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Asked by patricia on September 18, 2015
Q: Hi Peter and team,
We are considering selling common shares of Enbridge and purchasing preferred shares of Enbridge. We are up 34% in the common shares. The preferred market seems hated by everyone. The dividend yield is 5.91% and the dividend rate is 1.1% . We think the reset rate is June 2020.
What do you think of this strategy ? Thanks for your valued advise in the past and have a good weekend.
Q: it seems just last week I complemented you guys on a 40% move on PSEM that you recommended as it was taken over.
This am it was announced that another company you recommended had a very positive test outcome on one of its cancer drugs and it is up 80% this am. Again amazing recco.
When you look at the press announcement what do you recommend I do with my 2500 shares? Buy more, sell, or just hold?
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Asked by Sheldon on September 18, 2015
Q: Hi,
I'm looking for an American financial. Not impressed with their banks in past year, but I am impressed with both Visa and Blackstone. Which would you prefer for a long term hold of five years? Also, can you comment on the tax implications of a LP?
Q: Thanks for making clear sense of a confusing prospectus!
I do have a follow-up question that maybe you can also help with. I connected my broker (RBC Direct) and asked them if there is anything I need to do now. The prospectus talks about 'exchanging' shares. RBC couldn't answer. Do you know if I will simply receive "x" number of Olin shares (based on the ratio of 0.8748 per my Dow shares) and retain my current Dow shares as well?
Again, your guidance is very helpful, thank you!
Q: Hi team! I have some money that I want to park and not think about too much for about 5 years, but, I do need some income from these funds. I’m thinking of a diversified ETF portfolio. Could you suggest 5-8 varied ETF’s that pay a decent dividend? Thanks very much. So appreciate 5i.
Q: 2:47 PM 9/17/2015
Hello Peter :
Could you please comment on RNW, CSE, NPI, and INE. Could you rate them in order of which is the most solid company with the best prospects of growth, dividend sustainability, and possible dividend growth. RNW seems to be the cheapest and the only one with positive earnings and an indicated P/E of 29.7. How would you compare these 4 companies with BEP.UN?
Thank you...... Paul K
Q: Hello team, I've been watching at these stocks (all US) for awhile and it seems I've missed the boat on all of them. If you happen to know about them, would you pls. give me your thoughts? Do you think they still have some upside?
Thank you!!
Q: Would like your opinion on crh,
lots of interest in this one out there,recent u.s. listing, added to
Sp/tsx small cap index, several$7
12 mo tgts. Thank you.
Q: Hello Peter et al
At what point do insiders have to cease buying company stock when they are in negotiations to take over another company? For example there has been a lot of insider buying of SYZ in the past 10 months including the purchase by the CEO of 12600 shares on 15 Sept. Does the recent purchase in effect confirm there are no takeover negotiations in progress?
Also would you consider calling a company such as SYZ in an effort to obtain a first hand impression of how the company is doing? Obviously they can only pass on publically released information but a person may be able to “read between the lines”.
We have about a 2% holding of SYZ and in view of the Q3 results and insider buying are anxious to buy more, but need a little shove to do so.
Q: I have owned CAE for a couple of years and despite winning contracts and continuing to lead the industry, the stock doesn't seem to be going anywhere (I am about break even). I am considering a switch to MDA but am wondering two things. Is MDA's risk profile substantially higher than CAE and secondly, the Canadian Stock Exchange website classifies CAE as an industrial stock and MDA as a tech stock. I have enough tech already but I would have thought these companies were actually quite similar and would have considered them both as industrials.
Q: As a recent IPO, dividend paying, growth by acquisition, relatively high ownership by CEO, in a high profile industry, would you consider RAY.A to be a reasonable, risky or speculative buy at this point? Has it caught your attention and what insight and opinion can you give, please?
Q: hi experts; onr.db.b can be bought for 88% onr.db.c for 101% the conversion price is $1 more for b .and 2 years less to convert. is this why the different pricing. thanks brian
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Asked by William on September 18, 2015
Q: This question was asked by Curtis on September 16th.
Your answer: We would opt for a more balanced portfolio, adding some tech, industrials, consumer products (which should be OK in a downturn) and other sectors.
Could you elaborate with one or two company names you would be comfortable with that would fit Curtis's vacation portfolio?
Would you keep REITS at 20% weight?
Thank you.
What biotech stocks do you prefer? Many seem to be breaking out based on point and figure charts. What biotechs would you recommend in terms of individual names and also what ETF do you prefer?
Q: Could I have a quick scorecard on this one ROE, debt, revenue growth or other metrics that are more suitable for this one and a possible grade. Thanks guys
Q: I think esports will be a huge growing industry over the coming decades. Do you know of any good public companies that are in this market that you could recommend for a long-term position?
I heard that CGX just bought an esports company, which I think was smart, but it is very small compared to the size of their business.