You commented on Leisureworld (LW) yesterday before the release of their quarterly results. The stock plummeted at the open this morning but has since made a slight recovery, although still down. Do you continue to stand by yesterday's comments? Many thanks!
Q: To answer a previous person's question re: E-T, I suspect the drop in E's share price had something to do with people expecting a light q2 courtesy to the poor weather conditions. This in fact appears to the the case. What do you think of Enterprise's quarter, and do you advise sticking with the name?
What is your opinion on DCI's latest quarter? Eventhough their numbers are up they don't appear to be as good as the first quarter. Having said that how does the payout ratio rise in the absence of issuing any new shares?
Q: Not sure if you follow David Rosenberg, but he is suggesting it is time to start thinking about impending inflation (no rush, but time to start to build posiitons). Do you buy his thesis, and of the stocks in your portfolio, can you suggest two or three candidates that should do well if/when inflation starts to come back. Many thanks, Dave
Q: Reply to Jim R comment
Good to here Jim I to am pulling my head out of the sand and taking things into my own hands
In Jan did you leg in gradually or systematicaly?
Q: Hello 5i
Any ideas on SGC.V Sunridge Gold this is Grandichs take on things?
Sunridge Gold- I’ve heard from more than one pass reliable source that the Chinese have greatly increased their interest in mining worldwide and in particular Eritrea. When pressed, SGC management clams up except to say numerous companies worldwide are looking at them and have signed confidentially agreements. I’m extremely bias but I think this is one junior to own ASAP for speculators.
Q: Peter a question on some ETFs i'm holding one the BMO U.S. Corporate bond fund, which has been doing quite well with a nice monthly income despite dropping in value a bit during the summer, and the other the BMO monthly income ETF. Should i be thinking about exiting these in light of the expected QE reduction later in the year
It is always great to see you on BNN! Unfortunately my call did not make it through last night.
I am looking to enter back into the Natural Gas space and was hoping you could help me on a small junior player called Artek Exploration (RTK). This company has three things i like - good management, interesting assets, and high insider ownership. I was wondering what you thought of the company. They are partnered up with Kelt Exploration on a play and was wondering if you could see a merger or takeover on the horizon between these two companies. Your insight into Artek (and/or Kelt, for that matter) are greatly appreciated. Many thanks as always.