Q: I currently have a 3 % weight on Home Capital . Should I increase this to 5% or is there another company that you recommend that I could buy and leave Home Capital at 3%.
I wonder how often you revise the ratings given to your coverage universe file.
For example, February 27, 2014 you writed a report on Enbridge with a grade of A-, since that time I have not seen a report on Enbridge ENB but is still A-
Does this mean that you are always confident Enbridge and your opinion on the title identitique.
Q: Greetings! You mentioned that Badger has about half of its revenue coming from the energy sector, currently. How much of it do you think would be E&P related, as opposed to pipeline maintenance, etc? I'm trying to get a handle on whether the shares should be tracking oil prices as closely as they have been. Cheers.
Q: Why is GLN still trading at such a discount (almost 4%) to its "cash" tender value (and even more with respect to the current BCE share value)? The Rogers injunction issue seems to have been resolved and no other obvious "deal-kiillers" have come out of the woodwork.
It seems to me that the risk/reward ratio is very favorable to purchase GLN now. I would appreciate your opinion.
Q: AVO represents 5% of my folio holdings; should I half since it looks like it's going nowhere and redeploy to OG sector? My IT exposure is currently 16% and OG is at 8%.
Q: BEP. indicate a p.e. of 156.4 and a 3 years EPS. of -24 could you please elaborate on this issue also the high volatility,i've enjoyed the run so far.Thank You as always for the (comforting)service.
Daniel
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.
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?
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Asked by Dong Sheng on January 13, 2015
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.
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.
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.
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?
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.