Q: Good morning: purchased Nal a few weeks ago and it has dropped about $4 per share recently. What is the reason and what do you see for the future. Thanks.
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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: Any info or thoughts about the senior mgmt changes announced? Two senior VPs both 14 yrs with the co leaving or retiring.
Thanks; enjoy your service tremendously!
Mark
Thanks; enjoy your service tremendously!
Mark
Q: I believe High Liner Food only process and distribute seafood, while Clearwater (CLR.TO) also harvest seafood. So do you think CLR.TO will benefit more from higher seafood price? Which company do you prefer? would you consider current price a good entry point?
Thank you very much!
Thank you very much!
Q: I had reason to call Scotia iTRADE about a different item today and in the discussion CFN came up. I was told that on January 2nd the offer was extended to January 30 and that there is no mention of a special dividend. It seems odd that this extension is not widely known, although I may have missed that information.
Q: Peter and Ryan and Team,
Just curious on your thoughts regarding Amaya's announcement of a normal course issuer bid this morning. It seems to me that the management is showing a lot of confidence in their company and signifying (maybe) that the insider trading investigation will not be a problem.
Your thoughts?
Just curious on your thoughts regarding Amaya's announcement of a normal course issuer bid this morning. It seems to me that the management is showing a lot of confidence in their company and signifying (maybe) that the insider trading investigation will not be a problem.
Your thoughts?
Q: Hello all! Can you shed some light on what is causing the Amaya bounce today?
Thanks
Dave
Thanks
Dave
Q: I would appreciate your reaction to the press release issued by Amaya this morning. Thank you, Peter
Q: Just a comment on Carfinco declined today: Carfinco Financial Group Inc. lowered its January dividend to $0.025 from $0.04 in December, with management noting that the firm has seen an increase in delinquencies and losses on its receivable portfolio in recent months.
Q: Carfinco states "increase in both delinquencies and losses on the finance receivable portfolio in recent months" as the reason for the 38% dividend cut. If they knew the takeover was off would they not have an obligation to disclose with this announcement? And if the deal is off would there not be a break fee coming to CFN as damages that would allow them to continue the higher dividend? Finally it looks to me like selling has been pretty consistent through Monday so it would seem that someone knows something, wouldn't you agree? Thanks, J.
Q: Hello 5i team,
Dec 31st you finished your answer with "there is a good chance that this earnings forecast will move lower."
Today the stock is down almost 10%. Are there any other reasons other than what you mention on the 31st for this decline? Or is it purely a result of the falling oil prices?
Thanks for all you do
Gord
Dec 31st you finished your answer with "there is a good chance that this earnings forecast will move lower."
Today the stock is down almost 10%. Are there any other reasons other than what you mention on the 31st for this decline? Or is it purely a result of the falling oil prices?
Thanks for all you do
Gord
Q: I see Carfinco off sharply today.
What is happening??
Is the seal off??
What is happening??
Is the seal off??
Q: WSP by all account is a stock that should be on cusp of a major break through. You have it in your Income Portfolio (your ACB is $35.73, mine is $34.35) - we are both underwater, a number of BNN guests have it as their top picks in recent months as well. In my own analysis I though all the numbers are pointing upwards, hence I made it my largest investment in my portfolio (about 9%).
However, I'm down about 5% from my ACB in this stock. Why are we all wrong about WSP so far? I can't find anything wrong in it publish materials. Perhaps the Q4 results may shed more light.
What is your assessment of WSP?
Thanks.
However, I'm down about 5% from my ACB in this stock. Why are we all wrong about WSP so far? I can't find anything wrong in it publish materials. Perhaps the Q4 results may shed more light.
What is your assessment of WSP?
Thanks.
Q: I just read Cam Hui's piece in the 5 for 5i. I notice he isn't positive on Canada and the Cdn. banks. Would you suggest we concentrate on small caps with large exposure to the U.S and avoid companies such as ACQ.
Do you agree with Hui that Cadn. banks face some strong headwinds this year?
Do you agree with Hui that Cadn. banks face some strong headwinds this year?
Q: I have read your recent comments on AHF and would like to know if yesterdays release of Q4 assets under management has you concerned. I understand the decline in AUM is related to them trying to get out of lower margin products. My concern is I am not seeing where the offsetting increase is for higher margin business. I am not a fan of the "liquid alternative" funds they are currently promoting if that is where they think the higher margin business is going to come from. My guts are telling me to take my losses and move on. Am I too negative on this one?
Q: I thought you were offering a portfolio analysis for a fee but cannot find a link or any info. CSU is getting to be a bigger part of my investments and should maybe be trimmed. Is the analysis still available? Thank you. (I'm not sure if this question was accidently submitted already)
Harvey
Harvey
Q: Does the AYA fiasco do some explaining as to why AHF has been selling off? Diversification bites in the same spot sometimes! Who would of thought?
Q: For 2014 you had been recommending HCG. Despite the stock and my position losing $10 a share since I bought it on your supportive advice last summer, what is your advice now on your 2014 recommendation. It takes a huge recovery in the stock price to make up for this current losing position from those who bought it last summer, or fall. I know the stocks history but more interested in your call on what to do now on this one.
Q: Is the issue around John Fielding trading in AYA shares the cause of the securities investigation ? What does your team make of this information.
Thank you for your good work
Clarence
Thank you for your good work
Clarence
Q: I don't know if you saw the Globe and Mail article in the biz section today. It seems to touch all bases on the rumours that were circulating. i.e. mutual fund involved etc. Seems pretty farfetched and out of all proportion to stock sell off. What would your assessment be?
TIA
TIA
Q: Hi team, Would you comment pls. on the closing of a US plant. Thank you!