Q: These oil stocks look to be at lows. Would you recommend a buy. I have virtually no oil stocks at present and am looking for an entry. Do you recommend others?
Q: What do you think of the mix of REITS I am planning to buy to represent the real estate portion of my portfolio which would be 5% total? Any suggested changes?
Q: Could I please get 5iResearch’s thoughts on QCOM’s offer to shareholders to purchase their shares at a price ranging between $67.50 & $60. The downside of the offer is that the US government will treat the payment as a dividend payment, subject to a 30% withholding tax. To get the withholding tax back there will be forms to file with the US government once the sale is completed. Presently my shares are in a non-registered account, have a 4% gain & pay a 3.5% annual dividend. Would you recommend just selling the shares now on the open market or holding the shares for future growth. They account for 23% of my US info tech sector & 3% of my total US portfolio. Thanks … Cal
Q: Please comment on the recent results for Birchcliff. Also, are you still relatively positive on this company going forward given that their Q2 report did not meet analyst expectations. Where would you rank it among other mid-size gas weighted names on the TSX?
Q: So Druckenmiller and Soros are putting more bets on oil. I'm not an oil expert, but I do understand the operational leverage that can be created. I also understand there are specific Canadian specific variables to profitability with the pipelines and oil sands etc. If I were to bet with these two, could you give me a list of Canadian oil Companies to bet on? Could you also comment on any possible reason they see oil as attractive?
Q: UFS seems to be setting new highs and is now up The stock is up 34% over 1 year and has been setting new highs. The positive momentum continues. Should I be thinking of selling my biggest looser (MAXR) and buying UFS?
I thought MAXR’s latest quarter wasn’t bad however the market thought otherwise and now the shorts are circling even though as you noted MAXR is not a great short. I am a buy and hold investor and I am trying to figure if I am in love with MAXR. How can you tell if you are in love with a stock?
Is it correct to assume if I sell MAXR and buy UFS I will be derisking the portfolio or am I deluding myself? Is UFS an industrial or materials stock?
Thanks,
Jim
Q: I am holding 100 shares of Qcom and have been in the red for years... fortunately it pays a decent dividend... Do you feel that this stock will improve Following the upcoming Dutch Auction ? You have suggested this stock several times to your readers... You recommended holding out for a better price when there was an interested buyer...After several disappointments, do you feel the buyback is a good thing at this point ? ...or it just creating an event to raise its stock price ?
With the US likely to increase interest again soon, is this bond fund likely to be impacted to the downside or are the durations short enough to be able to adjust appropriately?
Q: Hello, 60 year old investor looking to add to rrsp and tfsa. Which stocks in the above list would you be comfortable buying now and which would you rate as watch now and maybe buy later?
Thanks, Michael
Q: I purchased AEM during the recent fall in price, but now down 15%. It's a small position, I'm considering buying at the lower price to reduce the average cost. Your recent comments seem positive, a turn around is possible. Can you pls comment regarding buying at current level.
Thanks.
Q: Hi, Stars Group share price has declined over 25%, in a short period, since added to Balanced Portfolio and is trading at its low. Now that the quarterly results are also out of the way, what would you summarize as the main reasons for this continued softness and overhang. Could you also please list the catalysts in the near term which could help lift the stock price and possible time timeline for these to materialize. Thank You
I have 1/2 position in each of GC and TSGI. Is this a good time to go to a full position? Which company of the two would you prefer both on a short and long term basis?
Q: I have a question about 461
I trimmed about 15% of my shares of NVDA today ahead of earnings mainly because I was up over 300% (thanks to 5i) and felt that expectations were so high that even with an earnings beat , shares may see some weakness. Can I please get your comments on their results and your opinion going forward? To me it looks like a solid beat but is it guidance that is resulting in a bit of a sell off after hours?
Thank you