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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: Mr. Hodson, in light of your answer today to the question by Arneh and the content of the New Jersey DGE report, will your December 08, 2014 Report be updated shortly ? The share price then was 36.85$. Where do you see the share price in 2016 ? Does 50$ or more make sense ?

Is Amaya still one of the next blue chips, and is your faith in the stock fully intact ? David Baazov seems to be one of a kind, and who knows where he will lead Amaya. The AMF inquiry now seems to be of little consequence.

You may publish your response, if you so wish.
Read Answer Asked by Serge on October 12, 2015
Q: Read the recent questions re: CSU so will reframe mine as follows:

1. Globe investor shows forward PE at a very reasonable 16.3. Do you concur?

2. The stock has been trading in a range between 530 and 600 for the past three months. CSU has been a massive win for me but has shot up to 13% of my portfolio which I know is too high. It's probably time to abandon the "let winers run" approach and take some money off the table but the real question is this: knowing that a share split is not in the cards per the CEO, and with a tiny yield, have we had our fun? i.e. Do you see a scenario where the stock retests 600 let alone surpasses it?

Thanks as always for your insight.
Read Answer Asked by Kim on October 12, 2015
Q: Hello, after several days of decline, stock closed at $169.13 on Oct/9. Technical indicators show stock in OVERSOLD territory with RSI at 14. On July 31, when co. released Q2 results, stock opened at $170.13 and traded as high as $195, just 2 weeks ago. There is a lot to like in this co. due to its consistent performance, solid growth prospects and large insider as well as institutional ownership. I have a decent position in the co. and looking for your advice if it's safe to accumulate more stock at current levels or wait until Nov/5 for Q3 results. In recent past, I have noted that stock has a tendency to shoot up after quarterly releases. Also could you also comment if recent price correction could be as a result of a weak US$ (Higher US$ has provided tailwind to co results) and market concerns about a possible softer Q3 due to lower (?)back to school sales in Avery division and global growth? Thanks for your great work.
Read Answer Asked by rajeev on October 12, 2015
Q: Can you please confirm that Air Boss Of America is a Canadian domiciled company paying eligible dividends? Just want to confirm before initiating a position. Thank-you.
Read Answer Asked by Stephen on October 09, 2015
Q: Could I get some assistance comparing the debt of Clearwater's latest acquisition, MacDuff Shellfish, to High Liner's.

My back of the napkin calculation, currency conversions and all, have:

- HLF's market cap being 2.34x the size of Macduff's
- HLF's sales being nearly 11x Macduff's
- and HLF's ebitda being 5x greater than Macduff's

If I could get some assistance comparing MacDuff's and HLF's debt I would appreciate it. I'm not sure its possible since Macduff was a privately held company but if you have any insights comparing the two debt levels it would help a lot in my research.

Thanks and have a wonderful thanksgiving weekend, everyone.

John
Read Answer Asked by john on October 09, 2015
Q: I just wanted to follow up because I was specifically referring to Andrew Peller. I got this from the AIF: " In the event a takeover bid is made for Class B Shares, the holders of Class A Shares have no right to participate on such takeover bid."

Doesn't that mean the company could be taken over without an offer for the Class A shares?

Thanks!
Read Answer Asked by Wayne on October 08, 2015
Q: What do you think of MTY's earnings that came out today? Is the stock a buy, hold or sell at this time?

Best,

Carla
Read Answer Asked by Carla on October 08, 2015
Q: Dear 5i
I'm considering investing in the auto sector but am having a tough time deciding on which one of these three ...mg , lnr or xtc . I currently own bos and will likely be topping up it shortly but I wasn't sure if it belonged to the same sector . Acq is also down significantly and thought this might be the the time for a half position as well . Which of these stocks would you favour at this time ?
Thanks
Bill C.
Read Answer Asked by Bill on October 08, 2015
Q: Heavy selling on CCL today, after a down day yesterday, while the market is surging. That puts CCL down 10% in the last ten days. Anything behind this? Such big drops are not the norm for this stock.
Read Answer Asked by John on October 08, 2015
Q: I own Canexus Series 6 cone deb, paying 6.5% and due Dec. 31/21. I am hoping to hold it to maturity for income. What effect will the SuperiorPlus take over have on this investment? What is your advice? It is trading well below purchase price.
Read Answer Asked by wayne on October 08, 2015
Q: I owned the Canexus Convertible C seris (CUS.DB.C)
What will happen to this convertible debt with the takeover of Superior plus.
Thank you
Read Answer Asked by OSCAR on October 07, 2015
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