Q: What is your view of the ALA/PPY announcement to build an LNG plant? I got filled on the ALA subscription today so I am interested in your reply. Thanks.
Q: Peter: HNZ Group Inc. (HNZ) has dropped almost 10% after announcing poor quarterly results last week. Do you see this pullback as a buying opportunity? Thanks.
Q: Hi 5i Team, I'm currently considering investments in the following securities/ETF's >> ZRE, LW, HR.UN, BEP.UN, AQN. Considering our current economic environment,would you please rank them in order of greatest gains over the next 5 years. (please include dividend returns plus capital gains). As always, thanks for the much appreciated guidance. Peter-All the best regarding the bike ride.
Q: Hi Team. I own both ppy painted pony and Alta gas. they have announced a strategic alliance on gas exploration and processing. Is this long term significant and is it a win win for both in your opinion?
Q: My TFSA is fully topped up. I currently hold AVO, BNS, CCL.b, IPL and SPB. AVO has been been a disappointment but I'll hang in.
I am thinking of selling IPL and possibly BNS and replacing with XHY ishares bond fund. Thoughts on this would be appreciated.
Q: In a diversified - 50 stocks - all Canadian 7 figure portfolio I hold the following 10 names with a cumulative value of 23% of my portfolio:
VSN, PPL, IPL
KEY, ALA, WCP, SGY, GEI, PEY, PKI
All of them have been very good to great this year. Some are 30 baggers over a 4 year period. I know they're all solid companies but it is too much of a good thing?
I do have solid representation in financials, REITs, tech and misc small caps in the rest of my portfolio.
My gut says let 'em run but thought I would check with the pros.
Thanks for your comments and I'll close by saying what I am sure is true for many: 5I is core to my investing knowledge and process and part of my daily reading.
Q: Re EIF Exchange Income, are you still relatively positive on EIF after conference call? The market seems generally positive although the guidance for Westower remains a bit dicey with no improvement in margins until next year. Would you consider this high risk?