skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

Q: My first reaction to the big deal announced this morning was to sell all my shares. I don’t understand buying a company for so much that is ebitda breakeven. I realize the recurring revenue is good and maybe this gives them cross selling opportunities but will this deal not result in diluted eps and ebitda/share? What’s your take on he deal? Thanks
Read Answer Asked by Scott on August 27, 2018
Q: Recently Benj Gallagher was on Mike Campbell’s Money Talks. I don’t subscribe to the idea of being a contrarian just for the sake of being different, but I do believe there can be great buying opportunities for pretty much anything when it becomes oversold or out of favour. Benj mentioned that Quarterhill and GMP were two of his favorites looking forward. This was based on suffering substantial drops recently, having little to no debt, good cash flow and reserves and good management. Do you agree that these two meet those criteria? what do you think about them looking forward? Even if they rebounded close to their 52 week highs it would mean substantial gains.
Thanks
Read Answer Asked by david on August 22, 2018
Q: Company gave the higher input cost and transportation as the reason of lower profit in 2Q-2018 and the stock fall 15% to 18%. Is this a concern for future or there is some thing more which pushed the price lower? Do you recommend adding to the position? It weights less than 1% of my portfolio.
Read Answer Asked by Piyush on August 22, 2018