Q: Hello Peter & team,
I have followed your recommendations since inception & have done very well in a number of your positions. Thank you very much !
I am a retiree, with a 3 to 5 year time horizon, like dividends & some growth. My reit & real estate corp. holdings form 17.25% of my portfolio, & some are showing strain since the tapering debate began.- WB, NPR.UN, MRC, MKP, FCR, D.UN, DR.UN, CUF.UN, AP.UN, ACR.UN, all on the TSX.
November would be a good month for me to offset some realized capital gains.
Do you see any "glaring sells" above, or should I just hang in & hope for some sort of recovery. ( there are lots of good buys out there, ( GH, etc, etc).
Thanks in anticipation !
Q: Denison Mines (DML) offers to by 90% of all the shares of Rockgate Capital (RGT) at 0.192 share for each.
Presently (RGT) @ 0.21$ and (DML) @ 1.10$. The condition of purchase is the acceptance of at least 90% of RGT shares.
The proposition is to tender the shares.
Presently, the share price of RGT reflects the offer (0.192 x 1.10$= 0.21$)
In order to evaluate, if the offer is interesting, sell now, tender or not my shares, I need to know what will happen to the share price of RGT in either of those scenarios:
1- The offer goes through?
2- The offer's condition is not met?
Thanks to your team for a fantastic job, even during short staff period.
Q: Hi Peter and team, could you please provide your view on TCL.A and QBR.B. Both have performed well recently especially considering they both participate to some degree in print media. Are they still good buys. Thanks for the great service to date.
Q: Which do you prefer in the materials sector.... CHE.UN or CUS... ? Both pay a dividend in excess of 7% How will these companies react to rising interest rates? Are the dividends secure? As always, your insightful comments are invaluable. Thanks!
Q: I would like to know your opinion of Pizza Pizza, in particular the sustainability of the dividend and the experience of the management. I understand your reply may take a while and that is fine. Hope you all enjoy your sojourn in Europe.
Don
Q: Dear 5i:
V vs AXP: Would appreciate your best advice on the purchase of either Visa or American Express. Do you consider these stocks to be financial equivalents to banks or not? Thanks for your excellent service.
Lorrianine
Q: Hi Peter & Team:
Hope things are going well in Europe. IPL has completed the bought deal financing at 25.15 per share. Today the shares fell to 24.85. Is Mr market telling us that it is overpriced or is something else afoot?
Q: DCI, very high debt., very high payout ratio, very low ROE-can this co. sustain the dividend & will > int. rate have a negative impact on stock price & what about erosion of business as cell phones and other devices are able to conduct more financial transactions?? Is their business model protected from these other competitors??
Q: EIF: Exchange Income Fund. I have held this stock for several years. Recently it has dropped sharply and precipitously for no apparent reason and no bottom in sight.
1. Have I missed a vital piece of information?
2. Would you recommend adding to my position right now?
Q: I am overweight in BCE and have a half position in T. Given the recent drop in telecoms should I sell, sell part or hold? Also, your thoughts on FCR as a long term hold for dividends and growth. Many thanks for your help.
Q: Hi to you all,I read that GE is going to spin off some of the financial part of their business. Is this a fact, and would it be positive for the stock? I would presume so. A quick yes or no is sufficient. Thank you Phyl
Q: Hello Team,
We would like to ask a question about capital losses. In order to off set gains this year we need to sell a portion of our holdings. The options are either H&R REIT or Intact financial. In your opinion which holding will likely do better in 2014? We could perhaps sell a portion of each. What is your opinion please?
Have a great time in Europe. thanks
Q: NuVista Energy (NVA) has pulled back here with gas prices and a flow-thru issue...is it attractive here or are there better stories in the gas patch you would prefer instead? Thanks