Q: Hi Peter & Team,
thanks for your advise on the compossition of my RIF.
As a follow up question I would like your view on replacing my fixed income portion from bond ETFs to Utlity, Prefered stocks or any other similar lower risk higher dividend ETF.to enhance my potential return with a lower risks profile.
Thanks a lot for your excellent advise.
Q: Allow me to be the first to ask, the Fed is not tapering Bond buying, good or bad for equity? Most seemed to have $10-$15 billion 'priced in' so the obvious initial reaction is that stock will rally (they seem to be doing so as I type this question), however, the fact they are deciding to do nothing makes me wonder, just how bad IS the US economy? Should this really be considered a good thing for equities?
Q: Hi Peter and staff, we've been with you since Jan 2013, thank you for your excellent service - my wife and I have done very well with your recommendations. We were wondering when you do updates to company reports if you can show the ratings change + or (-)? - just a thought. Many thanks.
Q: Hi Peter, I wonder if you could tell me whether buying 100 shs. of GE would be overkill as I hold both Ba, Hon, and UTX. perhaps I have too much in airline/planes/etc. Or shouldI sell one of them, not Ba but either Hon or UTX.
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Asked by Phyllis on September 18, 2013
Q: Approximately 15% of my holdings are in convertible debentures (eg HR.DB.D) purchased some time ago with interest payments just under 6%. With one small exception these dropped to around their purchase point of 100 with the recent interest rate scare. These were purchased by my full service broker before we parted ways. I have now found that they are extremely illiquid and may be hard to sell at the price shown on my screen as the last sale may have been weeks ago. They form about 50% of what I consider the fixed income part of my assets but their price actually tracks the common because of the convertible nature. Am I right to consider them fixed income and do you have an opinion on the wisdom of keeping them?
Q: A question regarding portfolio management. When you talk about weightings, do you mean the original amount that was invested? I hold BYD in my TFSA along with 12 other stocks, it is now up 130% so should I be talking some profit and redistribute to adjust the weighting (a nice dilemma, thank you)!
I have the same situation with AYA which is up 90%, although it is not in my TFSA.
If I should be making some adjustments, any thoughts on which stocks to add?
Q: Please tell about ala ( alta gas) seems like a good company and is expanding but numbers are very hard to digest. Is it worth buying NOW o r dangerously high priced
Do you think CEN is a good buy for takeover play. Some of the recent takeovers like TOL have been pretty disappointing. How much premium is already reflected and how much more can be anticipated?
Q: I'm looking at investing in a Mortgage Investment Corporation. The returns look favourable. This would be for income only. Or should I be looking at a Real Estate REIT. Have you ever considered doing a report on any of the many Corporations out there ? Thanks
Quick thoughts on TICC Capital Corp, TICC. Are the financials sustainable, are they a good growth/dividend increasing company? and finally is the current price a good entry if at all?
Q: Hello Peter & Co. RE: Superior Plus SPB-T
Could I get a fresh look at SPB Please.
I see over the last 22 days it has a slight up trend and the MACD is currently providing a weak bullish signal.
Would you know the percentage of cash flow?
How are they managing with their debt level?
I have been waiting for a good entry point for SPB to add to my long term income portfolio.
As always , Thank you for your Great Service.
Dennis
Q: Hi Peter, staff, I noticed the question today about DRYS and I was I was intrigued by SFI. While not nearly the same business, I hold TAL and wondered what you would think about a switch from TAL to SFI. Thanks.
Kyle