Q: The post is reporting that they are investigating biker boss buying $10,000 worth of stock ahead of the deal. Really? Who cares? I am sure many of us bought more than $10,000. All you had to do was look at the weird trading activity. Looks the me like a non issue and souds totally ridiculous like grasping at straws to find something against amaya and to sell newspapers. Probably a great buying opportunity?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi: Today, on BNN, John O'Connel said that Home Capital is the most heavily shorted stock in Canada. Hard to believe, but I can't find the US short position anywhre. Do you know what the total short position in Home Capital is? Should I be worried?
Thanks,
Hans
Thanks,
Hans
Q: C-COM Satellite Systems earnings report today showed declining revenue and net profit (7% & 17% respectively). They still have lots of cash, but it would appear they need new products and they have one they are working on (in-motion antenna, which will deliver broadband Internet over satellite into vehicles and trains while in full motion). Is the market big enough and are they close enough to commercialization to justify holding a position in CMI?
Q: I bought MartinRea (MRE) about 1-1/2 years ago at a depressed price due to board issues. The price has since rebounded so that I am up 49.5% as of today. I notice that you believe that XTC has a better future than MRE. Since I wish to take advantage of your knowledge, guidance and experience, I am wondering if you would recommend selling MRE and buying XTC with the proceeds. The negative (but acceptable) for me is that MRE is in a taxable portfolio. I would plan to keep XTC for at least 5 years and it would constitute about 1.5% of all of my family's liquid investments. Perhaps a silly concern is I notice when I buy a stock it frequently goes down over the next month or so and when I sell the price then goes up. For example I just sold Home Capital Group (HCG) to buy Progressive Waste Solutions (BIN) in keeping to your guidance. In this short term this trade was definitely a negative. Is there any reason other than trading costs that what I have noticed should occur? I would think not but wanted some confirmation. Thank you very much. As always I value your expert opinion.
Q: Mr. Hodson, Amaya is in the news this morning, but apparently not rightly so. David Baazov is adamant there is nothing wrong with the matter, and yet Amaya suffers from this bad publicity. Must Amaya and its shareholders just await the outcome. This starts to be a farce.
http://affaires.lapresse.ca/economie/quebec/201504/21/01-4862879-un-hells-investisseur-le-pdg-damaya-se-dit-stupefait.php?utm_categorieinterne=trafficdrivers&utm_contenuinterne=lapresseaffaires_LA5_nouvelles_98718_accueil_POS5
http://affaires.lapresse.ca/economie/quebec/201504/20/01-4862864-la-police-intriguee-par-des-actionnaires-damaya.php
http://affaires.lapresse.ca/economie/quebec/201504/21/01-4862879-un-hells-investisseur-le-pdg-damaya-se-dit-stupefait.php?utm_categorieinterne=trafficdrivers&utm_contenuinterne=lapresseaffaires_LA5_nouvelles_98718_accueil_POS5
http://affaires.lapresse.ca/economie/quebec/201504/20/01-4862864-la-police-intriguee-par-des-actionnaires-damaya.php
Q: Response to Magna selling some of the company has resulted in a negative market reaction. Could you please provide your outlook going forward. I believe you gave this company a B+ in your report.
Q: Here is the English translation of the newspaper article about Amaya in La Presse
Amaya (Tor., AYA), which became a global giant of online gaming last summer. La Presse revealed that the police questioned the presence of people associated with crime organized among investors who purchased shares of Amaya Exchange before the latter acquires the internet giant PokerStars last June. These investors include Salvatore Cazzetta, one of the leaders of the Hells Angels in Quebec, Police sources say four. And several other members of organized crime, of various origins, also held shares of Amaya at the time of the transaction 4.9 billion US, according to our sources. The Sûreté du Québec is well aware of the situation, but the case is in the hands of the Royal Canadian Mounted Police (RCMP). A squad of the RCMP's mandate is to prevent "serious fraud in the financial markets that threaten investor confidence and economic stability of the country."
