Q: I own SU, SGY, CPG, PWT and TRP as part of the energy exposure of a well diversified RRSP portfolio. Please comment on this basket and offer alternatives for a 5+ year time horizon.
Q: February 28 : overall up on the day but had some substantial losses on 3 pharma stocks.
VRX JAZZ PLB. Is this a coincidence. I understand when
oil stocks fall or gold stocks fall together on the same day but pharma stocks?
Is there some relationship between these companies?
Q: Hi Peter
Thanks for your recent newsletter my favorite read of the day. We bought Altus Group (AIF) because of an answer to a question from back in Aug. We did some research and have being holding it since. It had a good jump this week. Would you say it is still a buy or just a hold. It makes up less than 1% of our portfolio. Thanks for groups time and effort.
Shawcor is among the largest positions i own and i am very bullish on pipelines and was looking to continue to raise my ownership of those companies who will benefit as pipelines continue to be rolled out globally
Q: hello 5i:
two questions, if I may:
#1: is a report on SJ still "in the works", and if so when do you expect to release. I have a small position and would like to add to it, but am waiting for the report.
#2. its been about 3 months since the last question on Canadian Western Bank. Can you update this, and give me a "back of the napkin" rating on it.
One comment: congrats on the Ryan Modesto acquisition lol. 5i not only picks good management of companies, they obviously try to lure the strongest to their team. PH and N is (or was, before the acquisition by RBC) a tremendously respected company that has delivered very good, stable, results to investors for many years. Ryan's experience and acumen should do nothing but add value to 5i. Good job Peter; in hockey talk, you got a first liner!
Q: Hi Peter and Team, boy-oh-boy, a lot of Q&A's on Surge, SGY, lately and I'll yet add another of my own again, sorry but I have to ask, at current price and yield (5.70/9.5%), and considering what has already been stated by the team, is this a really good (table pounding) buy situation? Good solid volume as well, are we missing something here considering they just raised cash recently at 6.20? Thanks!
Can you please comment on Catamaran's earnings report and guidance and do you think it would be a good time to start a position. I have 2-3 year time horizon.
Q: Hello 5i:
PHX ( PHX Energy Services) just released it's record financial and operating results for 2013. Before I jump into this stock, I would like your opinion on this company and the future risks in this sector.
Q: How would you adjust Cipher's (DND) just reported quarterly EPS for proper comparison with the conscensus adjusted earnings of 0.225 (from your Feb 21st response). Thanks.
I own Cipher ( DND) and wonder if you see much upside from here based on recent earnings. Do you think the external challenge to one of their drugs will continue to hold the stock back?