Q: Hello 5i....Has SPB become a " Growth by Acquistion": company or is your view that it primarily an Income Stock ? If adding back to models ( if indeed worthy ) which PF would you put it into ?
Q: What are you thoughts on Superior? I am wondering if I should hold, sell? What is the financial situation of the company and future prospect?
Thank you
Ed
Q: Further to your comments today about Superior, could you also provide the payout percentage and if you consider it a buy today as a new position. This would be more for income than growth. A couple other questions: where does most of their propane go - residential or commercial? How does propane fit into the current "green" initiatives relative to other hydrocarbons?
Thank-you
Q: I would appreciate your opinion on the trades Iwas considering selling rsi,cae,aqn buy mg with the proceeds. Sell trp buy cnr. Sell sis,spb buy mg
Thanks for your help
Q: I own these 2 companies and wish to consolidate into 1. They overlap in sectors to some degree with their propane distribution business. I like the management of PKI while the Brookfield investment in SPB provides strength.
Which has better growth potential ? How might the Brookfield connection play out for SPB ? In short, which one to keep and why? Thanks Derek.
Q: Hello Team
Now that Superior has the ability to be more aggressive in their U.S. acquisitions, do you foresee them listing on a U.S. exchange? Is there a material advantage in them doing that?
Thank You
Clarence.
My question is this: Does the propane shortage provide a buying opportunity for stocks like SPB? We owned it in the past, but sold it (at a profit) when it started languishing. Are the any other propane stocks (I guess in the US) that could benefit from this thesis?
Q: Hi There
Thanks for your informed service.
I have had Chorus in my unregistered account for some time and enjoyed the dividend that it had. Now that there is no dividend and the price has recovered somewhat, I am thinking of selling it and putting it into other monthly dividend payers that I hold. I was thinking splitting up the proceeds ($25,000) into DIV, EIF, NXR, SPB, and DIR.UN. I am looking at income (being retired) and want relatively safe dividends. Chorus had none and who knows where it will be a year from now. Why not put it to work in these monthly payers? Are there any in the group you would not put any of the proceeds into and would it be best just to add $5000 to each or would you put more into one. This is a small portion of my holdings and the above stocks represent between 2%-5% of my holdings.
Thanks for your help
Kevin
Q: Good day everyone! With the sale of it's Chemical division PFB is now back to a pure play energy distributor. Currently owning a position in ENB this seems sufficient to me. Can you comment if I should stick with this one or suggest another Chemical/Industrial play here ? Thank you.
Can I have your take on the sale of SPB's Specialty Chemical Business? I also noticed that M&B has purchased an addition 3 mm shares, now holding 22.175 mm as of Feb 12th. Can you tell me what % they hold vs BAMs, and possibly what their end game is?