Q: Your thoughts on recent results for Polaris infrastructure. I hold a small position. If you don't see more than a stable future, I'm going to sell, take some loss and redirect the funds. Thank you as always for the excellent service.
Q: I'm a bit overweight on Energy. I'm also wondering if energy macro is deteriorating. I was thinking can oilseeds would be positive with transcontinental opening. But now I hear China demand is low, and if usa is in recession also not good. I assume canada in recession too. Can you help sort the macro out? Do you see oil prices generally low and deteriorating on the next 1-2 years? Or will demand be there?
I took a small position in TOU a few weeks ago for the income, and possible capital appreciation. It's gone south consistently for the past few weeks, so my capiatal loss far exceeds any income thus far. I know my timing has not been great, but is this the beginning of a down cycle, or do you think the propects of a bounce at some point is in the cards.
I'd like to hold this for a few years, but stumbling out of the blocks has me questioning my decision.
Q: there were some disappointing drilling results this quarter, and the stock is getting pounded. They are hoping for production this year to be in the bottom end of their guidance. Do you still see PXT as a hold? I bought this stock thinking it wa a growth company, but what are their prospects for future growth? Also, they bought back shares at an average price of $22, do you think they will continue to buy back many shares?
Q: Your thoughts please on the quarter. When I read the press release it reinforces what Peter just wrote about in his blog about salespeople promoting their company.