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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: Question 1:Pki has a 5% yield while atd.b is minimal, would atd.b grow significantly enough to overcome the yield difference. If you had to choose one over the other which one would it be? Do you think atd.b will have to do a financing soon?
Question 2: Have you heard of BUS-X Grande West transportation, if so what are your thought on this company, is it likely to be a baby nfi?
Thank you
Lynda
Read Answer Asked by Lynda on June 21, 2016
Q: Hello again team,

One of the companies I have been absolutely smoked on is PHM. Currently I hold it, and I see that in previous questions that it is likely trading under fair value but with concerns of further losses. With the recent quarter being as messy as it was I am stuck in two modes of thought. 1) Wait for a quarter with business write offs removed to show more clarity on the situation. 2) Swap the stock with something for fewer issues. I am considering DHX media and TIO Networks. I found DHX interesting after reading the research report in regards to opening up more channels for distribution. Do you have a fcff, or RI (Residual Income Model) stock price valuation on the three companies and which do you prefer at this moment? Do you also have separate models / option pricing models for DHX in regards to opening up a youtube channel, netflix, or China subsidiary? Do you have any thoughts on which options provide the greatest benefit?

Thank you, looking forward to any feedback that you can provide.
Read Answer Asked by Liam on June 21, 2016
Q: Any comments on the deal announced today with HP?

As a secondary question, when deals that have long closing dates (this is scheduled to close in 2017, I beleive) when should we expect the share price to react? Of course it depends on the deal but is there normally an immediate change, followed by more activity towards the closing date or does it all tend to get baked in right away?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on June 21, 2016
Q: If purchased in US$, on the Amex, is this company still considered to be "Canadian" for tax purposes.
Read Answer Asked by Edgar on June 20, 2016
Q: Hi, It appears from recent comments that you like this company a lot and it will be a favorite addition to your portfolios, when possible. I had a 4% position ( purchased at $37 and $41.50), but decided to trim over past 2 weeks. I believe that company has a solid growth profile for next 5 years, specially in municipal buses segment in US. They continue to receive large orders. But I am not sure of the recent purchase of motor coach business and its future prospects (could you comment pls). In addition, my other concern is insider selling. Coliseum Capital (L. Adam Gray) the 2nd largest shareholder of the co. has cut their holding by at least 25-30% over past 6 months and continues to do so, as recent as June 10 (243,300 shares @41.01). I think this could be a reason for stock unable to move out of $40- $41.50 range, for past several weeks, despite a very strong quarter and promising outlook. I would appreciate it if you could share your thoughts and is it prudent to wait to add to this stock . Thanks
Read Answer Asked by rajeev on June 20, 2016
Q: Hi, what do you think of this new fund, Caldwell US Dividend Advantage? It still very small. I am trying to diversify from Canadian only stocks, want a dividend and don't want ROC (which they state in their prospectus might happen). Thanks!
Read Answer Asked by TK on June 20, 2016
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