Q: Could you please comment on Westport Innovations.. Why can this company with so much potential not get any traction? I have held it for the past few years is it worth continuing to hold or should I simply cut my losses and move on.
Thank you
Is there any reason for the continual drop of rifco? It seems overdone, but it also seems like there's no end to the selling. The decline looks more than your typical profit taking selling. I don't see any news on the stock and their recent quarters have been solid. Other than the fear of higher interests rates, what else could be causing the drop? I still have a 20% gain in the stock, but would you advise selling to realize some gains before this stock loses anymore value?
Q: Hi Peter;
Which of the canadian banks has the highest basel 3 capital levels currently. Could we assume that the bank with the highest current capital level will be able to offer higher dividend growth going forward versus the banks that must still raise further capital to comply?
Many thanks for your insight.
Q: Re Aston Hill Financial (AHF)
I would suppose all the internal disention at the firm might have something to do with the poor performance of the stock lately, NO?
Q: Peter and staff: I would like to balance my portfolio with an IT stock. I am considering either SYZ,OTC or CSU, I would appreciate your advice or any other suggestion
John
Q: Hello Peter
I have sold a large 2017 NB Provincial bond yielding 4.45% and need to replace it with an equity that is quite recession resistant, has a rising price and rising dividends and is not in a sector where we already own stocks.
I come up with BCE and Telus [T] as we own no telecoms. Currently BCE has a 5.24% div and Telus 3.80% div. Over the next 10-20 years which will do better for us? Do you have any other possible candidates we should consider.
Thanks Paul
Q: Hi, Boralex (BLX) finally initiated the long awaited dividend. Based on your thesis about companies declaring 1st dividend, is Boralex worth investing at current levels ($13)or we need to wait and see higher revenues and profits/cash flow? Thanks for your valued advice, as always.
Q: Peter's BNN appearance: The clip is available at bnn.ca in the Video section. Look for the 10:40am segment of Business Day. You packed so much good information into your short time with Frances. The other thing I noticed is how very bright and smart the set is there.
Q: Hello 5i Team,
Is Tekmira Pharma (TKM) still a BUY? It has gone up quite a bite for the last several trading days, but PE is still low.
Thanks for your great insight.
Regards,
Henry
Q: This is just a comment and I hope you actually post it because I am offended more than once by some language I see every now and then in our Member Questions section.
May I ask the members NOT to refer to Peter and the team at 5i as "gang," for example. Language Matters! Big time! Even when you want to show your casual or friendly attitude. So please address Peter and the rest of the team by names that show your respect for who they are and what they do for you and I everyday. They are "Gentlemen" as far I am concerned.
I have been on the investment sidelines for the last few years. Looking for a recommendation of 3-4 companies from your model portfolio list of companies that you perceive as well positioned for growth in 2014. Thanks