Q: Hi 5I team. Thanks for the great research work you do. I am a newer member and I am very pleased with your site and services. I would like to know your opinion on ENTREC Corp. (ENT) after the bell tonight they will release earnings and I was hoping to have your thoughts on them after this. Thought I would ask ahead of time, as your days appear to be busy judging the amount of questions I see answered daily. Thank You
Q: Hello Peter and 5i Team,
I have a question regarding Carfinco Financial. I bought CFN in early Dec (around $11) after you reiterated B+ rating in your Nov report. Then I noticed in Feb that you downgraded it to B from B+. At that time the price was $11.50. Today, it is trading below $8.50 - what are your thoughts on this stock? It had almost 30% drop since your last report... is anything wrong with the company? Do you suggest keeping it in the portfolio or selling at loss? (CFN holding is about 1% of my portfolio). -Thanks
Q: thanks for the great service...my question is about prc-v and its large fall from grace today do you see anything that would have made this happen...I talked to the ceo and he felt that it was profit taking after the rights transfer on shares...do you believe he is right on this and do you feel this is a good company for long term holding...cheers
Q: Hi Peter,
I purchased FSZ in November 2013, and am down close to 16%. What is causing this decline and do you expect it to continue? Do you still feel comfortable with your B+ rating? How risky do you consider the stock?
I saw from a recent question you don't consider it a "sell" at this level. Do you consider this a good time to add to a small position?
Thanks for everything. I'd be lost without your guidance!
Q: I'd appreciate your advice regarding Canam Group (CAM). Revenues have dropped and the stock price has fallen steeply, but do you feel that it is still a good company worth keeping (or even buying more of?)
Q: Cipher (DND) had a great day today up over 10% on higher than normal volume. Can you identify the cause of this activity? Do you see more upside in this name (hold), or take my gains and redeploy the money in better opportunities?
Q: I'm curious as to the potential impact in Canada of Kinder Morgan consolidating into a huge energy company partly in order to better pursue acquisitions. According to Mr. Kinder: “I think virtually anything in the midstream energy area would fit us”. This may be U.S. focused but I am wondering if this potentially increases future Canadian midstream infrastructure consolidation. Names like Keyera, Altagas, Pembina, Veresen , InterPipe come to mind. Is this plausible?
Q: Hello Peter, I'm holding two smaller REITs, NWH.UN and ACR.UN, intended for longer-term, higher-yielding RRSP investments. Can you offer any comments on these? Basically, if these continue to be stable 7-8% dividend payers, I'm happy to own them for several years. Thanks! Bob
One of my biggest challenges is "sifting through" comments made by industry guests/pundits/experts whether on the TV, radio or in an article. I often wonder if there is any ulterior motives at work behind what they say and have no doubt at times there is. After all we are talking about money.
Mr. O'Connell' comments on Surge for me however made sense, and it isn't the first time I have heard similar comments of this kind regarding this company.
He feels the growth per share would be considerably inferior if the company wasn't paying such a large dividend. He was very complimentary regarding Paul Colburn' management abilities and referenced what he did at Cresent Point. However when it comes to Surge, John mentioned Paul made allot of acquisitions, paid brokers allot of money in commissions, and that production/share growth hasn't been all that spectacular. He went on to say he wished Paul wouldn't pay such a high dividend and that he's "on a bit of a treadmill" trying to keep up with high decline rates and that the high dividend is a crushing problem for him as it is very expensive money.
I have done very well with Surge up to this point (40% after dividend) and would like to hear your thoughts regarding Mr. O'Connell' comments and what the 5i Team expects for Surge moving forward.
As usual, thank you for all you do... would be lost without you
Q: All of the stocks that I own are your recomendations. As per you suggestion I want the highest growth stocks in TFSA's. From your A and B rated stocks in the summary, which would you consider for the highest growth for TFSA's.
Thanks for your outstanding service.
PB