Q: I saw your answer to a query about TSGI trading at a substantial discount to peers. If TSGI were to trade at a comparable average EPS, what would that figure be and what price would that bring to the stock?
Also, what do you think of Pennsylvania gambling expansion on Stars' future?
Q: Hi Peter and 5 I team,
Do you still feel positive about the growth potential of CXI? We hold it for the long term in an RESP. If not, what would you recommend as a replacement?
Thank you for your opinion
Q: After market closed today,NFI announced that B.C.Translink had placed an order for 106 buses.Please advise amount,time of delivery & any material impact.Thanks for u usual great services & views
Q: I have a position in ENB at $48. If you were selling a covered call on this security, what strike price and expiry date would you select?. The goal would be not to have the position called away. The pending clarification relative to future dividend increase rates is one element that needs to be considered.
Thanks!
Q: Hello Peter and Ryan,
Nice article in the Globe about ENB
https://www.theglobeandmail.com/globe-investor/inside-the-market/bmo-sees-once-in-a-multi-year-buying-opportunity-for-enbridge/article37015852/
I have a question on the last part of the paragraph. The analyst does a good job explaining why the target price would increase in the long run, but the sense is better to do an equity issue than adjusting the dividend. Do you agree with this? Crescent Point kept issuing equity and did not bode well for the stock. I know the stocks are not the same, but would you expect a drop in share price if ENB does an equity issue? I have 7 percent weighting and am down. Is it best to keep that weight for now or take some loss and move it to TransCanada. Thanks very much.
We see strong rationale for ENB to reaffirm the 10-12-per-cent dividend growth guidance. While we found it surprising that management did not reiterate its 10-12-per-cent dividend growth guidance on the Q3/17 call, deferring the details to the December investor day, we believe it is a prudent exercise for ENB to continue to revisit its payout policy in the context of the record-high 5.5-per-cent dividend yield and credit rating overhang. In the end, we believe ENB will reaffirm the current dividend guidance: we believe issuing equity is less value destructive than tempering dividend growth given the material market valuation compression."
Q: The last 2 days NFI announced the opening of a sales & service centre in N California plus spending $28m to establish a plant in Kentucky.Such big capital expenditure.Is this partially responsible for the decline this week &/or other reasons?Thanks for u usual great services & view
Q: Hi Guys I took a full postion in ABT after your appearance on BNN I am still good with it if your opinion remains the same.
However I am not opposed to dumping it if your opinion has changed as I could use the write off
Kind Regards
Stan
Q: Hi,
I have shares of MDF and wondering these days what's going with the stock and if I should buy more as it down to 18% since November 1st. (Down 43% since 2016 high)
Thanks
Q: Looking to consolidate positions in Enghouse and Open Text. Given that Enghouse was removed from the Balanced Equity Portfolio is selling Enghouse and purchasing Open Text prudent?
Q: for a small position in a tfsa account would you recommend mg or nfi for a 2 to 3 year hold? Would you please evaluate using your usual thorough metrics? Thank you/
Q: Isn't a p/e ratio of 83 just too high for a company with Kinaxis' growth profile? Also, it would help if your information listing for companies showed the forward p/e ratio too as that is the one most people I know go by.