Q: Can I ask for an updated view of MTL. Has the possibility of tariffs added yet another concern. It still trades as a value play. I have a small position, time to put my money elsewhere?
I was thinking of buying the listed companies for a 6 month hold. What is your opinion on expected total returns. Your suggestions for better total return cdn stocks are welcome. Thank you
Q: Hi All At 5i!
I have both stocks, but have held MTL longer and am 25% up. Is one stock better in its long term forecast than the other? Would it be worth while keeping both, or consolidating?
Q: Hi All At 5I!!
I have made a nice profit on MTL and am wondering if I should just take the money and run.....What are your thoughts on its near future and long term growth?
Cheers,
Tamara
Could you please give me your analysis and opinion of MTL and DXT? How do you see the next few years playing out for them in a high inflationary environment and rising interest rates? Do you see a place for them in a well diversified, higher risk, income oriented portfolio?
CRP has also caught my attention with food prices the way they are and no let up in sight. What is your current opinion of CRP? Do you think it might be good holding for a trade until food prices show some sign of stabilizing?
Q: Morning 5i,
I'm light on transportation, and recently read an optimistic appraisal of MTL that considered its substantial dividend to be safe, highlighted its aggressive share buyback program (approximately $100M worth of shares last year and this) good price/cash flow and forward PE metrics and evaluated both it's business and business model as solid for the foreseeable future.
I wonder if you agree and how you would compare it to TFII which I know you like? Specifically, I'd be interested in your comparison of the two in terms of total return over three or so years.
Thanks!
Peter
Q: Why has MTL not been as as strong as other companies in the sector?
where the latest results that bad?
If you had a choice would you prefer MTL over MCR for an energy play.
With the energy sector so hot,those stocks have to benefit some day.dont you think so?
What are the insider owner ships in MTL and MCR?
Q: Would you foresee any specific potential drivers for upside (looking for total return/compounding growth rather than specific dividend income) in one of these transportation companies over the other? I am trying to decide between them for a position in a long term hold RRSP portfolio. Thank you.