Hi Team... Do you consider the recent sell-off in DHX shares to represent a good entry point for a 2-3 year hold or would I be better to wait a while longer?
CGI is down 6% this morning after their earnings release. Why is the stock reacting so poorly, do you still like the company? please share your thoughts
Q: With the seemingly increasing scrutiny over crude being shipped via rail, could this have a negative impact on EFN's growth prospects? One of their largest growth areas seems to be in railcar leasing. On the topic, are there other companies that may be especially at risk due to this? I wouldn't be surprised if new regulations come in to limit the use of DOT-111. One article I read said that this could cause a large expense for leasing companies - if they need to upgrade their fleet.
Q: Why do you think IMAX is such an unloved stock? I tend to think of IMAX as a growth company as it's shifting more to the subscription model as it builds out it's theatres all around the world, including China.
Playing the devil's advocate, what kind of hiccups do you see potentially hitting IMAX in the future that will thwart it's expansion plans?
I would like to hear your thoughts on Concordia Healthcare corp (TSE:CXR), a new listing on the TSX. Do you know any of the management or former entities that merged to create Concordia?
Q: Hi Gentlemen,
I am considering purchasing Valeant Pharmacies. Prior to making my decision, I would like your opinion if you think it is a good purchase at these level or if I should wait for a pull back. Could you recommend a purchase price. Thank you for your consideration.
Q: What do you think of Open Text's (OTC) earnings? Is it gradually putting the earnings misses of the past behind it and do you think it will slowly become rerated higher because of this? Thanks!
Q: In doing research on Carfinco and Rifco I have come across GPS-X. What are your thoughts on this company? Many thanks, I continue to appreciate all of the info you provide.
Q: Hi Peter and team
Do you think that Valeant's (VRX)share price will increase with this 1.5B share buyback announced yesterday? I have a 40% gain is it time to sell on this news?
Thanks
Kathy
I've had my eye on Element Financial for awhile now. I know you consider it expensive at this point. If you cannot recommend a price entry, can you advise of a metric or two you would watch before pulling the trigger?
How much faith do you have with Mr. Hudson as CEO? He seems to have big plans. My concern is his history. The Newcourt Credit Group that he had built didn't exactly end very well. Your thoughts?
Q: I notice a big drop in EFN this morning. Having just bought it a week ago, I am concerned that it has been trending down since and now has a drop of 0.45. Do you know why?
I purchased Uni-Select quite awhile ago for around $25.00 only to watch it plummet to a low of $18.00.It has rebounded nicely since news of its recent acquisition,should i resist the temptation to monetize my gain like i would normally do?
Thanks Gordon
PLI today came out with very positive news today.
It should bring the awareness of the company up a notch.
With this news what is your current view on PLI