They recently raised equity. It gives you a 6.9% dividend rate with modest growth. He’d like to see the government change the rules regarding these equities.

This is their busy time. It is not as compelling now. Their peak date is in a few days. Their seasonal hiring may be a little bit less this year. They get surges and try to deal with it by charging higher rates. It could lead to higher costs also. Between now and Christmas if there is no bad weather the company could do well. It all has to do with how they deal with the surge in business. At some point Ecommerce growth will slow. At the current valuation it is not as compelling as at lower levels.

The company is transforming itself from traditional printing like the Global and Mail, getting into socialized packaging. He thinks it is a decent strategy. The analyst community in the US does not know how to value this company. He would add on any pull back.

They have operations around the world. They are the large asset business in Canada and the US. The new management was positive for the stock and it had a good run. He would pick SLF-T over MFC-T, however. Both are decent investments.

Based on seasonal studies, people suggest December is a good time to buy gold. It is one of the more senior gold stocks. Sometimes they have a rotation where each one underperforms in subsequent years. This year however, BitCoin has outperformed. He thinks this is a good time to buy gold.

Drilling rigs in Canada and the US. It is trading cheaply, below book value. A lot of analysts are not bullish on day rates for rigs. That could change. The best rigs with the best crews will be put to use. He would prefer PD-T.

Just won a 20 year project n Alberta for a wind project. Some of their assets are being transitioned from coal. He is studying this company because the electricity market in this province will become more robust as coal is taken off line. He is doing more work in it. Electricity prices in the province may recover as they shut down coal.