Q: I am thinking of adding to SYZ after their recent credit facility announcement. Talking about having 80 million available for aquisitions (40 from the credit facility with good terms). This seemed to be a past knock on the company (not as much top line growth and not putting cash to work). What do you think? Thanks
Q: Regarding the recent issue of shares and debentures, which closed July 16 - what does this do for the balance sheet… or for any other aspects of PBH you feel is relevant?
Thanks!
From the press release:
The Company intends to use the net proceeds of the Offering and the Concurrent Private Placement to reduce existing indebtedness under one of its revolving credit facilities (the "Credit Facility"), thereby increasing the amount available to be drawn under such Credit Facility, as required, to fund future potential strategic acquisitions and capital projects that may arise.
Q: Hi Team
I have a corporate non-registered account I have started 4 months ago with a time frame of 5 years. Not worried about risk / sector (fairly diversified already) even though it is a corporate account (I keep enough cash in the account if needed so would not have to withdrawal). Looking to add 2 of the above stocks now. I will be adding every 4 - 6 months or so moving forward so I could add the others later. Do you have an order of preference.
Q: How would you rank this company at this time for increasing a currently small position in a portfolio? I am figuring people will be travelling more thus increasing demand for gas. Thanks Donna
Q: You listed KXS as one of your favorites to buy now, but at 120 p/e it's been hammered this week. Is it not overvalued and likely to stagnate or fall over the coming weeks/months?
Q: After market close today,announced Tender Offer for remaining 48.8% of G.Please comment especially comparing the tender price to the current market price & the original purchase price.Txs for u usual great services & views
Q: Just curious if you have done any research on the company Knight acquired (Biotoscana)? With Latin America and Brazil in particular being hit hard by Covid I’m thinking for the next number of quarters they may not be particularly accretive to earnings (and that might be the best case scenario). I know that you do engage management from time to time of companies you cover, have you picked up any concerns from Knight itself?
Q: Hi Guys
Savaria has fallen the last few months quite a bit. I would have thought in a world where people are motivated to stay in their homes, rather than move to long term care, it would be seen as a stock that would benefit from this trend, and the stock would follow.. I know they have companies they own in China - do you think this could be the reason - a concern about this part of their business given current CDN relations with China? I was thinking of adding to my existing position - up to about a 3% position - your thoughts?
Q: Hi 5iTeam.
I have a full position on GIB.A since 2014 and am currently thinking of liquidating my position and use the proceeds on either OTEX or DSR.
Can I have your thoughts on this and which one of OTEX and DSR would be your choice and why?
Cheers,
Q: Hi,
After the announcement by GSY to start redeeming some of its debentures on June 29th, the stock seems to have been lagging the broader market. Hows does this news impact a stocks price and what effect does it have, if any?