Q: Hi, I've grown a bit tired of watching this stock do very little and I'm not optimistic that it will do much in the next year or two, unless things really pick up again.
Can you recommend a replacement in this sector that you like for growth, and perhaps a bit of a dividend?
Q: What do you make of the present market price being below the take over price of $6.50? Is this the market saying that it is uncertain the take over will proceed never mind receive any competing bids? What are your thoughts on the take over?
Q: Hi Peter and Staff
You have McCoy in one of your portfolios for a decent dividend and some exposure to oil/gas sector. I am considering adding CEU instead as dividend is slightly higher but analysts seem to be targeting a great pop on this one while not so much on McCoy. Scotia seems to emphasize that their target is not solely based on a big recovery in oil prices. How do you compare the two for dividend safety/growth and capital apprecation?'
Thanks for all you do
Dennis
Q: Hi Peter & Co.,
Can you please comment on EMA's quarterly results released today? They appear to be disappointing - is this just one sub-par quarter, or are there bigger issues on the horizon?
Thanks,
Brian
Q: Hi Peter,
you list like 20 companies in your April 2015 growth Portfolio. Before I decide which stock to buy, could you please tell me what is your opinion about their management team?
Q: Hi Peter I am now coming to the realization that I must move off this stock because of its change to the div being paid in us funds I will not play the exchange game and my cash flow is dependened on the exchange rate .I have done well on this stock but it is time to move on.My thouhts are to take a position in FRC with the proceds can I have your opinion on this switch .
Kind Regards
Stan
Q: If you were me and owned a small position (0.5% of my portfolio) in Penny Mac would you sell? The recent earnings and stock performance has been awful.
Q: On May 8th I asked a question regarding trimming my Total portfolio of about 80 positions. I asked for your favourite 10 companies in the 5i Balanced Equity Portfolio. I see from your response, I should have been much more specific in my question.
The 80 positions I now have are broken into 6 accounts depending on Tax laws, retirement regulations and foreign diversification. 3 of these accounts are based on the 5i Income, Balanced Equity and Growth portfolios. Another account mirrors the BTSX and the other 2 are foreign and deep value. I merge any duplicate positions into one.
I would never place all my equity assets into 10 positions nor would I advocate that. However I would like to get to a smaller, but still diversified total portfolio.
How would you approach this trimming process?
Q: Good morning:
You recommended this morning DEM for an emerging markets dividend ETF. I have been holding EDIV for this purpose. I would appreciate your comparison.
Thank you.
Q: WCP has taken a pretty steep dive in the last month; what are your thoughts on the reason for this?
Would this be a good time to purchase another position and bring my cost average down?
Q: I am looking at adding to ATD.B. LTD seems to have come down nicely over the past year and the number of shares outstanding seems fairly stable. I am wondering about growth. Morningstar shows $1.89 for 2016 up 8 cents from 2015. What kind of growth does your analysis show? As an NR stock do you have plans to do a report at sometime or is $26b market cap too large?
Many thanks
Mike
Q: I am looking for a few income picks to add to my portfolio. However I am concerned about the eventual hike in interest rates and a certain amount of capital flight from income stocks that would ensue. Would you agree that financials generally and insurance companies in particular would do well in a rising rate environment? Any more specific thoughts are appreciated. Thanks again for your great service.