Q: Technology is really taking a hit at the moment which is focused I believe on Trumps attitude towards goods being produced out of country.
This may or may not provide a buying opportunity, and could you please shed some light on my thinking. Does CCl.B produce goods abroad.
Thanks for your info
Q: do you still maintain a buy on this company and also is the last few days down draft just a reflection that it had went up so much
how much lower do you think it might go
Q: I see your last update on SSW was in August (when it was trading for $14/share). Many things have changed in the shipping business since then. Could I have your thoughts please as it is now into the single digit space.
Thanks for the election commentary special, was appreciated.
Q: Why not consider nmx as a mining company that has a solid functioning mine , is fully cashed up, is building a production facility that will be complete in late 2017 or early 2018, has sold 50% of the initial production at I assume a profit? Should this be the case why will it take decades for this co. to get anywhere. After meeting the CEO at a function almost exactly a year ago I got into this at 30c. Can you look at the financials on this co. and its realistic prospects and give an investment thesis . PS I think the comments you make at various market crises are very important to your individual investors. Do not hesitate to continue them Thanks as ever
Q: As a retired income investor, I own TRP (3.7%), ENB (3.5%), ENF (0.7%), PPL (1.7%), IPL (2.8%), ALA (3.7%) representing ~16% of the Canadian investments across all my accounts (registered & unregistered).
I am uncertain whether I should continue to hold all of these because the overall percentage is too high. Keeping in mind that I need income, should I perhaps cut the 16% down to ?? or is it fine to continue with this percentage? Which are your preferred picks for a longterm hold?
Should I rationalize down to 3 or 4 of these names or cut percentages of specific stocks? Do you view any of them as especially risky?
(Canadian banks and telcos represent 24% and 10% respectively of my Canadian investments.)
This may count as another question which is fine:
• Have you any insight into the geographies served by the smaller pipeline companies?
• Is there any likelihood of acquisition/ merger activity between them or with TRP or ENB or ?
Q: Boyd Group reported its Q3 this morning. It beat on the top line but missed on the bottom line and also on the earnings per share. The stock was up just under 5% today.
I would appreciate it if you could comment on the results.
Thank you. Ian