Q: Bell Aliant(BA-TSX) is trading at higher than normal volumes which has led to a very nice increase in stock price. Any idea why? Would you hold, sell or buy.
Q: RE: EXE -EXTENDICARE INC
"We alluded to an upcoming dividend cut more than a year ago in our first report on the company"
Q1) Is this information only available with your professional source? and if you don't read it that day you miss it?
Q2) Is it possible to have a section on your website for potential warnings?
Thanks.
I am still holding Zargon (ZAR)with a pretty big loss. But every time I go over their material on their web site, it looks so attractive. I am usually pretty disciplined selling losers in December in order to lower my capital gains taxes but I may not do that this year. This is the big year for capex on their ASP flood technology but if that works it looks like gravy from 2014 on. I guess that is the big risk. It looks like a good risk to me. I am also considering buying some more. I have lots of capital gains to more than balance off my loss position so I am not hurting from a portfolio point of view. So what do you think of it at its current price and my thinking. Thanks
Q: In the last 2 days Colabor (gcl) has taken a nose-dive losing approximately 40-45%. Can you tell me what is happening here and what action I should consider?
Q: Thanks for the portfolio update. I am not sure whether any of these companies offer DRIP options but what is a fella (or gal)to do with the Div payments??
I am curious to hear your thoughts on MRD's spin-out of MR.UN. If you were to buy one of the two, which would you prefer? In theory, this gives MRD the cash they need to grow quickly in the cash-intensive development business... do you agree with this strategy?
Q: I love buying low and selling high (who doesn't ;-) I'm wondering when our oil sector will be the time to buy again and if I should be buying the good companies at these depressed prices on the worst down market days, or, if the fundamentals have changed so drastically with the explosion of fracking and bad oil sands press, that the sector will stay bearish for some time yet? Certainly Keystone will (if approved) provide some lift to the whole group, but what is your view for the oil sector as a whole? thanks.
Q: Hello 5i Team. Will the new June 1 rule by the dairy marketing board on cheese, effectively allowing Canadian businesses to buy mozzarella at market prices, mean that either Boston Pizza of Saputo now get strong buy recommendations. I believe that the new rule will lower cheese cost by approximately 30% and mozzarella is a significant portion of each pizza. Thanks for your thoughts on this question.
Q: Cct and csu are my core holding for many years in excess of 12% of my overall stock holding. Are there any concern on the recent quarterly report or just a normal profit taking? Thank you for your opinion.
Q: You and your crew are providing well-reasoned and thoughtful opinions. I can't ask for more than that. Some of your former peers, if any, must be grinding their teeth at night.
In light of the ECB decision today and the FED comments yesterday, do you have an opinion on when interest rates in North Amerca will rise?
Q: Peter, aside from a few dormant juniors, I have no weight in gold and have decided to make it 5%. My plan is 80% of that amounbt in Goldcorp and 10% each in Belosun, which I think you find interesting at the current depressed price and Gowest Gold which traded 2 million shares yesterday. I have a moderate to big risk tolerance. What do you think?
Q: Hi, Peter
I've been a fan for quite some time, back to your MF days, and I'm happy you're given us a chance to share in you and your associates insights.It's been very helpful to date.I have an aversion to the Techie's et al proviso of "Sell in May and go away". I'd rather concentrate on finding good companies and cheering them on!
We are all now playing the "pullback" through the summer for the US because it's ahead of it's self,(obviously worked today), however,I would like to ask two questions.
1) Are the fish companies OK(HLF,CLR) or should we take our profits? and 2) Is it too early to set up on the shipping container companies - Diana/Costamare Etc.