Q: What to you think of the strategy of buying BDI now to collect a high dividend. Then capture a rebound in share price and rising dividend in the future with an eventual recovery in the sector. Seems like a really nice "getting paid to wait" scenario with potential for high returns longer term.
Q: Badger at $29 is expected to report Nov.15 with revenue projected at $109 MM vs
$111 for Q3 last year and EPS of 0.36 vs 0.49. Do you agree with these numbers and have you changed the opinion in your report last June that it was trading at a premium valuation when it was $7 less? This stock appears to have very good momentum and I'm very glad to have held it for the last 4+ years. Thanks, J.
Q: I own TCN in an RRSP account and have been waiting for the TSX classification to change from financial services to the new real estate ID. So far, as per the tmxmoney.com site, this hasn't happened. Any idea when the change will become effective?
Thank you and kind regards,
G
Q: I have had this stock for a short time and it is going up faster than I thought. Do the fundamentals support this price ( fri close @ 47.75 with high of 48.60 ) or is it getting to speculative ?
Thanks once again,
Larry
Q: I would like to increase my portfolio exposure to Consumer Discretionary and Consumer Staples. What would be your favorite stocks in these 2 categories. Thanks
Q: This stock has had a great run but its latest results, which seemed to be pretty solid, didn't move the stock. Do you think most of the growth is pretty much wrung out of it now and that it should be viewed as largely an income stock? The main reason for my question is that I am currently more interested in a stock that combines both growth and income such as FEZ or BEP.(sector not important)
Q: How does fall in GBP effect Magna International. It looks like Europe sales are increasing quarter over quarter.. will upcoming quarter hurt the numbers because of fall in GBP? Even though they're hedging? First 2 Quarters - average of 1.42-43.. 3rd Quarter looks to be below 1.3. Or will it be delayed?
Q: Please share your take on Amaya going forward, third quarter preliminary results, 2016 full guidance, 400 million payment due in Feb 2017 , and lastly the update on the special committee?
Q: It would appear that a merger for AYA is no longer in the cards (please excuse the pun). What are your views, then, on the company going forward? Is is now fairly valued or are there reasonable growth prospects?
The two concerns I have are that the inability to find a partner suggests that there is a lack of value/interest in the company and secondly, that the management in place does not have Baasov's vision or ability to grow the firm.
Q: Any explanation why SYZ has been so weak for the past month? It's down again today. Is it a case of no news from the company coupled with only one follower (5i) of the company? Is this a buying opportunity or a time to move over to something more interesting (and more followed)?
Q: Hi 5i I'm looking at adding 2 more companies to my income portfolio. At this time I own AW.UN , BNS , BCE , BEP , DH , ET , SPB , VNR , WSP. Would appreciate your thoughts on 2 more recommendations. Thx for a great service. Gerry