Q: Hi Team,
If GUD does purchase Paladin, would that likely lead to GUD going from being equity concentrated and cash rich to being diluted or taking on significant debt with lower levels of cash? I am assuming ENDO would only want a cash deal given it's high debt levels. GUD would have to issue debt or equity presumably to close a deal.
Thank you, Michael
Q: I have owned gsy for several months now and it was on a good upswing. I thought its 3rd quarter results were pretty good and from another question asked I believe you did too. Can you explain the dramatic drop over the last few days? Do you think it will rebound? Is it a lot of profit taking? Or is there something fundamentally wrong and I should sell while i'm still ahead?
Q: I understand there are rumours in the market place that Knight and Endo are in discussions for the sale of their Paladin Labs interest...would you be able to provide a little color as to the size of the unit...ie...Sales / Earnings and also a multiple you feel GUD could pay that the market would like..please and thank you
Q: K-Bro says it will finance its Toronto facility expansion through debt (existing facility). Do you expect K-Bro to finance its Vancouver expansion from debt or equity? Thank you for your comments.
Q: During the process of analyzing a companies quality the management team is often referred to as an important factor by many analysts. During your many years in the industry who would rank on your top 5 all time list of CEO+company combos for creating investor satisfaction. Or in other words, if someone started a brand new company today who would you invest in on day 1 based solely on their reputation?
Q: I understand that DH and Absolute Software are in different leagues when looking at size, but I'm wondering if a switch from DH to Absolute makes sense give ABT's growth prospects, balance sheet, etc., as well as DH's struggles.
Q: Hi, Parkland Fuel stock tumbled at the open on Friday and closed 4.4% lower. I own it from before and was happy to add to my position on this drop. PKI has been in your portfolios for a while and was also a Top Pick recently. Is there something in the quarterly results which needs to be worried about ? After the CST brands acquisition, stock has just gone straight up and Friday was the first serious correction. Would appreciate your thoughts.
Q: Hi team,
I am comfortable holding this company for the long term but am concerned with it,s stock weakness lately.Would this be attributed to tax loss selling.Cannot find when the Q3 numbers are to be released.
Many thanks,
Jean C.
Q: knight is by far my biggest holding, watching it drop from 9.80 to 8.50 this morning was painful, I kept buying all the way down.
and then 20 minutes ago the news comes that knight is in negotiations to buy back paladin at a much lower price,whats is your take on this as the stock rockets higher. dave
Q: I'd like to invest in Tricon, but note that, as you say earnings are lower than in 2013/14, when it was trading between $6-$8 dollars.
1. Should I assume from this that I should wait until the stock drops to the $6-$8 level before buying?
2. Why are they having so much trouble generating earnings in an improving real estate market? Are the execs paying themselves too much?
Thanks for your opinions.
Q: I own half position in ABT, admittedly for a short period, it has fallen over 8% since my purchase. Recently 5i said " We see it as a BUY, but primarily for income." With a 5% dividend, but sitting on a 8% capital loss, what should an investor do, be patient, average down, or move on to hopefully a better investment?