Q: Hi Peter
Rejigging and adding today to non financial/utility/resource
1. About to add to Trimac,my transportation ,not a large holding...is it still better than Transforce or should I switch?
2. KBL has been great but dividend now lower than ADW, which I saw you think has unrecorded equity. would you switch KBL for ADW
3. Big loss on AIM so far......will it recover or would you dump it in favour of adding to stocks like XSR,DH,CGX,PKI?
thanks for all you do
Rejigging and adding today to non financial/utility/resource
1. About to add to Trimac,my transportation ,not a large holding...is it still better than Transforce or should I switch?
2. KBL has been great but dividend now lower than ADW, which I saw you think has unrecorded equity. would you switch KBL for ADW
3. Big loss on AIM so far......will it recover or would you dump it in favour of adding to stocks like XSR,DH,CGX,PKI?
thanks for all you do