Investment Q&A

Q: Good Day,

Looking for your thoughts on energy service stocks/drillers right now, and if possible your top 2 small cap and top 2 large cap ideas.

Thanks!

Q: Hi Peter
Mullen group results looked good except for the drop in net income due to foreign exchange. There was also an analyst upgrade. Still, the stock dropped by over 4% today. Can you tell why the stock dropped today?

Q: Hi 5i: I live on Highway 11 in NE ON and every day I am continually amazed about the amount of truck traffic going through. They are not
stopping here. I hold 5% positions in TFII and CNR. I would like to swap a small position in CP and buy MTL or just add it outright. Your thoughts and if I do the latter do you feel that I might be overweight transportations? Great service - thanks.

DocTom

Q: It looks like 2 deals in 1 week. Is this unusual? Comments please on the deals in particular and Mullen in general.
Jerry

Q: Good day. Industrials account for 13% of my portfolio. Currently I hold the companies listed above. I need to invest another $10,000 to bring my allocation to 13%. All the stocks listed are fairly equal weight. My question is which of these stocks do you think I should increase...or delete, and do you have a recommendation for a different stock that would fit here? I am thinking of adding TFII but am concerned it may be a duplication of the Mullen and CNR holdings. I look forward to your reply.

Q: Hi All,
I am thinking of investing in MTL and would like your opinion on its long term growth prospects. I would also like to know their debt level and how secure is their dividend.
Thanks for your help.
Jane

Q: What Canadian stocks would you recommend for exposure to transportation?

Q: PHX energy announced this morning an increase in their capital budget. What are your top recommended oil and gas drillers in the large, medium and small cap space ( Canadian listed)?
Thanks.

Q: They just did a recent acquisition and am wondering about your thoughts on the overall prospect of the company. Can you also comment on dividend.
Thanks

Q: Would you consider MLT a good investment after the recent acquisition and share price rise on the news? Thank you

Q: How would you rate Mullen's risk/reward proposition based on past performance, its new business plan and dividend increase? Is this a good entry point? If not, can you suggest safer bets in the trucking industry?

Q: Hey guys ! I own both SCL.CA and MTL.CA since many years, roughly 3% of my total portfolio, I am down between 40-50 %. Like many of your subscribers, I am not very confident for the future of energy in Canada and I am seriously thinking to pull the plug on both. What would you recommend ? wait until the next earnings or flush now.
thank you !

Q: Could you provide your thoughts on MTL? Thanks.

Q: Good afternoon,

Could you please offer your opinion on the new Mullen Group convertible debenture 5.75%, Nov 30/2026, convertible @ $14.00. Given the decline in the stock is this a good way to participate in growth with income?
Thank you

Thank you

Q: Can you please give your opinion on why this stock has performed so poorl lately and is it worth a 5% position in a dividend income account style over say, a five year hold..? many thanks

Q: I am interested in the 2 stock s listed ,which would you prefer ? Or would both be safe for my income portfolio thx.

Q: Mullen Group reported results today and they are what they are. I watched the CEO on BNN today and did not find his interview “warm and fuzzy”. Actually I found he was bitter and he blamed the government and economic influences beyond his control for the company results. I came away thinking if the CEO doesn’t think positively of the future then it’s time to exit my holdings and move on.
Am I way off the mark? Would appreciate your advice.
Thanks John

Q: Hi! You sounded mildly positive on MTL just a few days ago.

How do you feel about it following the latest announcement + div boost?

Q: I see that Mullen has just hiked their dividend 60%. Your last comments on this company indicated they were close to 100% payout. What's your opinion on this move, and why?

Q: What do you think of the prospects for this company with a 5 year time frame. If you were an employee and were offered stock options on it would you be inclined to buy the shares.