Q: Your last comments on MRT.un were provided in Feb of this year. Have your views on MRT.un changed at all since then.
Thanks
Don
Thanks
Don
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Is Currency Exchange International (CXI on TSX) worth a full position in a diversified portfolio? I was considering this over Manulife (MFC), for a bit of added exposure in the financial sector, though understandably each is in a different sub-sector of Financials. Or would Manulife be the better investment? What are the inherent risks with CXI other than its size? 5 I philosophy also stresses the value of good management in carrying a company forward: are you at all familiar with this management team and its track record? Thanks, as always.
Q: Could you give your opinion on whether TRP is likely to drop dramatically in the next year due to increases in the interest rate or due to its valuation returning to a more normal level. Thanks.
Rick
Rick
Q: I am considering buying additional shares in Alimentation Couche Tard (ATD.A) due to the recent drop in price as a result of falling TSX. I just want to confirm that the price decline is due to general market conditions. Thanks. Gerry
Q: HI,
Could you comment on Interent(iip.un) as a holding for the next 12 months for potential growth and or a dividend increase.
Thank you
Could you comment on Interent(iip.un) as a holding for the next 12 months for potential growth and or a dividend increase.
Thank you
Q: Hi Peter and Team,
Quick thoughts on Vertex Energy, VTNR.US
Quick thoughts on Vertex Energy, VTNR.US
Q: I currently owned Rogers and thinking of selling and buying Telus instead. I am just wondering since I do have some US$ if I should buy Verizon instead because all that is going on with telco industry and CRTC wanting a fourth carrier?
Thanks
Dolores
Thanks
Dolores
Q: Delphi Energy (DEE)has dropped about 20% lately. Is it a buy, sell or hold. Thanks
Q: Good Morning, Could you please offer your view on PRW.TO? Thankyou
Q: Hi,
Can you please give me your current opinion on CanElson Drilling (CDI)?
thank you
Can you please give me your current opinion on CanElson Drilling (CDI)?
thank you
Q: Could you please provide an update on ACQ? Can I add to my losing position (since I purchased it recently).
Q: stn Stantec announced a 2 for 1 stock split on September 5th. Since that time the stock has traded at a high of $76.06 and a lo to-day of $7l.95.
Any reason for this decrease in price. Is it a good time to buy. Thank -you
Any reason for this decrease in price. Is it a good time to buy. Thank -you
Q: Hi Peter and Team,
This is somewhat of an abstract question but is important for my analysis nonetheless. Can you name a couple Canadian companies that you think would have a strong competitive advantage if they were to expand into the US or a similar country (i.e. Australia)?
Stantec (multinational consultant status advantage for companies in Australia, yet similar legal system) and Cineplex ('purchasing power?') come to mind, but I end up banging my head on the desk when trying to come up with others. Does anything stand out to you guys?
This is somewhat of an abstract question but is important for my analysis nonetheless. Can you name a couple Canadian companies that you think would have a strong competitive advantage if they were to expand into the US or a similar country (i.e. Australia)?
Stantec (multinational consultant status advantage for companies in Australia, yet similar legal system) and Cineplex ('purchasing power?') come to mind, but I end up banging my head on the desk when trying to come up with others. Does anything stand out to you guys?
Q: Hi Peter and gang.
Question: Shawcor (SCL). I already have a 16% position in pipelines (Altagas, Inter Pipeline and Pembina). However, Shawcor (SCL) is looking extremely attractive, in my opinion, with 2015 consensus earnings, according to CIBC, of $4.35 and substantial growth continuing in the years after.
In your opinion, do you think I can hold my 16% position in my pipelines and add a 2.5% position in SCL? My reasoning is, I can buy SCL as well as hold my existing pipelines because SCL has a forward p/e of under 13 and strong earnings per share growth to support its share price. When interest rates rise, my IPL, PPL, and ALA, may experience a decline because of their very high p/e and slower growth rate but SCL could act quite differently because of its attractive valuation and growth profile.
My other option is to trigger large capital gains and sell a portion of my existing pipelines to buy SCL.
I'd appreciate hearing your thoughts. Thanks, as always.
Question: Shawcor (SCL). I already have a 16% position in pipelines (Altagas, Inter Pipeline and Pembina). However, Shawcor (SCL) is looking extremely attractive, in my opinion, with 2015 consensus earnings, according to CIBC, of $4.35 and substantial growth continuing in the years after.
