Bought it @$14. Sold 25% of my position at $19.11 last May.
Saw your last comment end of Oct re the speculative shorting taking place. I do plan on holding for the long term but, would like your opinion on what effect the Fed raising rates (appears to be inevitable... again) may have on the price.
Q: As of the news regarding the purchase of MCI today, I hold approximately a half position in NFI. Of course, I wish I was holding more. As the acquisition looks to be a good addition for NFI, is it too late to bump up to a full position for a long-term hold? You've mentioned previously about buying momentum, and I'm wondering if this would be a good example for doing that, especially given the increased dividend and likely increased investor interest.
Q: With all the market craziness out there and the huge share price drops on missed earnings, regardless if the stock is cheap or not, I was thinking of using some of my CDV (Com Dev) proceeds to buy a name like Andrew Peller (ADW.A). Low beta, 5% - 10% growing eps, decent and growing dividend, reasonable valuation, sounds pretty good to me. Are there any red flags in the story that I am not aware of (regulatory issues, unfavourable debt?).
What are the potential holes in Andrew Peller that can hinder share price growth?
Lastly, any news on when ADW.A will announce earnings? The best I can come up with is before November 30
Q: Good afternoon
I believe IT reported last week. If so, may I have your comments please. If they did not report, when are they scheduled to do so. Many thanks
Q: Good morning, I am considering adding either IT or AYA do you have a preference looking at risk/reward and potential for future growth and dividend potential.
thanks as always.
Q: Hi,
Thank you for your comments on IT's latest quarter. With a market cap of ~$1 billion and good results, I am surprised the stock price is not higher. Do you have any idea why the share price is so depressed and do you think IT is on the cusp of renewed interest from investors?
Michael
Q: Can I get your thoughts on SH? Ebay, Amazon have released great quarters and expect SH will too when it reports on Nov 4th. Thinking of initiating a position. Thanks.
Q: Peter, I have three holdings NII, SCR & PHM with rather grumpy performance. Should I continue to hold any of them? And, do you have better replacements to recommend?
With thanks, Colin
Q: Hi 5i Iam looking for the next possible amaya or CSU. I like stocks trading under $10 with big potential futures.It could be any sector. I was thinking GUD based on your intelligence.Thx for all your help.
Q: Hello. Seen Peter on BNN today. CMH I have held for some time and every so often it will have an 8 or 9% drop. It seems thinly traded. What is your opinion of it? Also, SWKS (U.S.) was a market performer and over the last while has fallen considerably. It acquired another company. Would this be the reason for such a downward trade over the last while? What is your opinion on this. Hate to mention CXR again, but I am still holding AVO which CXR seems to be going the same route as AVO. There is always a reason why stocks are going down, but in the case of these two and a few others, they seem to have quite a considerable drop. Is it just the market takes a hate to these companies or is there something extra we don't know about them? I know I am asking the right people for this type of advice. Dennis