Q: Would appreciate your opinion on the future for AYA and would you consider it to be a buy, sell or hold at the present time. Thanks.
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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: MRE & Nat Rae: later suing MRE saying the co. fudged results going back a ways? Who is Nat. Rae -holding company or what? I'd like to buy at some point maybe; but, would like to know what the current situation is and the facts concerning the law suit. Thank you...James
Q: Hi there,
Given the operational risks associated with the Oil and Gas industry, I have always preferred to carry a 'basket of stocks' for a total weighting of about 16% of my portfolio. I have held them all for 3+ years and have done well considering both capital gains and dividends. When one 'stubs' their toe, it seems like the others are doing well. The laggard in the group is Legacy which continues to underwhelm the market even with its improved production and guidance. Wondering if this is the time to reduce the number of holdings. Here is my current mix:
Vermillion, Baytex, Crescent point, Whitecap, Twin Butte, Legacy and RMP.Do you consider this a reasonable strategy givent he operational risks associated with the business or should I just simplify and reduce the number of holdings. If so which stocks would you divest of here at this point.
Given the operational risks associated with the Oil and Gas industry, I have always preferred to carry a 'basket of stocks' for a total weighting of about 16% of my portfolio. I have held them all for 3+ years and have done well considering both capital gains and dividends. When one 'stubs' their toe, it seems like the others are doing well. The laggard in the group is Legacy which continues to underwhelm the market even with its improved production and guidance. Wondering if this is the time to reduce the number of holdings. Here is my current mix:
Vermillion, Baytex, Crescent point, Whitecap, Twin Butte, Legacy and RMP.Do you consider this a reasonable strategy givent he operational risks associated with the business or should I just simplify and reduce the number of holdings. If so which stocks would you divest of here at this point.
Q: is this a good time to sell BTE,SU and TOU
Q: HI,
I've been slowly adding companies from your model portfolio to my portfolio. I am now looking at SYZ. Do you still like this company and is this a good place to get in or should I wait for a better entry point?
Thanks
I've been slowly adding companies from your model portfolio to my portfolio. I am now looking at SYZ. Do you still like this company and is this a good place to get in or should I wait for a better entry point?
Thanks
Q: Hi Peter, here's an excerpt from a note I sent to a friend asking about your service. As a completely satisfied customer, please feel free to use any or all of my response to him.
The head of the firm is Peter Hodson, he has been a Bay Street superstar for 30 years.
His funds outperformed The Street significantly almost every year,. His last gig was as as Vice President at Sprott Asset Management.
He made a crap load of money when Sprott went public and decided to “retire”.
He says he was always bothered by the conflict of interest Bay Street has with its clients and now had the money to provide the service the way he wanted.
His firm has no ties to any companies, neither he nor his people own any stock in any company they cover and they have no investment banking interests either. In short, No Conflicts.
5i instituted a model portfolio in March and it’s up almost 30% year to date. The research reports are written in plain English and companies are given high-school style grades.
Couldn’t be easier.
As well, you can ask questions about any company you’re interested in.
They official cover only Canadian firms, but I have asked a number of questions about U.S. and foreign companies and have always received good, straight answers.
I don’t simply fill my portfolio with the 20 names in their model portfolio because my goals have changed and I’m now a dividend investor and not all of his model portfolio pay dividends or not generous enough.
But picking from his research list and answers to my questions, I’m up almost 30% this year.
I’ve been a member for two years and can’t recommend them highly enough.
If all this wasn’t impressive enough, it’ll cost you about $110 a year taxes included.
I don’t think there’s a better deal out there.
Hope this helps, Gordon.
Keep in touch
Kyle
The head of the firm is Peter Hodson, he has been a Bay Street superstar for 30 years.
His funds outperformed The Street significantly almost every year,. His last gig was as as Vice President at Sprott Asset Management.
He made a crap load of money when Sprott went public and decided to “retire”.
He says he was always bothered by the conflict of interest Bay Street has with its clients and now had the money to provide the service the way he wanted.
His firm has no ties to any companies, neither he nor his people own any stock in any company they cover and they have no investment banking interests either. In short, No Conflicts.
5i instituted a model portfolio in March and it’s up almost 30% year to date. The research reports are written in plain English and companies are given high-school style grades.
Couldn’t be easier.
As well, you can ask questions about any company you’re interested in.
