Q: Westshore Terminals, in the recent report, increased its guidance for full year 2016 coal shipments to 26 mm tonnes, towards the high end of 25.5-26 mm tonnes. Also US producers of thermal coal like Cloud Peak and Light House resources have recently announced resumption or additional volumes of coal shipments starting in Nov, 2016.Cash Flow has been strong. It is also public that Jim Pattison has been aggressively increasing its stake in the company as recent as Oct/2016.
It is also known that Westshore Terminal owns this remarkable long life asset which is very hard to replace or replicate.
I know that stock has seen a meteoric comeback from its lows. But, if I wish to own a company in material sector with lower volatility and decent income, with some growth potential, would WTE meet your criterion, Today? Thanks a lot for your valued advice.
Q: PPL and others in the utility pipeline space have taken a major haircut in the last few days for no reason at all. Is the threat of a Fed rate increase really to blame? In real financial terms that is really immaterial. However, market movers have been using all threats (real or otherwise) to further their games of stirring stock movements. What is your take on this? Thanks.
Looking to clarify with regards to the Vanguard Dividend Appreciation etf's for an rrsp- if one wishes to have a currency effect( vis a vis US: Cdn dollar)they should purchase "VIG, or if looking to hedge and only feel the effects of the equity movements then purchase "VGG"? Also is there an equivalent for the IWO? Looking to add both to my portfolio and looking to see if they are a good complement.
Q: I just received news that the agreement between Glencore and NIF.UN will be renewed for another five years. However, "With the renewal of the Supply and Processing Agreement, the main challenge now facing the Fund will be to continue to operate its Processing Facility at a profit once market terms take effect May 3, 2017. The Fund’s Board of Trustees is mindful of the expected negative impact that the transition to market term pricing will have on the Fund’s operations, including its ability to sustain its distribution policy. The Board of Trustees is carefully reviewing the Fund’s reserves and will augment the reserves if necessary." Whatis your view on NIF.UN?
Q: Hi Peter Last night on Market Call a viewer called in on your opinion of a aerospace stock approaching the billion $ market cap and I failed to write it down it started with a E Could you give me the trading symbol as I would like to research the Co.
Kind Regards
Stan
Q: Is the sale of MBT to Bell supposed to close at the end of the year? If so why is there still such a disparity from the agreed to price, $40 and the price it is trading at now 37.50, Should one load up at this point or just stay the course? thanks, Jean
Q: What is your view of Norbord now and specifically their latest quarter? Do you think they are worth holding? I've been holding it since May2013 and finally seeing some limited gains.
Thank you.
Q: What's your thinking on this company...and if I was to start putting a position together...margin or rrsp???
I kind of think it could drop a bit farther over the next while..tax loss selling. Your opinion please on all of that and anything else relevant. And am 61. Thank you.
Provide provide your view on the recent weakness of XTC (Exco Technologies). Do you think there are company specific issues (and if so what are the issues) or generally tied to the overall weakness of auto part stocks.
Q: Hi 5i. In April of 2015, you discussed Cdn Dividend ETF's, and suggested that because CDZ (iShares Cdn Div Aristocrats) focused on Co's that regularly increase dividends, that it outperforms other Cdn. Div. ETF's, particularly over the long term.
Do you still consider this view to be valid, particularly as it compares to XDV (iShares Cdn. Select Div. ETF) and ZDV (BMO Cdn. Div. ETF). Thanks T.