Q: Would you recommend averaging into more CSU as it’s come way off its peak stock price set not long ago or do you think there’s more downside to come?
Thnx once again for the great service for us DIY investors!!
Q: Hi 5i Team - I have held Tourmaline for several years and although the dividend payouts have been good, the capital appreciation part has not. I am thinking of switching to CNQ, either partially or completely. Could you provide your thoughts on this strategy. Thanks.
Q: I hate to use a question that should be easily addressed in general business news but I can't seem to find any current information on aluminum production in Canada. Have the tariffs had a serious impact? Have there been layoffs? Are our producers just stockpiling inventory, hoping for the tariffs to go away. Are our producers still selling into the US and if so, who's eating the tariffs? I've been told by usually-
knowledgeable business friends that both aluminum and steel production are just fine and sales to non-US customers have surged but can that be true? I certainly hope so. What say you, my 5i guys?
as always, Al
Q: What is your opinion of ABBV buying an experimental drug derived in the psychedelic space from private company Gilgamesh for 1.2B?. Do you think with some of these psychedelic companies now getting phase 2 and phase 3 trials wrapped up on their potential drug offerings that the psychedelic market might get some legs in the near future as the big pharma companies look for the next big thing. ? With these being very spec who would be you picks in the space for fun money?
Q: Hi - Can you provide comments on the recent qtr for BMO and BNS. I would like to add financials. Which would you prefer or is there another you would prefer.3
Mckesson (MCK) has recently pulled back and just upped it's dividend. I wanted your thoughts on the name and whether it's a good time to buy, in light of the challenges in the sector from Trump's health care reform focus.
Q: Hi, similar to a previous question, I've held DSG for awhile at about 4% of my portfolio and have come out a bit ahead. Would YOU think it might be a good time to sell half and begin a position into KXS? Or continue to hold DSG and initiate a position into KXS more slowly?
As a new 'customer,' I'm really appreciating all your advice! Thank you!