Q: I guess I'll hold on until the dividend date. But PUR was one of my largest positions even before the takeover offer. As such it is now about 10% of my portfolio. My question is how long do you think the takeover will take and in my position, would you just err on the side of safety and take the considerable money and run. Also, although I have held PUR for a long time, your continued endorsement of the company made it easier to continue to hold through the recent drop and I thank-you for that.
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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: I have a question about DHX and specifically DHX.DB.
The debentures are trading around $94 and have a coupon of 5.875% coming due in 2024.
Do you think the company is sound enough to be around in 2024 assuming no take over?
Would these debentures be a good investment for the more speculative part of a fixed income portfolio? If not, any suggestions?
Regards
John
The debentures are trading around $94 and have a coupon of 5.875% coming due in 2024.
Do you think the company is sound enough to be around in 2024 assuming no take over?
Would these debentures be a good investment for the more speculative part of a fixed income portfolio? If not, any suggestions?
Regards
John
Q: Hi team,
Could you please provide a valuation comparison on these two companies, insider ownership, ROE and your general preference?
Many thanks
Could you please provide a valuation comparison on these two companies, insider ownership, ROE and your general preference?
Many thanks
Q: When does TOY report its 4th quarter earnings?
Q: Hi Peter & Team,
SYZ is doing so good, is time to sell or trim ? Your comment is highly appreciated.
Thanks as always,
Tak
SYZ is doing so good, is time to sell or trim ? Your comment is highly appreciated.
Thanks as always,
Tak
Q: Any reason for the decline . Would you be a buyer at these levels?
Q: You mentioned this company as a takeover candidate. Can you clarify, what qualities does it have that would make it attractive to a potential buyer? It appears to trade a much higher P/B multiple than other utilities, would this not make it an expensive target?
Thank you.
Thank you.
Q: Hi Peter. When would you sell PUR? Thanks.
Q: acquired IRG today. your comments would be much valued. Thx
Q: The Globe Investor has the target price on PBH as $106.50 based on analysts polled by Zacks Investment Research (6 month time horizon, updated daily). On BNN yesterday, the caller asked for the street consensus target, which was $116.50. Pretty large difference = $10. Is it simply the 6 month target price vs a 12 month target price? Thanks...Steve
Q: You have a knack for picking takeovers - ( Thank you very much ) Can you list a few of your existing takeover bets ? Thanx Robbie
Q: I looked at PUR, liked the business, but found it pricey and chose to wait. A bad call I suppose. I realize Xylem will realize cost savings on the acquisition, and will no doubt see opportunities to expand PUR's business within its portfolio, but please help me understand something. I estimate Xylem is paying over 20 times PUR's expected 2017 EBITDA. I thought 10 to 11 times was "high". Isn't $9.00 exceptionally pricey? What can I take away from this? Thank you for your time. Edward.
Q: Hello Peter and Team,
I do like BCI quite a bit as people need glasses. It's one of those boring areas of the market that is a necessity. A couple questions though:
Would BCI be considered a staple or a discretionary stock? I feel like it should be a staple as vision is not something I would forgo.
As well, in your report there isn't any mention of how laser surgery is affecting a market. I do know quite a few people that have undergone laser surgery and who widely recommend it to others. How much is laser surgery affecting the marketplace? And how is cheap alternatives online affecting the marketplace?
Thank you for your great service as always!
Wes
I do like BCI quite a bit as people need glasses. It's one of those boring areas of the market that is a necessity. A couple questions though:
Would BCI be considered a staple or a discretionary stock? I feel like it should be a staple as vision is not something I would forgo.
As well, in your report there isn't any mention of how laser surgery is affecting a market. I do know quite a few people that have undergone laser surgery and who widely recommend it to others. How much is laser surgery affecting the marketplace? And how is cheap alternatives online affecting the marketplace?
Thank you for your great service as always!
Wes
Q: I currently hold a 3% position on the baby, and has dropped to 2% in my RRSP. I am seriously question where this is going, have you any concerns, should I be seriously considering taking a loss and stepping out.
Your candid comments are appreciated.
Your candid comments are appreciated.
Q: Hello team,
HLF been selected as one of the "graham stocks" for 2018.
Do you agree with the views and worth owning the stock?
Thanks
HLF been selected as one of the "graham stocks" for 2018.
Do you agree with the views and worth owning the stock?
Thanks
Q: Hi peter is the downward pressure on this stock related to tax loss selling ?
Kind regards
Stan
Kind regards
Stan
Q: Just a note of thanks for your service. The take-over of PUR today is another reminder as to why I subscribe. This is a company that I doubt I would have come across on my own and it's turned in to a big win in my portfolio.
Q: In the December 5th, 2017 press release, DHX stated that:
"in connection with its strategic review process, it has received Toronto Stock Exchange (“TSX”) approval to delay the holding of its annual general meeting to a date which will be no later than February 27, 2018."
In your experience, does this imply news is to come? or is it just a normal proceeding for companies in this situation?
Further, would there be any compelling case to obtain a position in this stock after tax-loss selling season?
Thanks!
"in connection with its strategic review process, it has received Toronto Stock Exchange (“TSX”) approval to delay the holding of its annual general meeting to a date which will be no later than February 27, 2018."
In your experience, does this imply news is to come? or is it just a normal proceeding for companies in this situation?
Further, would there be any compelling case to obtain a position in this stock after tax-loss selling season?
Thanks!
Q: I need to take a loss what would you swap to to stay in the oil sector.
Q: Why would Sylogist not graduate to the TSE in order to get better exposure? And would you consider syz in the saas area as CSU, DSG and Kinaxis. And would they rank last and would they be an attractive takeover target by a bigger company.