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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: In the November 24th report of The Gaming Industry Daily Report the following paragraph was stated re AYA:
"S&P revised their outlook on Amaya Inc to negative from stable as they expect lower year end earnings and a higher value of debt to cause credit metrics to weaken. The negative outlook reflects their view of the strengthening US dollar’s negative effects on 2015 earnings and the carrying value of AYA’s debt, which is not denominated in the company’s reporting currency."
Perhaps some of the members would appreciate adding this information together with your recent AYA report. In addition the following comment also appeared on NYX:
NYX Gaming Group Ltd. announced it signed a partnership agreement with 888 Holdings Public Limited Company. NYX will supply a variety of its online and mobile casino content, as well as a wide range of games supplied by 3rd parties aggregated on NYX’s OGS & CGS platforms, to 888’s global bingo and casino verticals. That is great news since as good as 888’s poker platform is, it’s casino games are still the worst selection of all the games in NJ.
Chris

Read Answer Asked by Chris on November 26, 2015
Q: If Capstone gets bought out, will the preferred shares be bought out at $25? They are trading at $12.70 now, and yielding 9.8%. Am I missing something?
Read Answer Asked by Donald on November 26, 2015
Q: Do you know what the book value of cse might be and what someone might pay for it. I have shares and am above water and wondering if I should hold or sell.
Read Answer Asked by Lynda on November 25, 2015
Q: Can you tell me why it has taken off in the last 2 days? I am sitting on a loss, and am looking for an opportunity to sell. Any other general comments? Thanks!
Read Answer Asked by Donald on November 25, 2015
Q: Hi gang. Enghouse has now run up to 17% in a so called balanced portfolio. I pleaded with my broker to let it run since April. I will sell a half positing 500 shares. I was going to add Descartes or Kinaxsis. Your thoughts and suggestions beside half of each? Thanks for all you do for us. I will renew today. David.
Read Answer Asked by David on November 24, 2015
Q: Might there be a connection between RNW's recent purchasing activity and CSE's recent need of financial counselling? Will RNW be a major competitor in Ontario for CSE?
Read Answer Asked by Phil on November 24, 2015
Q: Hello, Further to my previous question on adding to to my positions in AYA, ATD.B, CCL.B, MDA and DSG, should I buy them now or wait until the end of December after tax loss selling? Do you think they will be victims of tax loss selling?

Also, if I have enough to add another two names would WSP and OTC (from growth portfolio) be a good decision at this time with the 5 I'm adding above?

Carla
Read Answer Asked by Carla on November 24, 2015
Q: Hello Peter & Team,

I bought @ $36.48... Current price $30.63.

I have a concern regarding a reported long term debt of $1.5B and a fairly high cost on this debt at 4%. Also, it's business appears to be negatively effected by a strong U$ and from what I can tell, the U$ strength isn't going to change any time soon and in fact could get stronger.

I was wondering if you could comment on their debt scenario, what effect that could have moving forward and what you see long term (1 - 2 yrs) for the share price.

I am considering selling at a loss and moving on.

Thanks for all you do

Gord
Read Answer Asked by Gord on November 24, 2015
Q: Peter and Team,

With the environmental regulation changes happening in Alberta and the seemingly relentless drive of public policy toward a "carbon free future" at any cost, doesn't it seem like the writing is on the wall for a company like BEP.UN to move higher over time? Do you think the market will recognize this?
Read Answer Asked by Marc on November 23, 2015
Q: A complimentary article on David Baazov in the Nov. FP Magazine here: http://business.financialpost.com/financial-post-magazine/high-school-dropout-has-turned-amaya-into-a-gaming-and-publicly-traded-powerhouse

I did not know that head office is in the Isle of Man. Does that mean that some or all of the executives work out of there or is it just a shell office?
Read Answer Asked by Jeff on November 23, 2015
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