Q: is this selloff overdone, i picked up 10,000 at 4.75.
your thoughts, i know you hate energy, but i am making a lot of money on baytex, trican etc. dave
Q: Recently both Acumen Capital and Cormark Securities elevated their coverage on Sangoma Technologies to a Top Pick (Small Cap) for 2019. Do you agree with their positive basis for this stock?
Q: With a theoretical projection that a slow-down is nearing, which 5 dividend paying stocks would 5i suggest to your readers that can ride out a market decline and offer a reasonable rate of return on investment?
Q: PBH has fallen from high of $120 and is rebounding around $80. MRU and L and EMP.A have performed well with L hitting new highs.
What is your thesis on PBH - is it overvalued with limited growth or is it superior to L, MRU and EMP.A. you hold PBH in BE portfolio is it still your preferred con staples holding if so why ?
Q: What are your views on this U.S. retailer? Would now be a good entry point? Looking to diversify my portfolio by increasing consumer discretionary (I currently have TOY & HD).
Thanks.
Q: I am a senior dividend investor, and try to have holdings in the 5% range for dividends from about 15 to 20 stocks. At the moment I am heavy on the pseudo utilities side (PPL, AQN, ENB, RNW), and do not have any core financial holdings. I am looking at trading my AQN for BNS, on the theory that the dividend is similar, and the current short-term upside for BNS is better with any sort of comeback (just surmising from the 52 week highs of each obtained, not any analysis of Payout Ratio or such). I would appreciate your thoughts.
Q: Can you explain what a bargain purchase gain is? When this one time gain is removed from the quarter, how does the quarter compare to last year' quarter? What impact should the overall results have on the stock price going forward?
I was lucky to pick up a decent amount of PXT on December 20, which means that it is now at a 6% weighting of my portfolio. PTX is my only Energy position other than ENB which is more of a utility.
Would you recommend trimming PTX and adding SU, or replacing PTX with SU, or leaving PTX and adding a 2.5% position of SU or do nothing? I like the momentum of PTX at the moment and with a good cash balance, 6x P/E and no debt, it looks like it should have more room to run.
Q: Good morning: If we follow your suggestions to buy and sell in your recent Balance and Income portfolio's, and a lot of members do, the cost of rebalancing is high. In this case nearly a $100 in commissions to sell and buy. Do you account for this when you make your suggestions??
I am also having trouble with your suggestion to buy 1% of this and 2% of that stock. If the goal is to get to 5% over time, that's also a lot of commission fees. There has to be a better way to diversify without paying so much fees.
Q: At the current price level NFI is yielding a bit over 5%. Is this payout level sustainable? If so, would it be advantageous to pick up NFI as a yield stock and wait? Albeit, unlike most yield stocks, this is one with substantial upside potential. Your take please,
Q: Hi, I’m about even on ecn 1.5% and would like to switch to higher dividend paying stock 3%+ with a little growth.
For 2 years it has done little unless you were lucky and sold at the high.
Would you stick with the banks? I have TD 2.5% and FSZ 1.5%.
Thanks