Q: HI Team, can you please give me your thoughts on Questor's report on the 28th?
Thanks
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: Hi folks: Are Questor's earnings out yet? If yes, how do they look?
Charles
Charles
Q: peter, just to let you know, I hold 20000 css that we will not tender. I phoned rbc and they said doing nothing means you are not tendering.
I could buy 20000 more to help the cause, what is my downside. 20 cents. what do you think. dave
I could buy 20000 more to help the cause, what is my downside. 20 cents. what do you think. dave
Q: When will the next report on Capstone(CSE) be available as I notice the last one was in March 2013? Would the rating still be a C?
Q: Good morning: Your report on Questor states that it is subject to
seasonality. What will be the beat "season(s)" to buy the stock?
Charles
seasonality. What will be the beat "season(s)" to buy the stock?
Charles
Q: The revenue numbers for BKW reported in the Financial Post don't make sense: only $1.1bb vs 3 times that for THI which has one third of Burger King's location numbers. If the combined company is going to be #3 worldwide, revenues would have to be a lot closer to the SBUX level of $16bb. Is it possible the revenue numbers are small because they reflect only franchise fees and not total sales? I note also that 2013 net earnings for THI are twice those of BKW which doesn't appear right for an acquirer; what is the potential for the new company in generating growth here? Thanks, J.
Q: I noticed your aug 12 bloomberg article on AVO posted. I am under water on AVO & wonder if you are bot into the presidents strategy of short term pain for long term gain or is he over optimistic & have it wrong. In other words, is this a good time to buy into a real growth story a year or 2 from now or is there any chance they will see competition by then? On a side note, I believe there is a huge demand for more survelience and an acceptance from the public.
You also posted a list of 90 charts, first one being the SSEC-I which has already passed the marker the auther suggests will mark a breakout. Can you elaborate on your feeling of whether his assumptions are correct & what sectors this would impact, IE; commodities-base metals, oil, etc??
You also posted a list of 90 charts, first one being the SSEC-I which has already passed the marker the auther suggests will mark a breakout. Can you elaborate on your feeling of whether his assumptions are correct & what sectors this would impact, IE; commodities-base metals, oil, etc??
Q: Hello Peter,
I am not clear as to why the market is paying 89 per share(current share price) for Tims when the overall deal will provide an investor more than 89 per share. Can you please comment? From the various answers provided, it appears you are in favour of holding onto the Tims shares. Am i correct in my understanding? Also, what is your view on DHX at this point as it has gone up alot in my portfolio. It does not represent more than 4 percent of my weighting. Should i trim or hang in there? Much appreciate it. umed
I am not clear as to why the market is paying 89 per share(current share price) for Tims when the overall deal will provide an investor more than 89 per share. Can you please comment? From the various answers provided, it appears you are in favour of holding onto the Tims shares. Am i correct in my understanding? Also, what is your view on DHX at this point as it has gone up alot in my portfolio. It does not represent more than 4 percent of my weighting. Should i trim or hang in there? Much appreciate it. umed
Q: THI represents 3% of my overall portfolio, and it happens to be in my TFSA. I am up 44%. There are various options available to THI shareholders , in addition to selling the stock now.
From tmx.com
Under the terms of the transaction, which has been unanimously approved by the Board of Directors of both companies, Tim Hortons shareholders will receive C$65.50 in cash and 0.8025 common shares of the new company per Tim Hortons share. Based on Burger King's unaffected closing stock price as of August 22, 2014, this represents total value per Tim Hortons share of C$89.32 and based on Burger King's closing stock price as of August 25, 2014, this represents total value per Tim Hortons share of C$94.05. As an alternative to the default mixed transaction consideration described above, each Tim Hortons shareholder will have the ability to elect to instead receive, for each Tim Hortons share held, either (i) C$88.50 in cash; or (ii) 3.0879 common shares of the new company, in each case subject to pro ration.
THI stock is trading around $89.32 now, but if you take the cash and stock option based on yesterday's closing price of BKW it is supposedly worth $94.05. And if you take shares in the new company it is supposedly worth $100 (according to BNN).
What option is best for an investor in THI? Should I wait for the deal to close later this year, or sell now?
Paul J.
From tmx.com
Under the terms of the transaction, which has been unanimously approved by the Board of Directors of both companies, Tim Hortons shareholders will receive C$65.50 in cash and 0.8025 common shares of the new company per Tim Hortons share. Based on Burger King's unaffected closing stock price as of August 22, 2014, this represents total value per Tim Hortons share of C$89.32 and based on Burger King's closing stock price as of August 25, 2014, this represents total value per Tim Hortons share of C$94.05. As an alternative to the default mixed transaction consideration described above, each Tim Hortons shareholder will have the ability to elect to instead receive, for each Tim Hortons share held, either (i) C$88.50 in cash; or (ii) 3.0879 common shares of the new company, in each case subject to pro ration.
