Q: Peter Unfortunately I was not able to watch you on BNN or watch your Dividend Ninja presentation Will you be posting a link anytime soon in the 5I website I would really like to watch both
Q: Hello Peter & Co.
I notice that your equity portfolio has no exposure to the energy sector except for ENB (pipeline) and no exposure to the pharma/health care sector; however, some 25% of your portfolio is in the technology sector.
What was your thought process to arrive at that?
Tony
Q: Hi Peter and 5iResearch Team,
I have held Encana, ECA for what seems forever - purchased at $29.79. Should I continue to hold this stock, with the recent company changes? Do you like this stock or is their a much better option for solid LT growth and dividend in the oil and gas sector.
Thank you.
LInda
Q: I am considering an initial investment in ESL. My main reservation is the current valuation. It trades at a very high p/e, even for its growth rate. I like to buy with a margin of valuation safety. Is the valuation stretched at this point relative to its historical trading valuation.
Q: Hi great spot on BNN today !
If I could get an opinion of BYL Baylin Technologies from the current share price .
I understand they are in the process of trying to waterproof their antenna (patented) which covers the whole frequency spectrum 700mhz to 2.7ghz which will satisfy Samsungs needs,
and they have a new plant coming online in Vietnam
Stats I have read have predictions of 20 billion wireless devices by 2020 .... Do you think they have the potential to do decently in the future
Q: What are your thoughts on mortgage prepayment vs investing the same amount in investment and or TFSA account with current mortgage rates less than 3%? Is one better than the other or should we do this half and half (ie. if I have 2000 saved I put 1000 as mortgage prepayment and 1000 towards investment? Also what about investing using a home equity line of credit and writing off the interest costs?
Q: Is there a place (for the average guy) to see those large block sales such as what occurred with WCP today? Also, why do they blast shares out like that since it is probable that it will drive the share price down and they end up getting less for their shares?
Q: Hello Peter & Co
I only hold TCN (rating C+) in the Real Estate segment of my portfolio whereas you hold FSV (rating B); is there a point to make a switch?
Thanks
Tony
Q: Hi. Your response to Denis on CUS leads me to think you might not be aware that the dividend has been cut.
From the earnings release.
"The Board of Directors declared a quarterly dividend of $0.10 per common share, representing a 27% reduction from the previous quarterly dividend of $0.1368"
Q: AVO I apologise for yet another Q on Avigilon. I watched the interview with the CEO on BNN just now. I am looking to enter the stock and have a question on the $500 mil. run he promised by 2016. I know you don't issue price estimates but could you quantify that number in relation to the stock today for me?
Q: Hi Peter,
My question is regarding DSG (Descartes). It is getting absolutely hammered recently and especially today. Do you see this rebounding or is this the stock catching up to its sector?
Thanks.
Q: Peter; I gather that stocks are usually traded in blocks of 100 Is it difficult to trade in non 100 blocks? I have 100k to invest. Do you advise me to buy 20 stocks at a low weighting---say 5% or 10 stocks(50 shares) or(100) shares at a high weighting. Thanks