Q: I'm thinking of moving on here and an wondering what you might replace it with at today's prices. I also own MG and have done very well so don't need to stay in the auto parts industry. I'm a little light on industrials and materials so either sector would be fine. Thanks again for your valuable service!
Q: With XTC's growth slowing down and NFI's pullback, I am thinking of selling XTC and buying the equivalent value ( 4% of a balanced portfolio ) of NFI. I have a gain of 60% having owned XTC for 5 years. I am interested in dividend growth and stability in the business.
What are your thoughts about the prospects of these two companies 5 years out?
Thanks!
Rob
Q: Do you still think xtc.to is an undervalued stock? Underwater by 40% so would this be a good stock for a tax loss? It has a horrific chart for the last two and half years.
EPS .18 for this quarter represents a p/e of 13.6 which is a premium to mg.to mre.to and lnr.to. Are you still
Confident in this company or move on to else. It has been a serious underperformer in the sector.
Last 1 year
MRE.TO + 100%
LNR.TO +33%
MG.TO +30%
XTC.TO -4.5%
Q: Exco earnings appear horrible. Missed again! What to do with this puppy? Good dividend and appears cheap but no growth. Can it turn itself around? Has been dead money and lost money for a long time. Buy hold sell or buy more. Thanks.
Q: Exco Technologies just reported. Earnings look flat to PY, free cash flow improved .... debt reduction and sharebuybacks took place in the last quarter. What is your thoughts on performance, going forward business and valuation. Thanks
Q: I see on the Globe site there is a notice from a law company...
Johnson Fistel, Announces Investigations of INC Research Holdings, Inc., Acorda Therapeutics, Inc., and Shopify Inc.; Investors Encouraged to Contact Firm
Is this just another nuisance claim? The stock has dropped 7% today.
Just a note: I see Spin Master products being sold at Master Mind, Walmart and Canadian Tire. I don't think the Toys-R-Us problem will impact Spin Master sales in the long run.
Q: Could you please comment on ENB’s aftermarket strategic plan announcements. Will this help or hinder investor anxiety? Will the equity private placement be dilutive? Thanks.
Q: Disappointed in NFIs stock performance this last month - down about 14%. I regarded this as one of my ‘hang on and ignore’ stocks. I can’t find any negative stuff on it - seems all positive. Is it tax selling this early? I realize it is up on the year so I suppose this could be it. I think I am missing something tho. Pls enlighten me. Thks guys.
Q: Here we go again.The underwriters try to push the stock as high as possible,but in this case of ENB with limited success.After market closed today ENB announced it is going to the market again to raise financing to the tune of $1.5b of private placement of 33.5m of treasury shares @ $44.84(recent 52 week low of $43.91),At the same time it reconfirmed 10%pa increase in dividend for a number of years.Please advise who are the lead underwriter(s) & underwriters.I guess BMO is one as it did a glowing report in G&M @ end of last week.My purchase @ $50 is 10% higher than the. $44.84,so hopefully the gap can be bridged.Thanks for u usual great views & services.
Q: I am a holder of SYZ, IMHO they have the worst website for shareholders I have ever come across. The only good thing is a link to Sedar. Why not have a list of press releases at a minimum for easy div. date reference. Not acceptable for any Co. never mind it's a computer Co.
If you agree you would have more clout with SYZ.
Please contact them.
Q: Is Trevali still your go to name for zinc exposure?
Would you have any other concerns about the company other than the price of the commodity?
Appreciate your Q&A section
Terry
Q: what am i missing on couche tard.great earnings, 2 excellent upgrades today with price targets in the high seventies and the stock has done nothing.
is the market telling us something. dave
Q: Do you see ENB as a potential tax-loss selling candidate for the remainder of this year, despite it not being on your list in your recent blog entry on the topic?
I have a 3% portfolio weighting of ENB in a taxable account and still wish to hold it long term, however as I have a small (7%) loss I'm contemplating selling it and buying it back at the beginning of January or thereabouts to offset some of this year's capital gains. Would you advise such a move for ENB right now, or is this all a bit too fancy (and/or risky)?