Q: Hi Peter,
I am considering buying an industrial reit. I can't make up my mind between Dream Industrial and WPT. Which has the better growth potential and dividend increases?
Thanks for your advice.
Jane
Q: Hoping this week will provide some good buying opportunities. Could you give some recommendations for a healthcare company, Canada or U.S., that pays a dividend. Preferably something with dividend growth.
Q: I initially bought Sangoma @ $1.37 and it very quickly climbed to well over a dollar. However today, there still is an ongoing decline. Mystified and can't locate any info why/what is going non with this stock. Appreciate your review......
Q: Good Morning,
Can I please get your general comments in regards to the rate cut and central bank reaction to the "worst week for stocks since 2008" followed by the "best day for stocks since 2009" It seems these headlines have taken over the decision makers, and more QE/ lower rates because the market has fallen to now Dec 2019 levels- from all time highs! BIG DEAL! There will be no where left to lower rates and so much debt on the government balance sheet when things do truly get ugly. As a young investor am I the only one that feels we should let the free markets play out before the fed steps in, or is this necessary to avoid a recession. It would appear there is really no risk in buying equities since as soon as they start to go lower central banks will prop everything back up
Q: When will TOU report their financials and will there a cut in dividend. I assume not as Topaz money will pay TOU when the deal is done. Will all this delay financials reports.
Q: Hi Peter and gang
Do you have any information on gatekeeper? Do you know of any direct competition against them. We are thinking of adding to our position to bring it up to 1%. Would like your thoughts on this and information you can add.
thank you much
Ken and Cindy
In following up on Willies question on 5G rollout for these three, could you add some risks for those still using Huawei equipment? I believe BCE is using Nokia, T is using Huawei and RCI I'm not sure.
Q: Hi 5i
I greatly appreciate and follow your US recommendations. My LIF has suffered serious losses and I wound like to build it back up with one of these US holdings or another you could suggest for a 2-3 year period. If all are suitable, please list in order of preference based on growth over risk.
Thanks
Q: Could I have your outlook on CGI for a 2 year timeframe please.
I was planning to sell the position in a couple of years when I am retired and in a lower tax bracket. I am now wondering if I should take the tax hit, and buy something with a dividend and more growth like MSFT.
Central banks coordinated rate cut intervention will be negative for bank and insurance sector profitability considering growth expectations are minimal and recession fears also growing. Both BNS and TD are at a 3 year low and dropping further. US banks like JPM have performed much better compared to Canadian banks.
For new money should I wait for further price stability in bank stocks
Q: Today it has been reported that MEG has asked the Alberta Energy Regulator for a 3 year delay in the approval process for the May River Project that would add 164,000 barrels of bitumen per day. MEG is down 0.97% on this news so the market doesn't seem too concerned on this deferral request. Would you agree? What are the pros and cons to this delay and given MEG is considered to be a take over candidate would this be seen as favourable by a potential purchaser? Thanks Gordon
Q: I'm looking for ways to hedge exposure to the perpetual preferred market?
I own a large portfolio of Canadian bank, insurance and utility perpetual prefs. All of which I have profits on. This weeks carnage bled into the pref market. I don't try selling because the spread between the bid and the ask is too wide. Not to mention triggering capitoI gains tax.
I was able to place shorts on CPD, ZPR and HPR the day they went ex dividend and that has worked somewhat but to little to late. I don't like using shorts simply because short gains are considered income to the CRA. Plus the duration of the short trade is small as to not payout someone elses dividend!!
There must be a better way to solve this issue? I'm unable to find an ETF that is the polar opposite of CPD. I'm open to all suggestions....options, inverse ETF suggestions, TLT maybe??
Help...