Q: Have your monthly portfolio reports been published yet?
I don't see them and I'm hoping it isn't my computer.
Thank you as always.
Craig
I don't see them and I'm hoping it isn't my computer.
Thank you as always.
Craig
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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: I own shares in wilan and I was wondering what you think of it. also I would like to know should we not of heard of an offer already or is it too early still.
Q: Hello Peter and team, could you help with the following question:I recently liquidated TD Canada Trust (CDN Commons) as it appreciated significantly. It was time to cash in. Question is, what in your opinion is the next Canadian financial institution to own for the long term, getting dividends while waiting for capital appreciation. I'm thinking Scotiabank or even a smaller FI like CDN Western Bank but appreciate your opinion. Thx
Q: Hello Peter,
I am looking for income generating ideas. What are the best Canadian & US sectors (for dividends) that are currently undervalued or fairly valued? Are the Canadian and US markets overvalued at this time? Should I wait for the next six to eight months to see the direction of these markets? Should I look at ADRs (Europe and Latin America)? What are your takes on individual and ETF preferred shares and corporate bonds?
I know I am asking a lot of questions. These are questions I think most of us here are thinking of as we look forward to 2014 and beyond.
Thank you and have a great day.
I am looking for income generating ideas. What are the best Canadian & US sectors (for dividends) that are currently undervalued or fairly valued? Are the Canadian and US markets overvalued at this time? Should I wait for the next six to eight months to see the direction of these markets? Should I look at ADRs (Europe and Latin America)? What are your takes on individual and ETF preferred shares and corporate bonds?
I know I am asking a lot of questions. These are questions I think most of us here are thinking of as we look forward to 2014 and beyond.
Thank you and have a great day.
Q: Hello all:
My US and EAFE ETFs are way up on the year some as much as 30%.
Is now a good time to take profits on these or do you feel the US and Europe still have a ways to go?
Do you have a rule of thumb for when you take the profit from a stock or ETF?
Thanks for the great service
My US and EAFE ETFs are way up on the year some as much as 30%.
Is now a good time to take profits on these or do you feel the US and Europe still have a ways to go?
Do you have a rule of thumb for when you take the profit from a stock or ETF?
Thanks for the great service
Q: would you be a buyer of martinrea here. its seems incredibly cheap. also what would be the downside here. thanks.
Q: I hold KKR in my RRSP and just read that as a limited partnership I should hold this out of a registered account for tax purposes. Could you please comment? Thanks, Lesley
Q: Hi Team,
Could I have your opinion on CSE ( Capstone Infrastructure)?
Many thanks
vera
Could I have your opinion on CSE ( Capstone Infrastructure)?
Many thanks
vera
Q: Hi,
Lots of times listeners ask questions about a company's earnings which are liked by your team e.g. MCR but are not otherwise covered by 5i. I am not sure if there could be a section about some of these companies so that listeners don't end up asking questions about them. Also, 25 question limit spans a full year, so does that mean a member can ask 2 questions per month max.
Thanks
Imtiaz
Lots of times listeners ask questions about a company's earnings which are liked by your team e.g. MCR but are not otherwise covered by 5i. I am not sure if there could be a section about some of these companies so that listeners don't end up asking questions about them. Also, 25 question limit spans a full year, so does that mean a member can ask 2 questions per month max.
Thanks
Imtiaz
Q: Hi Guys,
Are you following the Bit-coin story? Anyway to play it?
Thanks,
Charlie
Are you following the Bit-coin story? Anyway to play it?
Thanks,
Charlie
Q: Convertible bond question(asked by richard)on Dec 2/13
A 'layered' strategy implies receiving the redemption proceeds in cash. However, almost all cnvt. prospectus (see sedar.com) for the last 20 years contain clauses allowing the issuer to pay the redemption proceeds and interest in shares. Not all cnvt issues fare as well as the excellent list presented, particularly resource issues, eg: PDL.DB is .42/$, STP.DB is .50/$.
Publish at your discretion.
A 'layered' strategy implies receiving the redemption proceeds in cash. However, almost all cnvt. prospectus (see sedar.com) for the last 20 years contain clauses allowing the issuer to pay the redemption proceeds and interest in shares. Not all cnvt issues fare as well as the excellent list presented, particularly resource issues, eg: PDL.DB is .42/$, STP.DB is .50/$.
