Q: May I have your assessment of Stingray's latest quarterly results. Do you see this company as suitable for a small position in a growth portfolio?
Thanks, Tim.
Bought it @$14. Sold 25% of my position at $19.11 last May.
Saw your last comment end of Oct re the speculative shorting taking place. I do plan on holding for the long term but, would like your opinion on what effect the Fed raising rates (appears to be inevitable... again) may have on the price.
Q: As of the news regarding the purchase of MCI today, I hold approximately a half position in NFI. Of course, I wish I was holding more. As the acquisition looks to be a good addition for NFI, is it too late to bump up to a full position for a long-term hold? You've mentioned previously about buying momentum, and I'm wondering if this would be a good example for doing that, especially given the increased dividend and likely increased investor interest.
Q: With all the market craziness out there and the huge share price drops on missed earnings, regardless if the stock is cheap or not, I was thinking of using some of my CDV (Com Dev) proceeds to buy a name like Andrew Peller (ADW.A). Low beta, 5% - 10% growing eps, decent and growing dividend, reasonable valuation, sounds pretty good to me. Are there any red flags in the story that I am not aware of (regulatory issues, unfavourable debt?).
What are the potential holes in Andrew Peller that can hinder share price growth?
Lastly, any news on when ADW.A will announce earnings? The best I can come up with is before November 30
Q: Good afternoon
I believe IT reported last week. If so, may I have your comments please. If they did not report, when are they scheduled to do so. Many thanks
Q: Good morning, I am considering adding either IT or AYA do you have a preference looking at risk/reward and potential for future growth and dividend potential.
thanks as always.
Q: Hi,
Thank you for your comments on IT's latest quarter. With a market cap of ~$1 billion and good results, I am surprised the stock price is not higher. Do you have any idea why the share price is so depressed and do you think IT is on the cusp of renewed interest from investors?
Michael
Q: Can I get your thoughts on SH? Ebay, Amazon have released great quarters and expect SH will too when it reports on Nov 4th. Thinking of initiating a position. Thanks.