any chance this company goes out of business? My position is small as I realized it was risky being a new company especially in the sector where it resides. Down a ton now and figure I'll just ride it out... thoughts?
Q: Hi 5i Team
I'm retired and looking to diversify my portfolio. Income and growth have equal weightings and I prefer to hold a quality stock indefinitely. At this time I'm considering Brookfield Infrastructure (BIP.UN)or Stella-Jones (SJ}. I'd appreciate your comments comparing these two companies. Thanks
Q: Do you still feel confident with management at MCR. There seems to be some changes going on. I'm hoping they will get a big contract to push the stock up but not sure how patient I should be?
Q: I believe you offer limited views on US companies - possibly you follow Encore Capital (ECPG) - I have done very well with this stock but, now, it continues to back up even though fundamentals look very solid.
Thanks,
Murray
Q: In February you were positive about Trevali (TV). It seems to be on the move right now. Do you still think it is a good investment? Thanks for your always good advice.
Q: What is your current opinion on Exco Technologies(XTC), and what did you think of the recent 3rd quarter (i.e. did it meet or exceed your expectations)? It currently is about a 10% wieghting in my portfolio (I like to keep a concentrated portfolio of small to mid cap names 10-12 stocks) and is the only exposure I have to the auto sector. Should I continue to hold? Thanks
Q: Norbord: Bought at $30 and have watched it tank day after day. Where does this stock have support? Is it still worth holding, in your opinion, or better to move on?
Q: Hi Peter and Group
How do you view the $50 million increase in credit recently obrained by Badger. I think company quarter reporting is not too far off. I am down considerably on the stock and wonder if this will be material to their quarterly report Thanks for all your good work. I have learned a lot since taking up membership, I think.
Q: hello - I'm going to use one of my questions for a friend Through his employment he has ended up with Edgewater REIT and doesn't know what to do. I see in May you had an initial review of this new REIT. Since then there has been a secondary offering, no insider buying (at least in the market place).
Would you provide an updated review I would be able to share with him.
My question is on Interfor (IFP). Obviously a play on the North American Lumber Market. This appears to be compelling entry point. Both TD and CIBC has rated them with a price target at $22. Your thoughts on the company would be appreciated.
Do you know of any public disaster recovery/restoration companies that are similar in operations to Belfor (http://www.belfor.com/) that would allow one to get exposure to that industry?
The company does not have to be located in Canada.
Q: Greetings:
I own both atrium and timbercreek,TMC and AI. They are in the same business, and although one always stands to be corrected, I believe Atrium is maybe managed a little better. In the most recent week ai has held firm and maybe a little up while tmc is hurting. Any ideas?, because interest rate movements and discussions should affect them equally.
Thanks, BEN
Q: MPH
Hi Guys
You were asked a question re:Medicure back in April. Since then the stock has continued to do very well (up another 12% today). I've looked for news but haven't found anything much. Just wondering if you could possibly add anything to your April reply at this point.
Thanks for all you do and the way you treat your subscribers.