Q: If you were to substitute WSP global in the income portfolio what would your top two or three choices be. They don't have to be industrials. What would be your thoughts on DR and CHE.UN as candidates?
Thank-you.
Q: May I have your comments on SGI? I don't own the stock and am not planning on buying any but I would like your opinion the company none-the-less. Taking on eBay seems like folly. I have attached a link to a Guardian article which makes an interesting read.
What are your thoughts on the new Giustra project Leagold Mining? He had a nice run with EDV and this seems like a better starting point. How do the balance sheet, valuation and grow prospects looking assuming gold stays flat?
Q: 5i research has always been big on gud. It appears that investors are becoming impatient waiting for the company to make a move while sitting on so much cash and the share price trading below $10 for the first time in a while. Is there anything to indicate that some type of purchase is in the offing? Thanks for your response.
Q: Good Morning Peter, Ryan, and Team,
It was announced on May 19th that the CFO of New Look Vision Group (BCI-TSX) would be retiring effective June 2nd. Does this raise any concerns at all with any of you ??? Seems such an abrupt announcement especially for someone in such a key position. Any insights would be greatly appreciated. Thank you. DL
Q: This American driller HP.N was recommended recently on BNN. It sounds good - more cash than debt - best in class rigs, etc. Might I have your assessment?
Q: I bought Sept 2016 and now has a 25% gain. What I have read is that on the balance of probability there is more risk than reward even though the chance the deal won't go through is less than before. What is your view on this? Again, many thanks for your opinion.
Q: I do options in U.S. markets, but find low volume and low open interest in Canada. Do you or members know of liquid Canadian stocks suitable for covered write. Thanks.
Q: Might I get your opinion re whether this may be a solid longterm buy and hold for a small position in an otherwise well balanced portfolio or would you not favour buying this equity. Thank you - Ken