Q: Hi Team
What do you think about the take over offer? The cynic in me thinks that they let the price fall and then came out with this offer at multi year lows. Who knows want the "true value " is, so many different opinions. With the insiders that put in the offer having 57% of the shares is it not just a slam dunk for them, they can ramrod through anything that they want?
Thanks
Auftar
Q: 6/17 CFO took medical leave. 6/18 J Litt challenged that $9.45 price is too low ,& questioned the planned purchase of 17.8m shares from OTPP resulting in immediate cancellation by HBC.Is there a case to buy here for hope of a higher price?Thanks for u usual great services & views
Q: Peter and His Wonder Team
RET. is going to buy back shares at a price significantly higher than current market. Please tell me all the reasons it would do this. Of course the obvious is that it for the moment increases value for loyal share holders who are seriously under water. However I wonder about the long term. Your thoughts please. Thanks!
Q: Hi All at 5i! I was reading an article in the post which made reference to Canadian debt. Not just the debt held by individuals, but also , the debt held by corporations. In a down turn, it has been predicted that this could be a large problem for the corporations and the lenders. Are there corporations that we should stay clear of as investors, which are heavily debt laden, to the point of being a major concern? Cheers, Tamara
Q: What kind of EPS growth do you forecast over the next 1-5 years? The estimates that I have seen are similar to the past 5 years, ie quite good.
Morningstar and others have been and continue to be negative on this company, due to the highly competitive environment which is only expected to get worse. Yet, the company continues to put up good numbers. I’m confused.
Q: I was surprised to see that BAM outperformed VFV over 5 years and longer, especially noticeable over the past 5 years. Which was less volatile over these periods and how do you measure volatility?
Q: I would appreciate your take on Saputo's results.Revenues are up for yoy and qtr vs 3rd and last year but earnings appear weak. Is this a one-off due to the recent acquisition or something more concerning. Quite frankly I have difficulty judging the impact of IFRS accounting on the income statement. I look forward to your insight.
Thanks
Ian
Q: i am a large holder of trz, this mach group offer seems to have a lot of conditions, the main one being the quebec govt put in over a 100 million,trz has not opened yet but do you see air canada going over 14. dollars.
my question is should i hold on. dave
Q: I have read the most recent comments that you have answered for members on Russel Metals, My question to you is; at what price would you start to recommend this stock if someone is looking for a 10-15% return from purchase price? And, Has Russel Metals ever cut its dividend, for some reason, I think they have.?
Q: list your 3 best growth stocks with little debt eg KXS. and your 3 best growth stocks with high debt eg TSGI. and your 3 best growth stocks with 50 percent or more revenues derived from USA operations. thanks Richard
Q: Could you give me a list of sectors that would be stable during a recession. Could you please give three Canadian and three American stocks and each sector. Thanks.
Q: I have some extra cash to add to the balanced portfolio. Can you select 3 of these stocks that present the best purchase opportunities at the moment for a long-term hold?
Q: What is your opinion on Shawcor (SCL). It is getting close to a 52 week low. This stock was in the forties a few years ago and is not sitting around $17.50.
Q: When researching companies, do you ever take ESG risks into consideration? If so how do you factor this into your process? Are there any metrics you consider significant in identifying potential alpha?