Q: synbol: FSV
Hi Peter & Team,
First Service Corp reported very good result, I got small postion of it, what do you think of it's future growth. I am thinking to add some position, should I do it now or wait until it pulls back a bit.
Thank you,
Pui
I'm looking for an industrial stock to add to my portfolio. I currently own CCL.B and SJ, but I'd like to add a third stock in this sector? Do you have recommendations?
I also wanted your opinion on Chartwell Retirement REIT. I currently own 3 REITS (Riocan, H&R and Chartwell), but I was thinking of selling Chartwell and buying Boardwalk for a bit more growth.
Q: FSZ - Hi guys, first question - Fiera is down, probably because they have said that there were errors in their annual reporting for all funds for 2013 - then do not adequately explain the impact of the errors - amateur mistake and poor communication. May be a buying opportunity but could you investigate and reassure me please? Here is the post: announces that it has filed revised version of each of the Funds' annual management report of fund performance (together, the "MRFPs") for the year ended December 31, 2013. The MRFPs have been revised to correct errors contained in the graphs presented under the heading entitled Year-by-Year Returns.
Copies of the MRFPs as well as copies of the cover letters detailing the revised information are available through SEDAR at www.sedar.com or through Fiera's website at www.fieracapital.com
Quick follow-up to your answer regarding BDI. Given the recent pull back, do you consider it a buying opportunity on the dip? Do you usually add to a position if you have a gain? I am up 50% on BDI with a 5% weighting so I am a bit indecisive.
Thanks for the fabulous service! My portfolio has really turned the corner since I have applied your teachings and focused on the companies covered by 5i!
Q: On july 29 your comment to john about stella jones - you said there are supply issues - can you please explain what the supply issues are? Are they having trouble getting the wood to make the r/r ties and poles ? Or are they having trouble getting the product to the customer?
thanks-ed
Q: Hi, what's your assessment of MDA earnings released today? Share price has been declining almost everyday for past 2 weeks. Do you expect it to stabilize after earnings or move lower? Thanks