Q: Hello,
Have your thoughts on Graftech changed since your last comment? Mohnish Pabrai..a deep value investor took a decent size position on this company. I would love to hear your thoughts. At first glance this seems like a nice niche company with a monopoly in graphite electrodes. Brookefield also seems to an interest in this company. Thank you for your insight.
Q: With Shaw exiting Corus and Netflix starting streaming of corus held shows, do you think Corus could be bought out? How big is their debt, bigger than DHX media? If the debt is not too high, do you see it as a potential buyout by a streaming company. It seems streaming is the new thing, replacing cable.
A fair price in a buyout for Corus in the $6.00 range?
Q: Hi, 5I
1.Could you confirm that preffered are considered like stocks for tax purposes and can be used as is for taxlosses.
2.Could you give your opinion on Pimco flagship monthly income mutual fund.
Take as many points as deemed necessary
THanks
CDJ
Q: Can you provide a current assessment of each of these. Both have taken a little step down in the past few months. Can you summarize why each pulled back and whether the events that caused it were a blip or a change in fundamentals that one should be concerned about. For a 5 year hold which is better or would you advise equal parts of each?
Q: I heard gas prices were incredibly cheap in 2010, when ARC resources was worth $20 a share. I think the Balance Sheet still looks okay with a 10% dividend. What are reasons not to buy this? I own shares at a cost of $25 - If I was willing to buy it before what has changed? Thank you.
Q: Wondering if you could comment on the results out today; you seemed positive on the firm in your response to an earlier question, and I am wondering if these results reinforce your position.
Q: everyone seems to agree that the energy stocks have never been so cheap, ignored by investors etc.
can you see a way for those stocks to start getting recognized, should i start picking away.
i do not own any energy, but these is getting ridiculous.
i think jim cramer or one of those pundits said its because of millenials who hate oil, they are into electric. dave
Q: PHYS.U is traded in TSX in USD and PHY.US is traded in NYSE. Are they basically the same? What are the differences between them? Is the one traded in NYSE considered as US situs property for estate tax purposes of being domiciled in the USA? Thanks. Have a good day guys!
Q: Hello Peter, any ideas about recent sell-off in RCI.B? I read some news about the back to school promotion intensify between RCI and Shaw's Freedom. Considering overall rate dropping backdrop, do you think Telecom sector is at bargain compared to other "safe" sectors (e.g., Utilities, REITs). THANKS!