Q: If you don't have American dollars can you justify spending Canadian dollars to buy American stocks. In my cash ACCOUNT AT PRESENT I HAVE 34% American stocks and 66% Canadian stocks
Alan W.
Looking for your insights on a number of preferred shares that are nearing reset in the next year or so and whose prices have been driven down given the recent bank of Canada rate cut and decline in 5 year Canada's. Do you feel these declines represent a buying opportunity in these shares? Also in terms of reset options, the 5 year canada and 90 day bill rates are maybe 20 bps apart, does this make the floater rate the more logical choice, given the redcent compression/ flattening of the yield curve?
Q: I look at PIH every few months. It is a microcap and the avg. volume is miniscule, but the valuation is reasonable and could be a takeover target I suppose. What do you think of the debt, overall quality of the management and the company's prospects? Thanks as usual for your insight.
Q: Could I get your opinion on this company? They seem to have a fixed price of $77/barrel in Argentina and some properties in Canada. The CAPEX is set for 2015. Lots of reported resources to drill up. Sounds like they have some new board additions recently. Given our low spot price for oil, how does it look to you for the next few quarters? Is it somewhat sheltered vs other energy companies by Argentine fixed price of $77/barrel?
Q: I have a question about InterRent REIT - your comments on the recent deal and would it be higher than a B- given growth and
results over 2014. thanks
Q: Dear 5i
What are your thoughts on KLS at this time ? Is it a good time to invest in this company and are they expecting good earnings growth over the next couple years ?
Also what sector is currently the strongest in the U.S. And what ETF would you recommend within that sector . Looking for high growth .
Thanks
Bill C.
Q: My question is regarding base metals. do you think this business cycle will unfold like most other cycles where the base metals will run strong in the later innings.did you ever see a bull market of this magnitude not have the base metals participate ? any other insights regarding this subject would be appreciated .it would seem like now would be the time to start nibbling at good base metal stocks ie Hudbay, Lundin ,FM etc because the downside is limited and everyone and my dog hates this sector . thanx norm
Q: Hi Peter,
I've heard you say in the past a healthy buy signal for a company is when it announces its first dividend. In keeping with buy signal strategy, what sort of signals are the professionals looking for when they start buying oil equities? What would you consider a buy signal in the oil patch? My concern is that the non-professionals almost always are too early or too late which kills return. Thank you for your time.
Q: According to INK Company Insider, there has been some insider buying. Hamptom Securities and Beacon have apparently been buying. Given the release of their new sports app which looks pretty good, I wonder if I could get your comments on the company for the next 12-18 months?
Q: Your views on Frankly Inc. Beacon just initiated today with an interesting report about the Company's potential. Impressed to see them raise 23M dollars for a start up tech fund listed on the TSX-V. What do you know (or think) of the players involved (SSK Planet, Stanford University, JJR Private Capital). Would you recommend this stock for a speculative position in a portfolio?
Q: Do you consider this stock to be in the Financial Sector. What is your opinion of this stock at the moment and it's dividend? Thanks for great service.
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Asked by Dr Lorraine on January 29, 2015
Q: I'm planning to open 5 positions in the US.....growth stocks that are larger caps and more invest and monitor. Seems relative to Canada, the US sector focus would be tech, health care and consumer. To help me narrow the focus of my research, I would appreciate some names you might consider.
I'm a member for a year now...and your portfolio approach is working well for me also the stock research/comments.......It's been bright time$......Thanks....Tom
Q: I have recently raised quite a bit of cash and am looking for somewhere to hold it, would this be a good place, someone recommended it, if you have an alternative I would appreciate it
Q: Hello, should we begin to worry a bit about CSU exploding to P/E at 64 and P/B at 24? Is this a bubble waiting to burst or is it within the acceptable range for the sector? I am considering taking some profit to reduce my exposure, although CSU represents less than 5% of my portfolio. Thank you for your advice.