Q: Peter& Co. Would appreciate your outlook and comparison for Intel (intc)vs Texas Instruments TXN. Seems to me they are similar type businesses and the yield is about the same on both. Thanks Art
Q: Hi Peter & Team
I would like to add Royal Dutch Shell (ADR), up to 3% of my RRIF portfolio and hold long term. How is the tax situation with regard to dividend? Am I better off staying with Canadian stocks in RRIF?
Q: Good morning:
As a follow up to your answer to Vipin's question, what would you think of a direct investment in National Grid's ADR?
Thank you for your assistance.
Q: I have a problem sometimes with the "HOLD" part of the buy,sell or hold question. In my mind in business, if you do not sell something,you are effectively buying it as you could have sold it and bought something else. I realize part of it is the fee we give our brokers for buying/selling and not jumping on or off the wagon too often. Having said that , three of my holdings ,AIM,CJR.B and DII.B have not done me well and I would appreciate your thoughts as to whether any of them should be dumped in favour of WB. If so, which one
Thanks for all you do
Recently you recommended VGG ETF for US exposure as a portion of an RESP portfolio. I see Vanguard also has VIG. Both ETFs have the exact same top 10 holdings. Vanguard has a third ETF in VGH which is the hedged version of VGG. All three ETFs are called US Dividend Appreciation. My question is should I be purchasing VGG (sold in Canadian dollars -but not hedged (?))or VIG (sold in US dollars). It seems that VIG has a MER of 0.10% while VGG has an MER of 0.29%.
Thanks,
Richard
Q: 5i
Could you rate the following 4stocks in terms of expected earnings growth rates over the next 1-2 years , lmp , peo , pur , and tc .
Thanks
Bill C.
Q: Hi, I've grown a bit tired of watching this stock do very little and I'm not optimistic that it will do much in the next year or two, unless things really pick up again.
Can you recommend a replacement in this sector that you like for growth, and perhaps a bit of a dividend?
Q: What do you make of the present market price being below the take over price of $6.50? Is this the market saying that it is uncertain the take over will proceed never mind receive any competing bids? What are your thoughts on the take over?
Q: Hi Peter and Staff
You have McCoy in one of your portfolios for a decent dividend and some exposure to oil/gas sector. I am considering adding CEU instead as dividend is slightly higher but analysts seem to be targeting a great pop on this one while not so much on McCoy. Scotia seems to emphasize that their target is not solely based on a big recovery in oil prices. How do you compare the two for dividend safety/growth and capital apprecation?'
Thanks for all you do
Dennis
Q: Hi Peter & Co.,
Can you please comment on EMA's quarterly results released today? They appear to be disappointing - is this just one sub-par quarter, or are there bigger issues on the horizon?
Thanks,
Brian
Q: Hi Peter,
you list like 20 companies in your April 2015 growth Portfolio. Before I decide which stock to buy, could you please tell me what is your opinion about their management team?
Q: Hi Peter I am now coming to the realization that I must move off this stock because of its change to the div being paid in us funds I will not play the exchange game and my cash flow is dependened on the exchange rate .I have done well on this stock but it is time to move on.My thouhts are to take a position in FRC with the proceds can I have your opinion on this switch .
Kind Regards
Stan
Q: If you were me and owned a small position (0.5% of my portfolio) in Penny Mac would you sell? The recent earnings and stock performance has been awful.
Q: On May 8th I asked a question regarding trimming my Total portfolio of about 80 positions. I asked for your favourite 10 companies in the 5i Balanced Equity Portfolio. I see from your response, I should have been much more specific in my question.
The 80 positions I now have are broken into 6 accounts depending on Tax laws, retirement regulations and foreign diversification. 3 of these accounts are based on the 5i Income, Balanced Equity and Growth portfolios. Another account mirrors the BTSX and the other 2 are foreign and deep value. I merge any duplicate positions into one.
I would never place all my equity assets into 10 positions nor would I advocate that. However I would like to get to a smaller, but still diversified total portfolio.
How would you approach this trimming process?