Q: Re my earlier re above,just realized that KXS was trimmed 2% & PHO 1% for port. management purposes, which likely result in hit today.Any other reason? Thanks for u usual great services & views.Have a nice weekend.
Q: Do you have any concerns with Cormarks downgrade of Great Canadian Gaming? I hold the position that GC has good management that would analyze all scenarios before making decisions on the GTA bundle or any other investment. The share performance over the last 5 years speaks for itself and I see the dip as a buying opportunity for long term shareholders.
Q: Hi, how will NFI be affected assuming that the 25% tariff comes into effect September 1?
What other companies that you have in your portfolios would be affected most? Are there any companies on either side of the border that could actually benefit from the tariffs?
Q: Can you please comment on earnings and subsequent investor reaction (reduction in share price)?
Can you also please comment on recent rumours of Amazon looking to acquire a cinema / theater company? It seems that this should be a potential catalyst for the stock as this is a logical move for other streaming services (Netflix, Apple, etc.) who are investing significant amounts on original content but currently have limited options to distribute to large screen formats (cinema, etc.).
Q: I'm down 70% on HLF. Any chance this company could go bankrupt? I don't mind hanging on to recoup some of my losses but I would rather not watch it go to zero.
Thanks
Q: Hello I was wondering what you thought of HLF earnings.? The stock is down so much this year but it has been here before and came back. Do you see this being an entry point for a long term buy for another ride up? Do you think it will need to cut it's dividend 8% + currently? Thanks again for the great service.
Q: Another Stars question. The weakness in the stock is attributable to UK competition review - CMA has 40 days to issue preliminary findings. Stock has now lost 30%; those of us who follow 5i recommendation are down 25%. What are thoughts from here? Does Uk green light the merger - require divestiture or - kill the deal? Management has authored its own demise with poor guidance statement - why do this? Is this an attempt have the company taken out? What do you recommend we do with this holding? Next support stop looks to be $29 ish after that is free fall to $20.
https://egr.global/intel/news/the-stars-group-hails-us-prospects-for-sky-bet/
Q: Can you please give us your thoughts on their latest quarter. Bouncing around a bit after what I thought looked like more of the same steady growth for them.
Q: Hi, Stars Group share price has declined over 25%, in a short period, since added to Balanced Portfolio and is trading at its low. Now that the quarterly results are also out of the way, what would you summarize as the main reasons for this continued softness and overhang. Could you also please list the catalysts in the near term which could help lift the stock price and possible time timeline for these to materialize. Thank You
I have 1/2 position in each of GC and TSGI. Is this a good time to go to a full position? Which company of the two would you prefer both on a short and long term basis?
Q: What are your thoughts on Absolute Software. I never sold it out of my portfolio and things look better after they reported a few days ago. Do you think someone would be interested in buying them or from your experience is there a chance they may go private. I am reluctant to sell but I worry in a downturn about these small names like Absolute and Sylogist—both taken out of the portfolio but appear to have good momentum.
Q: GPS reported what looks like underwhelming results. Your views on earnings and outlook. Is it still one of your top picks in the small cap sector outside the TSXV as recently stated?
Q: This question is relating to the tax consequences of accepting the offer by BIP. The ECI shares are held in a non-registered account.
By tendering ECI shares, an investor will receive in exchange cash and units in BIP.UN. The exchange for cash will result in a capital gain which is taxable. Will the exchange of ECI shares for BIP.UN be a deemed disposition of the ECI shares or is it a tax free roll over?
Q: What are your thoughts on the latest quarter? Again it seems to be below estimates (at least on Earnings) but it appears the market likes it, despite the loss after one-time adjustments.