Publish at your discretion.
Q: Hi Peter How do I find your model portfolio on the site?
Stan
Stan
Q: About three years ago my wife saw John Ridley on BNN and told me to buy his stock. So for al of the right reasoned I bought her 1000 shares of CLR (Clearwater seafoods) at 90 cents and forgot about it. It is now near $7.00 and I wonder what lies ahead in your opinion. Should I buy more ?
Q: Hi Peter,
Your views on baylin tech will be appreciated.
Thanks
Paul
Your views on baylin tech will be appreciated.
Thanks
Paul
Q: Good Morning,
I am wondering if you could comment on LSI's Q1 #'s? While they seem not as strong as I would have liked to see, I am thinking this might be an opportunity to add - as I see their growth rate accelerating throughout each quarter this FY.
Am I missing anything more dire? Their US platform looks to be very compelling at this point - already at 25% of the top line and longer an earnings drain. Thanks for any comments you can provide.
I am wondering if you could comment on LSI's Q1 #'s? While they seem not as strong as I would have liked to see, I am thinking this might be an opportunity to add - as I see their growth rate accelerating throughout each quarter this FY.
Am I missing anything more dire? Their US platform looks to be very compelling at this point - already at 25% of the top line and longer an earnings drain. Thanks for any comments you can provide.
Q: IWC and DFE
Hi Peter & Co:
This morning, Cam Hui sent out his blog entry, "Humble Student of the Markets", writing about two Micro-Cap ETFs, IWC for the U.S. and the other, DFE, for Europe. Although Cam was writing about a seasonal trade, my question is whether these ETFs can form a further diversification of a portfolio with say, a 5%, exposure to Small Caps, usually gained through IWO?
Kind regards, Gail
Hi Peter & Co:
This morning, Cam Hui sent out his blog entry, "Humble Student of the Markets", writing about two Micro-Cap ETFs, IWC for the U.S. and the other, DFE, for Europe. Although Cam was writing about a seasonal trade, my question is whether these ETFs can form a further diversification of a portfolio with say, a 5%, exposure to Small Caps, usually gained through IWO?
Kind regards, Gail
Q: Would it be possible to:
- Provide a 'maximum recommended buy price' for each stock covered, updated when reports are updated
- Include the 'maximum' on the summary spreadsheet
- Provide the summary as a web page (in addition to the spreadsheet), for easy browsing while logged into 5i.
Regards, Craig.
- Provide a 'maximum recommended buy price' for each stock covered, updated when reports are updated
- Include the 'maximum' on the summary spreadsheet
- Provide the summary as a web page (in addition to the spreadsheet), for easy browsing while logged into 5i.
Regards, Craig.
Q: Hi Peter, Would a ratio of 60% fixed income/40% equity applicable today for a retired person? With rates potentially rising, should the ratio be revised to 40% fixed/60% equity?
Also, would you recommend a high bond etf (like XHY) for a retired person, if so, what is the acceptable limit? Thanks
Also, would you recommend a high bond etf (like XHY) for a retired person, if so, what is the acceptable limit? Thanks
Q: TCN I am reading your report on them and under " Recent Financial Results " you state that they have a new share issue that dramatically increases the number of shares. In your Summary at the end of the report, you state that they are buying back their stock. Why would they have a new stock issue, and buy back their shares at the same time.
Just an aside, if you got rid of all that blue ( black if you are printing in black) on the side of the reports, it would save a lot of ink
Just an aside, if you got rid of all that blue ( black if you are printing in black) on the side of the reports, it would save a lot of ink
Q: Hello Peter; Excellent decision regarding questions. Now we await your pick of multi baggers. I prospect them on free pages of StockCharts, under SCTR list for Toronto Stock Exchange. Other people may have other ideas. Suggestion: If these names are placed on the site for all to see, they could help unearthing crowd sourced leads. These are not questions and your answer is not being sought. However, you may choose from them to write a report or pick a winner if there is one.
Currently I have two names: Photo channel Network (PN) and Patient Home Monitoring (PHM)
Currently I have two names: Photo channel Network (PN) and Patient Home Monitoring (PHM)