While at Sprott you liked the potential of Sensio Technologies as it could possibly become the defacto standard of 3D transmission technology. Are the recent signings something that you envisioned would happen a few years ago? In light of these recent signings by Sensio is there still potential for your initial investment thesis to take hold. Your thoughts are greatly appreciated.
Q: Hi and thanks in advance. What recommendations would you have for companies/trusts that pay dividends that one could comfortably (relatively speaking) put in ones RSP?
Q: TPL Tethy's This company seems to have some good assets in risky environments but the stock price is stuck at around 60 cents forever. There financial numbers seem to be getting better. Can you tell me why this stock is stuck here at this price? Thanks Mike
Q: Sandstorm Gold just listed on the NYSE this week and announced a $75 million bought deal today. ($75 + 15% overallotment) on top of this a $50M LOC and ~$40M cash on hand. Provides a kitty of ~$175M.I have a larger position in this company and would really like to know if this changes your perspective on the company.I know you were concerned in the past that they were not cashed up to capitalize on the current opportunities.
Your thoughts once again, appreciated.
Cheers
S.
Q: Alta Gas [ALA] is almost 20% of my non-reg portfolio. Avg div yield based on my cost is 6.88% [I've held it for a few years]. Can you recommend a similar stock with a good yield and limited downside that I could review? I need the dividend income ALA generates.
Thanks - Ron
Q: Over the past few years, I have on several occasions taken advantage when our loonie was solidly above parity with the US$ to purchase US$ (cash) with an eye towards getting some diversification outside of Canada. The trouble is I have yet to make any foreign purchases and US$ cash now represents about 15% of my holdings. I have been patiently waiting for a meaningful pullback in the US markets which hasn't arrived. I realize that 5i's focus is primarily Canadian, but could you provide any general recommendations (either individual names or ETFs) that you feel would be suitable for new buying at present to provide some broad diversification in the US or abroad (priced in US$). Thanks.
Q: Hey guys. I've held kmp for a few years. Was thinking of possibly selling a portion or all my killam and replacing that dividend stream with morguard north american reit and building my cash position with whatever money is left over.
Option number 2 would be to keep all my killam and buy mrg.un with some of my existing cash position.
Q: Please comment on NFI.TO. I own this stock and also held NFI-UN.TO. The trust has closed, my trust holdings became common shares plus a cash pay out. All has gone well so far. What is your vision of the bus manufacturer's future?
Q: Exelon (EXC) NYSE as a buy for my US portfolio. Good price right now, second largest utility in USA digesting recent acqusition with good dividend. What do you think?
Q: I read the JDSU (JDU) 4th quarter earnings results and listened to their conference call last week with great interest. I know they do not distribute a dividend-- :-( -- your thoughts would be highly appreciated. Thank you!