TMFDoraemon

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TMFDoraemon replied to the Orange Portfolio board. 1:39 PM

Re: PDS - a sell?

With the continued glut of NG in the market due to new technologies, I don't think there is much future left in the near term (< 5 years) for PDS. It may be better to redeploy capital elsewhere.

Anurag,

I think there are [more]

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TMFDoraemon replied to the Orange Portfolio board. 10:17 AM

Re: Potash (POT)

You're correct, I meant "isn't."

I am also looking at Agrium (AGU), which is more nitrogen-focused and appears to have had more steady earnings growth

Agrium also has a huge retail presence, which I suspect you know [more]

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TMFDoraemon replied to the Orange Portfolio board. 11:18 AM

Re: Potash (POT)

You mentioned stocks on your watchlist remaining expensive, though POT is on your watchlist and looks reasonably valued to me, taking a long-term perspective (though I realize fertilizer prices have had a down year and that there is a lot of [more]

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TMFDoraemon replied to the GGS: Canadian Oil Sands Trust board. 11:10 AM

Re: 2012 Results and outlook

I've owned COSWF for over 2 years based on the GG rec and excellent dividend return. However, my overall return is actually negative for that period of time. Like the others, I can't find out much from other sources. Is this a keeper or [more]

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TMFDoraemon replied to the Orange Portfolio board. 11:05 AM

Re: Why so little activity?

When GG closed and you started this portfolio with so much enthusiasm, I had high hopes. Why so little activity whether buying action or any discussions? Is your UK gig keeping you too busy? I hate to see this tremendous potential here just slide [more]

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TMFDoraemon replied to the Orange Portfolio board. 10:49 AM

Re: CCH reorganization

Are you still following CCH at all? The company's primary listing is moving to the London Stock Exchange and there is a related exchange offer for ADR holders. I can't find enough information to really understand the details. Do you have a [more]