Q: Hi I am planning on putting some water stocks in my rrsp with a 10 year time frame. Which stocks in the area of water supply and waste water treatment would you recommend? What are your thoughts on WTR and SBS on he nasdaq?
Thanks Ken
Q: Hi Team
I know copper is not popular at the moment...however I thought of investing for the long term. I would like a rather pure play and with a company that will survive until demand and prices recover. What companies might fit the bill...Thanks for your assistance!
Dr.E
Q: Peter .. With the potential withdrawal of fed and corresponding rate creep up .. Will the US$ increase ... Should I be out of oil ..... Headlines are all over US self sufficient , oil producers pumping more , Iran will be settled and no oil premium Any-longer, some suggest $85 is fair ....thx
Q: Since 2007 my wife and I have contributed our best appreciated securities in our cash account to a Private Giving Foundation (PGF) at TDWaterhouse which has helped us minimize income tax by escaping the capital gains tax thus maximizing charitable donations. For the earlier contributions, once in the PGF the money from stock sales has been invested in the TD Balanced Income Fund which has had stodgy performance and steep MER, and TD Monthly Income Fund lately which is sort of ok for both. We have no choice in the allocation of investments once our securities have been committed to the PGF.
For our future contributions to a PGF are you aware of any other carriers that might provide more choice in the investments made on behalf of our chosen charities and/or lower fees to run it? (I am in no hurry for an answer here as I recognize it is a question that may be outside your scope, or if it is more apt for CMS, I'll post it there.)
Thanks to 5i for pointing out Badger +205% which will be the next to go to the PGF before repurchase, and others I would not have acted on without 5i. Thanks again, J.
Q: How long do you carry a losing stock in this case 4 in my portfolio,(CCO,POT,G,TCK). What makes you at 5i decide to sell or hold on a stock that has lost considerable value
Q: Hi Peter and Crew:
What sectors do you see benefiting next from improvements in the North American Economies, and could you recommend two or three Canadian ETF's that would take advantage of that sector shift.
Many thanks for a great website. This Q&A section is a real gem!
Q: Hi 5i Team,
Bonterra Energy announced good operating results & earnings today, and increased the dividend. The share price fell by 3.5% percent. Am I missing something here?
Your comments would be appreciated. Thanks!
Brian
Q: Hi Peter and Team, can you please comment on Bonterra Energy, BNE, 3Q results and your thoughts on BNE for 2014 would be appreciated. Payout ratio looks great and maybe time for another acquisition for them? If yes then any guess as to who would be a good fit/target for BNE? Thanks!
Q: In your most recent comment on Atlantic Power Corporation, you said "2014's payout ratio will be above 100%." Yet the payout ratio for 2013 is estimated at ~70% (per <http://www.prnewswire.com/news-releases/atlantic-power-corporation-releases-third-quarter-2013-results-231059291.html>); how is it possible to estimate such a sharp increase even before 2014 forecasts are published? (Or am I looking in the wrong place for this information?)
Q: Thanks in advance for taking my question.
I am considering a long term investment (10 years plus) in Corby Spirit & Wine (CSW.a). What do you think about it's long term prospects as a Canadian consumer staple company.
Q: Chemtrade (CHE.UN)has a 52 week range of 14.65 to 17.80 (ie it is a relatively stable stock). Today it is down over 5% on unusually high volume. Do you have any insight about what this is all about?
Q: Hi Peter
In your answer to Kim yesterday about Bird Construction [BDT] you explain why the stock dropped that day. In the last 2 years Bird took over H J O'Connell Ltd. and Nason Contracting Group Ltd. and shortly after that the stock price has trended slowly down a bit. Is Bird having problems integrating these new acquisitions? The dividend has grown steadily over the last 5 years and is now over 6%. Is the dividend secure and is this now a buying opportunity for a patient dividend investor?
Many thanks. Paul
Q: I am thinking of making adjustments to my portfolio keeping in mind the period from Dec to March is generally good for stocks and I have a one year time horizon in mind.
I have 10% exposure to emerging markets, specifically in India, and Korea where I am overweight (70%) and only in one stock –KB. I also have a position in Artis –Ax-Un that I am thinking of getting out of, with a loss. And the reasoning is thus.
With short term rates likely to rise and the tapering, there should be significant outflows from the emerging markets and the likelihood of Indian and Korean markets doing well is small. Also, the Reits here will probably underperform and the overall return could be negative despite high yields. Would you then suggest I lighten / get out of the stocks mentioned above or continue to hold and maintain diversity of my investment? I am just a little hesitant to pull the trigger specially since I am under water.
If you think I should adjust, I am considering adding on something from your model portfolio or replace with something international such as Lloyd bank, Toyota Motors or IWM –ishares Russell ETF. If you would suggest something else, that is welcome too.
Q: Your thoughts on ATB and its recent quarterly report. Stock is dropping today - is it a buying opportunity, or is it a sell or hold. I have a half position in this one.