Q: for a long time macro was one of your choices for aggressive growth,in their current quarter after looking at the balance sheet it seems that their account receivables are growing faster than revenues.the stock is way way down.would you buy macro now, or do you like petrowest or enterprise better, would you own all three, which is your favorite. thanks dave
Q: XSR - Could we please have your updated comments on Sirius - another special dividend announced today, 58.5 cents, yet the reaction thus far has been somewhat underwhelming - there always seems to be a lot of selling pressure on this one
Q: ITP (TSX): industrial tapes & pkg HQ in MTL-ROE 50%, PE 10 and BETA of 2.2 -was thinking of a purchase to hold in RRSP during this business cycle. Your comments please.
Q: I have made some good money on DDD but could have done well if I had sold it earlier.
I Like the segment and have bought Dassault Systems SP ADR,
DASTY on Pink sheets and am up about 5% in just over as month.
In this weeks Bloomberg magazine near the end is an advertisement article that talks about Dassault but seems to be an advertisement about Autodesk ADSK-Q. I went to their website www.autodesk.com and it appears to be a well run company.
My request is what is your opinion about DDD, DASTY and ADSK-Q
Q: Dear Gentlemen,
Methanex (MX)
I have MX, double since buy. but lost 23% last few months. 3,5% of PF. Don't need cash, but maybe buying better company from I5 PF
Your advice Hold or sell.
Thank You, and Best Regards
Q: Hi 5i,
I was hoping you could comment on LSI's latest quarter?
The commentary seems very positive for the first time in a long while.
I know they didn't give a lot of info, but did you have any issue with how they are structuring the potential acquisition? I would suspect the market will like what they reported.
Q: Hello Peter & Co,
I'm thinking of buying a position in CCL.B; being a log term investor, I "should" not worry too much if I buy at current levels or at a bid I put in for 102.50 (half way between current value and the 50 day moving average)
Am I being "too cute"?
Tony
Q: Hi Peter, I own both RX.v & DND and they both reported solid Q1 earnings results. Is the significant difference in the P/E multiple justified by quality/sustainability of the earnings.