THI stock is trading around $89.32 now, but if you take the cash and stock option based on yesterday's closing price of BKW it is supposedly worth $94.05. And if you take shares in the new company it is supposedly worth $100 (according to BNN).
What option is best for an investor in THI? Should I wait for the deal to close later this year, or sell now?
Paul J.
Q: BKW.US: Should I buy this stock now in anticipation of the deal going thru and the new company making big bucks in the years ahead?
Q: EQI.New shareholder,Smoothwater been buying some $322k shares @ $9.45 to $9.50 from Aug 19 to Aug 25 according to Canadian Insider.Please provide your expert advice on whether it is an entry point now CSS.Really confused & disturbed by the instructions In my humble opinion,the instructions should be FOR or AGAINST.Are the brokers biased as there maybe equity financing coming by TFI for the purchase of CSS BNS.The market today reacted unfavourably to its results.Did it make a loss provision for its operations in the Carriben It s bigger than that of CIBC($500k provision in the last Qtr) & Royal(sold its operations at a loss at beginning of the year)Both BNS & TD are the favourities of fund managers.I am waiting for an entry point Thanks a lo
Q: Hi Peter & team, I have shares of Tim Hortons (Canadian dollars) that I bought few years ago for my non-registered account. Should I understand that Tim Hortons will no longer be listed on the TSX? Will it be replaced by shares of Burger King (US dollars)in my account? If so, when will that happen? I prefer to keep US listed companies in my RRSP account. Thanks, Gervais
Q: Why has ahf.to gone up so much, about 30% in the last two weeks? Time to buy some more shares or wait till it settles a little? I have a 2% position right now. Thanks
Q: In regards to Contrans (CSS) at BMO Nesbitt Burns there are two options. Option #1 take cash (sell shares). Option #99 Do Nothing (Default). Get your broker to select option #99 in this case to have your voice heard that you don't support the deal. Even though it's the default option it still makes sense to have your broker input the data, this will send a strong message other than do nothing becasue doing nothing can be interpreted in different ways.
Q: As of now you can see North Dakota from space due to the flaring from the oil and gas drillers. There is pressure to reduce the emissions from this area in particular from Government. Are Questor's incinerators (QST) the best option to reduce this flaring? Or am I wrong with this assumption? With only a 4 month ROE on the incinerator...why do you think the O&G producers are not using them as the go to name? I know that they are small client concentration. But I would have thought since 1995 that they would have been able to distribute their technology more effectively. Thanks for your help. Jeremy
Q: Hello 5i: I am seriously considering a full position in Tricon (TCN). Before doing so, I would like to know if you still maintain Tricon a "B" rating and your outlook for the sector.
Thanks Brian
Thanks Brian
Q: Hi team:
I have hold CFN for awhile and lost some money
did the last quarter results met expectations ?
is the dividend still safe ?
I wonder if I could sell and put my funds in HCG
which I had a very small position
thanks!
Michael
I have hold CFN for awhile and lost some money
did the last quarter results met expectations ?
is the dividend still safe ?
I wonder if I could sell and put my funds in HCG
which I had a very small position
thanks!
Michael
Q: Hello 5i.
We hold small holdings of TD(325 shs) and BNS(230 shs) We also hold XIU and XIC. These ETFs hold TD and BNS in their top 10 holdings. As part of our financial sector we also hold 575 shs. of Gluskin Sheff(GS) My question then, is there any point in holding BNS and TD?
We hold small holdings of TD(325 shs) and BNS(230 shs) We also hold XIU and XIC. These ETFs hold TD and BNS in their top 10 holdings. As part of our financial sector we also hold 575 shs. of Gluskin Sheff(GS) My question then, is there any point in holding BNS and TD?
Q: Tim Horton THI - I have a return of 110% on THI with a 3.13% weighting in my portfolio. I am trying to not be over diversified and target 3 to 5% for each stock in my portfolio. (Currently consolidating positions to hit my target range.) Currently I hold 10% of my portfolio in "Consumer Goods and Services" sector of the market. ( I have 5 sectors with weighting of 10 - 25% for each sector targeted) With recent gains THI is at my minimum threshold for a stock holding however it is very tempting to take profits here. I like the company and believe the synergies with Burger King could continue the good returns. I feel it may be overpriced here however. What advice would you have. Should I hold, trim and buy back on a dip, or sell outright? Thanks
Q: PeterYour thoughts on BNS results
Stan
Stan