Do you still think CEN is a good buy at this point. The financials are definetly good overall but I see come manipulation going on in pricing. Just 4 days before the earnings the stock dropped from 18.5 to 16 and then the news came where they missed the revenue guidance. How do you view this overall scenario, do you think there could still be a takeover and how does this company compared to other companies in this sector.
Q: I have a small position in Verde Potash [NPK] which is pretty well worthless at the moment. I was holding on thinking they might get taken over. Any prospects for that - or should I just take my year end tax loss?
Q: In our joint portfolio we have 19% in oil (BTE,CPG,HSE,WCP), 15.5% in pipelines (ENB,IPL,PPL,TRP), 22% in banks (BMO,BNS,CM, RY,TD), 10% finance (PWF,KMP,FCR), 10% telcom (BCE,T), 12.5% utes (BEP,EMA,NPI,VSN), 11.5% misc (BIP,DH,PKI,WB). We depend on dividends for income and would like your thoughts on steady industrial stock(s) for a $10,000-15,000 investment to round things out. Would AFN seem suitable? Any others?
Q: Hi There
FFH.PR.E has fallen off a cliff since June - I wonder where the bottom may be. Other than Fairfax's interest in Blackberry, is there something I am missing? I have a modest amount and I am thinking of buying some more. Is Fairfax still sound?
Many thanks.
Q: Hi 5i team
What is your opinion on EIT.UN ?. Looks stable with a high distribution payout . Also a sizeable investment by Brett Wilson recently.
Thanks
Cal
Q: Dear 5i
I m considering adding to current positions which includes avo , cgx , csu , dh , mda , and wpk.
They have all done very well so far . Any reason not to ?
Thanks
Bill
Q: 5iand team ,
I m looking at adding one more stock to my portfolio but can t decide between fsz , byd , or gil .
Which do you think has the best earnings growth potential over the next 1-2years ?
Thanks
Bill C.
Q: You last commented on LIF (Labrador Iron Ore) on July 9th. Is this company worth holding for its dividend, plus continuing special dividends, and high takeover probability? As always, I look forward to your informed opinion and thank you in advance.