They official cover only Canadian firms, but I have asked a number of questions about U.S. and foreign companies and have always received good, straight answers.
I don’t simply fill my portfolio with the 20 names in their model portfolio because my goals have changed and I’m now a dividend investor and not all of his model portfolio pay dividends or not generous enough.
But picking from his research list and answers to my questions, I’m up almost 30% this year.
I’ve been a member for two years and can’t recommend them highly enough.
If all this wasn’t impressive enough, it’ll cost you about $110 a year taxes included.
I don’t think there’s a better deal out there.
Hope this helps, Gordon.
Keep in touch
Kyle
Q: Hi team,
I see CSU is having another rough day. If you owned it would this move concern you? Would you be inclined to sell on this harshly negative momentum?
I see CSU is having another rough day. If you owned it would this move concern you? Would you be inclined to sell on this harshly negative momentum?
Q: CSU is dropping significantly. Does the company not have an obligation to issue a press release or the exchange issue a halt. Clearly this is abnormal trading for CSU with an 8% interday drop and 2 days drop of over 13%.
Thanks,
Thomas
Thanks,
Thomas
Q: please get opinion of news release today for tricon capital tcn/t,is this a totally new project and how should it affect earnings and stock price in future,hold at 6.20,thanks as usual
Q: peter, you keep saying nothing wrong with csu, just profit taking, but on over 50000 shares traded and with the stock down 9 per cent over last 3 trading sessions has to be more than profit taking, where are the buyers on this decline. please comment. dave
Q: Good morning Peter,
Enjoyed meeting with you at the recent Money Show in Toronto.
Just a comment on a question from Ray, 11/25/13 regarding his wife,s RIF. If they don't need the cash, they might consider an in-kind transfer to a non-registered acct. sufficient to cover the minimum withdrawal from the RIF.
Enjoyed meeting with you at the recent Money Show in Toronto.
Just a comment on a question from Ray, 11/25/13 regarding his wife,s RIF. If they don't need the cash, they might consider an in-kind transfer to a non-registered acct. sufficient to cover the minimum withdrawal from the RIF.
Q: Hi Guys,
Any thoughts on TCN's latest news out today on them acquiring a premier land development site in Houston?
Thanks
Any thoughts on TCN's latest news out today on them acquiring a premier land development site in Houston?
Thanks
Q: re-detour gold-now that this stock has been trashed, could we not expect someone to launch a takeover. regardless of the direction of gold right now-this looks like a huge opportunity. your thoughts. thanks.
Q: Cautious comments. Notice your mentioning all the cautious comments you have made over the past 2 weeks. Were these stock specific or market generally? If on the market itself could you summarize for us?
TIA
TIA
Q: What is your opinion on I shares S&P /TSX Capped Composite Index Fund .....Is there an alternative that you would recommend
Q: I think I may have made a mistake and bought some LGF on FRiday. The stock initially went up and is now tanking. Gross sales huge. Do you know the reason for the plunge please.Lions Gate Films
Q: I would like to have some exposure to a European recovery .....Is a recovery in the offing and if so can you recommend a way (ETF?) to play it?
Q: Re: November 25, 2013 (asked by robbie)
Question: Would you ever consider providing A,B,C,D portfolios with 5 or 10 stocks in each.
IMHO we need two portfolios:
1) widow and orphans
2) Gamblers anonymous with the 5i blessing
LOL
Feel free to publish if relevant.
Thanks PB
Question: Would you ever consider providing A,B,C,D portfolios with 5 or 10 stocks in each.
IMHO we need two portfolios:
1) widow and orphans
2) Gamblers anonymous with the 5i blessing
LOL
Feel free to publish if relevant.
Thanks PB
Q: Hi,
I'm thinking of selling Kapstone (KS) for either Pfizer (PFE), Danaher (DHR), or buy more Cooper (COO). What are you thoughts on these companies?
Thanks again! Ian
I'm thinking of selling Kapstone (KS) for either Pfizer (PFE), Danaher (DHR), or buy more Cooper (COO). What are you thoughts on these companies?
Thanks again! Ian
Q: Hello,
Can I please have your thoughts on Velan (VLN). If a buy or hold, what kind of return should an investor expect given the risk involved. Time horizon of 5 years +. Thank you for the great service.
Can I please have your thoughts on Velan (VLN). If a buy or hold, what kind of return should an investor expect given the risk involved. Time horizon of 5 years +. Thank you for the great service.