Q: Peter, just wanted to let you know I have posted my covering letter and resume to your email box. You may recall our prior conversation, I have posted it in the email body for context to what you are looking at. Have a great week-end
Q: Hi Peter, I have a quick question on PLB. How worried should I be in terms of the further weakening of the South African Rand? Is this a case where you just have to be patient and ride out the currency hits, or is there reason for concern? I am not sure if they hedge or not? Thanks a million!
Q: Hi Team,
I require a fixed income investment. Bonds and GIC's just aren't worth it! I was thinking of buying a preferred share from GMP (GMP.PR.B) The yield on the preferred is around 6.70% plus capital appreciation. My decision comes down to weather GMP will survive long enough and have the resources to pay out the preferreds when they come due in 2016. What would be your thoughts on this company and investment.
Q: I am learning so much from your service. Thank you! I hold both MRU and DOL and have had nice run-ups with them. Would you recommend taking some off the table, or would you advise keeping them as core holdings?
Q: What are your thoughts on Crailar Technologies Inc. (CL)? Highly speculative at this point? They appear to be on the verge of generating some revenue, and their IP appears to be quite valuable given cotton/flax dynamics.
Q: Is the Rainy River (RR) take out by New Gold the start of many more take outs or just a one of. How will this affect some of the other small gold explorers or even some that are in production like LSG, SAS, BRD etc.
Thanks Doug
Q: Estrella (EEN) I would appreciate your thoughts on EEN and if you would advise taking advantage of the current rights offering to add to your position if you were underwater with this stock?
Or would you sell it and put the money elsewhere?
Thanks.
Q: Good morning! You state there is a sector rotation going out of stocks/utilities this week. What causes such a shift? Are there "typical" sector rotations that happen annually?
Am I correct is assuming that, in general, nothing has fundamentally changed with these companies, and if a company like ENB was suggested before the price drop, I'm just getting it at a better price? I've already purchased some and wonder how much more the price can decrease...
Thanks for this fabulous service --- it's great for do-it-yourself newbies like me!
Was wondering if GAMCO Global Gold Natural Resources and Income Trust had come up on your radar and if so, what your opinion is. It almost seems to good to be true or that I'm missing something obvious.