Q: Hello Peter and team,
It looks like BAM will be spinning off the asset management unit. On their earnings call, i believe they mentioned it and the stock went up quite a bit and then went down again. Now that it is confirmed, there was no reaction.. Any comments? In case they do spin it off as a shareholder would one get shares of new companies similar to their other spinoffs and would this results in surge in stock price? In other words, if you are a BAM holder , would it be good idea to buy more shares at current price of $61.00 cdn assuming it is within our allocation in our accounts. Much appreciated.
Q: In December DND announced the transformative acquisition of Link for 3.2B financed with a share issuance at C$53.00 and a large debt facility. The timing could not have been worse. DND shares are now trading at $13 and tech valuations have collapsed. The original terms no longer make any sense. Do you expect the terms to be renegotiated or DND to walk from this deal?
Q: Hi guys
could you please give me your evaluation of this stock and whether it is a good play in this sector or if you feel there is a better choice thx as always
Q: Hello, I am thinking of purchasing BAM.A. For tax efficiency is it best in a non registered or corporate account? Not clear about what percentage qualifies as a full position in my portfolio. What would be a guideline.
Q: Hi, Could you please comment on PBH earnings release. Results seem good, but can you help me understand, how food inflation is likely to impact company's bottomline, in near future. How is the current valuation ? Thank You
Q: A question earlier this year was what price would you consider this really cheap. You said anything below 3. Today it is close to 2 and may go below it this week. That said do you think it is a good time to sell for a tax loss. My worry is any good news would make this pop. Perhaps I'm wrong though and in this environment barely anything will make that happen. Historically what is more likely.
Q: Please enlighten me. Cannot comphrend the Dutch Auction low average bid of $103 as thought that the tender offer should be higher. Also current price of $97.38 - 5.71. Is this the effect of this terrible markets? Txs for u usual great services & views