Most recent edition of the altantic suggests that Disney is going to initiate 'disneyflix' and basically have all thier titles available for immediate streaming
The kicker being they would also add new content as it becomes available (Star Wars black panther etc)
There would be no delay in release and 'opening weekend' box office would be a thing of the past
They essentially are blowing up the cinema business for the long term 'annuity type' revenue of the Netflix model
Curious your thoughts and If thier Is any value ciniplex's real estate or other assets
Q: we have fcr first capital realty in a taxable account. Small gain. would it make sense to switch to Morguard, in a view to minimize dividends, re claw back, and may be have superior growth opportunity.
Q: It seems that more and more major muni's are switching their bus lines to ev only, in your opinion, does NFI have the capacity (batteries) and the ability (contracts) to gain market share, or will byd and proterra be dominating this switch-over? thanks,
Q: I have a question regarding SIS's dividend. Maybe I am mistaken, but most ''growth by acquisitions'' type of companies usually either pay a small dividend or no dividend at all. CSU, ATD or GUD/Paladin come to mind. The logic being that more value is created by investing the money than giving back directly to shareholders. SIS, on the other hand, pays an high dividend that has been growing quite rapidly in the last year. What is your opinion on this? Have you ever asked them why they pay this amount of dividend or have they ever explained it? I understand they usually sound quite confident in the future but still, I am curious.
Q: May I add a comment to Saeed's comment.On May 9 Technical Analysis provided by 5I show that PHO has broken out to the upside,Today it touched $2.14,a 52wk high.
Q: Maxar appeared to have reasonable quarterly results and the stock moved up smartly only to fall back a fair bit. Can you shed some light on what is happening and whether I should sell or hold my shares?
With appreciation
Ed
Q: Can you comment on the Early warning report on Sedar about DHX which just came out after hours. It says someone acquired 100% of PVV shares? What does this mean? Thanks
Q: H&R REIT announced the sale of their US retail properties. Proceeds will be used to pay down debt ant to expand their residential portfolio. Do you think this will have a positive impact on the share price? It has been languishing for a while now.
Q: I bought equal positions of SIS and CCL.B, which are in your balanced portfolio August 2017. Since then SIS is up 24% and CCL.B is up 12%. It seems that there is a lot more growth potential in SIS, so therefore I am considering selling CCL.B and adding proceeds to SIS. Would you agree with this trade? Or would you recommend another stock to add to with my CCL.B proceeds for better growth and momentum?