Q: Really confused.$4.51 on Jun 27 & closed on July 8 @ $4.71($4.77 h).Reports on July 12 with meeting on Aug 30 to vote on parent's( has the upper hand)take out offer of $4.50.Please shed some light.If the price is above $4.50 prior to Aug 30,I am thinking of voting to reject offer.What do you think?Appreciate your usual great views & services.Though I hve not sold XSR yet I did buy 3 of 4 of your suggested replacments-SIS,BOS & SyZ.Syz hit the $11 resistance & hopefully breaks out soon
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hello Peter
I am currently down about 30% on MG which is 5% of my portfolio.
I hold 60% of MG in unregistered account & 40% of MG in my TFSA acct.
My concern is would it be wise to sell it now and buy instead NFI or SIS and if so which one would you prefer first NFI or SIS, which one has more "growth" left.
Thanks for great service!
Andrew
I am currently down about 30% on MG which is 5% of my portfolio.
I hold 60% of MG in unregistered account & 40% of MG in my TFSA acct.
My concern is would it be wise to sell it now and buy instead NFI or SIS and if so which one would you prefer first NFI or SIS, which one has more "growth" left.
Thanks for great service!
Andrew
Q: Do you think the earnings/debt situation looks situation looks more promising with the Polycom deal off, $60 million fee payment, and no share dilution for now? Is their business in Europe likely to be negatively impacted and off-set the possible pluses of the cancelled Polycom deal?
Q: Can you give me your thoughts on Jerome Hass, and the Lightwater Funds, both the Nimble Fund, and the Long/Short Fund? Do you know him? Have you heard of any problems or issues with the company, and can you comment on the pair trade approach? To me, it seems like a logical way to mitigate market and sector risk. Thanks for your help.
Q: Peter and team:
I am currently down about 20% on TFI in a well balanced long term hold portfolio.
I am considering cutting my losses and buying NFI. Would you consider these in the same "sector", and what is you opinion of this switch.
My concern is how much upside is left in NFI. I have owned it in my kids RESP and done well (2.5x), but am wondering how much "growth" is left.
Than you as always for a great service!
Phil
I am currently down about 20% on TFI in a well balanced long term hold portfolio.
I am considering cutting my losses and buying NFI. Would you consider these in the same "sector", and what is you opinion of this switch.
My concern is how much upside is left in NFI. I have owned it in my kids RESP and done well (2.5x), but am wondering how much "growth" is left.
Than you as always for a great service!
Phil
Q: Hello,
RCH has moved up nicely, presumably in anticipation of recent earnings. Can you please comment on their numbers and provide thoughts on the company going forward. You have considered it to be somewhat expensive in the past and wondered if this is still the case. I own it and plan to hold. Would you agree?
Thanks
RCH has moved up nicely, presumably in anticipation of recent earnings. Can you please comment on their numbers and provide thoughts on the company going forward. You have considered it to be somewhat expensive in the past and wondered if this is still the case. I own it and plan to hold. Would you agree?
Thanks
Q: When doing sector allocations would you includes income stocks such as XYH,CVD and CPD under financials or should this be separate sector? If so what should be the allocations for income stocks?
Thanks
Dolores
Thanks
Dolores
Q: With regard to a question earlier relating to CZO 30%rise in price, it must be either on the 5th or 6th July, a BNN Market Call Guest was very excited when he recommended this Co. as one of his top picks. He was a first time Guest and the reason for his top choice was Czo has the patent for extracting something from the Oats and etc. I think my co-member can obtain this info from BNN.
Q: Hi Team,
I posted a question about Brookfield Business Partners yesterday (July 6) and did not get a reply.
My question is: What is your opinion of BBU.UN's business model and their financial strength? Would you happen to know their dividend distribution?
Regards,
Danny
I posted a question about Brookfield Business Partners yesterday (July 6) and did not get a reply.
