Q: could you please give me a read on veresen.I have this one in my non registered account and am considering selling before a possible dividend cut.the pay out percentage seems very high.
Thank you
Q: Your opinion of Oracle please, and would you buy this company at this price.
Matter of fact would you be buying any U.S. stocks with our dollar being so low.
Thanks
Q: Hi Peter, please comment on Pure, its back to 2013 levels and has had a rough week. We're looking to enter it if you still like it and can't see any news on the decline except for market weakness. Thank you, Paul
Q: I know that in the context of the broader market being horrendous that many equities are down. But pur has been putting in new lows and insider selling is very high. My instinct is to take a loss and move on yet you still hold this in your growth portfolio. How has your confidence level on this one changed in the last month?
Q: I follow the balanced equity portfolio. I would like to understand when you make the changes indicated for the month's theoretical portfolio, and when that information is available on the Website.
For example, the July portfolio indicates the following changes: "July 2 shares of CSU and bought 30 shares of BIN, sold FM". When where they done in July, and when is the information available to 5i members?
Q: How long before CERF cuts it's dividend? Or do you think it has made it through the toughest part of this downturn and will be okay moving into 2016?
Q: It's my expectation BXE will be announcing some asset sales in the near future to help lower their debt. Generally speaking, do you think this will bump the share price up a bit? Thanks.
Q: HI Folks: I know you like Goldcorp. What are your second and third favourite gold miners and would you consider a gold royalty company (other than Franco N) at this time?
Q: Hello Peter & Co,
10% of my portfolio is in that sector
CRH,CXR,GUD,PHM,PLI,RX and VRX
With the intent to shifting funds from what I perceive to be lower ranked to higher ranked ones, I would appreciate your input.
Thanks,
Antoine
Q: Hello Team
I am thinking of purchasing a gold stock etf.XGD was the one i was thinking of.Are there gold etf's you may consider better.One to two year hold.Thank You
Q: This has been very lonely stand up stock in my portfolio. Rather unusual for it to be as it trades thinly at points. Now I can see a reason for it in it's recent purchase of Healthmark. I can't recall when the last time was that it bought something. Do you think this might represent a change in corporate thinking? What does the purchase mean to your thinking on RPI and how significant do you think it is for the company?
I am looking to sell some shares. Hopefully at higher prices?
Q: Hi- just thought my fellow subscribers who own Valeant might be interested in this article, which, in brief, states that Valeant is one of the greatest increasers of drug prices and may be affected by the Hilary Clinton furor.
http://www.zerohedge.com/news/2015-10-04/more-pain-biotechs-ahead-valeants-astronomical-price-increases-take-center-stage-pfi
Q: I believe you've suggested around a 25% allocation to your growth portfolio while also suggesting 20 stocks overall for diversification. With that said would you say selecting 15 stocks from the balanced equity portfolio and 5 stocks from the growth portfolio would be a sound strategy for a young investor that doesn't need the income from the income portfolio? This is assuming diversification across sectors. A etf like VXC or XAW would be added for international exposure. Cheers
Q: I have been looking at this company for some time. It seems awfully cheap, and is growing nicely. Mr. Glassman appears to have lots of expertise in the area. I realize there are far to many stocks for 5i to research, but my question is if this is a stock that you would ever consider covering, or are there some fundamental underlying issues that would exclude it from your consideration (similar to your reluctance to recommend resource stocks?) Are there any major issues that give you pause? What do you see as the main risks with this company?
Q: Would you please review the key metrics that you use in stock picking for this stock .
Is this a stock that would make any short list of stocks?
It seems to have had a great run.
More upside?
Too late to get in and instead look at other US stocks?
Thanks again.
Q: Can you list five or more small cap companies that have initiated dividends in the past two years or so? Where would I find this sort of info, I don't have Bloomberg. Thanks.