Q: Hi, Did you have a chance to listen to the 1st ever CC hosted by new Management of Sylogist on Wednesday ? If so, any comments.
Also, did you like the results ? Thanks
Q: KXS seems to be losing its momentum. It had been good for quite a while but now I am wondering if I should sell it and buy a more compelling company?
Q: in a posting this past week, you indicated that you preferred ATD.b over PKI. Both of the companies sell gas but ATD.b is listed as consumer non-cyl in the balanced portfolio and PKI as energy. Do you see them as similar? Do you see them as picking up once the pandemic is under control? what would be a good entry level price?
thanks
Q: Would it make sense for both Couche Tard and Suncor to strike a deal for the former to take over the latter's retail gas stations? Would such a deal unlock value for Suncor, and at the same time be a meaningful addition to Couche Tard?
Q: Good morning,
I was happy to see QST finally getting some positive traction but it has been sliding downhill since Feb 3. I understand that short interest in QST is significant. Can you shed any light on what is happening?
Thanks
Q: Will the current shortage of chips around the globe affect Photon's business? If so in what way? Would you recommend buy, sell or hold in Photon today? Thanks.
Would Topicus be a top pick of yours for new money in a TFSA that already has a slight edge towards tech? Long term hold. Thanks for the great service.
Q: ENB pays a good dividend and seems poised to do well; however, why would an otherwise dividend-oriented investor not sell somewhat out-of-the-money naked puts? If the market corrects to the point you are assigned on your puts, you are merely forced to buy at a price featuring a superior dividend yield while having collected a put premium. Thoughts? (I.e. about ENB and/or other stocks for which this might be a good strategy)
Can you comment on the news out of xebec this morning? How significant is this news? Do we have any idea the financially numbers of a system like this?
Q: Hello,
Do you think ATD.B is looking attractive? the Circle K brand is trying to bring EV charging stations to the US market and possibly Canada eventually..I think this will be very good for the company. I am thinking of building up a full position.What are your thoughts?
Q: Can you please give your thesis on MMX? My understanding is that it is a royalty company that will do well if prices of silver / gold go up because they will get more royalties - how does that work? Do they give money to exploration companies in exchange for royalties, and we are counting on mgmt to pick good projects given their expertise? How many properties are cash producing vs speculative?
Also, the PE ratio at ~100 seems really high, but is that the best way to be looking at it?
I'm happy with high growth, but what happens if silver/gold prices stay low for another year or two, are they in trouble?