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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: Following-up on a question about Blackberry debentures: if my broker matches my bid with an in-house ask, does the TSX find out about the trade? I'm wondering because, according to tmxmoney.com, the debentures haven't changed hands since Jan 25, nor do quotes show any ask. If they're this tightly-held, then there doesn't seem to be much point adding to the bid unless there's unreported in-house trading going on.

Of course, I could set my bid farther above par, but with the debs at 3.75% and the share price stagnant for the past three years, it seems as likely that I'd lose money. I understand that some debt is, essentially, privately-held; fine - I'm just trying to understand what's possible.
Read Answer Asked by John on March 22, 2017
Q: I am considering investing in Alimentation Couche Tard and, as always, would appreciate your input.

Motley Fool Canada highly esteems Couche Tard, their thesis being that the convenience store space is highly fragmented and that Couche Tard, as the biggest player and with skilled management, can capitalise on this situation. They seem to think that the stock price will dramaticaly increase in ten years or so, because of this. Would you see this as a reasonable thesis?

I noticed in your responses that at first you seemed a little concerned about the recent drop in price because of the miss because of lower gasoline prices. But, if i am not mistaken, you later on seem to think that this is not a big problem and will be rectified. Is that a reasonable description of your views?

thanks very much and as always, we appreciate your great service
Read Answer Asked by joseph on March 22, 2017
Q: Please share estimated 2017 EV/EBITDA for both GH and GC.

Currently GH seems to be losing its premium valuation as the oil price "head-fake" under $50 stirs fear selling.

My thesis is that the GH share price should recover quickly on light volume when oil shows some life on larger than expected US inventory drawdowns this spring and early summer.

Care to provide your take on this cloudy diamond?
Read Answer Asked by malcolm on March 22, 2017
Q: Please give your latest thoughts on Sirius XM Canada XSR.
The question database is sparse, so some background and updated info on present situation and future prospects would be appreciated.
It now has a 5%+ dividend rate that looks attractive, but is it sustainable?

We have bought two new cars within the last three years and on both occasions have declined to enter into a contract with them to supply digital radio, so I wondered how many others felt the same way about Sirius, when there are so many free radio stations to listen to. Maybe one has to be a really picky listener with a particular leaning in audio to get the best out of this service?
Read Answer Asked by John on March 22, 2017
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