Q: I currently own CVE and Husky Energy but looking at selling CVE for Suncor as I am quite a bit under with CVE and wondered if SU is a better stock or would you recommend a different stock if I were to sell CVE?
Thanks
Dolores
Q: My good friend, curious about my 5 year CAGR of 15% - aided and abetted by 5i - and unhappy with his professionally managed portfolio that is flat over 18 months, asked me to take a look.
There are two major problems:
Not only is a stupendous 53% of the portfolio in 5 banks, 3 Canadian and 2 U.S. but another 16% is in 6 energy stocks, and 11% of the portfolio is in CPG.
This is of course patently ridiculous.
All six energy stocks are substantially down. The question: on a go forward basis do you see any hope for these six or should he just cut and run and of course diversify?
Q: Your thoughts on todays announcement of sale of assets. Surge looks even better to me now and I am considering increasing from half position to full.
Q: They received offer from TDG of $4.90. I have 1650 shares.@$6.00 cost.Is the deal in 5i eyes good or would someone else bid higher.Is dividend safe for TDG. they offer 1.06 shares.As always your advice is great for your comments.Tks for great service Peter & Staff
Q: Peter and His Wonder Team
All I can say is "HELP"! TDG went down today almost 10% on hugh volumne of 8.8M shares. I realize that in takeovers the purchasers shares usually decline and of course the other side is delighted with the premium and cash in their hand.Several consultants seem to think that this deal was constructive and had long term value for TDG.Yesterday Eric Nuttall on BNN was very optimistic in the long term for TDG claiming it was very cheap and made it a Top Pick.I am not sure if he was taking this deal into his calculation. In any event I would like your assessment of this deal and share holder reaction. Are they panicking...are they being too short sighted or are they smarter that management?
Your info and insights are always valuable and help me sleep at night!Ha!Ha! Thanks again!
Dr. Ernest Rivait
Q: What is your outlook for Zargon? Balance sheet?It's payout ratio? Safety of the dividend (it has been cut once), would you recommend this stock or would you prefer another dividend payer?
Q: Hi Guys, TDG has just announced a "strategic business combination" with CanElson although it appears more of a take-over. What do you think of this transaction.
Mike
Q: Hi Peter and 5iResearch team. Would you recommend Chevron's based on its valuation, markets, diversification, and sector outlook? It was noted on BNN that there was a significant insider purchase by board member (CEO of Wells Fargo?), who has previously purchased this stock when a valuation opportunity presented itself.
Q: Could you please update your comments on Titanium. Is there anything forthcoming to explain the large increase in its stock price last week? Do you think the change in government perhaps is now putting more emphasis on their technology?