Q: Lifecos I am looking to switch some bank shares into some of these nonbank financials. Do you have a preferred stock to recommend? Do you have another for the US side of my PF?
TIA
TIA
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi Peter and Team,
Sorry about all these questions today. However, i know you cant comment on Sprott companies, however, can you comment on a trade i am thinking of doing with them. You see, Sprott Lending is being bought buy Sprott Inc for $1.65/share, currently Sprott Lending is trading at around $1.40/share. Do you see where i am going with this? to me, i think buying Sprott Lending is a good arbitrage trade as this is would be a 1.65 - 1.4 = 0.25/1.4 = 17.8% gain in under a year or even under 6 months depending on how fast the acquisition is. I hope you can at least comment on this.
Sorry about all these questions today. However, i know you cant comment on Sprott companies, however, can you comment on a trade i am thinking of doing with them. You see, Sprott Lending is being bought buy Sprott Inc for $1.65/share, currently Sprott Lending is trading at around $1.40/share. Do you see where i am going with this? to me, i think buying Sprott Lending is a good arbitrage trade as this is would be a 1.65 - 1.4 = 0.25/1.4 = 17.8% gain in under a year or even under 6 months depending on how fast the acquisition is. I hope you can at least comment on this.
Q: Hi:
I unfortunately has some Bonavista (gas) in my portfolio
some experts appearing on BNN claimed that the target is about $ 18, it does pay a small dividend
If I sell it and take a loss and move my money to other gas producers, would ARX and Peyto and Altagas be good choices?
By the way averaging down in Bonavista is a bad mistake
one would only average up ? right
thanks!
I unfortunately has some Bonavista (gas) in my portfolio
some experts appearing on BNN claimed that the target is about $ 18, it does pay a small dividend
If I sell it and take a loss and move my money to other gas producers, would ARX and Peyto and Altagas be good choices?
By the way averaging down in Bonavista is a bad mistake
one would only average up ? right
thanks!
Q: Hi Peter and Team,
Quick thoughts on a small company called Ecosphere Technologies, ESPH. they just started a dividend and are clearly on a growth path, however, not sure if they can afford a divi and growth at the same time especially at their size.
Quick thoughts on a small company called Ecosphere Technologies, ESPH. they just started a dividend and are clearly on a growth path, however, not sure if they can afford a divi and growth at the same time especially at their size.
Q: Hi Peter and Team,
What price would be a good entry point for Element Financial? EFN, current prices? or wait for a pull back? which i doubt will happen unless there is a 2008 type event due to the supposedly Taper that they say might happen.
What price would be a good entry point for Element Financial? EFN, current prices? or wait for a pull back? which i doubt will happen unless there is a 2008 type event due to the supposedly Taper that they say might happen.
Q: Hi Peter, I have a mix of 11 stocks in my RSP portfolio averaging about 7-8% weighting of each except for PPY and RY that are about 12-15% respectively and I was thinking of adding "G". I don't wanna bother you with listing the stocks but they are known names that pay dividends, oils, telecom, pipeline etc. diversified I think but no golds. What's your opinion on G and is it worth adding just because I don't have any gold and the price is low? Thanks, Nick
Q: Northland seems to have a lot of interesting projects on the go but their shares continue to fall. Are energy producers completely out of favour right now, I notice Brookfield (BEP.UN) is also declining, or is it perhaps a good time to step in?
Q: Hello to all ...my question regards the Bernanke announcement of pull back on bond buying by the fed. Is this the precursor to stopping ALL QE in 2013 and then raising interest rates at some time in 2014? And are hyou people still confident interest rates will stay low till late 2014 ?
Q: Hi. SWY I'm about 60% under water,would you suggest seling or continue to ride out?
Q: cco - do you think that we have bottomed in this stock. with the start of cigar lake, will that start the stock on an uptrend assuming that uranium stays at this price or starts to work higher.
Q: Hi 5i team,
My wife's portfolio is heavily overweight on BCE. Given the recent sentiment on dividend paying stocks from the potential for increases in the interest rates, I was thinking about bringing the weighting down and reinvesting in VIG. Would you recommend this switch based on the potential upside between the two or would there be another stock that you would recommend in lieu?
Thanks as always.
My wife's portfolio is heavily overweight on BCE. Given the recent sentiment on dividend paying stocks from the potential for increases in the interest rates, I was thinking about bringing the weighting down and reinvesting in VIG. Would you recommend this switch based on the potential upside between the two or would there be another stock that you would recommend in lieu?
Thanks as always.
Q: Hi Peter and Team,
Quick thoughts on QC Holdings, QCCO.
Quick thoughts on QC Holdings, QCCO.
Q: Hi 5i,
Given today's market correction, i'm looking to opportunistically buy some income oriented stocks. What's your top pick in the space given today's reaction (possible over-reaction). I am currently looking at the basket play (XRE-T) and Brookfield Office Properties (BOP.UN-T). Thoughts?
Given today's market correction, i'm looking to opportunistically buy some income oriented stocks. What's your top pick in the space given today's reaction (possible over-reaction). I am currently looking at the basket play (XRE-T) and Brookfield Office Properties (BOP.UN-T). Thoughts?
Q: h, would you buy RY at this level for income.thanks.
Q: Hi, I have a large holding with REI.un and wondering if I should hold it or sell (at a loss) Do you know if they have any debt that would complicate things with interest rates climbing?
Q: Do you think Raging River still has a chance of going higher or did I miss the bus?
Q: Hi, i'am wondering if 5i research team would have a quick formula to get a fair value of a company vs stock price, when you look at a company financials. I've read books on buffett got a few tricks. thanks.
Q: Hi 5iTeam,
Would you please give me your opinion on Dorel (DII.B). Your last comment in May was positive, since then the stock has dropped a fair bit and I notice that Dorel is not part of your Model Portfolio any more. Many thanks. Catharine
Would you please give me your opinion on Dorel (DII.B). Your last comment in May was positive, since then the stock has dropped a fair bit and I notice that Dorel is not part of your Model Portfolio any more. Many thanks. Catharine
Q: With the recent declines in the gold sector my exposure to gold has dropped from about 15% to 7%. I have been adhering to your "do nothing" approach and as I write this gold is down another $75 dollars this morning before the market open. I am considering increasing my exposure. Would you endorse such a move (i.e.trying to time a bottom) or would you advise sticking with the "do nothing" approach until there is a meaningful upward move in the price of gold or gold stocks.
Q: This is for a fixed income component of a taxable account. Preferred share ETF's, such as CPD, have dropped 2% or more in the last month. Are they still a good place to invest, or is it time to bail, take a loss and move on to short term bonds, or after the recent declines, is this a good buying opportunity.