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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: You mentioned in an earlier question that MBA was highly leveraged. Do you think it is reasonably leveraged compared to most REITs or a personal real estate portfolio? It seems to me that most of the debt is real estate related. Do you think this one is any more risky than owning leveraged real estate in general?
Read Answer Asked by Wayne on July 26, 2018
Q: Can you provide a price target based on the new balance sheet value per share as a result of the air canada offer? They own some other assets like Cardalitycs and the $500M areomexical points program. But I'm confused about where pension obligations and working capital cash will go if Air Canada buys aeroplan and takes on the redemption liability.

Much thanks
Read Answer Asked by Wayne on July 25, 2018
Q: With Scott Pruitt gone from the EPA but Trump praising his work/destruction of this agency what are the prospects for the sector now? I have referenced Questor and each state's ability (and intention?) to work around the deteriorating EPA umbrella as it affects this co of course relevant, but it would also be nice if you could take a broader view as well in your reply.
Read Answer Asked by Mike on July 20, 2018
Q: Hi 5i....I've had this company on my watch list since about a year ago. It had negative momentum at the time and last answered company question was in 2017. At the time you suggested TFII which has also done well.
I see it has picked up on the momentum side in the last 6 months but I don't really see any news to account for this. Is it's performance simply just tied to the economy (e-commerce or transport sector?) and thus the appreciation? It has made several acquisitions over the last few years so perhaps has better pricing power now.
Any update on your opinion or still to small vs other trucking companies?
Is TFII still your favourite CDN in this sector?

Thanks for all you do!!!!
Steve
Read Answer Asked by Stephen on July 19, 2018