Q: Hello Peter, I am tuning in my stocks scanner and need some inputs from your team on difference ratios / parameters i should be using. example sales ratio what would be a good low / high limit going into a high interest rate environment. Could you fill in with more more ratio like PE, debt to equity, debt to cash flow,.. with each low and high limits value I can use when scanning for stock with North American markets.
Q: I'm a roughly 50/50 income/growth investor with the income being an important part of our retirement income.
Given that REITs are generally high debt equities I'm questioning how they'll fare given the current environment of rising interest rates and and increasing costs. Will they be able to offset those increased costs by raising rents?
I'd first like you to comment on my assumptions as to what is going on. Agree or disagree.
Secondly I'd like you to comment on the specific REITs that I've mentioned. I'm sure they're all different based debt maturities and rental contracts. The average length of their rental contracts may work against them if it's longer while the average maturity of their debt may work for them if it's longer. Cost increases are now.
Q: a recent response to a dnd question mentioned things have changed since announcement about link. can you expand on what has changed and what your outlook is for dnd. it was one of your fairly strong recommendations not too long ago. how do you rate it now.
Q: Is this a buy, hold, or sell? It has rallied back just below its 52 week high. Also, what has been the catalyst for its strength? I assume much can be attributed to its Advanced Technologies segment which includes defense and nuclear. Can you tell me what % of revenues comes from this segment? Do you think the momentum in the stock has some legs?
Q: Hello,
How do you calculate the debt / equity ratio of 158X presented in your report? How does it compare to peers and what makes you comfortable with current debt level? Which of growth in the US (physical stores) or e-commerce internationally do you think will the main driver going forward and why? Thank you!
Q: In late January with geopolitical tension increasing I put stops on my stocks. I was stopped out of ATD,BYD,BBP,UN,DOO,MAGT,MG,PBH,PLC, and TSU. I was also stopped out of GSY,KXS,NVEI,TFII, and TOP, all of this group I've repurchased. The remaining stocks, are there any you wouldn't buy back? Thanks for all your good council over the years thru good times and challenging times. David
Q: CAN: NTR, AEM, LUN, CCL.b US: BHP, RS, DOW, LYB, IP
Hi 5i,
I'm looking to make the material sector within my portfolio better. Can you please help me by ranking these companies for me and maybe let me know if something isn't needed or something should be added to give strength and diversification. Truly appreciate your service.
Regards
Q: Any reason for the recent abnormal wide swings in SYZ? Hold or add to my 1% position? AT appears to be basing last few days .Down 77% hold or add to my 0.5% position? Txs for u usual great services & views
Regarding insider trading, "acquisition under purchase/ownership plan" vs "acquisition in public market", which one is a better indicator of "buy"? could you please explain a little?
Thanks!
I assume you're still positive on ENB for the long-term? I have both ENB and AltaGas, with the latter finally coming back up to my ACB. I was thinking of selling it and consolidating the funds into ENB. Partly to reduce my holdings but also because I have more confidence in ENB.
Would you prefer diversity and keep both positions? Or is my plan ok?
Q: I've noted lately that Canadian pipeline company's price appreciation is actually doing better than usual. I currently own PPL, ALA, and ENB, all of which are making good gains, (especillay Pembina). I find this unusual for companies that pay such high dividends.. Just wondering if my observation is correct and if so why is this happening? Also, do you think in the present environment the rate of appreciation of their stock prices will continue upwards for the short and long term?