Q: We have a lot of US stocks that I have done well on as well we have a bunch of ETF 's that hold US equities that hedge the dollar. I feel that the US dollar is starting to lose steam and we don't want to give up our individual US companies but don't want to lose on our dollar exposure. What is the most cost effective way to protect against dollar exposure for the long term?
Q: With safety of principal in mind, what do you think of HEP? It seems like a relatively safe place to earn a decent dividend in today's uncertain markets.
Q: At the current time, do you have a preference of one over the other as an investment (ignoring any other factors re portfolio construction)? thanks.
Q: Like other members I am searching around for a good watchlist system. I have looked at TMX money but am somewhat confused about their platform. I can't see if there are any fees associated with their service. How do they make their money? I have not registered with them yet.
Q: What's the Street expectations of upcoming Q.?Your expectations & opinion.Thanks for u usual great services & views(yesterday wrongly asked about TM,should be TOY)
Q: I currently am a holder of the following three companies. I consider CSU as an A+ quality, legacy wide-moat company and an A+ capital allocater. Conversely I consider Brookfield of similar nature in reinvestment skills, but as more of a B+ ranking. I consider Broadridge as a legacy wide-moat company, but once again I would rank it as a B+ here.
My question is if you know of any other companies that have these wide legacy moats and strong reinvestment skill similar to that of CSU. Especially down in the U.S. Perhaps you could list out 4-5 possibilities?
Q: During the interview on BNN today it was indicated that there are plans for Martello to grow organically as well as through acquisitions. Do you have any insight as to how they might finance these acquisitions, eg. issuing equity or debt or both. Also could you provide some information on their balance sheet as well as present and expected revenue and earnings growth. Also what is the present insider ownership and has there been much buying or selling in the past few months. Thank you.
Q: Would you have a stop loss on these companies? My worst performers by far -20% and -30% in each. Are insiders selling or have a low position? What is the short position in each company. Thanks
Q: Peter and His Wonder Team
HMY has just hit a new high and has done better recently.
However I am still under water. Just wondered if it might have a little more to run since gold is moving. So would you suggest a hold for a little while would not be too risky or sell and run? Thanks!
Q: Hello Peter,
LSPD is being referred to as the mini shopify. Looking at the past, concordia was the mini valeant, DHX Media, the mini Disney, Grande West as mini NFI group, etc and all of the mini's have tanked. Can you shed light on why LSPD may not be the new tanked version of Shopify? Thanks very much.
Q: What could be the worst outcome for this company in your opinion ?
Is there a forward for this company since there is now a trust a credibility issue?
Thank you
Q: Enb in my portfolio has a book value of $42.16
And a yield of 7%. It now represents 10% of my portfolio. This my largest position in a portfolio of $630000. I generally buy for dividend and growth. Maybe I should reduce my position in ENB and take a 5% position in another dividend paying stock with growth potential. eg. CM or other opportunities. Any suggestions.