Q: Could you please give me your top 4 industrial companies. I own WSP, STN and BDI in Canada. HON and TRN in US. I'm a little torn on weather to add to BDI and/or TRN. But your top 4 may be a good place to start in making my decision. Thanks for your help.
Q: Please name a favorite slow and steady value creator for each of the 10 sectors. I noted with interest the comment you made in your updated report on Magna. Thank you.
Q: I hold ENB,FTS,WSP in my RRSP. Should I keep FTS and/or WSP or diversify into other sectors.
If so which companies would you recommend that have a dividend.
Q: Would you please give your analysis of Clearwater and High Liner regarding growth,debt level,dividend growth,etc.and which you would recommend for a 1 to 2 year hold and why. Thanx.
Q: Today Enbridge Inc. (ENB) announced they are purchasing Spectra Energy Corp (SE) in an all stock deal.
I own Enbridge in my non-registered account (in order to take advantage of Canadian Dividend Tax Credit) and I own Spectra in my US $ RRSP (in order to minimize taxes on US dividends which are treated like interest income).
I want to participate in both the Canadian and US energy infrastructure (pipeline, midstream processing) market.
My question is what can I replace Spectra Energy in my RRSP with? I own Kinder Morgan (underwater), Oneok (above water) and recently sold off Williams (too much drama) in the RRSP account.
Am I better off to sell Spectra now or wait for the Enbridge merger and then sell off the Enbridge or even keep Enbridge in my RRSP as a US holding. Or do I increase my holding(s) in Kinder Morgan or Oneok?
Q: Thanks for all the great info on so many companies. Here is a crystal ball question for you.
Below are 2 groups of up and coming growing companies. Group 1 has market caps below 500M whereas Group 2 has higher market caps of roughly 1-5B.
Group 1: SYZ, CRH, ADW-A, SIS, TNC.
Group 2: KXS, SH, PLI, GUD, BYD-UN, PBH, NFI, TOY.
I am trying to get a feel of which companies have the potential to grow significantly over the next 5 years or so because of the quality and increasing demand for their products/services. Based on your knowledge, could you indicate which companies in each of these 2 groups are most likely to double (or more) their market caps in the next 5 plus years. And perhaps indicate the least likely candidates to do so.
Q: What is your current comfort level with DCI? Results seem to keep the stock in its 12-14 dollar range. I use the high dividend to balance out my other income stocks such as Adw.a, Zcl, sis, Syz, etc..... How does the business look to you?