Q: Not a question, just a comment. It seems that many members are now complaining about GUD slowly drifting downwards. When you recommended GUD you were very clear that it was a long term investment and Goodman would be very selective in how he allocated the war chest, and I invested with that in mind.Yet a year or two into the investment people are complaining about the lack of growth. I am comfortable with my position even though I am down a little. I take your advice, do my own DD and make a decision. It seem that patience is sometimes one of the harder concepts to grasp for investors.
Q: Do you think Crius share price sells off as natural gas prices move lower, in the sense that it may be more difficult to sell fixed rate contracts when natural gas prices are depressed. Could this be why Crius shares have moved lower?
Q: DHX Media. I have $4,200 invested into DHX'B from almost 2 yrs ago, in my TFSA accnt. I am 50% down at the moment. Your advice: should I hang on in hope, or sell - throwing $2,100 away but allowing the other $2,100 to be put into something else with hope it will do better? A double would be necessary just to offset the loss. Realistically that could take a couple of years to achieve, might not get there, might not be much of a winner at all. Meantime where will DHX.B likely be in 2 years? Not sure when it reports but if a sell then before or after reporting? Its current value represents 5% of my TFSA accnt.
Q: What are the earnings estimates for this upcoming quarter. Does ccl.b have a track record for beating the estimates? Good time to take a half position before or after earnings
Q: Hi 5i
With the decline in Kinaxis share price going into earnings tomorrow, would a new purchase at $65 level be a move you would make or would you waiting until release be more appropriate.
By the looks of the volume type, it is us small investors who are dumping the stock share by share.
Q: How serious could Norfolk Southern's lawsuit against Boatright Railroad Products be for SJ? Globe's Report on Business this morning says Boatright sold 5 mn defective ties to Norfolk between 2009 and 2014 - all installed, some on bridges. I believe SJ bought Boatright in June 2014. Are buyers, in this case SJ, protected by the terms of acquisition agreements from negligence and fraud that occurred prior to acquisitions? What about damage to SJ's reputation? I hope SJ not only comes out blameless on this, but takes strong steps to "underline" their commitment to quality.
Thank you.
Edward
Q: SYZ finally spent some of their money on an acquisition a couple of weeks ago and the stock ticked up a bit. What will it take to really move the stock price. I have a full position and am content waiting but sometimes it's a very slow wait.
Q: The shares continue to drift down with a yield approaching 10%, usually something that I have, in the past, viewed with some concern. I wanted to see how previous earnings were trending and to my surprise there are, at least in my sources, no earnings posted for year end 2016, nor for the first and second quarters of this year. They were scheduled for reporting in March, May, and August. What is happening? Why no results? And is this connected with what is happening with the shares?
Q: Been in SIS since 6 Thanks to you. Enjoying the ride and how Company has Grown. You were right on for the last acquisition that ended up being for Span America.
Given the Situation that Savaria sits at now. Where do you see their Plans moving ahead. Plus any other small cap companies like how SIS was couple of years ago that you like right now. Thanks. Barry.
Q: CPX took a hit following their last quarter, but they did raise their dividend and still have around a 50% payout (correct?). With the lower price, I am considering buying some, mainly for the dividend as opposed to capital gains (I'm retired and always looking for income). Some questions:
- has their coal-plant issue been satisfactorily resolved
- is their debt level in line with other power producers
- what do you think of their movement towards renewables
- do you consider the dividend sustainable (yeah, I know . . . )
- how successful have they been in meeting estimates
- would you buy today for income (I already hold AQN and NPI)
Q: I know you don't like the average down idea.... However I have half a position in BSM and am wondering if you think it would be fine to move to a full position now that things have settled with the company?