Investment Q&A

Q: Why did MTY drop so much today and would you add at these prices?

Q: Good Morning
Is this deal with SIS today a positive ? Is the family involvement in this deal a positive development for the company ?
Thank You
Clarence

Q: Boston Pizza has a P/E=22.8 and a yield of about 8% and a buy rating. What is your view of this company? Reliable yield? Low debt level? Future growth projections? A good buy for income?
Thanks.

Q: Pertaining to the proxy fight, if I fail to vote, is my vote counted towards the current board, counted at all, or to the new directors as proposed by medison?

Thx

kelly

Q: Following close scrutiny of the available information to date, I have decided to support Johnathan Goodman in his battle with Medison. This is essentially a war between two men as no one else at Knight or Medison has more than 35000 shares (one person) and the rest have basically none. Goodman has double the number as Medison. I predict Goodman will add to his position before May 7 - he could afford as many shares as he wants/needs to succeed.
However, kudos to Jakobsohn, despite my extreme cynicism towards his motives - he will control the 28% of his company that knight owns plus get control of almost $800M in cash that he did NOT raise, Goodman did - as this process has unquestionably devalued Goodman's reputation and I am sure he will be working at full potential to restore it and long before his tired grandchildren timeline evolves. When/if he wins, he could do a $2B deal the next day as raising any extra funds would receive widespread market support. Can Jakobsohn claim the same?

Q: Do you think of Engh is a good entry point at current price ? Thanks always

Q: Like many long suffering investors, I am really getting fed up with this stock. I watched a recent interview on BNN with Jonathan Goodman and was not impressed. He had an opportunity to justify why GUD was a public company and completely failed to do so. His message seemed to be if you are not investing for your grandchildren's financial future you might as well forget this stock. I think GUD should at least initiate an initial and rising dividend policy since it has failed to invest much of the large pool of cash being reserved for acquisitions. What do you think of these odds. Thanks.

Q: Cormark Securities analyst David McFadgen dropped his target for Great Canadian Gaming Corp. (GC-T), calling its financial disclosures related to its Greater Toronto Area (GTA) “troubling developments.” With a “reduce” rating, his target dipped to $41 from $44. The average on the Street is $56.80.

What are the financial disclosures that McFadgen is referring to?

Q: I sold this one with a nice profit last August when it rolled over and am now looking at buying it back as it seems to be resuming its uptrend. What prospects do you see at the moment and what factors contributed to such a steep sell-off when many other stocks in the gambling space like GC.TO did so well?

Q: Thinking of different options for GUD and was wondering if Goodman has the means to take it private. Your thoughts?

Q: GC was recovering nicely & basing after big drop on Q results.Any news for the drop today($48.92 down 1.68). $55.96p/p, a 2% position.Buy more o or hold.Thanks for u usual great services & views

Q: Hi Team,
I noticed TSGI is in your balanced portfolio but it has not performed at all. Do you believe it can reach the previous highs of +$50 per share. It has exceeded the estimates three times in the last four quarters but expected to make less money than last year in the next two quarters. Thank You.

Q: Any concerns arising from the report from Cormark?

Q: I am tired of waiting for GUD to do something. I have 50,000 shares; what would you suggest in trying to sell these?

Q: Was there ever news about its partnership with Microsoft?

Q: I was surprised with a previous question “What would you recommend if Mr Goodman steps down? Hold? Sell?”
My impression is that he has no intention and there is no indication that he will “step down.” Am I missing something?
From what I have read it also appears that it is unlikely that Medison will succeed in forcing him to step down.
Attached a recent article in the globe. https://www.theglobeandmail.com/business/article-knight-therapeutics-ceo-addresses-dissident-shareholders-proxy-fight/
In your opinion do you agree that Goodman will stay in control and get shareholder’s support?
Thanks
John

Q: What would you recommend if Mr Goodman steps down? Hold? Sell?
Thank you for your service

Q: Hi team,
Do you think DSG is fully priced at current price of ~ $51.00 or does it still have room to run?
Thx

Q: When do they report? What are expectations?
They have been quiet, and I like adding to companies in situations like these. Risk/reward prior to earning I think it quite positive. Thoughts?

Q: Would you consider KNX a buy, sell or hold at this time.
Garry