Q: we have fcr first capital realty in a taxable account. Small gain. would it make sense to switch to Morguard, in a view to minimize dividends, re claw back, and may be have superior growth opportunity.
Q: I've searched through the Q&A and could not find your opinion to my following question/comment. I've seen some debate on whether the ALA stock price reacts more positively if the deal goes through or if the deal gets struck down. Your opinion please if you have one? Thanks.
Q: Given the recent news implying double the current revenues over the next three years what is your estimate of earnings for these years, and what would be your assumptions with respect to this development
Q: Does Twitter in your view remain a potential takeover target and if so, to what extent is this potential built into the current share price in your opinion? Thank you.
Jason
Q: I had shares of Jean Coutu. I thought the deal with Metro was that I would get shares of Metro in exchange of PJc. Instead, I got the proceedings of the sale on my Disnat account. I surely missed the document where I would have been able to select a different choice and avoid part of the capital gain at this moment. I would like to put that money at work. What would be a good choice from the BE or Income portfolios to replace PJc? The weight of Metro, Loblaws and EMP.A is already 10% of my portfolio.
I am making an effort to increase my US bond exposure, and am considering adding a full position (5%) in AGG to compliment my current bond holdings TDB and XHY (at roughly 4% each). My reasoning is that the addition of a US aggregate index will not only add multiple levels of diversification (geographical, currency, bond types, etc.), but also a higher degree of stability should the US economy decline; thereby, at least theoretically, putting pressure on XHY's corporate holdings. If I were to add this position, the three aforementioned holdings would make up the entirety of my bond exposure, as the majority of my fixed income investments are GIC ladders.
I am 36 years old, debt-free, conservative, and only invest with a "buy and hold" mindset. My investment portfolio is solely for the purpose of expediting my retirement, and I will have no need of its funds for the foreseeable future.
Based on my situation, does the addition of AGG sound like a reasonable course of action to you?
Q: From your company data on CLIQ the earnings estimates for 2018 &2019 have been dialed back quite dramatically over the past 90 days however the price estimates are unchanged. Do you expect the analysts to revise their prices down?
Would you change your own investment thesis or are you still comfortable with the recent report and would consider buying today?
Thanks
Mike
Q: I have about 13K tied up in EFN (now down to 10K after dropping in value). Thinking of selling half of it and switching to ECN (own about 4K of that and break even). Do you see more upside (and downside protection) in ECN than in EFN ??
Q: I believe Axon sells more camera wearing devices than Tazers these days. The camera is one aspect of the sale but the ongoing revenue stream is from the servicing and maintenance of the information. I have been told that Axon has more information in the Cloud than You Tube. They have recently open up operations in Europe as well.