Q: Dear 5i
I`m considering buying DH . It seemed to have a very good last quarter/year but i can't find any earnings growth estimates for the next 1-2 years . I don`t have any banking exposure and was thinking this one might be a good choice especially considering its recent momentum.
Thanks
Bill C.
Q: So the market seemed to like CCL's purchase. What is your take? And after such a huge rise is it buy/sell/hold? I own a half position and am wondering whether to increase it.
Q: Peter; Could it be that the Wednesday oil inventory number is a think of the past affecting the price of oil? I ask because of the huge build today vs. the estimate. Thanks.Rod
Q: In response to the previous question, K-Bro was downgraded by Scotia, referencing a few new contracts they lost out on to competitors. Scotia also mentioned an M&A transaction that K-Bro lost out on and was interested in.
Q: In Amaya’s press release this morning they stated that they will not be providing 2016 guidance “in view of the potential offer that may be forthcoming from Mr. Baazov”. I cannot make sense of this or understand why this would be a reason to withhold future guidance. Surely the due diligence that any potential acquirer would undertake will far outweigh any “guidance” provided to shareholders. It sounds to me like an excuse to not disclose what would otherwise be underwhelming future guidance. Could this be why it is trading significantly lower this morning? How would common shareholders like me even begin to evaluate the merits of any bid to take the company private if they won’t even provide guidance? Do you see anything “fishy” with this move?
Q: In your opinion, what are the top 5 most under-valued stocks listed on the TSX? Which one of these do you feel has the greatest potential for a strong come-back in the next year?
Is Nobilis back on track in your opinion and stable to the point that you would be comfortable investing? If not, what would you be looking for as signs that the growth story is set to resume?
Q: Good morning...I currently have CDN100,000 to deploy.. about 10% of portfolio...I have the majority of your favorites...I always get anxious with cash and like to be in the market 100%...its hard o have it "parked" when you can get some decent yields...what would be your top 5 income stocks or beaten down others and a good buy/add to...in addition, should i just wait it out for another 30 to 60 days and keep cash? no tax issues whatsoever...Thanks
Another weekly market report letter I received says "do not let little losses turn into big losses" (cut your losses after 10%). DIRT and ENTERTAIN I've had for quite some time and are down 35%-40%. Since you know these stocks well, if it took them 8 or 9 months to fall that far, will they recover in 8 or 9 months? One month ago, I took a position in TNC, and it is down over 10%. Should I hit the sell button? You know that stock better than I do. In your email, you recommended some plays in AYA, CUS, and I believe SPB. I am thinking of trying to recover some of my money with one of these email recommendations. Out of the three, which one do you think going long on will be the least risky?