Q: Perhaps you could indulge me with a few suggestions. I have owned TML for ions, but I see insider buying. Should I sell now or perhaps buy more. I have been successful with CWX on buying because of insiders and am up 20% in 2 weeks. Should I sell it now since I see the future 1/4's may be cyclically weaker. I have also owned TMM forever, I am above water but wonder if I should sell and deploy somewhere else. Now that Sentry has put their person on the board do you forsee upside (as in possible merger or takeover)?
I am wondering because CAT remarks have indicated little business in the mining sector, if I should give up on the golds despite the so called good seasonality of the metal at this time. Would you sell the above mentioned positions and deploy elsewhere, and if so what sectors would be appealing. I could add to health, tech,consumer cyclicals, I will await your comments & recommendations. Thank you so much for your objective evaluations, they are very much appreciated.
Q: Norbord: Bought at $30 and have watched it tank day after day. Where does this stock have support? Is it still worth holding, in your opinion, or better to move on?
Q: Greetings:
I own both atrium and timbercreek,TMC and AI. They are in the same business, and although one always stands to be corrected, I believe Atrium is maybe managed a little better. In the most recent week ai has held firm and maybe a little up while tmc is hurting. Any ideas?, because interest rate movements and discussions should affect them equally.
Thanks, BEN
Q: I would like to hear your comments on CWX. It has been upgraded by some analysts today, and took a pretty big jump. Do you think it is still at a decent entry point, and what are your thoughts on the security of the dividend considering their last reporting. Thanks!
Q: Peter & Team, can you obtain any broker insights into 4% price rise in IPL today? Very big move for this stock and it is outperforming the sector today by about 4 times. Thank you, Keith
I have $55,000 in Bell Alliant(BA), $80,000 in B.C.E. and $30,000 in Telus which is approximately 8.5% of the equity portion of my portfolio . I will incur approximately a $10,000 capital gain if I sell Bell Alliant as opposed to exchanging shares for B.C.E. as per recent proposal. Alternatively, if I sold Bell Alliant, I could put the funds into Telus to provide more balance. What are your thoughts on this? Is 8.5% too high a concentration in telecommunications, given our present government's continuous threat to shakeup or shakedown the industry?
Q: Hi, Superior Plus shares have been week over past 2 weeks. Even on days when markets have been strong, like yesterday July 22, shares have drifted lower, now about $13.48 down from a high of $14.25. Do you see share price recovery in near term? What are your expectations of quarterly results due on Aug 6? Thanks
Q: Hi Peter, PJC.A; Jean Coutu has dropped quite steadily in the past 6 weeks. This stock has had a great multi-year run. Do you like it from here or do you expect more selling?
Q: We have been holding Bell Aliant for a number of years. What is your opinion on the current BCE offer for Bell Aliant? Will they be able to force it through at $31, or will they have to sweeten the offer?
Q: A&W Royalties Income Fund (AW.UN) reported results today. Overall, results appear positive. Payout ratio continues to be greater than 100%, although is moving down. Your thoughts please.