My question is: What is your opinion of BBU.UN's business model and their financial strength? Would you happen to know their dividend distribution?
Regards,
Danny
Q: Peter and team , I am down 19% with this stock is worth holding on to .
What is your opinion of the future of this company.
Jim.
What is your opinion of the future of this company.
Jim.
Q: I've decided to sell DH as other than the dividend I don't think it now has the management or leading edge technology to compete in the US anymore. They had a good business for many years but have not kept pace. Looking for a replacement in a RIF which includes MIC, IPL, EIF, KXS, ESL, KEY & WSP. Your recommendations. Thank you.
Q: I've own WSP since 2014, though still sitting on a 10% gain, I'm frustrated by the poor results of the last year or so. If I choose to reduce this holding, I would like to pick up something in the renewable energy sector. The two candidates I have in mind are BLX and INE. Which one of these two, in your view, has the higher growth upside and the potential for sustainable increase in dividends? Or staying with WSP would be a better option than switching to either of these two?
Thanks.
Thanks.
Q: I realize these two companies are very different, but both have had a nice share price reduction recently (well, nice if you're a potential buyer!). Straight-up question: Which would you choose for a better TOTAL return over a 5 - 10 year time frame?
And do you see a material difference in net risk between the two over such a time frame? Thanks!
And do you see a material difference in net risk between the two over such a time frame? Thanks!
-
CGI Inc. Class A Subordinate Voting Shares (GIB.A $136.50)
-
Constellation Software Inc. (CSU $4,984.83)
-
Stella-Jones Inc. (SJ $80.10)
-
Enghouse Systems Limited (ENGH $23.45)
Q: Hello Peter,
I own sj, csu, esl, and gib.a. All of them are down more than 10%-15%. My weightings range from 2 to 4 percent. Is it best to just keep the weightings as they are for long term or reduce them. Much appreciated.Umed
I own sj, csu, esl, and gib.a. All of them are down more than 10%-15%. My weightings range from 2 to 4 percent. Is it best to just keep the weightings as they are for long term or reduce them. Much appreciated.Umed
-
Brookfield Renewable Partners L.P. (BEP.UN $37.32)
-
Brookfield Infrastructure Partners L.P. (BIP.UN $44.36)
Q: Can you give me the EV/EBITDA ratios for these two companies?
Thanks a lot.
Thanks a lot.
Q: Hi .. I'd like to hear your thoughts on the privatization plan for MGO .. more info. at http://business.financialpost.com/news/agriculture/migao-corp-ceo-already-companys-largest-shareholder-makes-bid-to-privatize .. my "advisor" bought this for me 5 years ago at $4 .. also, your thoughts on the broader implications vis-a-vis Chinese companies. thanks, best regards Patrick
Q: The Board has recommended that the company go private for a price of $0.75/share. Do you believe this is a fair price? The stock closed at $0.68 today. Would you buy this stock at $0.68 to sell at $0.75 in the near future?
Q: Hi Peter and gang,
BAM.A's stock price has been dropping over the last year or so, I am thinking of moving some of my money in BAM.A to BIP.Un. What your thoughts are such a move? Also please comment on BIP.UN's high P/E ratio and the sustainability of its dividend payout.
Thanks,
Harry
BAM.A's stock price has been dropping over the last year or so, I am thinking of moving some of my money in BAM.A to BIP.Un. What your thoughts are such a move? Also please comment on BIP.UN's high P/E ratio and the sustainability of its dividend payout.
Thanks,
Harry
Q: Another brutal day for Linamar on the markets. On 6/28 you advised it was looking "interesting". Does it look even more interesting today? I have a minor position taken about 90 days ago and I hate to catch a falling knife but my hands are already bloody...think its wise to expose even more skin?
Q: Would you please give your assessment of MNW going forward. I am currently down by about 30%, should I ride with it for another quarter or 2/or longer, or just eat the loss and move on to something else? Thanks.
Harry
Harry