Q: The rich get richer, which is why David Thomson is increasing his stake in TRI without lifting a finger, just like Buffet. The weekend Financial Post covered the controversial area of why companies love to do stock buybacks and why it is not really in shareholders' interests. The above stocks were mentioned for Canada.
I'd be interested in knowing which 5i portfolio companies are most active in buybacks and which take no part among all the portfolios.
Q: Hi All:
RBC just paid their quarterly dividend on Friday. The DRIP portion bought new whole shares. The closing price on Friday Aug 23 2019 was $96.60. The DRIP repurchased at $99.6542. A big noticeable difference this time. This shows up in my account as a purchase on Aug 23 2019. I have read somewhere that the DRIP price is an average. Over how many days do they average? Is this standard practice that all companies with DRIP's do this? ie: CM, BNS, BCE, etc I have been also wanted to know when Peter does a webinar he usually covers a few stocks worth watching. Where, if any, would this be found on 5i? I recently put in to follow 'MIsc' Which covers a lot of general information for all investors. Thanks again for your very useful and resourceful answers. Ken ...
Q: DC is buying back this pref share along with others. The Company has had poor performance to put it mildly. What reasons could it have to use its cash in this manner?
Thanks, Hugh
Q: Today, the 10/2 year spread just dipped into the negative territory. What are your thoughts for investors going forward and how do you see this as an impact for the global economy?
Q: How many stocks would you suggest within TFSA of $25,000? Currently own 14 stocks in TFSA (AEM AQN ATD.B BEP.UN BNS ENB KXS MG NFI PBH SIS T TOY WSP).
Rest of portfolio (my RRSP, my husband RIF, lira & TFSA) reasonably well diversified for income conservative investors.
I appreciate your advice.
Q: https://www.cnbc.com/2019/08/26/lehman-like-drop-nomuras-masanari-takada-warns-it-could-happen-in-a-week.html Please comment on attached article.Thanks for u usual services & views
Q: Great service—thx. Could you pls comment on Hut8 recent earnings? You mentioned in the past that you wanted to see them make a profit. Do you have a preference for BITF or HUT8 pls?
With gratitude
Q: With the world feeling a little uneasy about a pending recession, I want to keep only holdings that will weather a downturn. I'm not trying to time the market, and want to hold stocks, that while they may dip, have good balance sheets, good management, and will likely see a recovery. Others I will sell and hold the cash. Above are my current holdings. Do you see any that may be susceptible to excessive weakness in a recession and would therefore meet my sell criterion? Thanks,
Kim
Q: Just trying to decide between NTR and CAE for RRSP with my current industrial/materials weighting being roughly equal. Which of these do you prefer for a 5+ year hold?
Q: I am planning to hold both of these securities, but would like to put one in a cash account and one in a registered account. I would like to know which, based on recent history, provides the highest ROC. I would place that in my cash account. thanks for all the great info you, all your crew and fellow members offer. Thanks, Bill
Q: I am interested in buying those 3 companies by year end for 3/5 years and already own Otex, Kxs. Any concern for short and medium term on those stocks?
Thank you!
Q: One of these days the sentiment on Canadian gas and oil companies is going to change.( I hope!!).
If that day was tomorrow which small cap Canadian oil and gas company would you buy?
Q: Which would you choose to add a conservative nature to a senior's portfolio, AQN or AW.UN.ca and why? I note AQN is not in any model portfolio and yet its performance seems better than that of AW.UN and with less volatility.