Investment Q&A

Q: The valuations of these two companies diverge significantly. Does GEO trade at a discount because of is size, location of business or are there other fundamental differences that I am missing? GEO strikes me as a bargain compared to MDI.

Q: Hi 5i team
What is your assessment of Major Drilling’s first quarter results ? Is there a big demand for their services in the present environment. Do you think the drilling contract business in general is in a growth environment .
Thank you

Q: Hi Peter,Ryan and 5i team,
Our grandson’s RESP ( age 7) is overweight in technology having Descarte and Kinaxis. Both have done very well, Do you think it is time to rebalance or continue holding. Which company in your opinion should we sell if any.
If we sell, we would like to add another holding. Please suggest a couple of names that would round out his portfolio.
Thank you as always and enjoy the summer.

Q: If you were currently a shareholder of MDI and CCS with a small capital loss, would you deem the most prudent course of action as to sell, hold or hold and average down?

Q: Given the current circumstances, would you, in an otherwise staid pipeline, bank, insurance company and MAW104-dominated portfolio put up to 5% in one of/a combination of these 3 stocks? How would you rank them, if so?

Q: Large drop today. Is this in response to their recent financial results. Do you think it is a buy, hold or sell.
Thanks

Dave.

Q: Would appreciate your opinion and outlook for the Major Drilling Group. MDI

Q: Greetings from Nova Scotia, Given rising base metal prices, any thoughts on Major Drilling Group (MDI-T) & do you plan on initiating coverage on this New Brunswick company? Thx Paul

Q: Do you have a positive outlook on Major Drilling ?
With an increasingly positive spin on commodities
specifically metals for this reference, seems to me to be entering a secular bull as society tries to accomplish a greener world , that will require a lot of metals.
Cal

Q: Gold is emerging as a strong theme and the sector is rocking. Lots of appetite for financings in the sector and lots of stocks hitting new highs. What do you think of an investment in Major Drilling Group? It has done very well in past cycles. But is a boom-bust stock.

Thanks.

Q: Peter and His Wonder Team
It is my understanding that MDI is one of the best drilling companies in the world. I realize that a recession would reduce the demand for minerals, fuels etc. and reducing income. However 50% of there contracts is drilling for gold which does look positive for the next several years. Larry Berman on BNN predicts gold will hit $1900.00 within 2 years. So I am wondering if this might be a good contrarian investment at all time low prices or is this just another value trap. Your general assessment would be appreciated. Thank you immensely.

Q: Is this a good time to enter MDI and RIV?

Q: I'm in the process of trimming my portfolio of over 40 companies and building cash. Both Major Drilling Grp and Cathedral Energy Services are candidates for removal. How do you feel about these companies, should they be sold? Would you put the money in cash or what would you buy in their place, in the same sectors?

Many Thanks

Q: Peter,
In what order would you add to the above smaller positions today ?
Any you would outright sell today ?
Thank you, Paul

Q: Good Morning Peter and Team, great job on the site ! The above are our laggers (vs a much longer list of out performers; thank you !). I'm assuming that unless they have strong news they will struggle into next year with tax loss selling. In what order would you part with them if you wanted to move on ? Which one or 2 do you think have the best potential that you would even add to them ? Thank you.

Q: Hello. Can you please give me your comments on these two company's and would you be a buyer at these levels?

Thanks

Q: I have no exposure to materials (I include SJ as an industrial) in my portfolio. I am reluctant to have exposure to this sector as the volatility and lack of earnings are generally beyond my comfort level. I still feel that I should have some exposure so I was thinking MDI would be a good candidate as it is a lesser risk with leverage to this sector. Can you comment please that this is an appropriate strategy for my risk profile and would you recommend buying MDI at this time?

Q: Woukd like your opinion on major drilling Inc. Technicals show a possible upswing