Q: I was wondering if you could give me your expectation for Concordia's Q4 2015 report scheduled for Mar. 24. I'm interested in how much of their debt you think they will be able to pay off and what the resulting debt ratio (currently 5.5 I believe) might be. Thx Scott
Q: I believe I heard something on BNN this morning about a rumour of a takeover of SH. I can't find any news on this item. Do you have knowledge of this?
Q: Hi there, I am currently holding about 65% in cash and am looking to add a few names from the BE portfolio. I currently own ATD.B, CXI, ESL and DSG from the BE portfolio and CRH, CXR and FRU. Which names from the BE portfolio would you be adding at this time. Are there any specific names that seem more like screaming buys than others? Thanks!
Q: CXR is really testing my patience.
I understand that there's a guilt by association issue concerning what's going on with VRX. Wouldn't the market realize this? CXR is down over 60% from its high's. The way I see this means one of two things. They too have accounting issue's....or...the stock is an incredible buying opportunity. Could you please bring some light to the present situation. Thanks
Nicholas
Q: Happy St. Patrick's Day
For yield and safety would you recommend a holding in Superior? Is the dividend safe? If yes, would you choose the common or convertable preferred?
Q: From Ryan's blog on Feb. 29 he suggested taking a full position in Canexus or a half position in CUS and half position in SPB. Would you still make this call given the share appreciation of both stocks since your blog. If yes, which would be the better buy. Would SPB a good buy on it's own as it has a nice dividend
Q: I own small amounts of bos drt lmp and pur in my TFSA, bought over the past year or so. All are down from when I bought them, and all reported within the last week.
Given their share prices today, please list, in order from best to worst which ones I should keep.
Q: Hi 5i: I am down a little more than 20% in each of BOS, DRT, KXS and MAL. AS far as I can determine, there is nothing fundamentally wrong with these companies so I am planning to hang on. What would you advise? Are there any I should sell?
Q: Hi Peter and Team - I am thinking of taking a position in Kinaxis. However when I checked the Insider Trading using INK in my TD Waterhouse account it shows net selling of $40,640,658. This seems to be very high plus the Insider ownership seems to be quite low overall. Is this accurate and generally speaking how much can I rely on these insider reports from INK.
Also I understand that Kinaxis is involved in cloud based subscription software but I just couldn't understand much of the rest of the description in my TD Waterhouse site. Would you be able to summarize their business in terms that a relatively non-technical person can understand. Thanks.
Q: If you could add just one company to the Balanced portfolio - without regard to whether there is already another in there from the same sector, what would that company be?