Amaya (Tor., AYA), which became a global giant of online gaming last summer. La Presse revealed that the police questioned the presence of people associated with crime organized among investors who purchased shares of Amaya Exchange before the latter acquires the internet giant PokerStars last June. These investors include Salvatore Cazzetta, one of the leaders of the Hells Angels in Quebec, Police sources say four. And several other members of organized crime, of various origins, also held shares of Amaya at the time of the transaction 4.9 billion US, according to our sources. The Sûreté du Québec is well aware of the situation, but the case is in the hands of the Royal Canadian Mounted Police (RCMP). A squad of the RCMP's mandate is to prevent "serious fraud in the financial markets that threaten investor confidence and economic stability of the country."
Q: This is information about Amaya. Police found that members of organized crime bought shares of Amaya before the acquisition of PokerStars, including Salvatore Cazzetta.
http://www.lesaffaires.com/secteurs-d-activite/general/10-choses-a-savoir-mardi/578068
http://www.lesaffaires.com/secteurs-d-activite/general/10-choses-a-savoir-mardi/578068
Q: You've mentioned in the past that CGX has the characteristic of being "recession-proof".
As we move into anemic growth in the economy, what other companies would you say fit this category?
As we move into anemic growth in the economy, what other companies would you say fit this category?
Q: anything behind this morning sell-off and would you recommend buying at this point or wait for more news / resolution of investigation..thx
Q: I see that you have included DHX in your growth portfolio. I bought at $2.25 and sold around $8.60. What is your view of DHX now that they have lost the Disney contract? Is it a good time to get back in and what are DHX's growth prospects? A couple of years back, there was speculation DHX may be a takeover candidate by, eg. Netflix. What is your view on possible takeovers? Thanks
Q: Hi folks: can't seem to get this Growth thing right. For example; according to Yahoo finance,the growth rate for XTC for this year will be 34.7%. The growth est. for next year is only 18.4% so is this is a "growth" stock for only the rest of this year? Several of the other stocks in the Growth Portfolio seem to have the same problem.
Q: Can you please explain the recently announced "Rights Dividend"
Thanks
Craig
Thanks
Craig
Q: This stock has had a great run-up recently do you think there
is more growth available?
Thxs
Wayne
is more growth available?
Thxs
Wayne
Q: Hello Peter & team, Any reason you know why BIN has been dropping for over a week? Thank you!
Q: Can you comment on the downgrade from RBC? I'm looking at building a position if the is more negative sentiment and if oil keeps rising since I think it will be temporary.
Also, looking to gain exposure to healthcare in Canada or the U.S. What would you recommend? Any value plays left with the hot run in the sector?
Thanks,
Jason
Also, looking to gain exposure to healthcare in Canada or the U.S. What would you recommend? Any value plays left with the hot run in the sector?
Thanks,
Jason
Q: Good time to step into bin?
Q: Hi,
Care to comment on RBC's downgrade of BIN? One of their main key points was BIN's significant footprint in energy producing locales and they feel that BIN could experience pricing and volume pressures as crude prices impact regional GDP. In your last response to a question on BIN you said,"We added it to the portfolios largely because of its leverage to lower oil prices, its US revenue (60%) and its largely recession-proof business." Do you think RBC's concerns about lower crude affecting pricing trump the benefits of cheaper transport costs? It would appear the market does, BIN down 5% today after not much volatility lately.
thanks.
Care to comment on RBC's downgrade of BIN? One of their main key points was BIN's significant footprint in energy producing locales and they feel that BIN could experience pricing and volume pressures as crude prices impact regional GDP. In your last response to a question on BIN you said,"We added it to the portfolios largely because of its leverage to lower oil prices, its US revenue (60%) and its largely recession-proof business." Do you think RBC's concerns about lower crude affecting pricing trump the benefits of cheaper transport costs? It would appear the market does, BIN down 5% today after not much volatility lately.
thanks.
Q: Should we read anything into the 4.5% drop this morning?
Q: I hold 4000 sh. of enb and am thinking of selling 1000 and buying 2000 ipl with the proceeds. is that a good move? Harry.