on company and any hope or time to waive the white flag and take my loss,thx,jb
I am rounding out a 15% financial sector weighting. My existing holdings are approximately 2% for each of: Sun Life, Home Capital, TD, Scotia, Fiera and JP Morgan (12% total thus far). I have 3% left that I want to throw behind some small cap names, and have shortlisted the following 5i favourites: Firstservice corp, Tri-con, Element Financial, Rifco and CI Financial.
Questions:
1. Would you throw 1% behind 3 names, or 1.5% behind 2 names?
2. I know you like all these companies, but which 2/3 would you buy today?
Investor Profile = Young and risk on. Will be deploying new capital routinely, so ideally names that I can average up with over the next few years.
Q: ESN is down over 10% in the past 2 days on heavy volume. Do you hear anything on the street? I know you like the stock and I'm considering buying more while it's on sale. Thanks
Q: For long term S&P 500 exposure would you go with a leveraged ETF like HSU or the un-leveraged XSP? Are there additional risks with the leveraged HSU besides the greater downside potential in a market crash?
Q: 5i, in general, do you recommend investing in the retail clothing space?
I can't help but look at the charts of Urban Outfitters, A&F, Aeropostale, Reitmans and see it going continually downward. Are there any in this space that you think can be good medium to long term investments?
I am thinking of closing out my losing position in wi-lan and
converting it to a combination of svc sandvine and aj junction
How do you like this idea.
Q: It seems the market likes the Q3 earnings and production guidance from TOU. Are these ahead of expectations and is there a chance of an initial dividend in the next year or so? Thanks, J.
Q: Hi Peter and team, could I have your comments/opinion on the Q3 release for Carfinco. A strong negative reaction this morning. Do you feel these numbers warrant such a reaction. Thanks.
Read Answer
Asked by christianne on November 15, 2013
Q: Hi Peter & Team,
Would you still recommend 65% fixed income/35% equities for a retired 65yr in current market? Presently 65% cash and pondering deployment. With XBB/XSB/XRB trending down and with low GIC,it is a tough decision.Your guidance would be appreciated
Q: It looks like the market does not like Carfinco's last quarter results. What do you think? I have a partial position. Would you add to it? Hold? Sell?
Q: I have a small position of BNP (400) purchased a number of years ago around $22. Would you recommend averaging down with an equal number (400) of shares at the current price?
Thanks as always.
Q: SJR.b It has been a few months since you commented on Shaw, and given Telus' continued success with winning over cable customers, and the Industry Minister announcing that if you don't use your spectrum, you will lose out, is Shaw becoming less attractive as both a growth stock, and as a take-out candidate? While a seemingly good geographic fit for Rogers, if Rogers can't expect to capture the spectrum that Shaw purchased in an earlier auction, and cable TV is apparently the government's next target, is it time to throw in the towel on Shaw? Yes it's still good for income, but its yield is only just above 4 today; did the Shaw family miss the sweet spot in timing a sale?