Q: What do you think about nibbling a the Russell 2000 right now? I think it will present a tremendous buy if the markets really drop. Thoughts on this move?
Q: i have owned this stock for 2 years. Looking at the insider buying, The CEO and Chairman have been buying large chunks of shares over the past year (and as recent as last week) as the stock has dropped from +/-$6 to $1.40 .... is it worth a buy at these levels.
Q: What do you think Muarry Edwards is doing to support Magellan? There has been no news from the company in response to production updates and or backlog.
Q: Earnings looked okay - any concerns to highlight? I can see them being a benefactor during this crisis as remote health options become more prevalent.
Q: Haven't seen an analysis of this newish millennial based finance concern lately. They say they have a million plus clients and their advertising seems to be on target in this new financial world. How does their latest $ #'s release stand up to your fiscally grounded scrutiny??
Q: 1) would you take a half position in PLC today?
2) would you take a half position in SIA today?
3) would you take a half position in WELL today?
4) Would you take a half position in ENGH today?
If you could just rank your "yes'". No details needed. I am young, have a long term time horizon, don't mind risk, and can add on further market weekness. Thanks.
Q: Hi, Could I get your thoughts on these companies? Im thinking about starting positions in all 4. Please take as many credits as needed, I just put these all in one question since its easier than doing 4 separate.
Thanks
Q: In response to the question concerning risks to Storage Vault, you stated in your answer: "We see no particular reason why consumers would suddenly pull items out of storage in a corona world, though."
It seems reasonable to me that people whose incomes are threatened will be looking to reduce expenses. Even if their jobs are still secure, caution may prod them to review all costs and cut where feasible. A storage rental unit can cost $1,500 per year to $5,000 per year or more. People forced to stay at home may be spending some of their time reducing their stuff and possibly making room for things currently in their storage unit. Keep in mind, too, that there are calls out to support non-profits, charities, etc. with donations.
This is what I'm currently doing. Granted, this is purely anecdotal based on a sample size of one. But it merits consideration.
Q: Hi Guys
Morningstar show DEC 2019 short term debt at $395 Million and cash at 60 million
Do you know what the short term debt was used for, an if Canfor has the credit facilities to handle there debt. I was thinking on taking a small position in this stock at current price levels, after all if Pattison was willing to offer $18 or so a share.
Thanks Gord