Q: Hi there, I am currently holding about 65% in cash and am looking to add a few names from the BE portfolio. I currently own ATD.B, CXI, ESL and DSG from the BE portfolio and CRH, CXR and FRU. Which names from the BE portfolio would you be adding at this time. Are there any specific names that seem more like screaming buys than others? Thanks!
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Is this a good entry point to buy DSG? Thanks a lot for your usual great views & services.
Q: What do you think of the historical gold silver ratio.
Q: What do you think of the deal of TRP to buy Columbia Pipeline Group?
Q: CXR is really testing my patience.
I understand that there's a guilt by association issue concerning what's going on with VRX. Wouldn't the market realize this? CXR is down over 60% from its high's. The way I see this means one of two things. They too have accounting issue's....or...the stock is an incredible buying opportunity. Could you please bring some light to the present situation. Thanks
Nicholas
I understand that there's a guilt by association issue concerning what's going on with VRX. Wouldn't the market realize this? CXR is down over 60% from its high's. The way I see this means one of two things. They too have accounting issue's....or...the stock is an incredible buying opportunity. Could you please bring some light to the present situation. Thanks
Nicholas
Q: With the C$ up I was thinking of buying a U.S. eft or 5-6 stocks (I have none).I was thinking of good solid companies that would likely be buying back shares with the low interest rates available
Q: An RRSP portfolio has been designed with some ETFs and high yield/dvd payers/growers based on some of your recommendations I've picked up over time. The yield is required for withholdings so its a delicate balance between high yield for a safe distribution and increasing yield potential. Holdings listed below.
Do any of these concern you as too high risk? Considering switching the weakest 1-2 to ECI which should have more short term growth potential given the accretive acquisition value that is not being reflected at this time. Many of these are under water but some have had some good short term momentum.
CSU.DB, AI, TMC, AD, ENF, BPF.UN, BIP.UN, BEP.UN, BPY.UN, DIV, DRA.UN, EIF, NVU.UN
Do any of these concern you as too high risk? Considering switching the weakest 1-2 to ECI which should have more short term growth potential given the accretive acquisition value that is not being reflected at this time. Many of these are under water but some have had some good short term momentum.
CSU.DB, AI, TMC, AD, ENF, BPF.UN, BIP.UN, BEP.UN, BPY.UN, DIV, DRA.UN, EIF, NVU.UN
Q: Hi Peter,
Could you pls let me know about the prospects for input financial and what percentage of shares is management holding.
Thanks
Paul
Could you pls let me know about the prospects for input financial and what percentage of shares is management holding.
Thanks
Paul
Q: See that Cervus has rolled back their dividend based on poorer year over year results due to lower western canadian demand. Any thoughts on their YE and worth holding here for a recovery in the western canadian market, or should I dump it and move on?
Q: B2Gold released Q4 and 2015 YE results. They took some one-time charges/impairments, but also made (I believe) a good deal to advance their Fekola project, which many see as a 'game-changer' for the company. Their 2016 target for AISC is pretty decent around $900. They are also increasing production. What are your thoughts/comments?
Q: Hello Pater & Co,
I'd like to have some exposure to Gold with small positions in Agnico Eagle, Detour and Franco Nevada; but the RSI's indicate they are in an overbought position; the purchases would represent a timid 2.5% of my portfolio. Is it OK to buy now or should I wait for a pull back?
Thanks,
Antoine
I'd like to have some exposure to Gold with small positions in Agnico Eagle, Detour and Franco Nevada; but the RSI's indicate they are in an overbought position; the purchases would represent a timid 2.5% of my portfolio. Is it OK to buy now or should I wait for a pull back?
Thanks,
Antoine
Q: Are IPL and RNW both utilities? Thanks.
Q: Could you please comment on GMP's results.
Thanks.
Thanks.
Q: Happy St. Patrick's Day
For yield and safety would you recommend a holding in Superior? Is the dividend safe? If yes, would you choose the common or convertable preferred?
Thanks Guys
For yield and safety would you recommend a holding in Superior? Is the dividend safe? If yes, would you choose the common or convertable preferred?
Thanks Guys
Q: HI,
is there any advantage/disadvantage to buying the US listed version of Agnico Eagle.
I am looking for gold exposure and US exposure. Would
I be better advised to look elsewhere for one or the other ?
is there any advantage/disadvantage to buying the US listed version of Agnico Eagle.
I am looking for gold exposure and US exposure. Would
I be better advised to look elsewhere for one or the other ?
Q: I have a small amount of cash to add to an existing position. Would you add to WSP or NFI today?
Q: peter i made a few bucks lat year and bought in at 0.60 is there a hope or should i bail thanks
Q: Hello Peter,
I consider stocks such as chartwell and jean coutu to be fairly stable over a 3 to 5 year time frame. If these types of stocks go up 15 percent in a short time (less than 6 months), is it better to sell half a position and consider buying it back when it pulls back or it is best just to hang on to it for the long run? Also, to add to my gold and resource position, i was thinking of adding to sprott inc, but for some reason, the stock has not moved. I understand you worked at Sprott but i am using it as an example of a asset management company that specializes in precious metals and resource stocks. thanks very much.
I consider stocks such as chartwell and jean coutu to be fairly stable over a 3 to 5 year time frame. If these types of stocks go up 15 percent in a short time (less than 6 months), is it better to sell half a position and consider buying it back when it pulls back or it is best just to hang on to it for the long run? Also, to add to my gold and resource position, i was thinking of adding to sprott inc, but for some reason, the stock has not moved. I understand you worked at Sprott but i am using it as an example of a asset management company that specializes in precious metals and resource stocks. thanks very much.
Q: Appreciate your thoghts on recent results.
Thanks
john
Thanks
john
Q: Hi,
Is it time to get back into industrials? or should I wait? If so, can you recommend a couple names in both CDN and U.S. stocks or efts that pay a decent dividend, are large cap, good value and suitable for holding for at least two years.
Is it time to get back into industrials? or should I wait? If so, can you recommend a couple names in both CDN and U.S. stocks or efts that pay a decent dividend, are large cap, good value and suitable for holding for at least two years.