Q: Good morning;
Do you think that WELL is following the business model of Constellation Software by becoming a roll up acquirer of companies in the telehealth sector or are they positioning themselves to be a take over target. Thank you.
Q: Hi Peter,
With the value of GUD and its continued drift of GUD is there a point where a bigger Co might look to absorb it ? Besides bordem is there any other reason for its poor performance ? Thanks.
Q: For a new purchase of CSU is it better to wait till after the Tropicus spin out in order to avoid the dividend tax hit from the Spinout? Then buy both companies in the market.
Q: I've learned recently that mRNA-based vaccines require extra cold storage (-70C; dry ice temperature). This will be a logistical challenge if such vaccines are approved. Two-part question:
1. Your thoughts on the impact of this logistical challenge on PFE/BNTX and MRNA?
2. Dry ice (solid CO2) lasts only about 3 days in insulated packages. Widespread mRNA vaccine distribution might depend on having a lot more dry ice produced at facilities near airports, shipping hubs, and smaller distribution centers. Any ideas for a play on dry ice via companies selling dry ice production equipment?
Many thanks! New subscriber this year and very satisfied!
Q: It looks as though renewable power is becoming politically accepted, with the above as assumed potential sector participants. What is the anticipated growth rate for each and to what extent have each potentially already discounted the coming year's anticipated growth in value. I Look forward to your response.
Q: Thinking about stepping into a little energy. Could you provide me with some names that you would consider safe going forward.
As well, am curious about Surge, do you think it is likely to survive?
thx for your help
Joe
Q: Good Morning... what are your thoughts on NVTA? Would you be buyers or sellers heading into the merger? Does the future seem bright and profitable to you for the combined company and the space they're in?
I have CSU journaled over to a US cash account. With the spin out coming, what are the tax implications of leaving it there? Or should I journal them back to my Canadian cash account?
Q: What area your thoughts on the upcoming IPO that Tourmaline is doing on Topaz energy. Topaz estimates that upwards of 90% of cash flow will be distributed as dividends. Would this be a good dividend play or is this very speculative ?
Don
Q: In several responses to questions on Keyera-KEY you have suggested it could be a takeover target. Is this a rumour on the street and if so, would you please elaborate on who you think would be interested and why. Thank you.