Q: Time to purchase?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi there, further to my earlier question - I saw on Market Call Tonight and that report was from the same short sellers that discussed CXR. Considering where CXR is today, should we be concerned about the future share price of HCG?
Thanks!
Thanks!
Q: Home Capital was once a 5%+ weighting in the Balanced Equity portfolio; now it is under 2%. Are you more inclined to add to the position here or cut and run, particularly since the P/F now has 23 positions and your stated preference is for 20? Also referencing the seeking alpha report is this a case of where there's smoke, there's fire?
Q: You mentioned in a previous answer that AVO would not get a premium valuation for a very long time. I was wondering if you can elaborate more on this? Is this because of the lowering of prices and also the dept increase?
From what I gather they are trying to increase their market share (which I think is currently 2%).
Thank You,
Andrew
From what I gather they are trying to increase their market share (which I think is currently 2%).
Thank You,
Andrew
Q: HCG getting clobbered again. Can't see any reason. Can you?
Sheldon
Sheldon
Q: Is this not a Canadian company? I hold it in my TFSA and my bank has it listed as a foreign holding. Am I subject to witholding taxes, then?
Q: Your thoughts on Q2 2016 results.
Q: Hi there,
I saw Parkland Fuel had a great gap up today. At this price level would you comfortable starting a 5% position or would you wait for a pullback - and if so, at what price do would you consider starting a position?
Thanks!
I saw Parkland Fuel had a great gap up today. At this price level would you comfortable starting a 5% position or would you wait for a pullback - and if so, at what price do would you consider starting a position?
Thanks!
Q: I don't understand the relationship between atd.b, parkland fuel and cts. Why was Psrkland up 18 per cent? Do they own cts? Is Parkland worth keeping? I own it.
Q: The guest on BNN Market Call Tonight - John Kim - mentioned on the show that DH is planning some kind of a media event for the public to go over DH's fin tech business. This is supposed to give this business more clarity and transparency on its operations.
If true, can you tell us more about this "event", in terms of timing and content? I think, if the company can cast a positive light on this business, this maybe the much needed catalyst to pull the DH share price from its recent death spiral.
Thanks.
If true, can you tell us more about this "event", in terms of timing and content? I think, if the company can cast a positive light on this business, this maybe the much needed catalyst to pull the DH share price from its recent death spiral.
Thanks.
Q: Is it time to sell?
Q: David Einhorn has taken a 3% plus position in AYA according to morningstar. Is Einhorn an activist like Carl Icahn?
Q: Just to update MRC briefly, can you tell me your thoughts on it currently and going forward? The last report in 2015 was quite positive.
Does it rank in your top 5 REIT Reccos for growth and income, and what are those Top 5?
Thanks
Sheldon
Does it rank in your top 5 REIT Reccos for growth and income, and what are those Top 5?
Thanks
Sheldon
Q: In a recent answer to a question on syz, esl and csu you said
" SYZ and ESL have historically always had high multiples. Keep in mind also that both have large cash balances which if excluded would lower earnings valuations ".
Can you clarify how large cash balances affect earnings multiples?
How would this be calculated for example with SYZ? ie how much would their current cash balance lower their P/E?
Thanks, as always, for a great service.
Rob
" SYZ and ESL have historically always had high multiples. Keep in mind also that both have large cash balances which if excluded would lower earnings valuations ".
Can you clarify how large cash balances affect earnings multiples?
How would this be calculated for example with SYZ? ie how much would their current cash balance lower their P/E?
Thanks, as always, for a great service.
Rob
Q: Would you comsider trimming PKI if today's movement causes it's weighting in the BE portfolio to increase fairly significantly?
Q: How does this recent deal in purchasing Assets affect PKIs outlook? Will it tilt the valuation metric towards a growth by acquisition model? I am thinking of the valuation as compared to ATD. The deal looks sizeable to PKI.
Q: What happening with Parkland . Big jump this morning
Q: Hi Team, I held hlf last year and every quarter my frustration increased, all of this to say that this company can't seem to report 2 good quarters in a row. Now that the hurd seems to be piling into the stock again, I am thinking of shorting the stock around $25 or slightly below. What do you think?
I am also thinking of a pair-trade long pbh if I can pick it up around 56-58.
I am also thinking of a pair-trade long pbh if I can pick it up around 56-58.
Q: So what is the debt of this company and how large is short position and what is the main reason that it is being shorted, earnings are fine, paying down debt, not over priced, but overall these shorts have everybody convinced that this is not a stock to own, so should a person wait till the next earnings period to buy this stock. Thanks.
Q: Good day 5i. SJ @ 44.37
Considering adding SJ soon. Would like your thoughts on concrete ties potentially hurting them. I read a couple of articles including this one that indicates concrete ties last longer, may be more environmentally friendly and are much more common in Europe and Asia
http://precast.org/2010/07/railroadties-precast-concrete-or-wood/
Thanks, Greg
Considering adding SJ soon. Would like your thoughts on concrete ties potentially hurting them. I read a couple of articles including this one that indicates concrete ties last longer, may be more environmentally friendly and are much more common in Europe and Asia
http://precast.org/2010/07/railroadties-precast-concrete-or-wood/
Thanks, Greg