Q: I am down approx 20% in a each of MPVD and PUR. Neither stock seems to be acting very well as of late. Should I remain patient or is it time to move on to greener pastures?
Q: PUR continues to slowly drift lower. I believe next financial release is March 9. Do you foresee positive results and some good things for the stock? I'm about even with the stock and am considering moving on to something more attractive, like PHO or ITC. Your comments please.
Q: The prospect of some kind of a border adjustment tax remains in the US, and while the market seems to like the other tax proposals, it does not seem to be responding to this risk. I would appreciate your thoughts on what such would mean for the markets, and the best way to defend a portfolio. Certainly Canadian exporters would be at risk, but I would suspect the damage would be much more widespread than that. It would seem to me that it would be highly inflationary, as well as likely to cause various trade wars.
Whether it will or even could happen depends upon which media one reads, but the risk is not zero.
Thanks for your thoughts. Patrick.
Q: looking to add to tech holdings at some point in the near future. CSU is a 2.5% weighting in my portfolio. which of these 2 would you pick as an addition and why? thanks in advance.
Q: Hello 5i,
Could I have your opinion on these two small companies? Financial metrics, growth prospects etc. I realize the small company risk but both have been rising lately so I'm curious.
Thanks for your sage advice!!
Dave
Q: Current thoughts on the Score as a long term hold of 1.5% realizing its a risky play. It is my go to app for sports. In the last month I've noticed a big increase in the amount of advertising space. It's mainly short clips from up coming marvel movies. Even though they are noticeable they don't take away from the sports content.
Q: I bought units in this fund at $10. when it was first offered but it is now trading in the $6.00 area with a very good yield. While I am an income investor, I wonder if I should continue holding or look at some other option like BIP.UN? Many thanks for your thoughts.
Q: I have no exposure to oil or gas in my current holdings. From a growth perspective and long term hold (between 7 to 10 years) could you please rate the 4 equities providing a brief description supporting your opinion. Thank you.
I track my portfolio in real-time using Google Sheets, which has the ability to "fetch" a price of a stock or ETF, but not if it's listed on the new Aequitas NEO Exchange. I was surprised when CLU.C started showing up as an error on my spreadsheet, since I didn't realize that iShares moved this ETF from the TSX to the NEO exchange. I contacted the NEO exchange and have copied their answer below in case other members could benefit from this information.
Jerry,
Thank you for reaching out to NEO with respect to market data on Google. Please accept my apologies for the tardy reply. Your email only just came to my attention today.
NEO has been reaching out to Google for many months with respect to making NEO market data available within their platform, but they have been less than responsive. There are no NEO fees for them to incorporate our data, but they have indicated that is not a priority for them. I encourage you to get in touch with them directly to let them know of your experience. We do have real-time data available for you on our Website and are currently reviewing what we can make available with respect to Excel functionality. Here is the link:
Hope this helps. Please feel free to reach out with any further questions. We are expecting momentum to build with more NEO listings, so hopefully Google will get things moving soon.
It would appear that there's no real way at this time to automatically "fetch" a price for a stock/ETF that's traded on the NEO exchange. I will email Google and perhaps if others do this as well, the NEO data will soon be added to the Google platform.
Q: I was wondering if you could expand on exactly what it is Tricon does. Apparently, their new deal will mean that they are primarily in the rental home business. Does this mean that they own thousands of actual stand-alone houses that they rent for the long term and earn rental and perhaps management fees on? Are these houses rent to own or does the term "house" also mean apartment buildings and/or condos? Is there a comparable Candian company that would help me to understand their business model better or is large scale home rental more applicable only to the US?
Q: Hi 5i,
The after hours trading (Feb 28th) on SRPT was ugly following their report. A big miss on expectations but they were expected to lose money and I can’t tell what the expectations themselves might have been based on. I know you may not be overly familiar, as it is a US stock, but can you help size it up? I'm wondering if it is real trouble or maybe an over-reaction opportunity once things settle down a bit. Thanks!
Q: I read your review of 2/23/17 which explains the financial fundamentals; ergo, would you consider this a good, safe, long-term buy & hold? I am thinking of buying for my wife's account. She currently holds FTS in one of her accounts. This would, by comparison, be a small holding vs the size of her total portfolios.