Q: eci What do you think of enercares latest deal. thanks
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: What is your current opinion on Exco Technologies(XTC), and what did you think of the recent 3rd quarter (i.e. did it meet or exceed your expectations)? It currently is about a 10% wieghting in my portfolio (I like to keep a concentrated portfolio of small to mid cap names 10-12 stocks) and is the only exposure I have to the auto sector. Should I continue to hold? Thanks
Q: Would appreciates your thoughts on Exco Technologies Limited XTC financials just released and prospects going forward.
Thanks
John
Thanks
John
Q: Hi Peter and Group
How do you view the $50 million increase in credit recently obrained by Badger. I think company quarter reporting is not too far off. I am down considerably on the stock and wonder if this will be material to their quarterly report Thanks for all your good work. I have learned a lot since taking up membership, I think.
How do you view the $50 million increase in credit recently obrained by Badger. I think company quarter reporting is not too far off. I am down considerably on the stock and wonder if this will be material to their quarterly report Thanks for all your good work. I have learned a lot since taking up membership, I think.
Q: would you please give me some info on bad badger daylight it seems to be on a downhill slope in ski season I welcome your insight thanks bob
Q: Peter
I have $55,000 in Bell Alliant(BA), $80,000 in B.C.E. and $30,000 in Telus which is approximately 8.5% of the equity portion of my portfolio . I will incur approximately a $10,000 capital gain if I sell Bell Alliant as opposed to exchanging shares for B.C.E. as per recent proposal. Alternatively, if I sold Bell Alliant, I could put the funds into Telus to provide more balance. What are your thoughts on this? Is 8.5% too high a concentration in telecommunications, given our present government's continuous threat to shakeup or shakedown the industry?
I have $55,000 in Bell Alliant(BA), $80,000 in B.C.E. and $30,000 in Telus which is approximately 8.5% of the equity portion of my portfolio . I will incur approximately a $10,000 capital gain if I sell Bell Alliant as opposed to exchanging shares for B.C.E. as per recent proposal. Alternatively, if I sold Bell Alliant, I could put the funds into Telus to provide more balance. What are your thoughts on this? Is 8.5% too high a concentration in telecommunications, given our present government's continuous threat to shakeup or shakedown the industry?
Q: A&W Royalties Income Fund (AW.UN) reported results today. Overall, results appear positive. Payout ratio continues to be greater than 100%, although is moving down. Your thoughts please.
Q: I have owned Enghouse (ESL) for several months and while it has not shown any price growth I know that you are quite high on the stock. However, you seem to equally like Evertz (ET) for many of the same reasons you like ESL but given that ET pays a healthy dividend , I was wondering if I should switching from ESL to ET.
Looking forward to your insight.
Paul F.
Looking forward to your insight.
Paul F.
Q: re: AVO + reporting Aug 8
based on
(estimated only)
Earnings per share $0.166, sales $65.8 mm
Last quarter was $0.19 and $55.8 mm
How do you think the market will react should these numbers be reported as reality?
thanks for all you do
Gord
based on
(estimated only)
Earnings per share $0.166, sales $65.8 mm
Last quarter was $0.19 and $55.8 mm
How do you think the market will react should these numbers be reported as reality?
thanks for all you do
Gord
Q: Peter; Could you comment on the DHX trading volume , in particular today's at 7.2 million? Thanks. Rod
Q: Any reason why MRC is down lately? Is this a good time to buy more? Thank you very much.
Q: Hello Peter,
Below is an extract from S"E"D"I" showing an officer of Enghouse being short 20,000 shares of the company. He is long 30,000 options but it seems strange that an officer would actually sell his companies shares short. Not a big short position but still strange in my opinion. Any comment on the short position, and any thoughts on the merit of adding to an initial ESL position at this time. The other holdings in this area are AVO and CSU.
Many thanks.
Insider Name: May, Todd
Insider Relationship: 5 - Senior Officer of Issuer
Ceased to be Insider: Not Applicable
2014-04-04 Common Shares -20,000 0
2014-04-04 Options Employee Stock Option (Options) 30,000 30,000
Below is an extract from S"E"D"I" showing an officer of Enghouse being short 20,000 shares of the company. He is long 30,000 options but it seems strange that an officer would actually sell his companies shares short. Not a big short position but still strange in my opinion. Any comment on the short position, and any thoughts on the merit of adding to an initial ESL position at this time. The other holdings in this area are AVO and CSU.
Many thanks.
Insider Name: May, Todd
Insider Relationship: 5 - Senior Officer of Issuer
Ceased to be Insider: Not Applicable
2014-04-04 Common Shares -20,000 0
2014-04-04 Options Employee Stock Option (Options) 30,000 30,000
Q: Hi..all, Stella Jones does not want to move in any meaningful way. Is there anything that I am mlssing?
Alastair Allan.
Alastair Allan.
Q: AYA
Are the Subscription Receipts forming a part of the new financing available to the public. I believe they were offered at 20.00 with no specific conversion guarantee or privilege.
Thank you.
Are the Subscription Receipts forming a part of the new financing available to the public. I believe they were offered at 20.00 with no specific conversion guarantee or privilege.
Thank you.
Q: Hi Peter and team. I trust you are getting better and better Peter. I own XTC, LNR and MG all around 2.6% to 3+% of a very well diversified PF thanks to you. Taxes are not a problem as I am in a low bracket for 2014. My XTC and LNR are down for me a bit. MG is up. I want to sell one of them and then buy more of AYA which I bought at $6.48 thanks to you - or SYZ which I own as well. Or I may buy new - QST, or CXR or PLI. I am doing this as an aggressive move for the next year or 2. Which should I sell? and then buy? I hope you are all having a very good summer and thanks for all you do!
Q: I have doubled my investment in autocanada and wonder if I should keep all or sell half and possibly buy prometic or questor
Thank you so much
Thank you so much
Q: Good morning Peter and Team, As you've indicated, ECI is a "hold" and I'm certainly following your advice. However, what is your take on Octavian's claim of "poor corporate governance"?
Q: AVO.Please advise when it will release financial results,& expected revenue & eps(please compare to previous quarter).Thanks a lot.
Q: Enercare (ECI)?
I have a 25% gain would you sell or hold now and why?
thanks
I have a 25% gain would you sell or hold now and why?
thanks
Q: i have the following financial companies in my portfolio DFS.us, HCG and BNS all at 2.5%. I would like to increase two of them to 5%, which ones? Or do you have another one in mind?
thanks again
thanks again