Q: What are your general thoughts on Sonic Corp, a fast food drive in restaurant company, 3,557 locations in the Southern US. Lots of burgers, hot dogs, etc. I like the space, what are your thoughts? Thank you!
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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: What can you tell me about Ravensource Fund? Thanks!
Q: I am amazed at how closely the D.J.I.A. and the SP 500 track each other.
The stocks in the Dow are picked by editors of the Wall Street Journal and are share price weighted so Proctor & Gamble has 4 times the weighting of GE.
The SP 500 is market cap weighted so Amazon which never makes money has 5 times the weight of Morgan Stanley which made $6 billion last year.
How can you explain this? Thanks
Derek
The stocks in the Dow are picked by editors of the Wall Street Journal and are share price weighted so Proctor & Gamble has 4 times the weighting of GE.
The SP 500 is market cap weighted so Amazon which never makes money has 5 times the weight of Morgan Stanley which made $6 billion last year.
How can you explain this? Thanks
Derek
Q: I'm up about 45% on NYX and thinking of selling now rather than waiting for the deal to close for the sake of an additional 2% or so. I previously owned GUD but sold at a modest profit near $10 (I was one of those bored investors). Thinking of re-buying GUD for a long term hold and would be interested in your view or other best options to deploy the NYX proceeds. My fallback would be simply to top up a few core holdings: TD, T, FTS, SLF.
Q: I am interested in ALA or ALA.R for income; they provide a yield above 7%. Are either of these two a good buy now? If so would you recommend one over the other? How "safe" are the current dividends?
Q: I am a bit confused by your latest move of dropping ENGH from the portfolio. It is your second highest rated tech stock with only CSU ahead of it at A ( vs ENGH A-). Most other tech stocks that you cover are rated B or B+. If I am using your rating system to help me pick stocks why would you not ditch the lowest rated in a particular sector first? I am sure there are some good reasons for it but they are not clearly outlined in your announcement of the change. If you feel that the ENGH run is over would a drop in the company rating ahead of dropping it from the portfolio be warranted.
Q: CLS's ceo on BNN today @9.45et resulting in a drop of price.What is u take on the interview.Thanks for u usual great services & views
Q: I am in my early 70's and have now held MRT.UN for a few years in a RIF (4.2%) and although I appreciate the high yield, I am down almost 17%.
The stock appears to be coming up slowly after bottoming out in August, but I continue to ponder the future and if I might be better off letting it go.
I also hold
CSH.UN (Chartwell Retirement Residences - 2.2% of joint portfolios and up 48%);
O.US (Realty Income - 6.8% of joint portfolios and up 43%);
HCN.US (Welltower - 2.8% of joint portfolios and up 35%)
If I sell MRT.UN, I would still have close to 12% in REITS. How do you feel about that in this market?
The stock appears to be coming up slowly after bottoming out in August, but I continue to ponder the future and if I might be better off letting it go.
I also hold
CSH.UN (Chartwell Retirement Residences - 2.2% of joint portfolios and up 48%);
O.US (Realty Income - 6.8% of joint portfolios and up 43%);
HCN.US (Welltower - 2.8% of joint portfolios and up 35%)
If I sell MRT.UN, I would still have close to 12% in REITS. How do you feel about that in this market?
Q: Is DRG.UN at risk if the current German government doesn't win the election on Sunday ?
Thanks Team
Thanks Team
Q: Please provide your views about these few companies and are they good investments at these levels.
Q: I hold shares in Rockwell Collins. Recently the company agreed to a friendly takeover by United Technologies . The takeover is worth $140 to COL shareholders via a combination of cash and UTX shares. There is a 7.5% collar in place. Since the deal was announced the shares in COL jumped to the $130 range and have remained there. Is the $10 discrepancy due to the collar ,or is there a good opportunity here to make $10/share on an additional purchase of COL.?
Q: Has Shawcor become a value stock and would you hold or add to it at this point.
Q: Hi Peter and associates,
I have a position on NOC for a couple of years. It's spare price has gone up by about 75% since and now accounts for about 4% of my portfolio.
Morning Star just downgraded NOC to 3 stars today. Just wondering whether is it time for me to bail on NOC or at least take some money off the . Also how much stock should an investor put in such rating changes (whether up or down) in general.
Best Regards,
I have a position on NOC for a couple of years. It's spare price has gone up by about 75% since and now accounts for about 4% of my portfolio.
Morning Star just downgraded NOC to 3 stars today. Just wondering whether is it time for me to bail on NOC or at least take some money off the . Also how much stock should an investor put in such rating changes (whether up or down) in general.
Best Regards,
Q: Hi Peter, there was a video of a trader by the name of Alessi Rastani reported on the BBC Sept 20 network that is predicting a huge crash coming and seems to be very positive about it. Can you shed some light on this and should we worry about this. How do you handle something of this nature and people like this. Thanks Nick
Q: Good day, I would like to know if you think RPD(RBC Quant European Dividend Leaders) would be a good choice for European exposure, would there be, in your opinion, a better choice (I also look at VE).
Regards
Regards
Q: What are your thoughts on SQM as a major lithium play.
Q: Could I have your views on these 3 funds from TD. Seems to be pretty good performers on a ytd to 15 year returns. Fees seem to be quite reasonable for those 3 funds.
Q: Can you please give me your opinion on ADBE earings.
Thanks for the great service
Thanks for the great service
Q: Further to Robert's question, and for my learning, what are the implications of such a large short bet on a good company that is performing well? Will there be a 'short covering' rush that will spike the price? What are the possibilities and likelihoods for short term movements of this stock? Thanks for your help!
Q: Can you account for the underperformance of this mutual fund which hit a high for the year on May 4 of $19.35 and now rests at $18.59?
The mandate is try to match the DJ index by holding the components but the index is some 10% higher now than May which makes the poor performance since then even more glaring. Can you suggest a fund or ETF that would truly mirror the DJ Index? Thanks, J.
The mandate is try to match the DJ index by holding the components but the index is some 10% higher now than May which makes the poor performance since then even more glaring. Can you suggest a fund or ETF that would truly mirror the DJ Index? Thanks, J.