Q: With GC having the momentum down and GH and TSGI on a positive trend which would you prefer to hold I currently hold GC and thinking with the bad press on money laundering in BC it might be time to switch.
I have owned TD, RBC and BNS for a few years. Seeing that BNS has been a laggard this past year or so, I am thinking of disposing of BNS and put the proceeds on TD and RBC (50% each). Your comments on my intended move would be appreciated.
Cheers,
Q: I would be very interested in your opinion about Solium Capital as a potential take-over candidate. The stock is reaching new highs on a daily basis and its momentum is encouraging. Please re-visit this possibility on a short-term basis. Thanks.
Q: Airborne Wireless Network (ABWN.US) has an interesting technology / concept but recently ran into financial problems. As a result it issued Convertible Notes and other instruments that has led to a "Weimar-Republic"-like share dilution. The company is still very much active.
I recently bought 250,000 shares at $0.0004 (=$100). Today I was looking at their financial statements and noticed that the "par value" of their shares is $0.001, more than twice the market value of my shares. (I have never previously bought shares at less than the par value.)
Does this mean that, in principle, I can demand the par value from the company, making a quick 150% profit? Of course, if everyone demands par value the company will go broke, so I would need to be the first :-)
I would appreciate your comments on this unusual (for me) situation.
Q: Hi Peter, Can you please advise if you see a suitable place for semiconductor in Tech portion of the portfolio. If so, can you rank NVDA, AMD, INTC and MU. Thanks
Q: Hi,
As a follow up to Loretta's question today (the 23) about your 3 favorite canadian utility stocks. You listed Enbridge, Brookfield Renewable, and Algonquin. Your referral of those makes me happy since they are the 3 I already own. To me they all seem to be in different parts of the sector though. Would you be concerned if the total weighting got to 10 or 12 percent combined for all 3? I use all DRIPS I can and have a long time to wait (I'm only 32). What would be your max total weighting between for the 3? I have no plans for adding other utilities anytime soon. Do you have a order of favorites for these 3 where you would allow one to gain more weight over another?
Q: Do you know if it is possible to purchase U.S. T-bills via a self directed (TD Waterhouse) US$ margin account? If not, how would a Canadian resident go about purchasing a U.S. T-bill?
Q: I see on June 4th you said Alaris was not a "need to own" stock and then on July 13 it was a "hold". Has anything changed with the company? I'm underwater with it and debating whether to sell or hold. I have a full position and was thinking to sell 50%.
What is your latest update? Thanks!
Q: With the decision deferral for Avista by the regulator and no board of directors in place for this company what are the odds now this takeover will not proceed? If not doesn't this make the installment receipts a buy since holders will receive their money back? The market doesn't seem to price in this possibility or is there something I'm missing?
Q: QST has been weak the past 10 days or so. It's down again today. I realize it has been a good performer over the past year but do you see anything that would account for it's recent weakness? Any news that I'm missing?
Q: Hi folks: I asked a question last week in regards to Crh and covalon. I’ve decided to hold on to Crh but I want to purchase the covalon name at some point. I am up around 40 percent on cargojet. Would it be logical to sell cargojet and buy covalon?
Thanks
Mark
Q: Hi Peter/Ryan,
Rob Wessel from Hamilton Capital was on BNN and he was speaking about non-Cdn financials and his funds. We own 90% Cdn stocks including TD, BNS, SLF, MLF, FFH, GSY all at ~4% each. The 10% non-Cdn holdings are in US industrials and tech. Would any of the above BMO or Hamilton funds or another Bank interest you as an addition to or as a substitution for our current holdings ?
Thank you.
Q: A portion of the fun part of my portfolio has been directed towards speculative mining stocks. I have employed a basket approach which involves taking relatively small initial positions. Some have worked out, but as a result I am left with a number of stocks that are insignificant in value. I would like to clear these out and consolidate the proceeds. Do you have one or two small cap names to suggest that show promise. Thank you.
Q: 3rd quarter record increase revenue increased adjusted income but decrease in net income.
Would appreciate your opinion on results and can you explain if we should disregard net income and focus on adjusted income?
Thanks
John
Q: Hello,
Gibsons tempting at yield of over 7%.
Price relatively sideways between $15 - $20 over last 2+ years.
I don't mind holding just for income but:
1) Is Dividend safe?
2) What is keeping stock price in this sideways pattern and is there an even small chance of growth?
3) Buy, Sell or Hold?
4) Do some analysts say "Hold" as a polite way of saying "Sell"?
My question is twofold, so please deduct two credits if you see fit.
Given its obvious importance, I am looking to gain exposure to the theme of sustainable water management. My research has led me to XYL as a potential single position, or to PHO as an ETF option. This addition would be weighted as a full position (5%), and would be held long-term (likely 10-20 years).
I am 36 years old, debt-free, and relatively conservative. My investment portfolio is solely for the purpose of expediting my retirement, and I will have no need of its funds for the foreseeable future.
Given my situation, would you favour a single position such as XLY, or would an ETF seem more appropriate at this time? Furthermore, do you feel as if XLY and PHO are indeed strong representations of the water theme, or is there another option you might suggest?