Q: Hi 5i,
can you look at TSL- Tree Island Steel 's latest results. do you like the way this story is unfolding ?
any caveats ? has management been doing their job ? overall , any red flags ? i know this is a high risk play but i'm up considerably and would like to hold. it does appear that the North American economy is picking up some steam. thanx norm
Q: In Sept. last year you answered a question regarding this company INN.UN and indicated that it was O.K. for income with no negative indicators. Orange Capital is now involved and they disagree with your point of view but have taken a 10% position with a view of bringing about changes to this poorly run company. From your experience is a position of this size a big enough club to sway managements train of thought. Orange maintains that with change the units should be worth 50% more.
Q: Hi:
I am looking to add some quality stocks of medium volatility to my TFSA
Are STN (has gone down recently) and DH good choices ?
I have WTE (West shore terminal) in an investment account,
is it fully valued or could I add some to my TFSA ?
Thanks!
Q: Hi Peter
I have a gain on NE. Is it worth keeping for recovery in offshore drilling or should I switch to GILD as I am underweight pharma/biotech. Thanks Hamish
Q: My portfolio is light on technology stocks (5%). I own SYZ. Are there other options in the sector with a 3-5% dividend, which you could recommend? Being retired, I'm seeking income and some decent growth.
Thanks for the great service.
Kyle
Q: I would like to diversify into the US pharmaceuticals. Which would be reasonably good value for a 5% position in my portfolio and reasonably safe as in low volatility: VRX, GILD, ACT or IBB or would you suggest something else? Thankyou.
Q: Hi Peter and team,
For a 4% position in a diversified portfolio, do you prefer Surge SGY or Whitecap WCP for a 3-5 year hold? I am looking for growth and some dividends.
Thx,
Mike
Q: Any ideas where the bleeding on CUS (Canexus) might cease? Book value? I am not averaging down yet, and prefer not to, but it is often the only way to dig oneself out of a deep hole on worthy cmpanies.
What are the risks this could get very much worse and averaging down would prove perilous? I suspect a divvy cut may be priced in here. Your thoughts are appreciated.
Q: Good day. Have your views changed on Morneau Shepell (MSI) since they reported earlier this month. I am considering them for an income producing portfolio.
Q: Don't understand Nuttals reasoning-seems like Surge made a good investment at 4.45$ a share with dividends of 4.5 million a year and can sell the shares if they desire.Seems like it doesn't weaken the assests and the downturn as results of Eric's comments enabled me to add to my position at 5.70 $ a share today
Q: Hello 5i,
I’m looking to buy two good dividend paying stock, on my list is A&W Royalties Income Fund, AG Growth International, Gamehost Inc, HealthLease Properties REIT, Trimac Transportation, Prism Medical Ltd. and Student Transportation Inc (STB). With stability and long term hold in mind, what would be your order in purchasing these stocks?
Thanks