Q: I own these shares. these are rate reset preferreds for Brookfield infrastructure that pay a yield of 7.475% until March 2029. These dividends are eligible dividends.The company is trying to redeem these shares at 26.50 a share. I will vote against it. If however if a majority vote for it, is there any legal way for dissenting shareholders to resist being taken over. This process seems somewhat unfair because the company could've offered 26.50 to those shareholders who want to be taken out and leave the other shareholders to continue to receive their dividends
Q: Hello 5I, could you give me your view on owning ETF HHL given that the upcoming US administration is not supportive on vaccines and has little faith in scientific medical research? Thank You
Q: Ffh.pr.k jumped by roughly 5% today and I am baffled as to what would prompt this kind of move up in its sp. Can you shed any light? Very unusual for a pref.
Thoughts on these companies? Looking to start a position and get your analysis. Any other ones in this space you would recommend over these two? And why the poor performance YTD?
Q: I am getting concerned about inflation, mostly in the U.S. Most of Trump's policy preferences, from removing illegal immigrants, to tax cuts and tariffs seem inflationary, and if he wrests control from the Fed, I don't see how inflation stays under control. What are your thoughts on this and what would you be watching? Finally how would one, as an investor, respond to signs of very high inflation? Thank-you.
Q: I sold some NEO and am considering a re-buy. I like the direction NEO is taking. If the new USA administration, and the west nations as a whole, want to have economies not dependent on China then rare earth minerals should be on their radar since they are critical and currently almost all rare earths come from China. NEO is one of the few western companies, at least that I know of, that will have production of rare earths and related products that are/will be produced in the west (Estonia). I am considering a rebuy in the $7.50 range? What is your overall opinion of NEO and the rare earths in general? What other publicly traded, western, rare earth companies are there to consider?
Q: In an answer early this month when reviewing BYD's last quarter's results, you said "BYD notes that negative trends are continuing into the Q4, and it is still looking at ways to reduce costs. Certainly these are not great numbers, and the trend here is becoming somewhat concerning."
However, in some recent answers where members were asking for potential stocks to consider, including in the industrial space, BYD has been recommended. Why is it being recommended, given your assessment of the last quarter's results. Many thanks.
Q: When I enter the ticker for IAU (I-80 Gold Corp commons) I get the gold ETF in $US and warrants for IAU BUT not the commons - is this an error in you platform or am I not searchingthe right ticker?
Could you comment on the moves in IAU (recent big drop and part reversal) and the near term financing it needs?
Q: I already had CNR stock in my nonregistered portfolio ,I just added CP and UNP in my RRSP in order to complete my "transportation sector ", choosing mostly railroads for precise reasons. What is your impression concerning the timing + the choices , my objective being here : less volatility + some growth and dividends. Thanks for your always excellent comments.
Q: Hi There can you tell me what the fair market value of NVO is at this time? It’s fallen a lot but it’s a solid company, do you think it’s a good pharma pick for 3-5 years?
Q: Hi, my question is a bit specific but also more general. I'm about 25% down on this stock. When I read, it seems that it's solid enough long-term, but it's not going to rise 25% for quite some time. As a non-resident, I cannot sell for harvesting tax losses, but I wonder if selling at a loss and putting the remaining money into something faster growing would be a good idea? Again, part of the question is about this specific stock, and part is a general query. I'm curious about your answer! Thanks!
Q: Hello Peter and Staff
Thank you for recommending PRMW several months back . I’ve had a great ride but wondering where it stacks up now going forward .
I own ATD , DOL as well as it in consumer staples and wonder if L or another one you would recommend would be better than the merged Primo company going forward ?
Thanks for all you do
Dennis
Q: I am considering starting a new position with POU. Buy, hold or sell on this one? If a buy, what is a reasonable price? If not a buy, which company would you prefer in this space? I am a long term hold type
Thank you for your thoughtful service.
Q: Recognizing that I never got past Economics 101 , I see the oil industry as having terrible supply and demand dynamics .We are oversupplied even with
OPEC + purposely restraining output and worldwide oil reserves continuing to grow. The oil energy sector continues to be pressured by the green energy politics and technology. With 2 significant wars going on and supply lines being restrained by Houthi activity , the price of oil has been less than spectacular. Canadian oil companies are cheap for a reason. Please provide another view on this sector. Thanks. Derek
Q: I currently have the above in various portfolios. I would like to add an ETF or 2 for the US market in that deals in (CAD) funds. Can you provide a few for ETF's that would complement my current holdings . Thanks David .