Q: Newmarket had a 28% jump in their share price last week. Apparently it has reduced it's costs and had the best quarterly result ever plus it discover 3 new mines so far this year.
I would like your opinion as to their future potential and if it is worth considering it as a buy? Thanks.
Q: 12:17 PM 7/31/2015
Good morning
What is wrong with Northwest Real Estate investment Trust? I thought it would be a stable business with long lease high quality tenants however I am down 32% now on my 1% position.
Are their buildings now worth a lot less?
Would you now consider the dividend still safe or would I be better to take my lumps, sell and move on to Chartwell which has a lower dividend but I think you consider a much better company for a long hold.
Regards....... Paul K
Q: Hi Guys
Looking for some suggestions on stocks to purchase unregistered.Dividends are good.Have $40,000.00 to invest.Tmeframe 1-3 years.
Thanks
Michael
Q: Hi Peter and Staff
I got out at $39 and missed a nice ride up. TD projects close to $50.lpng term hold if I consider price. Jump and dividends should I replace ABT, SYZ or ET or stand pat and why?
Thanks for all you do
Dennis
Corby is off about 10% from its highs earlier this year. I don't see any significant news. Just wondering if that is because of perceived interest rate increases coming later this year? I was thinking of adding to my small position to bring it up to a 5% weighing for income. Any thoughts on the company and this move?
Q: Not sure what happened, I submitted the following question last week (can't remember exactly which date, sorry) but still no answer, in case it was missed, here it is again:
We have ala, arx, cos, cpg, sgy, wcp in our energy allocation, currently approx 7% of portfolio, besides ala & arx which we held a few years already, others are down 20-60%, we are not too concerned, plan to ride out the downturn as is.
Just wondering in your view, is there any better energy names you would recommend to swap for better gain during upturn and at the same time, log some capital loss for future gain?
Q: There is possibility that next year there will be a minority Ndp/Liberal government in Ottawa. As a result it could be detrimental to the Canadian dollar, banks & telcos,etc.
Although the U.S dollar now is over $1.30 is it too late to switch say 50% of one's holdings in the above to the U. S. ie sell 50% of Bce Royal buy At&T &J P Morgan
Q: Hi,
I'm looking for stocks or funds with dividend.
What are you thinking with these, with nice revenues, or perheps too nice ?
Thanks in advance.
Francois
Q: Peter & Team
I hold equal amounts of G, FM, and SLW in a well balanced taxable account with a 10 year plus time horizon.Down about 40 to 45% on each.
Over the long haul I am a believer in commodities, but also subscribe to your "lost opportunity" theory of not having dead money around.
What are your thought on selling two of the three and concentrating holdings into one of the companies.Which would be the "safest" (dividends etc.) over the long haul. I was leaning towards selling FM and SLW and investing proceeds in to G.
Q: Avo issued shs 11/13 at $78.00 now $33.57
Acq 07/14 at $24.10 now $15.93
Phm 05/15 at $ 1.50 now $ 1.07
Drt 06/15 at 8.35 now $ 7.01
Should shareholders reduce their position when small/mid cap companies issue additional shs?
Could you alert us when you are aware that companies you cover intend to issue additional shares?
Q: With oil having dropped over 50% and no signs of recovery, how secure are the dividends from the pipelines if prices stay low (or go lower) for the next couple years? Could you rank IPL, PPL, ALA and ENF in terms of dividend sustainability and provide your rationale?
Q: We have ala, arx, cos, cpg, sgy, wcp in our portfolio, total less than 7% overall which we are comfortable with.
Except for ala and arx (held a few years), all others are down significantly (20% to 60%), our plan is to ride out the energy down turn.
In your opinion, is there any name(s) listed you would swap with better quality energy stock to position for better gain during upturn and log a capital loss for future use.
Q: I have no utiliies in my portfolio. I'd like to add one that is not overvalued and pays a good dividend that I can hold for the next 10-20 years. I've considered Brookfield Renewable or Fortis or Emera. Do you like any of these or prefer something else. I'd really like to only choose one.
Q: The stock tanks today in the US market due to this bearish article http://www.smarteranalyst.com/2015/08/03/valuing-tucows-inc-tcx-from-a-bearish-perspective/
Can I get your perspective please? Is this an opportunity to get in? Thanks in advance.
Q: Good day,
Peter is quoted in the Globe thusly “If you’re an institutional shareholder and you come in and management owns a lot of shares, then the financing closes and management doesn’t own a lot of shares, that’s when you say: ‘I don’t want this stock and I don’t want this company; I’m going to ditch whatever shares I have.’” In light of this, are you advising people to dump PHM? Because your previous statements said nothing has materially changed with the company, which I took to mean it was still worth buying...