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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: Please share estimated 2017 EV/EBITDA for both GH and GC.

Currently GH seems to be losing its premium valuation as the oil price "head-fake" under $50 stirs fear selling.

My thesis is that the GH share price should recover quickly on light volume when oil shows some life on larger than expected US inventory drawdowns this spring and early summer.

Care to provide your take on this cloudy diamond?
Read Answer Asked by malcolm on March 22, 2017
Q: I own a position in Amaya and am currently reviewing my position. On the Investorline website, it shows that Amaya inventory grew by 400 million from 2013 to 2014 YOY. What does this increase correspond to as they are a software based lottery and gaming company?

Their current assets have dropped below their current liabilities by 20% in their latest quarterly. Their total debt is larger than their market cap. What do these numbers mean for the company and for an investor? Am I missing something or are my numbers inaccurate?

How much of their total debt is bank debt vs. funded debt? Is this ratio something an investor should be concerned about?
Read Answer Asked by Marco on March 22, 2017
Q: I hold Cineplex in my balanced portfolio. And I also have an income portfolio. With your news of Cineplex coming out of the 5iR Balanced Portfolio, I'm wonder if you would consider it as an inclusion in an Income Portfolio if the income portfolio was to be expanded by a few more positions, knowing your preference is for 20, or whether it would just be added to a list of entities for consideration for an income portfolio......Thanks....Tom
Read Answer Asked by Tom on March 20, 2017
Q: Peter and Team,
We hold both WSP and STN. Comparing the charts its obvious that since Jan 2015 WSP has outperformed STN. It also has a better yield. For the Eng portion of infrastructure is it worthy to sell STN and buy more WSP, or barring some unforeseen issue with WSP is it better to diversify by holding both ? Thank you.
Read Answer Asked by Paul on March 20, 2017