Q: Hi Peter and 5i: Can you please explain the difference between "Floating Shares" and "Shares Outstanding" and the potential significance of it for an investor looking at a stock. I've noticed the difference is sometimes quite large. For example with Enghouse (ESL), FS is 17.5 million but SO is nearly 26 million, according to my discount broker's site. Maybe not a lot of shares in absolute numbers relative to some companies but proportionally it seems like a lot. Thanks, as always.
Q: Our portfolio is invested as follows - Oil/gas,five, 16.3%, Pipelines,four, 16.6%, Banks,five, 16.8%, Electric,four, 10%, Reits,five, 10.6%, Tele,three, 8.8%, Commodities,two, 3.8%, Industry,three, 6.7%, Misc(PWF, ENF)4.3%, Bond 6%. All are Canadian except one US railroad. We depend on the dividends for half our income. Any thoughts on the spread, and where to add an additional 10% we have in cash?
Q: I'm wondering if you plan to do a report on Whitecap Resources (WCP). What are the strengths/weaknesses, how volatile is it, and is a "buy" at current prices (around $10).
Thanks!
Q: Yikes. Contrans (CSS) is down significantly today on triple the average volume, and I'm down over 18% in that stock alone. Will it recover in the near term or should I sell now and swallow the losses? TFSA so no tax loss advantage. I realize the stock is cyclical, but WOW. Also, does the increased volume and slight uptick in Amaya (AYA) give us some indication of what their numbers will be on Monday? Thanks,
Q: I have a question about FirstService Corporation
The quarterly results for fsv are out today. The market seems disappointed. How does 5i feels about the quarterly report?
Thanks
Q: Hello Peter and the 5i Team,
My wife and I are in a fortunate position to have stable defined-benefit pension plans, but likely have been too conservative in our investing by maintaining a 60-40 weighting of stocks to fixed-income. We were looking at our large holding of the CLF ETF, and calculated an annualized return of just 2.45%. My question is this: What low-volatility equity/equities would you purchase if the CLF shares were sold? I was looking at your recent article that discussed DOL, GS, NWC, NCC.A and ADW.A, but perhaps there are others you could recommend. Love your service; wish I had joined earlier!
Q: hello 5i:
I'm having a great deal of trouble trying to determine the direction of interest rates ie. inflationary vs deflationary forces, and thus some portfolio choices I need to make. Your opinion please.
thanks as always
Paul
Q: Do you have any ideas around the spike in trading volume in Alarm Force yesterday? Could it be attributable to takeover rumors? A takeover possibility was noted in your report last year.
Q: I am thinking of increasingly my 2% weight in Glentel (GLN) to get more consumer exposure. Or are there other stocks that I should consider? Are there any plans to update the company's report, the last one was January 2012? Thank you for very helpful service. Paul
Q: Hi Peter, I hold BCE in several accounts, and it has done very well. However it is becoming a disproportionately large holding in these accounts, so I wish to sell some in exchange for Telus. Should I wait until Telus has a bit of a pullback, or do the telcos tend to move up and down together and thus it does not really matter. Thank you.