Q: Hi Peter the valuation on pbh is getting very lofty .I would like to test a thought of selling half and retaking a position in DH at the $14.5 mark .What your thinking on this move?
Kind Regards
Stan
Q: Peter and Team, Considering adding to a full position in Stella-Jones, on today's pullback. This would be for a 3+ year hold. Your thoughts appreciated.
Q: I am another grieving DH shareholder trying to decide a course of action.I expect that DH will be dead money for some time.At the present time LNR and MG have performed well on various metrics and are trading at low P/E ratios.What is your opinion on selling DH and buying MG or LNR at this time? DH is held in my RRSP. Thanks. Joe
Q: Can you comment on the recent quarter, payout ratio, debt, dividend sustainability, the outlook going forward and would you add to an existing 1/2 position?
Q: Hi Folks! Thanks so very much for the comments about TPK today. Please provide your perceptions about the run up in TPK from $6.90 - $8.09 on massive volume during the period of 19th of September - 27th September 2016. Could the explanation be, perhaps, of institutional accumulation?
Q: You recently answered a question on DH's current debt (short and long), outstanding debentures and cash on hand (see below). Where can I find this information on DH and other companies myself? Thank you.
5i Research Answer:
DH has $80 million in current loans, $1.4 billion on long term loans and $428 million in convertible debentures. There is $48 million in cash as well. DH did address the debt, and it is a priory in terms of trying to pay it down as much and as fast as possible.
Q: Hi Team,
If GUD does purchase Paladin, would that likely lead to GUD going from being equity concentrated and cash rich to being diluted or taking on significant debt with lower levels of cash? I am assuming ENDO would only want a cash deal given it's high debt levels. GUD would have to issue debt or equity presumably to close a deal.
Thank you, Michael