Q: Hi, I hold Bank of America (BAC) and Morgan Stanley (MS). Since MS has done so much better than BAC, I am thinking of selling BAC and buying MS.PR A. Your thoughts? And thanks for this fantastic bank of advice--my daily treat!
Q: I have a position in MDA and thinking of adding to a full position but am concerned that there is a lid on its share price because of the restriction of foreign ownership in it. Is this a valid concern?
Q: Hi 5i,
Just looking for your insight into CFN's earnings. I have held since $5.00 - enjoy the yield on my cost, but I really want to make sure the capital is safe. Is it time to move on from this story?
A follow up on the previous question about BAD's earnings. The discussion around the deferred unit costs affecting the results so much seems bizarre to me. Is this something to be concerned about... something "bad"? Considering the past 90 days, it looks like the story is still well in tact going forward, long term. Do you have any concerns for the future given the developments in the earnings today? It seems like the reduction in margins should have been passed on to the customer... again, is this bad? Does this mean they will experience margin errosion?
Twin Butte Energy shares dropped today. Would you consider this to be an opportunity to buy. With a share drop today, the dividend increased to 9.9% which they say is sustainable.
Q: WEQ WesternOne came out with their earnings. I thought they looked pretty good but wish to defer to someone better at the judging than me! What do you think of them?
Q: I currently hold AVO in an RRSP account and am down about 30%. If I had a positive outlook on the company would it make sense to sell them and purchase them back in a TSFA or margin account? My trading costs are only $5.00 per trade.
Q: DHX
Dear 5i,
Could you please provide feedback on DHX's earnings? I thought they were fine but the market doesn't like it. I haven't purchased my second position and wondering if now is the time to buy more and average down. Thanks for all your advice.
Kerri
Q: what's your outlook for molycorp? is the rare earth market going to improve for their products? this company seems to have poor management and i hope they can right this ship. thanks.
Q: Hi Guys, I just got back from my financial advisor (yearly checkup), most of our discussion was about my fix income investments, please give me a grade ( A thru D) on the following; SCW, PCD XMA, POW, SSF.UN, TZZ, ENF AND EFC.
thanks again for your time.
Q: Hi, Your comments on Badger Daylighting results just released, please. Stock has declined and traded $37-$38 recently.Is it a good time to add ? Thanks
Q: I recently received some money and I want to closely mimic your income portfolio in a taxable account.I was thinking of taking some of the weighting of the financials and buying FTN.I realize there is some added risk but it suits my investment style and I like the US exposure to banks.The dividend is also attractive I must admit.From your past comments you are not really excited about it.Also the bond portion of the portfolio are you still happy with the 7% weightings.
Q: Hi team,
What is your opinion on the latest earnings report for DHX and BYD.UN both announced earlier this morning.
Thanks for all your great research.
Q: I have about $50,000.00 US which I am looking to use to purchase 3-4 US stocks in a non-registered (taxable)account. I am happy to hold long term. Am thinking of purchasing either Disney or Time Warner and one or two others. Can you recommend a couple of additional US larger caps? We do have AIG/Halliburton/GE in our rrsp. Thanks for the terrific service. Bill Y.
Q: ENTREC Corporation (ENT).
When I saw the results just released I was disappointed particularly with the comment that “higher revenue in the first quarter this year was offset by a lower adjusted EBITDA margin of 17.3%, compared to 26.0% in Q1 last year.” and "In the short term, we expect the reduced activity levels to continue into the second quarter of 2014 and that our equipment utilization levels will remain lower than last year.”
However the market appears to like the results and shares are up today.
Would appreciate your thoughts on this.
Thanks
John
I have a small potion in ASG and continue watching while the company gets it "ducks in a row."
May 9 announced the appointment of Doug Johnson as Regional Vice President of Sales for the Eastern United States. Mr. Johnson has served in management roles for various spine and orthopedic companies such as TranS1, Pioneer Surgical Technology and SomnoMed Inc. and has over 15 years of sales experience. Appears this was a good hire and another step towards generating increased sales and exposure.
Mid April saw share prices rise to $4.91 and have since dropped back down to $3.50 - close to it's lowest this year.
I expected this would be a long road for Aurora - especially considering the sector. Is there any other news you have heard? Would you buy at these low levels?