Q: With the recent announcement, buying land and building upon it is a very costly way to generate revenues.... what's your view on this type of expansion?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi Ryan any particular reason for the current drop in this stock this time.
I like the div but the cap loss is going to be nard to recover from .do you feel any reason hang on or should one just move on
Kind regards
Stan
I like the div but the cap loss is going to be nard to recover from .do you feel any reason hang on or should one just move on
Kind regards
Stan
Q: My local newspaper had an enlightening article on opioid prescriptions to treat chronic pain. The article stated that over 9 million prescriptions were filled "in Ontario alone" during 2015-2016. I found this number astounding considering the population is about 14 million which means one in every three people had this prescribed during that time which was an increase of 500,000 from three years previous to those dates.
Does this not mean Knight's announcement of Health Canada's approval of Probuphine for opioid treatment is a huge event? Why would they announce this after the close on a Friday - it seems like a big deal. What do you think?
Does this not mean Knight's announcement of Health Canada's approval of Probuphine for opioid treatment is a huge event? Why would they announce this after the close on a Friday - it seems like a big deal. What do you think?
Q: Canopy growth has bought a large chunk in LIQ ,for $15 a share.this is about 50% more then the share price right now.What is the reason for this premium?
Do you see LIQ being taken over?and what are their future prospects?
How much do insiders own?
Thanks
Do you see LIQ being taken over?and what are their future prospects?
How much do insiders own?
Thanks
Q: After market closed today GUD announced approval for a drug.Your take please,Txs for u usual great services & views
Q: A friend recently sent me an article on Enbridge written by David Milstead and published in the Globe And Mail Dec. 3 2017. The article refers to the cracks in the Enbridge dividend story. I think the following quotes from the article summarizes the author's contention that Enbridge does not have the cash flow profile to be an income investment.
THE MISSING BILLIONS
ENBRIDGE EMPHASIZES 'AVAILABLE CASH FLOW FROM OPERATIONS' TO INVESTORS WHEN IT TALKS ABOUT THE SUSTAINABILITY OF ITS DIVIDEND. IN CALCULATING THIS MEASURE, IT IGNORES MOST OF ITS CAPITAL EXPENDITURES, DEDUCTING ONLY 'MAINTENANCE' CAPEX TO ARRIVE AT THE NUMBER. THAT HAS LEFT BILLIONS OF DOLLARS OF CAPEX OUT OF THE MEASURE OVER TIME. WHEN ALL OF THE COMPANY'S CAPITAL EXPENDITURES ARE DEDUCTED FROM OPERATING CASH FLOW, ENBRIDGE POSTS NEGATIVE FREE CASH FLOW IN NEARLY EVERY YEAR. STILL, THE COMPANY PAYS DIVIDENDS — AND ISSUES DEBT, AS WELL.
Can you please comment on this based on your analysis of the company, your assessment of its cash flow profile and its ability to maintain and grow its dividends.
Thanks
John
THE MISSING BILLIONS
ENBRIDGE EMPHASIZES 'AVAILABLE CASH FLOW FROM OPERATIONS' TO INVESTORS WHEN IT TALKS ABOUT THE SUSTAINABILITY OF ITS DIVIDEND. IN CALCULATING THIS MEASURE, IT IGNORES MOST OF ITS CAPITAL EXPENDITURES, DEDUCTING ONLY 'MAINTENANCE' CAPEX TO ARRIVE AT THE NUMBER. THAT HAS LEFT BILLIONS OF DOLLARS OF CAPEX OUT OF THE MEASURE OVER TIME. WHEN ALL OF THE COMPANY'S CAPITAL EXPENDITURES ARE DEDUCTED FROM OPERATING CASH FLOW, ENBRIDGE POSTS NEGATIVE FREE CASH FLOW IN NEARLY EVERY YEAR. STILL, THE COMPANY PAYS DIVIDENDS — AND ISSUES DEBT, AS WELL.
Can you please comment on this based on your analysis of the company, your assessment of its cash flow profile and its ability to maintain and grow its dividends.
Thanks
John
Q: Hi, Could you please post the street estimates for Constellation Software for Apr 25. Thanks
Q: Your opinion of the Sky Betting and Gaming acquisition?
Q: Here is the link to Mark Leonard's Annual President's Letter released Apr/20/2018.
Such an interesting read for shareholders and everyone else !!!
We are so happy to be proud shareholders for several years. Thanks to Jason Donville and 5iResearch.
http://www.csisoftware.com/2018/04/constellation-software-inc-2017-presidents-letter/
Such an interesting read for shareholders and everyone else !!!
We are so happy to be proud shareholders for several years. Thanks to Jason Donville and 5iResearch.
http://www.csisoftware.com/2018/04/constellation-software-inc-2017-presidents-letter/
Q: Hi, when will TOY report? Thanks, Peter.
Q: Pricing in SJ's railway tie category is under pressure, negatively impacting operating margins (granted, margins are forecast to improve in H2 2018). My understanding is that alternatives, like concrete ties, are much more expensive. Given SJ produces an essential product for the railway sector, why does the company not have more pricing power? Thank you.
Q: What's your take on the KXS announcement yesterday regarding the expansion in Japan? This company is very secretive on their business developments and never provide the impacts of such developments in their PRs. Thanks.
Q: I have been looking at buying ATD for a while but momentum has been very bad. Looking at 5 year + hold. Any news for the latest weakness ? Would you wait a few weeks or take a position now.
Q: In your response this morning to Mike regarding BCI you stated: " Liquidity is an issue however so we would keep that in mind regarding a position size if adding to the name." I would appreciate it if you would explain why liquidity is an issue if I intend to take a position. Thank you.
Q: This has been under a bit of pressure over the past couple weeks. Is the 10% pullback a buying opportunity, or a red flag? Are you aware of any news? DO you still see it as an attractive long term hold?
Thanks for your help!
Thanks for your help!
Q: You have frequently stated TSGI is undervalued. On what basis do you think it
is undervalued?
is undervalued?
Q: Hi,
I have read recents reports suggesting continued weakness in Cineplex’s share price could attract interest from either private equity or Canadian telco providers. Your thoughts on whether Cgx would fit strategically with a Canadian telco?
Regards,
Robert
I have read recents reports suggesting continued weakness in Cineplex’s share price could attract interest from either private equity or Canadian telco providers. Your thoughts on whether Cgx would fit strategically with a Canadian telco?
Regards,
Robert
Q: What do you see for the long term future of PHO? What's the potential this year and next year? Thanks
Q: Spin Master looks like a dog, acts like a dog, and will soon be barking like a dog. Insiders, over the past year have been sellers of the company with no insider buying that I could see. Is this puppy healthy or is it rabid and needs to mercifully be put down?
About a month ago you said that you would issue a detailed report on the company in a timely manner. Given how the stock has been acting over the past month would this be a good time to issue a more detailed analysis,
About a month ago you said that you would issue a detailed report on the company in a timely manner. Given how the stock has been acting over the past month would this be a good time to issue a more detailed analysis,
Q: Because of the lack of liquidity on BCI I placed a limit order at $32 for the quantity I am looking for. I realize that once I'm in it will not be easy to exit.
Your last comment on BCI was a month ago and wondering how you felt about the stock at $32 for the next 2 or 3 years.
Asking this mostly because of the illiquidity and thought $32 might make it a good buy.
Please advise.
Sheldon
Your last comment on BCI was a month ago and wondering how you felt about the stock at $32 for the next 2 or 3 years.
Asking this mostly because of the illiquidity and thought $32 might make it a good buy.
Please advise.
Sheldon