Q: Hi 5i:
I have not specifically bought any stocks as a play on US housing, but I'm thinking it may be time to do so. For possibilities I'm looking at Canadian lumber stocks, US home builders and US banks as sectors from which to chose. Do you have any advice? Of the US banks I've heard WFC suggested as the best housing play. Would you agree?
Q: Would this be a good time to initiate a position in GE now that they are refocusing the company and dispensing of a variety of divisions. Thanks as ever
Q: Stock has been acting poorly since they bought their sister company MOB recently. Thought this would make this a stronger co. not a weaker one. Comments please?
I have had exceptional success in buying positions in all 3 portfolios and to date have almost a full complement.
In the growth portfolio the following stocks got away from me, didn't seem to correct and therefore I don't yet hold. They are. GIX,PEO,CDV, and QHR.
I'm not asking you predict the future, so let me put it this way.... If you were in this position would you say to hell with it and buy at market open today or would you exercise patience as I have done to date and simply put in a bid and leave it there.
Q: Hi Team, I hold full positions in the above ETF's , do you think there is a bit of overlap between VV and VIG? If so , any recommended alternatives. Thanks for your expertise and wise counsel.
Q: With memories of Northern Telecom being such a significant portion of TSX just before the start of its demise, I get nervous when I see Valeant becoming so large.
I remind myself that it is also traded in US, and that there are many larger cap drug companies.
I would value your comments.
Q: with phms announcement today of its latest deal and when it closes they will have adjusted ebita of 44 million with about 236 million shares outstanding, my question is the stock seems cheap by any metric. am i right or wrong. dave
Q: Hi 5I: currently my portfolio holds only Canadian growth stocks. We feel that we are missing US growth, so therefore would appreciate your help. With 150K (Canadian) to invest, could you give 4 or 5 suggestions that we might enjoy the same measure of growth and dividends we get from the model portfolio.
Q: HI PETER ET AL.
JUNE22 SCOTT asked about LOYALIST. I would appreciate knowing
where he gets the latest news concerning this and others.
Also, concerning my question on IPL- YOU failed to comment on the large amount of revenue they receive from the sands and how significantly a review could hit the sands compared to other deposits.
THANKS AGAIN
Q: What do you think of Prism Medical (PM)? Seems to trade at a decent valuation with pretty good growth for next year. Any thoughts on their management and how stable their particular sector is regarding government regulation? Lastly, are their any particular red flags with this company I'm missing?
Q: Good Morning
I was wondering what your opinion is of STB. It pays a great consistent dividend but stock price has been falling lately and I am nor sure why. Would you be a buyer or seller
Thanks
Read Answer
Asked by Susan and Philip on June 23, 2015
Q: Further to the question asked today by Ernest re: ipl. Is it not true that the big IF here is the alberta royalty review?
50% of the GOVT royalty revenues come from the oilsands, and 40% of ipl's revenue is from the sands. according to the RSI it is way oversold. The financial metrics according to you are
within limits, yet it won't break out of the descending triangle. If I am incorrect, what in your opinion will make it move. Thanks as
always. Sorry that I didn't put a salutation at the beginning.
When you last referenced VGO in late May the comment was it was high risk, good potential with a high valuation given limited earnings. With it selling off below $2/share is it something you would start to see as being worth a small position for someone willing to accept risk?
Secondly, is there significant risk of concept failure here (ie it goes to zero) or is the greater risk slow progression and the need for patience before things move ahead?