Q: I have held APS for 4 or 5 years and am down substantially. There seems to be some positive share price movement lately and press release of investment by Aspire Capital on October 30, 2017. What are your thoughts and should I hold ? Third quarter earnings come out tomorrow (November 14, 2017).
Thanks,
Thomas
Q: CPH has been reporting some pretty good looking results, if this is to be a trend then it looks like a wise investment; agree? What would be your cautions around taking a position?
Q: Hello,
5i has ECI as Non cyclical while Morningstar has it as industrial. Is their a reason for this discrepancy or is this just whimsical?
Thank you
Stanley
Q: What is your thought about their results and do you see ABT as a good take over candidate?
Are the dividends looking good forward and covered nicely?
Q: You are still holding XHY in the Income Portfolio. With credit spreads near record lows and the Fed forecast for three rate hikes over the next year are you looking at a higher quality and shorter duration alternative, and if so, what choices are you considering for both $CDN and $US holdings?
Q: I own the above energy stocks which mostly seem to still be languishing even with higher oil prices. Do you think this is a good time to buy more of any of these or is the market expecting another downturn in energy?
Q: I am looking to replace HR.UN with a REIT that has minimal, or no retail exposure. Can you suggest a couple with comparable dividends, and better potential upside? Thank you.
Q: We are a retired couple relying on investment income after a number years of dismal results from "wealth managers". Our portfolio is likely overly aggressive with about 80% in equities and would like to move toward safer ground in 2018 focusing on companies that will be less impacted when the inevitable correction occurs. Your company review metrics include a rating based on recessionary earning and I would be very interested seeing a report of 5i coverage that includes not only the overall company ratings but all the subsequent parts.
I would also very much appreciate a few names that you feel appropriate given our circumstance and general comments. I have started a list of (flight to safety) equities that thus far includes RSI, SIS, T, GUD, FNV, ENB, TD, L. V, BA,
New site looks great and we really appreciate having real pro's to gather market insite from. Keep up the great work!