Q: Peter & Team. HRX seems to have taken a low from way back.Did special dividend effect this.They seem to have a good order book.Are their costs getting to high.Good company to buy or not
Q: Peter and team - a question about the model portfolio which is a great addition to this great service. In the portfolio there is quite a bit of sector diversification away from the traditional big three in Canada: financials, energy and materials, in fact, there is very little energy (other than energy infrastructure) or materials. Given that, how much exposure (on a percentage basis) would you recommend someone have in their RRSP to the US market which is typically done for exposure to US consumers, staples, healthcare, etc.? Some of the portfolio choices are obviously geared to this market such as MG and STN. Would there be particular sectors to focus on or would a great company like Berkshire for all of one's exposure fit all or most of the bill? Thanks for your help!
Q: Peter and team - looking at your model portfolio I am not sure if I should make some changes into the companies that you have recommended or not. I know that we can't own everything but Open Text and Descartes Systems Group are also solid companies that you have positively commented on in the past. Also, MDA is a great selection. Would switching out of these in favour of CSU, ESL and SYZ be good decisions? Thanks!
Q: Hi Peter
Just wondering if you could comment on the concerns raised aboutBrookfields accounting practices raised by Roderick boyd
of SIRF.The key issue it seems is how assets are valued.
With all the corruption on Wall Street how can you believe any of the numbers?
Gord.
Q: Hi peter &co.for the speculative portion of my portfolio i own shares in TSL (tree island steel). my inquiry is about their latest earnings release.what do you think of it?is management doing a good job ?is buying back shares better than paying down debt ?do they have more competition in their space now than the last housing boom ?what signs could emerge with this company that could indicate trouble may be on the horizon ?how much more time should an investor give them to turn things around to the upside ? thanx
Q: Hello ...CSH.UN just got a sell rating from Ford Equities. Am I missing something? Chartwell has been one of my better performers. Hold or sell. TY.
Q: What are your thoughts on today's news of the takeover by Whitecap Resources of Invicta Energy (VCA)? Also is the huge volume of Whitecap shares simply that of arbitrage or is there something more?
Q: Hello - Re: my question on CGR vs ICF. CGR is a global fund which tracks the Cohen and Steers Global Major Realty index.ICF is restricted to N.Am. and follows the Cohen and Steers Major Realty Index (no Global component). This explains the difference in performance. Sorry for the confusion.
Q: Peter...The Refresh Financial LP seems to have a yield of 6.25% but fees of 5%. does that come off the 6 1/4? The business plan calls for "lending" at 13% to folks trying to regain a good credit rating, and then locking the funds into a 3 or 4 yr. GIC that they then repay, after paying a $300 "admin" fee. PROS/CONS for investors? thx regards, Art
Q: Short Interest
I have not been able to find a free source for Canadian short interest but for Dual or US listed Companies these two free sites are useful;