Q: Hello My only auto stock is GPC has done well (a Norm Levine past pick) Should I continue holding it in my TFSA?. How does it compare with others in the sector? Thanks, Jeff
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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: The Altagas (ALA) purchase of 25% of Petrogas sounds good, except how do we determine whether the price was reasonable? The news release indicates it will be accretive to earnings and cash flow per share, but doesn't give a timeline. Any thoughts on the merits of the purchase, or is it a case of wait and see. I hold a 3% position from a purchase several years ago and will continue to hold, but would purchase more if the deal appears to be particularly good from the ALA view.
Q: Having reviewed my oil and gas holdings with the objective of strengthening this part of my portfolio, would you advise selling and then replacing BNP,PWT, CPG and ERF with TOU, BTE,VET and either PEY or TET?
As usual, a big thankyou for your helpfulness and guidance.
As usual, a big thankyou for your helpfulness and guidance.
Q: Re: KBL
looks like to be a good company, am I correct that
the yield is 3.4% a year ?
Good entry point to hold for 3 years to get some dividend
and some growth ? thanks!
looks like to be a good company, am I correct that
the yield is 3.4% a year ?
Good entry point to hold for 3 years to get some dividend
and some growth ? thanks!
Q: What is your opinion now on TDG after announcing the Haliburton deal? many thanks, nancy
Q: CDI or ESN for drillers exposure ? Thank you, Nancy
Q: Hi Peter:
I am looking for an entry point to both ESL and PLB
Should I put in a 1/3 position and wait to see in case there is
a pull back in Sept/Oct to add more to my position ?
thanks!
I am looking for an entry point to both ESL and PLB
Should I put in a 1/3 position and wait to see in case there is
a pull back in Sept/Oct to add more to my position ?
thanks!
Q: Dear Peter and Staff,
My husband and I have recently received an inheritance of $200,000. We are concerned about the future purchasing power of our pensions and riff income due to the effects of inflation. Please recommend a portfolio strategy (including stocks) that should give us an ever increasing stream of income at a rate that is greater than that of inflation. Many thanks, I look forward to your answer.
My husband and I have recently received an inheritance of $200,000. We are concerned about the future purchasing power of our pensions and riff income due to the effects of inflation. Please recommend a portfolio strategy (including stocks) that should give us an ever increasing stream of income at a rate that is greater than that of inflation. Many thanks, I look forward to your answer.
Q: Peter I own Tog it has been consolidated 5 for 1 Is this a good move for the stock .
Would you give me your views on this move and the stock .
Thanks Jim.
Would you give me your views on this move and the stock .
Thanks Jim.
Q: The US portion of my portfolio consists of CSCO, MCD, UTX, BHP and AAPL (a little bit heavy on the Tech side because of no exposure on the Canadian technology front). I took some profits and trimmed my exposure to CSCO and MCD after nice run-ups and am looking to use the proceeds to further diversify. I'm thinking perhaps a US financial (and really a play on Consumer Discretionary spending) like AXP or a Medical Supplies company like BDX. Or does something else jump out at you as being a nice complement to what I own? Thanks.
Q: Peter & Team, I bought SUM early in the summer and took a 25% gain off the table. I liked the recent quarter and concur with your positive comments. The stock is now back at the level I originally bought and am thinking of buying back in. The joint CEO's have announced they will sell about 15% of their shares through an ASDP to understandably diversify their portfolios. They will sell 900,000 shares, or about 2% of issued shares. Is this a buying opportunity or is the stock too highly valued at 63X earnings? I like the story and expansion plans.
Q: I am wondering why BCE.PR.A & BCE.PR.C preferred shares are experiencing such a price decline. According to BCE's web site,
their annual dividend is 3.45% & 3.55%, guaranteed to Sept 2017 & March 2018 respectively. On those dates the shares then may be converted to floating rate preferred shares. Do you have any explanation as to why the share prices have been in a steep decline since April of this year. Thanks ... Cal
their annual dividend is 3.45% & 3.55%, guaranteed to Sept 2017 & March 2018 respectively. On those dates the shares then may be converted to floating rate preferred shares. Do you have any explanation as to why the share prices have been in a steep decline since April of this year. Thanks ... Cal
Q: Hi Team ; a question on short selling / long conv debs: How does the seller make money- they are responsible for the dividend on the shares and if the shares go up they get squeezed - if shares go down, they could lose on the deb? thanks
Q: Hi team, May I get your comments on Harry Browne's Permanent Portfolio that divides assets into 25% Gold Bullion (CGL), 25% Cash/Government Short Bonds (ZFS) , 25% Stocks (XIC/VTI/XEF/XEC) and 25% Long Government Bonds (ZFL)? This mix of assets is supposed to protect the investor through the different phases of the economy ie inflation/deflation/recession etc. Does this seem like a reasonable portfolio mix for someone that will retire in 15 years? 25% in gold bullion and 25% in Long Term Bonds seems like this would be a very risky mix going forward.
Q: Can you give me your thoughts on AMW and the buyout by Fission. Would you buy either of these at the current price for a small speculative position? I understand they are tough to but a value on now but the market seems to love the story as AMW is up almost every day.
Q: REIT's are unpopular now, so maybe worth a look.
I think of apartment REIT's as less volatile and wonder why True North Apartment REIT (TN.UN) is paying almost 9%. Even if the condo market heads south, their apartments rent for much lower than condo rentals, so not much competition. They are nearly full, as there is a shortage of low rental housing, and have access to CHMC loans at low interest. The CEO has been buying at higher prices. What's not to like?
John
I think of apartment REIT's as less volatile and wonder why True North Apartment REIT (TN.UN) is paying almost 9%. Even if the condo market heads south, their apartments rent for much lower than condo rentals, so not much competition. They are nearly full, as there is a shortage of low rental housing, and have access to CHMC loans at low interest. The CEO has been buying at higher prices. What's not to like?
John
Q: What is your current assessment of the investment merits of PUR? The stock has been rangebound between $4.00 and $5.00 for most of the year. There is a rule of thumb in technical analysis that notes ... the longer the consolidation, the higher the run ... do you believe PUR has this potential? Thanks for your insights.
Q: Empire EMP.A has dropped on weaker results. Is this a buying opportunity or is there a better entry point.
Regards
Gary
Regards
Gary
Q: Hi Peter,
I am growing concerned about CPG as others seem to be as well. I'm looking for another yield play to replace CPG and doesn't have to be in the oil & gas sector. Perhaps Liquor Stores is a good option for income?
Thank-you.
I am growing concerned about CPG as others seem to be as well. I'm looking for another yield play to replace CPG and doesn't have to be in the oil & gas sector. Perhaps Liquor Stores is a good option for income?
Thank-you.
Q: I have heard on BNN various commentators say that if interest rates rise, it is better to be in insurance companies than banks. I would appreciate your thoughts on this. thanks.