Q: In Wilan’s (WIN) recent annual circular, there is a proposal to “reduce the stated capital account of the common shares in the capital of the Corporation by $120 million”. Is this the same as a share buyback? Can you explain in simple terms what this is and why a corporation does this? (I understand share buybacks, but how is this different?)
Q: Hi Peter, Boyd Group Income (BYD.un)stock has been on a tear, recently, with several acquisition news. Yield has dropped to 1.06%. In your view, is there further upside and is it worth to keep adding at $45 for growth? Thanks
Q: Good afternoon,
Re Stantec STN, I have noticed over the last several days that there has been a persistent unusual trading pattern: the stock goes up nicely to high $67's 0R $68 until about 15 minutes before closing and then plunges to no gain or a loss on the day. Although I plan to hold for a long time, I am curious about what this means. Is someone unwinding a large position? Thanks for your thoughts.
Q: Enghouse (ESL). The stock is up 3+% after lunch today with significant volume - 460K vs. avg. daily volume of 13.7K.
There is no news that I can see. Can you see or explain what is or might be causing this?
Q: Good morning,
1) I am confused with the reported pay out ratio for BEP.UN. I know you have it in your income portfolio and you have stated cash flow for it is a better indicator. However, when researching various sites MSN has it at 112%; Financial Times at 257% and ycharts at 72.69%. I saw one had it at 545%. Would you mind solving this for me. What does your research say?
2) You recently provided an answer to me regarding "BUYS" in the Capped Utility sector.
What would be your top 4 "Buys' ….. long term, income.
Have a great weekend
Paul
Q: Greeting, Peter & Co.
I am looking for a healthcare type REIT which could benefit from the demographic shift coming from the baby boomers. I am considering Northwest Healthcare but I would value your recommendation(s) for this sector of the market.
With appreciation.
Ed
has come back a bit (11%) over the past week. Considering your last comment regarding "rumors of a big acquisition at Amaya" and "it is still a solid company but will likely drift back to $8 or so" is there anything you have seen or can add now regarding what might happen over the next short term?
Q: Is Davis & Henderson considered a financial for sector allocation purposes, or has it moved into consumer services, and if so, is it discretionary or staples? Many thanks.
Q: I have a question about Black Diamond Group Ltd. The recent june 4 Thompson Reuters report gives a 1 (lowest) rating for BDI earnings with a negative earnings outlook. Looking at that report you would run from the stock. Please comment. Thank you.
Q: Enercare has jumped on the news that Reliance is buying its waterheater business Is it up 3% to a new high of $11.70 with
yield of %6.40 because Reliance amy go after it or willEnercare ECI lose some competiton if Reliance leaves that area ? Dr. George Silver
Q: I would like to buy ACQ, Auto Canada, but it keeps jumping up and I am afraid that when I buy it will have a correction. Is it too expensive to buy with the latest big jump?
I value your opinion, and really enjoy your site!
Thank you.
Unfortunately I did not buy CF after your report was released. Sure had a good run. Can you give us you opinion on the recent results released once you have had time to review and more importantly what kind of growth and future prospects you see for CF as a result? Thanks
Q: Since you last covered Carfinco it has dropped by approximately $2.30 increasing the yield from 4.1% to 5.2%. Are you still comfrotable with the company and does this represent a better buying opportunity?
Thanks.
Q: Chartwell REIT (CSH.UN) hit a new high today, presumably from news that Ventas is acquiring some retirement communities from Holiday Retirement. Is Chartwell expensive now or do you think it still has room to go? Do you think the REIT may be a future takeover target? Thank you for a great service!
Q: Hi Peter: ADN Acadian Timber
Raymond James initiated coverage with an outperform rating and $16.50 price target. Do you still see it as a C+ or will it's rating improve?
Thanks