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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: A follow up question to one earlier today. You say that you would expect a bid of between $18 and $22 for the announced privatization. CBL is only trading at around $16.50 suggesting the market either expects a lower bid (which shareholders would probably not accept) or that there is considerable uncertainty that the privatization bid doesn't happen.
Either way the market does not see this announced potential privatization as credible?? Do you agree and does the company have a history of looking at this without being serious? Thanks
Read Answer Asked by Gary on October 01, 2016
Q: I recently added a small position in CHW primarily for the nice yield and low PE valuation and low payout ratio. I also like their US focus. The stock price is up nicely since I added and I was thinking of adding to it or starting a position in CBL. I am a long term investor (10+ years time horizon). Would you have a preference of one over the other?
Thanks
Read Answer Asked by Gary on September 06, 2016
Q: Callidus Capital has been increasing the share price amount (now at 16.50) and extending the duration of its buyback offering for quite a time now. I am trying to figure out what the end game in this is. Does this mean they will go private and are trying to clear out stock at lower valuations or are they propping up the price, building awareness, etc. so they do not have to go private? Perhaps they are testing the market perception of a fair share price in a beneficial way to the company? I purchased a full position at $20ish range and I held on. I enjoy the dividend and feel the company has strong potential. I hope your greater experience in the markets can educate me on this one. Thanks
Read Answer Asked by Jeremy on September 01, 2016
Q: http://investors.calliduscapital.ca/phoenix.zhtml?c=253673&p=RssLanding&cat=news&id=2167738

Any thoughts on the report earlier on Wednesday by CBL? Thoughts on earnings and the commentary which suggested that they could have been more aggressive would be appreciated. Best guess on how the market reacts and would you change a position or open/close a position?

Thanks!
Read Answer Asked by Tim on May 12, 2016