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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi,
Seems like since they have decided to drop the acquisition of that UK company, DND is cash flush with the financing they did not to long ago at $50.50 per share. The stock has since been trading well below that level. I was surprised when they stated an increase to their credit facility to $700 million, today. The company now has Capital of a billion dollars. I cant see any other reason for a company to be sitting on a billion dollars via financings other than if they have some massive acquisitions in the pipeline. May i get your take ? Thanks,
Read Answer Asked by ilie on March 25, 2021
Q: As the price of REAL drops would you consider this factor putting the company in play for a takeover? I am thinking of starting to buy into a position now that it is low fourteens and would like to hear your thoughts. This is a profitable debt free company which nobody seems to like and is priced like it has low growth future. Generally I do not bottom feed but I am intrigued.
Read Answer Asked by John on March 25, 2021
Q: Hi
Your views about CAE in Travel Sector which might benefit once travel restriction is removed. CAE managed to finance an acquisition of L3Harris by raising equity of almost C$1-bil at 31.25. At present its trading around 35 to 35.50. Do you think this price is reasonable or stable or chances that it might fall back to 31.25 and settle there before there might be any recovery in price? Your thought please.
Thanks
Piyush
Read Answer Asked by Piyush on March 23, 2021
Q: Hi Peter, Ryan, and Team,
Portfolio Analytics shows a 6.78% allocation for GSY. (Thanks so much for recommending this company and helping us to grow our portfolio). Would it be prudent to trim GSY, and to what level would you be comfortable with? PA also shows that we need to add some Communications Services, and we presently own only BCE. I was thinking to add some Telus or Rogers, and would appreciate your thoughts. If we go for Rogers, which one (A or B) do you recommend? Thanks as always for your insight.
Read Answer Asked by Jerry on March 22, 2021
Q: Retired, dividend-income investor. I own a 3/4 position in Park Lawn and am considering topping up if/when it reaches my price of $28, based on my view of support levels. RBC considers PLC to be one of the best in it's coverage universe. PLC reports on March 30.

Do you think I am bottom feeding too much at $28? I'm actually happy both ways (reaching $28 or not). Should I wait until PLC reports? Your thoughts on PLC prospects?

Thanks for your help...Steve
Read Answer Asked by Stephen on March 22, 2021