Q: FYI for Members:
Christine Poole (Globe Invest)just brought up on BNN the fact that in mid June Chartwell will be moved from the TSX Reit Sector to the Healthcare Sector and she considers some of the pressure on the stock price is due to index selling in preparation for this event.
Q: LOY released its earnings today and is down. Is this stock worth holding, hold and buy more to reduce costs, or dump it and take a loss?
Your comments please.
Q: In a reply to Dave (jun08) re Fixed Income / Bonds, you mentioned CBO as being "preferreds". I understood that CBO was comprised of 1-5yr laddered Corporate bonds. Can you clarify if CBO is made up of preferred shares.
Many thanks to 5i.
Q: Hello Peter & Co,
When I bought FSV way back when, I bought both components; now that the components are separate, would it not make sense to continue holding both of them?
Thanks,
Antoine
Q: In Peter’s last appearance on BNN he made a brief reference to the Chinese stock market being in a bubble. I currently hold some iShares China Large-Cap ETF (FXI), and with the recent run-up have done very well with them. I greatly value Peter’s opinions, so I of course take notice when he uses the term “bubble” to describe any investment (for me the only term that invokes more fear is “irrational exuberance”). I’m happy with my weighting and allocation to China which are right where I feel they should be. However, the recent run-up and Peter’s comments have me wondering if it would not be wise to sell all of my FXI and wait this one out on the side. At present there just seems to be too much downside risk versus upside potential to be worth it. Any advice?
Q: I have a very small position in the BSO.UN:TSX for income -- presently it pays an 8.1% dividend yield and the beta seems to be very low. Just wanted your thoughts on this -- thanks.
Q: Melcor is a small player in the REIT sector, seems like a well run company, pays a decent dividend. My question: is Melcor solid enough to withstand an increase in interest rates when rates start to rise and is it a long term buy for a retirement portfolio. Carl
Q: Hi Peter and Company,
Your thoughts and advice please, on these stocks. I am 72 and these are part of my RIF, fortunately not a large part. Thanks to you I have done just fine this past year.
MY COST
BXE $6.90
IDC $0.19 (very small position)
RFC $5.06
AVO $31.19