Q: I have become overweight in MFC, and wondering if I should shift some of this investment to SLF. Your thoughts or alternative suggestions to keep in the same sector? Thanks for your excellent service.
Q: Hi, can you explain the almost 4% drop of CGX today? Would you buy on this drop, or wait until earnings on the 7th? What are the expectations for their earnings?
Q: Not a question just another compliment, I was enjoying working through your new website and reading "the great new website comments" as I read questions and answers and then I clicked on the AQN profile while reading a question. Not a a great new website ..... A Fantastic New Website! What a wealth of information you have put in. I usually read the questions with another monitor showing one or two stock sites so I can see closing prices, dividends, graphs etc at the same time. You now have all that plus. Great job and many thanks, After an hour and a half on here, I have a feeling that there is still more to discover here. Am most happy that last week I extended my subscription to June 2020!
Thanks again for your insights and now your access to more info.
With BEP's earnings announced Wednesday morning with a slight near-term miss but positive outlook for 2018+ and potential deal flow in India down the road, can you shed any light on what is driving today's (thursday) selling pressure. Price action is -3% on what seems to be no news. Arf! Arf! Arf! Is this year-end portfolio manager action? Volume a little higher than normal. Maybe I'm just scared of the wind...
Q: I have owned these stock in substantial amounts for approx 3 years. I like the dividends. Last Jan/Feb they peaked at approx the same value oil is today.
Today oils up but as a group they are down. Am I crazy to think these companies are going to rebound even to levels of early 2017?
Is there an explanation for these stock prices? The dividends are attractive enough to keep me in - but better stock valuations seem elusive.
My question is about interest rates. I saw an interview recently discussing interest rate cycles, stating that we have have had 30 years of interest rate decreases, that interest rates have now bottomed and we have begun a long term trend of rate increase. The guest also said that the last long term rate increase cycle was during the 1950s and 1960s. During that 20 year period, the interest payments on bonds were mostly offset by capital losses, resulting in a net return of less than a half of 1 percent annually over 20 years while stocks returned 19% annually over that period. In your opinion, what would be the catalyst for a repeat of this scenario? Does this mean that retirees should shun bonds in favour of stocks even though the risk might be higher?
The only pipeline company I own is IPL. I have been looking at ENB for a while but can't make myself pull the trigger yet. One of the reasons I originally chose IPL instead was that it had (and still has) a much lower P/E ratio, reflecting much lower growth expectations. ENB currently sits at a P/E of roughly 35 which makes no sense to me. Do you think part of the reason for the price decline over the summer is due to investors reassessing growth (multiple compression) or am I over-emphasizing P/E when looking at pipeline companies?
Can you recommend a template that I can use to determine sector allocations? Should allocations be within a particular account or for my entire portfolio?
Q: This is just a comment on Connie's question regarding RIF withdrawal.
If Connie doesn't need the cash, withdrawal can be in kind by transferring the security to her cash account. At TD they do it without any charges. Then she can sell the stock at a more opportune time or when the cash is needed.
Q: Teva seems to be collapsing today. Is this tax loss selling or has the outlook gotten that much more bleak? Is not the market cap a lot lower than its assets? Thanks, Mark
Q: I was reading your response to the question asked by Michel on November 02, 2017 regards DR in which you ended by stating that 5i decided to not issue a report on DR......could you provide clarity? or simply, why?
Q: I don;t think you track this co.? They are currently one of only two high quality flake graphite producers in North America located in BC. Will you be adding them to your portfolio of co's? I am a shareholder and therefore interested in any info I can obtain. Thank you
Q: Hello I have held this stock (HPSA.A)for several years and I am still under water-when is the best time to bail or should I remain for future prospects?