Q: Sorry, but another follow up on Great Canadian. If the earnings outlook for the next 2 years is essentially flat, what's the incentive to continue holding the stock in the short-term (say 1-2 years)? Is it the hope that continued share buybacks from good cash flow generation will increase earnings per share beyond what's currently in the analyst estimates? Is it the hope that they can improve operations, expand or acquire new businesses and improve earnings per share beyond what is currently estimated? Are there other things that still have you excited about the stock? Is it worthy of a 5% position in a 20-stock portfolio?
Q: HWO's Q1 results were hardly encouraging, but in view of its dividend, its lack of debt and its long operating history (inc. near-death in 2009), is there a price at which it becomes interesting - or is it just as likely to keep eroding to tax-loss season?
Q: I was surprised to hear that their earning estimates have been cut in half as per a previous question. Is that accurate? What is the reason for that? Is it not concerning?
Q: Hi can you please tell me your thoughts on BYD.UN Been coming off the highs fairly rapidly (down 6%+). I am sitting on a lot of cash (20%) and was thinking of adding to my 4% positions also same applies to ATD and CSU . Strategy is to add to the winners does that make any sense in this choppy market. Please deduct as you see fit. Thanks
Has anything changed on the fundamentals since your last report on Magna? It is looking really attractive price wise..I am looking to initiate a full position. Your thoughts and advice much appreciated. Thanks. Shyam
Q: In your comments you thought the year over year comparisons would start to look better in 2019 as money laundering switched focus to housing. However analysts estimates have come down from $3.00 a share 90 days ago to $1.50 for 2020.
Do you consider the estimates low or were you considering something else in your earlier response?
Thanks Mike
Q: WEF seems to be in a free fall, it lost almost 25% of value in less than 2 months. I currently have 4% position in WEF, down about 20%. What is your opinion of WEF near and long term prospects? Do you see it as a buy, hold, or sell at current prices?
Q: Would you think at the present price and valuation Boyd would be a good choice for a long term hold +10yr or wait for a pull back - who knows when that will be?
Q: I was looking at your Growth Portfolio and see 14% allocation to ETF Russell 2000. Aside from US exposure what is your thesis behind this pick in particular?
Q: Since announcement of acquisition of 28 bankrupt Solo liquor stores + inventory before market opened on 5/27,it has risen sharply ($5.32 on 5/26,currently $6.18-yes it is up 0.27 in this poor N.A.markets). Is it on a recovery path & time to buy some?Thanks for u usual great services & views