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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: I read thru the MD&A this morning and what I THINK I see is an albeit very small company that now has competent management (Eli Dadouch of Firm Capital basically booted the previous idiot out) with high insider ownership (30%) and a turnaround that, while far short of complete is definitely in effect. Your thoughts on this impression and more importantly your estimate of the simple NAV of the company? I see about $76 mill assets minus about $51 mill liabilities for a NAV of about $25 mill against a market cap of about $10 mill. Many thx!
Read Answer Asked by Tom on August 29, 2016
Q: Parkland announced a $300 million Senior Notes Offering which will be used to fund a portion of the CST assets. The announcement said that it has entered into an underwriting agreement to sell, pursuant to a private placement, $300 million aggregate principal amount of 5.75% senior unsecured notes due September 16, 2024. The offering is expected to close on September 16, 2016.
After issue, do notes trade like an equity stock? If not, please explain "notes".
What is your opinion of this offering? Would it be a good holding in an RRSP which must soon convert to a RRIF.
Thank you.
Nadine
Read Answer Asked by Nadine on August 29, 2016
Q: Recently the media was awash with implied heavy concerns around the supposed losses the CDN. banks would be reporting this week and next. They said so while trying to impress an implied authority. The media even went so far as to create a reason.

I had to try and stop laughing once again at the business media in general, so as to be able to type this post, as it once again showed that it basically is a comedy show and of little value to investors. At least when it comes to predictions.

I often wonder if the media have to work and prove their metal at SNL 1st (Saturday Night Live).

So far all of the banks that have reported have provided growing if not all time high revenues, earning, profits....

Stan
Read Answer Asked by Stan (1) on August 26, 2016
Q: I find the most difficult thing to do is buy hold or sell lol!
I bought ESL at around $66 a share--having never owned it in the past. I am holding on and with the contract they just received and momentum I think I should average down. You prefer averaging up but when a good company starts showing signs of strength should we not average down and lower the cost base?
Read Answer Asked by Helen on August 26, 2016
Q: Hello,
I am interested in the "water" theme. There are a couple of stocks in reading your reports that appear to me to be sound investments re. this theme and both are well rated. Would you consider good choices from the stocks you follow for this theme? If so, are they buys at this time or would you wait for a pullback? If there are better names I should consider, I would appreciate you letting me know.
Thanks,
Dan
Read Answer Asked by Daniel on August 26, 2016
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