Investment Q&A

Q: Hi, Could you please shed some light on your current views about Cineplex. They announced 100 F/T job cuts, which company tried to downplay but obviously market did n't buy it. As per one of your earlier comments, even at current levels, stock continues to be expensive. I have a feeling that there could be more downside and just wondering if it is time to cut the losses and move on. Globe mentioned that Gordon Pape finally threw the towel and decided to sell all their holdings in the Income Balanced portfolio. Your thoughts are most appreciated.

Q: Although Cineplex (CGX) has lost about 35% of its value in the past year, the debentures (CGX.DB.A) have not. I would have thought the debenture value would follow more closely the stock value. Is that not usually the case?

Q: Gentlemen,
I have 3.5% position, I am thinking to sell 1.5% and buy MX for more growth. I have already 1% on MX.
It make sens for long term horizon ?
Thanks.
Best Regards

Q: Your comments re today's aftermarket acquisition and share issue announcement would be appreciated.

Thanks in advance

Q: What do you think of the acquisition made by SIS?

Q: I ported my Canadian holding of magna shares to the US side of my account. So now my MG shares are in US dollars.

Do I still get the CDN dividend tax credit?

Jean

Q: Can you please give me a list of what type of car parts XTC produces. And how is XTC positioned in the electric vehicle segment? Thank you.

Q: Hello 5I,
Your opinion of TCN please? I am thinking of starting a small position with this company.
Many thanks for your usual expertise,
Jen

Q: Hello,
BOS stock price has increased 30% since Q4. Is this stock overvalued based on its valuation and outlook?
Thanks
Victor

Q: Is this an opportune time to harvest a tax loss for ECI? Is there anything in the next 30 days that has a realistic possibility of causing it to reverse its steady decline (which seems to have no technical support for quite a ways yet)?

Q: Good morning team, Anything you have to add to the relentless drop on ECI ? Maybe time to get out?
Thx,

Q: Hi 5i
If one purchased KBL believing in long-holding support near $38, the fact the internal investments looked good going forward and the business is relatively stable to growing, how much further below the break of technical support would a good and profitable investor give this name?
Current price is $36.01, trend is down on small daily volume and on no news.
It is beginning to look more like I purchased into a stock that is continuing a three year down trend.
Is this an exit given the price decline does not appear to be abating?
Or does one continue to hold for the business stability and future benefits from investments?
It did not appear to me as though I was buying into a stock in a down trend but the chart is showing me a different reality.
Thoughts on this situation?
Thanks
Dave

Q: Mr. Hodson, is ENDO still in financial difficulties so it might accept an offer from GUD ?
Is this likely to take place in the near future ? How difficult are ENDO financial circumstances currently ?

Q: hello, Your comments on the recent results will be appreciated. I started a position on MTY after seeing your report where there was a two step upgrade to a B+ rating. Is it time to add more after the drop today?

Q: please comment on the financial result of MTY group. What is the reason for the stock price drop ?
Thanks.

Q: Csu is down about $21 or 2.5 % today which is a good up day. I dont see any news ?
Am I missing anything
Thanks

Q: Hi team, I have owned this company since it was introduced to the growth portfolio and I am down 16 %. What are your thoughts both 1 year and 3 +.
Thank you as always for the good work provided.
Jacques

Q: With high debt being a concern for all companies, I thought today's news was reasonably positive but it appears that the market disagrees. As always, I would appreciate your analysis.

Tricon Capital Group Inc. (TCN-T) says it has an agreement to sell the portfolio of 14 manufactured housing communities, including its Tricon Lifestyle Communities investment vertical to an institutional investor. "The sale of our TLC manufactured housing communities portfolio represents the next meaningful step along our stated plan to simplify Tricon's business," said Gary Berman, CEO of Tricon Capital. "We intend to use the net proceeds largely to pay down our corporate credit facility, reducing our overall debt level and creating additional flexibility for future investments. Going forward, we will focus our growth efforts on our core investment verticals, where we have a clear path to scale, leadership and attractive long-term returns."

Q: Hi Ryan Peter
Do you feel this stock should continue to have a A rating today it hit a 12 month low it is my biggest capital drain but I will stay vested due to the div increase and hope for some recovery .
PBH receives a B rating and has grown 40% over the last 12 months .
I find this some what confusing.
Kind Regards
Stan

Q: Can you tell how much cash the company will hold after the loans are restructured based on the latest F/S and the latest press release. I have looked at both but don’t understand all the terms they use.

The second part of my question relates to cash flow . It seems to me if they don’t buy anything else they could easily repay the term loans before 2025 . It looks to me that they throw off approx $50m per month prior to interest pmts.
Thanks