Thoughts on Transcanada now after the recent dip? Seems very attractive to get in for a long term hold, but what do you think the downside risk is if Keystone gets axed? I'm looking at a full position. Thanks!
Q: I have invested in Innergex renewable energy, there growth tragectory looks good and sustainable and a yield of 6.5. What are your thoughts and do you have a 3 yr target?
Q: DHX Media and CMI C-Com Satellite Systems: I'm trying to pick between these two companies for a small position, and I've read all the questions on each. But I need some help. DHX: I like the fact that you know and respect management, that their library is valuable, and that it seems a bit more established and because of its business a bit less vulnerable in a weak market. But I don't like the fact that you say it is expensive (but perhaps worth it?). CMI: I like your most recent answer regarding sales, no debt, growth, and cash ($9 mm), and I especially like that you say the valuation is attractive. I also like the fact that management owns a lot of stock. I'm most interested in potential upside. As I write this I seem to be leaning toward CMI. What say you?
Q: hey guys just wondering about where you would value aos alberta oil sands with the recent news concerning the governments purchase of property and payback concerning leases and accurred taxes.
Q: Good morning 5i team. Any concerns with Argent Energy Trust's announcement yesterday? It's hit the stock price a fair bit today. Thanks as always for the great advice.
Q: BCE...Is the recent drop in price, which seems attributable to the Verizon rumours, a buying opportunity, or will Verizon greatly affect BCE's future earnings ?