1) Two days ago I asked a question & expressed a certain level of discomfort with the slide in KXS, to which you "poured oil on the waters". In answer to a question from another subscriber, also about KXS, you reminded us to keep a longer-term focus, be in for the long haul not the short term. Thank you!
2) BMO Capital Markets & NA have both today issued reports with "Outperform" ratings for KXS, further reminder to keep a view of the long term and not panic. I do wonder, though, at the discrepancy in these two reports' price targets -- $82 & $100 -- that's a big spread!
Thanks for helping keeping us on the investment straight-and-narrow. LM.
Q: were knights earnings that bad or are they even relevant, but this stock is just getting hammered day after day. also what is the amount of cash on the balance sheet, i think it is about 6 dollars a share, just confirm please. dave
Thoughts on Northland Power's earnings? I dont think the earnings report itemized their earnings per share.
If I selected the right numbers and performed the calculations correctly, it looks like they beat eps expectations. Can you verify this for me within your analysis of the earnings report? Lastly, how does their debt profile look?
Q: I am down 25% on KXS now and a lot of investors seem to be fearful, (though there must be buyers as well!). In your opinion would this be a good time to build back up to a 4% position or better to wait for the next quarter? Thanks.
Q: Hello, you have mentioned before that HR.UN has $6 billion in debt. When I look at the data on TMX Money the company has a market cap of just over $6 billion. A) Does that worry you to see that the debt and the market cap are of about the same magnitude? B) What is HR.UN debt-to-cash flow ratio? Is that too high? HR.UN is not performing well in 2017, may be this is just cyclical I don't know. Regards, Gervais
Q: Hi.. The distribution on HR.UN is beginning to get into nosebleed territory. Is this buy or run signal-for a longer term income holding Regards gary
As I'm writing this KXS is down 15% this morning.
Would this be a good time to add some, sell, or wait and see.
Current portfolio weight 2.5%. Thanks. Sam