Q: There has been some interesting discussion of AGMs recently. Perhaps Sherritt's meeting next tuesday will be one of the interesting ones. Do you have any thoughts on which way to vote my shares in the proxy battle now going on?
Also, Catamaran, CCT, reported stellar earnings to-day, as usual. Do you have any insight as to why the stock price has been down so much in the last 2 months? It is rebounding nicely to-day but is still well off its recent high.
Q: I have been a member since you first established 5i. I am writing to thank you for your wise counsel. For example, I bought AutoCanada for my RRIF in March 2012 at $8.35 after reading your report. I bought more a year later.I reluctantly sold part of my position this week when I was showing a gain of 485%. Many, many thanks!
Can you share your views on recent weakness in TTH, Is it general market malaise or sime other issue. From Canadian biotechs which ones are your top 5 favorites at this time. Thanks
Q: Hi Peter,
I see the pricing for PrairieSky has been released this morning or at least a price range. Looks like they will be selling 25% to the public or 32.5 million shares at a price range of $23-$26.50/share for total proceeds of approx $800MM. The dividend will be $1.27/share for a yield of approx 5% depending on the final price. Do you think the valuation looks compelling enough to pick up on the IPO? Thanks
Q: LGT.A
Hi Peter
May I have your thoughts on Logistec . I am think about purchasing this stock . Is now a good time to enter . Or is it too expensive .
Candi
Q: Good morning Peter,
Would appreciate updated thoughts on MEI.to and ORC.b.v.
Manitok's latest update looks great (to me) but the stock has moved very little.
Orca delivered on output but isn't getting paid.
What to do at present ? Thank you, Paul
Q: can you comment on LOY results- revenue growth looks good but the net income is a bit disappointing. Would you call it cheap at these levels? Thanks
Q: I have some cash I am thinking of deploying either in atd.b or hlf. which would you choose...or would you suggest something from the model portfolio instead. Thank you.
Q: What are your current thoughts on Intact (IFC)? It has been on a pretty good run lately, but this appears to be largely the result of PE expansion? Perhaps it is time to take profits?
Red knee solutions rkn has been on a slide lately despite being voted as a top 10 growth company. Your thoughts on this going forward. Also the technicals are weak.