Q: In the midst of trading,4/26,GC announced that it sold its subsidiary,Great American Gaming for US$56m to focus on its core growth markets.It closed @ $52.16 down 0.88 .Why? Thanks for u usual great services & views
Q: This morning Indépendant proxy advisor ISS , made a recommandation in favour of replacing the board. This afternoon, the same firm is recommending to vote for the current board.
Fake news, what is going on ??
Thanks
Q: Good morning 5i,
TFII is one of the few growth stocks which has grown for me recently. I have about one percent too high a weighting in the industrial sector and I would like to buy Boyd Group. i am therefore thinking of selling TFII. I figure it may not go too much after the good news announced yesterday and it might be a good time to take a profit. Or, would I be better to hold it and find another way to get the money to buy Boyd?
thanks
Q: I have a 1/2 position at $48.00 (as per Balanced Portfolio). Is it time to go to a full position after their quarterly, if yes then average down or wait?
Q: Hi Gang, owned the above for a couple of years and purchased at 81$, do you think the earnings on May 1st could be a catalyst to move this up. Thank you
Anthony
Q: Hello, I currently hold NWC in my TFSA, it has a good dividend but the stock has been weak lately. What is your view on this stock? Would that make sense to replace it with PBH which is in the same sector? I know that you have these two companies in your model portfolios, but you certainly have a preference for one of them in terms of growth potential. Thanks, Gervais
Q: Where do you see GUD going over the next few months. Have a small position. Is it worthwhile to hold steady and see what happens or to exit. If Goodman stays at the helm, what should it mean for the stock?
Q: AD is now paying a 9% dividend which makes it very tempting. I have been investing a long time and have generally found high yield dividend stocks often disappoint. On the other hand I also understand that there are moments where the market will misprice stock values and create opportunity.
So in the case of AD am I correct that holding the stock (which I do) is reasonable and that the stock should appreciate to a value supporting a 4 to 6% yield.
On the other side, at a 9% yield the general market does not share my view and I think predicts a material event or dividend cut.
I have a long time frame and high risk tolerance.
So my question is when does the high yield give you cause for concern?
Thanks John
Q: I have a reasonable position in LGO which has been cut in half. Do you think this situation will improve over time. You have this in your portfolio. Would you remove it from your portfolio in the coming months?
Q: Hello, I’m interested in buying a 3 % position in nfi. I’m holding back because it was a $60 a share stock not that long ago. I keep thinking if I bought at $50 i would be upset ,because as a dividend stock that pays 4+% it should have some stability with that dividend, assuming nothing is wrong with the company. I have read on your question platform that you do not think anything is that wrong with nfi.
Question is is it a good time to buy with a decent time frame, or stay away, as it seems to be acting like a small cap oil company with no dividend?