In your opinion, do you think I can hold my 16% position in my pipelines and add a 2.5% position in SCL? My reasoning is, I can buy SCL as well as hold my existing pipelines because SCL has a forward p/e of under 13 and strong earnings per share growth to support its share price. When interest rates rise, my IPL, PPL, and ALA, may experience a decline because of their very high p/e and slower growth rate but SCL could act quite differently because of its attractive valuation and growth profile.
My other option is to trigger large capital gains and sell a portion of my existing pipelines to buy SCL.
I'd appreciate hearing your thoughts. Thanks, as always.
Q: HI Peter,
Can you shed light as to why companies like POU are going up and companies such as TOU, SGY, SPE and CPG are going down? Thanks very much
Can you shed light as to why companies like POU are going up and companies such as TOU, SGY, SPE and CPG are going down? Thanks very much
Q: With Air Canada (AC.B) too going to join the baggage fees trend which might raise their revenues by $50 and $75 million dollars in new revenue according to globalnews.ca reports and also their fleet changing to 787 models which is believe to save 25% of their present fuel cost, what is your take for this stock ?
Q: re: ET Evertz Tech
Have read recent comments. I appears to me this is a solid company with good prospects moving forward and that you have confidence in having ET in the Income Portfolio.
I am sitting on cash waiting for an opportunity to reinvest "somewhere." I have been watching ET and have noticed it's recent slide. Would you recommend taking a position at this time or should I continue to wait and watch? Is there any other companies you feel I should be looking at that have recently come back/corrected? (hate using that word)
Thanks for all you do
Gord
Have read recent comments. I appears to me this is a solid company with good prospects moving forward and that you have confidence in having ET in the Income Portfolio.
I am sitting on cash waiting for an opportunity to reinvest "somewhere." I have been watching ET and have noticed it's recent slide. Would you recommend taking a position at this time or should I continue to wait and watch? Is there any other companies you feel I should be looking at that have recently come back/corrected? (hate using that word)
Thanks for all you do
Gord
Q: re: FRC
Last comment was Aug 1. Revenues were up considerably and they had just purchased a fluid logistics company. Your advice was it looked good to hold which I will do until you suggest otherwise.
In the meantime, can you please comment moving forward - FRC is down 8.5% since Aug 1.
Thanks for all you do
Gord
Last comment was Aug 1. Revenues were up considerably and they had just purchased a fluid logistics company. Your advice was it looked good to hold which I will do until you suggest otherwise.
In the meantime, can you please comment moving forward - FRC is down 8.5% since Aug 1.
Thanks for all you do
Gord
Q: In your answer to the question of Larry M on Sep 19 (below) you should include natural gas liquids (NGL) along with crude oil in the definition of midstream. Keyera is big on NGL whereas Gibson is big in crude oil.
September 19, 2014 (asked by Larry M)
Question: The following is a statement taken from an article written by Claudia Cattaneo in the Financial Post on Sept. 18, 2014. "Orange Capital LLC, a New York-based fund, has built a position in Calgary-based Bellatrix Exploration Ltd. It wants the midsized producer to explore strategic alternatives including a sale, look at the size and composition of its board, and a possible IPO or sale of the company’s midstream assets". What is meant by 'midstream assets'?
5i Research Answer:
Oil companies can be divided between upstream, downstream and midstream. Midstream assets involve the storage, transportation and marketing/selling of refined oil.
- See more at: https://www.5iresearch.ca/questions#sthash.duzGmqNU.dpuf
September 19, 2014 (asked by Larry M)
Question: The following is a statement taken from an article written by Claudia Cattaneo in the Financial Post on Sept. 18, 2014. "Orange Capital LLC, a New York-based fund, has built a position in Calgary-based Bellatrix Exploration Ltd. It wants the midsized producer to explore strategic alternatives including a sale, look at the size and composition of its board, and a possible IPO or sale of the company’s midstream assets". What is meant by 'midstream assets'?
5i Research Answer:
Oil companies can be divided between upstream, downstream and midstream. Midstream assets involve the storage, transportation and marketing/selling of refined oil.
- See more at: https://www.5iresearch.ca/questions#sthash.duzGmqNU.dpuf
Q: I currently hold Badger and AutoCanada and continue to watch them decline on a daily basis. I was up quite significantly in both stocks at one time. Should I continue to hold them or take my profits now? Thanks for all that you do!