I'm looking to add a little to my small cap I.T. exposure. I'm having trouble deciding between SYZ (which I know you recommend) and RedKnee (RKN). Redknee is a bit larger, SYZ pays a dividend. Both have performed very well over the last year. Your thoughts on which you may prefer would be most appreciated. Thanks as always.
Neil
Q: XRX,NYSE-I've been watching this one turn things around for a few years and in hind sight should have bought already? Debt looks good, dividend increase regularly and low pay-out, bought a few high tech companies recently and looks poised to move fwd? What do you think for a long term hold and dividend growth?
What are your thoughts on Arcam AB, AMAVF on the pink sheets. I dont think they trade in Canada. They are an additive manufacturing company. i am thinking about going in for the long term, but i would like to know if current prices make sense based on their financials and growth prospects.
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Asked by patricia on September 09, 2013
Q: Hi Peter and Team,
Thank you again for your unbiased service.
I have been very fortunate to have selected two growth & income investments that have stood the test of time. They are CMG-T and BAD-T (BAD at another all time high as I type this note). I have others as well, but these have been my best and most consistent long term holdings. I believe in the businesses, and they are in the Oil industry, which has very deep pockets (pay their bills) and which, I suspect will be here for a long time to come. Therefore, they are still long term holds for me.
My question is, if you were to pick three long term (+20 year) equities that provide both growth and income ? Take your time in answering, as the long time frame may cause you to ponder a bit longer.
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Asked by michael on September 09, 2013
Q: I have some cash sitting in my direct brokerage account in my RRSP and TFSA accounts and the bank doesn't pay me any interest on it. Is there anything that I could invest in and have access to the cash right away when I see an opportunity to invest in a stock? ie a no fee money market funds etc... any recommendations? Thanks
Q: Aug 8/13 Globe article of Peter Hodson re #stocks to own for diversification.
The answer given (15?) assumes the investor has sufficient capital to implement same, and if they don't when do they start
investing?
William O'Neil (Investors Business Daily (IBD) founder ) feels investors should start investing with as little as $500. using IBD principles and in that case 1 or 2 stocks would be adequate.
Q: I want to reduce the large overweight in energy in 1 cash acct. Currently, there are 7 stocks (almost 50%) in this folio - CPG, TRP,ALA,ARX,PKI,PPL & KEY. In dollars, they represent approx. 41.5% of current value. What recommendations would you suggest to substantially rebalance this acct. I might add that we have held all the above since 2009 & enjoyed large!! As always, thank you for your advice & direction.
Q: I have a small position in ALA and it is now a bit underwater. Would I be wise to dump it and put the funds into GEI which pays slightly better dividend? Which has better chance of growth?
Q: I am a relative new member. First question asked. I hold Cenovus since oct 12 and am disappointed with the performance. With a high payout ratio and high P/E and low price, should I sell it if it continues to get back to my cost per share of $32+. Would HSE or Vermillion be a better oil play. Thank you for the service.