Q: Comment only - Thank you for your comments re Amaya. As a holder I was panicked but appreciate the facts and insights you provide.
No reply necessary - Just want to say Thanks for a great service. Publish if you like.
Q: EasyHome has fell 17% in 5 days. It's trailing PE is now 15.5. There is no news I can find, so I speculate it's due to tax-loss selling. Unless they lend to people in Alberta more than anywhere else? I have a half position at a 20% loss. Would you add to the position?
Doubtless you have a flood of emails regarding AYA. The news is scant but I would still appreciate your views and if you are surprised that AYA wasnt halted this morning. Also given the flood of selling this morning what are your recommendations?
Q: I have read your responses to Amaya's recent investigations, but haven't been able to find a co-relation with Manulife. I understand that Manulife is also being investigated in relation to Amaya's purchase of PokerStars: how does it play into the scenario and what might be the repercussions for MFC? Thanks for your help.
We own three bank stocks, RY, BNS & TD and are wondering about purchasing some Sunlife. What entry point would you pick to get started in Sunlife. The stock doesn't seem to want to come down like it did in the October correction. We are long term holders of the banks and would also be long term holders of sunlife.
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Asked by CHARLES LA on December 12, 2014
Q: 1. If Oil prices do not recover in the next couple of years, is HNL at risk?
2. Does it have any significant debt maturing in the next 2 years that they might not be able to renew?
3. I know that you rated HNL as a C+ in October. Has your view changed in the last couple of months?
4. Would you recommend selling? It is a very small portion of my portfolio.
Q: Are cannacord individuals and the company also being investigated regarding the amaya deal? Heard about amaya raid but nothing about cf investigation?
Q: Any idea why RCMP and Autorité des Marchés Financiers raided Amaya and others today? Is there any indication if related to insider trading prior to Related acquisition or related to Amaya's business practices?
Q: My portfolio is 37% in HCG due to rising prices since I bought it in 2001 and I have never sold any. I have been meaning to trim it, but I am reluctant to trim when it is falling in price so quickly. I would apreciate your advice. And I really appreciate your service.
Q: Hello team, DHX is not reacting too well to today's news....they announced additional Teletubbies licensing deals. It has had a big run this year. Maybe it's just some people booking profits (?). What are your thoughts please.
Q: Stantec recently had a 2 for 1 stock split that is currently reflected on the stock market but 5i files are still showing the pre-split price. Does your system not update stock prices of stocks you provide a profile and rating(A)on when there are material changes in a stock?
Q: Hi Guys
In a related question to my last one would you suggest Callidus Capital or Currency Exchange as a buy with growth as a consideration at todays levels. I would like to enter either position slowly over the next few months,year. Also if you could answer why the choice or do I add both?
Thanks
Q: As you have been pointing out in your excellent answers to so many questions, the stocks of some fine Canadian companies in the non-energy and non-material spaces have been hammered in the current rout. I would like to take advantage of this opportunity to buy some fine companies at bargain prices. Generally I hold most of the companies in your model portfolio; I am over-weight Amaya and Constellation Software. Could you please identify 5 non-energy and material stocks which you consider to be bargains at this time? Thank you.
Q: Of all the A-B companies you cover, could you indicate one or two in each rating category (A, A-, B+, B) that you consider to be the best "bargains" at this point. By best bargain, I mean considering risk/reward profile, you look at the share price and say, "Wow, I can't believe that this stock is trading at that low price." (I'm guessing: (A: Stantec), (A-: BNS), (B+: GIL or BAD?), and (B: NAL or ACQ?) What say you? Others?
Also, if possible, of all companies at any rating level (A to B-) on your "watch list," could you indicate one or two similar bargain companies? Energy sector included.
Q: Good Morning, CSE now yields 8.25%. Any risk to dividend cut? Do they have any material exposure to the energy sector? I have a small weighting and am thinking of adding more to my income portfolio.
Q: David earlier asked about Canfor and I'm wondering if you favour Stella over them or if they are too different to compare? Would you hold them both?
Q: I'd like your opinion about acquiring 1/2 position in HNL for a shorter term hold (and longer if necessary). Is the high dividend sustainable with the way things are looking now? Do you think the stock price will get hit hard in the next week given tax loss selling?
Grateful, as always, for your comments.