Q: What do you think if their Rate reset Pref shares on offer today? I may not be able to buy it anyways if this doesn't get your attention soon! Perhaps you can answer about Rate resets in general under the current post Trump environment, especially if he wants Janet Yellen out!
In a recent BNN "Top Picks", Daniel Lloyd recommended shorting EMA because of their high debt. He states: "Emera, having recently purchased TECO, is now saddled with $14.7 billion in debt which represents a roughly 13x debt/cash flow ratio on a stock that trades an excessive 18x earnings multiple." Not that I'm contemplating shorting EMA, but looking at a gain of 21%, would you recommend staying the course with EMA, or switching to something like FTS which you seem to like more? Or, assuming appropriate balance among the sectors, would you recommend something else entirely? EMA is presently held in a TFSA, along with CAR.UN, DHX.B, KXS, GUD, PBH, and SIS. All except DHX.B are up, and SIS is up 108%. :) Thank you for your terrific recommendations and on-going advice and insight.
On October 17th.I cash out all my power balanced portfolio (13 stocks total 400 k.) to avoid stock crash if Trump wins US election.
Now US election is over ,Trump won and stock market did not crush on contrary it looks like stock is going up and up.
Because I want to replace my previously sold portfolio positions please tell me if you would do it now or would you wait for another month or two to buy previously sold portfolio positions.
I was happy with my portfolio which was pretty close to 5i Balance Portfolio and I'm not planning to change any thing in it.
Can you provide your thoughts on the latest quarterly results? The stock is up 10% today, some of which is likely due to the increasing 10 year bond yield.
Q: Mirasol Resources had a huge price drop today from $2.41 to $1.40 and then closing at $1.98 substantially down from the previous close. Yet I can't find any news to cause this. Just wondering if you can find anything that would cause this large one day movement. Also would you be able to provide your latest assessment of this company. I realize this is not within your regular sphere of companies you cover but any information would be greatly appreciated. Thank you.
Q: Hi Peter,
Reits, Telecoms and Utilities have not been participating in the market rallies for a while now. Just wondering when you think that the yields on these types of stocks will start to hold up the stock prices. (a few of mine are starting to get come nice yields on them now.
Q: Good Morning 5i Team, what is your opinion of zcl? I am thinking of buying just one stock, either zcl or sis. Thank you When are their earnings due?
Q: Curious to know your thoughts about Birchcliff Energy's earnings and implementation of a dividend. Their projections seem very realistic and attractive.
Q: I'm considering an investment in India. What do you think about a long-term (5+ years) in that country? Capital gains are my primary interest. How should I invest there - Fairfax India (FTD.UN), Excel India Growth & Income Fund, INDY or XID? Do you have other suggestions for that market?
Q: Hi 5i Team,
Can you please comment on Keyera's latest quarterly results? The stock appears to be drifting lower in recent trading. Is there anything to be concerned about?